Book Smart and Street Smart Knowledge

In this segment B&E’s Founder Dennis shares specific book smart and street smart knowledge needed to succeed in your situation.

 

If you’re looking to close the sale of your business, here’s what we know with years of experience helping clients succeed. Most often it requires creative street smarts along with the book smarts to get the deals done right.

Here is just one example where this was the case. A savvy business owner thought his business that he was selling was worth more than the potential buyer believed he should pay. Imagine that. We looked at the discrepancies between the seller’s expectations and the buyers offer. Applying our book smart best practices with a lot of creative street smarts we solidified the deal. We got both parties together at the table and used some provisions of tax code…that may not normally apply to a business sale… to bring about a compromise between the two parties. Experience in the field allowed us to apply creative problem solving and have Uncle Sam to cover some costs and find a way for both parties to be winners.

We have been working with business owners for a long time…more than 35 years.. not much surprises us. If you are selling your business, make sure you take a look at a creative strategy that combines playing by the rules and applying street smarts (unusual tax advantages, innovative strategies, deferred compensation) and the like to meet your objectives.

We stay at the forefront of education in our industry, and we build on what we have learned from being in the trenches to bring our clients solutions for success.

With your interest in mind, B&E uses creative book smarts and street smarts to help you succeed.

Securities offered through ValMark Securities, Inc. Member FINRA/SIPC.  Investment Advisory Services offered through B&E Investment Advisers, Inc. a State Registered Investment Adviser that is a separate entity from ValMark Securities Inc.