Latest M&A Guides

New QSBS rules mean earlier exits can now qualify for partial tax exclusions—50% after 3 years, 75% after 4, and still 100% after 5. The gain cap and company asset limits have also increased. While the changes bring flexibility, they also add complexity. Planning is more important than ever.

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!