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.
EPI research finds roughly 80% of the average owner’s net worth sits inside the business, yet only 27% of Boomer owners have a formal valuation. A financial planner’s playbook for pricing and de-risking the biggest asset in the plan.
When a Client’s Net Worth Is Trapped in the Business: A Financial Planner’s Playbook Read More »
An unfunded or stale buy-sell agreement fails exactly when it is needed. The funding structures, why the Connelly ruling changed the estate math on redemption agreements, and what to review with clients now.
Buy-Sell Agreement Funding: What Advisors Should Check Before a Trigger Event Read More »
Your clients will tell you they’re ready to sell long before they say the words. The seven signals CPAs, financial planners, and attorneys see first, and what to do next.
Spotting an Exit-Ready Client: 7 Signals CPAs and Advisors See First Read More »
When your client sells, Duran runs the transaction and your work stays yours. Who owns which lane, what the deal data says, and how referrals stay compliant.
How Duran’s Coordinated Advisor Team Works With Your Client’s CPA and Attorney Read More »
How fair value vs. fair market value, DLOC and DLOM discounts, and the valuation date decide the number when an independent business valuation enters a shareholder dispute.
Shareholder Disputes: The Role of an Independent Business Valuation Read More »
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