For CPAs, financial planners, and attorneys: how to recognize when a client needs an M&A advisor or valuation, and how Duran works alongside your existing client relationships.
A family-law attorney’s guide to engaging a business valuator: standard of value, goodwill, double-dipping, the valuation date, and a day-one document checklist. Gulf South focus.
Cerulli projects $124T will transfer by 2048. Here are the five estate-planning triggers that signal a business owner should sell, and when to bring in an M&A co-advisor.
Triggers in Estate Planning: When the Conversation Shifts to Selling Read More »
With 74% of business owners planning to exit (Gallup, 2024), you often spot the trigger first. Six clear signs it is time to refer a client to an M&A advisor.
Sell-side M&A advisory for Louisiana and Gulf South business owners.
A boutique M&A and exit-planning practice based in Metairie. We represent owners of $1M–$25M revenue businesses, run a structured sell-side process, and deliver business valuations under NACVA Professional Standards.
Serving New Orleans, Metairie, Baton Rouge, the North Shore, Houma–Thibodaux, and South Mississippi.
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Affiliations
AM&AA IBBA M&A Source ACG Turnaround Management Association LREC EPI IEPA Value Builder Jefferson Chamber