Reflecting on Our 2024 Achievements
32 deals closed, $70M in value – 2024 was a year of growth and success for our firm. Here’s to even bigger milestones in 2025!
Podcast #11 – Tim Monty on Planning for a Business Sale or Merger
We had a great discussion on planning and executing a successful business sale or merger. You can listen to episode #11 of our podcast here: https://bit.ly/305QWlQ Timothy A. Monty is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. Professional Financial Associates, LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.
Selling or Financing a Business in the Digital Era? Here’s How the New UCC Rules Affect You
The 2022 UCC Amendments modernize commercial law for the digital era. With new rules for digital assets and “controllable electronic records,” buyers, sellers, and lenders need to understand how these changes affect ownership, priority, and financing. If you’re planning a transaction, now is the time to review how digital assets are treated in your deals.
Our Commitment to Our Clients
For the last five years our main goal has been helping clients solve their problems. During this challenging time that remains our guiding principle. We understand that many of our business clients need our services more than ever but will have difficulty paying for those services. Our commitment to our clients is that we have your back. Going forward we’ll help you with payment in the following ways:1) A 25% corona virus discount to all legal bills;2) Longer payment terms from 30 days to
