Stay informed and make confident, well-informed business decisions with insights tailored to business owners and advisors. Our newsletter delivers actionable guidance on mergers and acquisitions, employee stock ownership plans (ESOPs), and valuation strategies. Whether you're navigating a complex transaction or advising clients on maximizing value and tax efficiency, our expert content ensures you have the tools and knowledge needed to succeed. Sign up today and empower your decisions with timely, expert-driven insights. https://lnkd.in/eZAbzMKs #BusinessStrategy #InvestmentBanking #MergersAndAcquisitions #ESOP #Valuation
PCE Investment Bankers | M&A | ESOP | Valuation
Investment Banking
Winter Park, Florida 3,534 followers
Helping business owners achieve lifestyle, liquidity and legacy goals
About us
Helping middle-market business owners achieve their goals since 1997. At PCE, we understand the complexities and challenges middle-market companies face throughout their life cycle. We offer invaluable guidance and expert solutions to help you navigate every step of the way, from strategic growth to successful exits. Our comprehensive suite of services includes: M&A (Mergers & Acquisitions): Achieve your strategic objectives through expertly managed buy-side and sell-side transactions. Capital Solutions: Secure the financing you need to fuel growth, acquisitions, or recapitalizations. Business Valuation: Gain a clear understanding of your company's value for informed decision-making. Employee Ownership Solutions (ESOP): Explore the benefits and navigate the process of implementing an ESOP for your company. And more: We offer a wide range of additional services to address your specific needs. With deep industry expertise across various sectors, we tailor our approach to your unique circumstances. Contact PCE today and see how we can help you achieve your business goals. PCE Investment Bankers, Inc. - Member FINRA & SIPC Area Offices in Chicago, Denver, New York, and Orlando #PCEInvestmentBanking #M&A #ESOP #BusinessValuation #MiddleMarket #GrowthCapital www.pcecompanies.com 833-PCE-EDGE
- Website
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https://www.pcecompanies.com
External link for PCE Investment Bankers | M&A | ESOP | Valuation
- Industry
- Investment Banking
- Company size
- 11-50 employees
- Headquarters
- Winter Park, Florida
- Type
- Privately Held
- Founded
- 1997
- Specialties
- Investment Banking, Employee Stock Ownership Plan (ESOP), Mergers & Acquisitions (M&A), Business Valuations, Advisory Services, Growth Capital, Exit Planning, Liquidity Strategies, Strategic Analysis, Management Consulting, Restructuring/Turnarounds, Feasibility Studies, ESOP Formation, Financial Opinions, Established ESOP Advisory, Estate & Gift, Litigation Support, Fairness & Solvency Opinions, Financial Reporting, Buy Side, Sell Side, Corporate Finance, and ESOP Sustainability
Locations
Employees at PCE Investment Bankers | M&A | ESOP | Valuation
Updates
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With the estate and gift tax exemption set to drop at the end of next year, now is the time to act. The current $13.61 million exemption is expected to fall to approximately $7 million. High-net-worth individuals could save millions by taking advantage of the current exemption before it’s too late. Consider using tools like spousal lifetime access trusts (SLATs), irrevocable gift trusts, or outright lifetime gifts to maximize your tax savings. Planning now allows you to lock in today’s higher exemption and preserve wealth for future generations. #EstatePlanning #TaxStrategy #WealthManagement
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Did you know the structure of your business sale significantly impacts your taxes? In an asset sale, individual assets are taxed at different rates, with some portions taxed as ordinary income. Meanwhile, in a stock sale, you may benefit from lower capital gains taxes and avoid depreciation recapture. Each structure has pros and cons—what works for you depends on your specific situation. Understanding these differences is critical to minimizing your tax burden. #TaxStrategy #BusinessExit #MergersAndAcquisitions
How to Structure the Sale of Your Business: Asset or Stock
pcecompanies.com
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When selling to an ESOP, the choice between C corp and S corp matters. A C corp enables the seller to take advantage of Section 1042 tax deferral, allowing capital gains to be deferred when proceeds are reinvested in Qualified Replacement Property (QRP). On the other hand, an S corp provides a unique advantage if the ESOP owns 100%, as the business income is shielded from federal income taxes. Deciding which structure to use depends on your goals. #TaxPlanning #ESOP #BusinessExitStrategy
ESOP Tax Structures: C Corp vs. S Corp - Weighing Shareholder Benefit vs. Company
https://www.youtube.com/
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When selling your business, deciding on the type of sale is crucial. Options like seller financing, equity rollovers, and ESOPs each come with unique advantages. For example, seller financing allows you to spread out capital gains tax liability, while an equity rollover lets you retain a stake in the business and defer some taxes. Take the time to evaluate which option best fits your goals for maximizing after-tax proceeds and ensuring a smooth transition. Check out this article to learn more. #BusinessSale #TaxPlanning #MergersAndAcquisitions #ESOP
Navigating the Sale of Your Business: Essential Tax Considerations
pcecompanies.com
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PCE is pleased to announce the sale of T&E Industries Inc. to Carco PRP Ltd. through its U.S. subsidiary, Columbia Holdings, Inc. Congratulations to everyone on a successful deal! Learn more about this transaction here: https://lnkd.in/e72DFZF5 #mergersandacquisitions
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Partnering with a private equity firm could be the strategic move your business needs to reach new heights. But how do you find the perfect match for your company? Jim Fray dives into the key factors to consider when searching for the right PE firm. #preivateequity #sellingyourbusiness #businessstrategy #pce #MandAUniversity
How to Choose the Best Private Equity Firm for Your Business
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According to the latest CFO Survey, financial leaders are optimistic about the remainder of 2024! They anticipate growth in employment and revenue despite economic uncertainties and election concerns. While monetary policy remains a top worry, inflation concerns have eased. Do you share this outlook? For more insights into CFO expectations and the factors shaping their outlook, check out the full report!
The CFO Survey
richmondfed.org
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Selling to an ESOP offers unique tax incentives that can significantly reduce or even eliminate capital gains taxes. This provides tax benefits for selling shareholders while supporting the business and its employees. In the article below, explore how the 1042 tax deferral works as well as the key differences between C corp and S corp ESOPs and strategies to maximize your after-tax proceeds. https://lnkd.in/eQyqiqry #ESOP #employeeownership #taxbenefits #taxstrategy
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Imagine this scenario: You’ve built a thriving business, and its finally time to enjoy the payoff. But before you pop the champagne, one crucial question remains. How can you maximize profits and minimize your tax burden? Nicole Kiriakopoulos discusses choosing the right type of sale, capital gains vs. ordinary income, and tax-saving strategies like installment sales and equity rollovers. Don’t let taxes dampen your celebration! #taxes #sellingyourbusiness #equity #investmentbanking #mergersandacquisitions