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Author name: Chris Barrett

Through the use of technology and strategic thinking, Chris brings executive-level financial support into your business.

How to buy a business

Understanding Restricted Stock Units (RSUs) and Their Tax Implications

Introduction Restricted Stock Units (RSUs) are increasingly becoming a go-to choice for companies to reward and retain their employees. If you’ve received RSUs, you might be wondering how they work and, more importantly, how they’re taxed. In this guide, we’ll break down everything you need to know about RSUs and their tax implications. What Are …

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Beneficial Ownership Reporting

Guide to Beneficial Ownership Information Reporting

Introduction Beneficial Ownership Information Reporting begins January 1, 2024 and most companies in the United States will need to report information about the owner’s and leaders of the organization. These people are referred to as beneficial owners. This information must be reported to the Financial Crimes Enforcement Network (FinCEN).  In this guide we will walk through …

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Asset Sale vs Stock Sale

Asset Sale vs Stock Sale: What Entrepreneurs Need to Know When Acquiring a Business

When buying a business, one of the key decisions you’ll face is whether to structure the deal as an asset sale vs stock sale. This choice can significantly impact both the buyer and the seller, particularly in terms of taxes and liabilities.    Understanding the nuances of each option will help you make an informed …

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Sell-side quality of earnings

6 Reasons to get a Sell-Side Quality of Earnings Report

Selling your business can be a long and often stressful process, leaving many sellers disappointed with their final offer amount. To navigate this journey with greater success and to optimize returns while minimizing headaches, it is imperative for sellers to explore the benefits of obtaining a sell-side Quality of Earnings (QoE) report. A Quality of …

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DSCR Calculator

DSCR Calculator And Guide For Acquisition Entrepreneurs

Introduction One of the primary financing options for Entrepreneurship through Acquisition (ETA) is a Small Business Administration (SBA) loan, which is tailored to meet the specific debt needs of small businesses. As your business acquisition specialist, we at Midwest CPA have simplified what the Debt-Service Coverage Ratio (DSCR) is and how it is used when …

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