Nexus Considerations for Sellers of Businesses & Target Companies
As firms prepare for mergers & acquisitions, advisers say both sides can benefit from deep dive
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Resources
Succession Planning for New Jersey Businesses
Is your company ready for both the unexpected and the inevitable? Succession planning isn’t just a concern for family-owned businesses. Having a plan in place for every key executive member of your team is critical. Whether your strategic plan involves keeping the business in the family, selling the company, passing leadership onto identified key executives
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Marketing in 2026: The Battle Between AI and Authenticity
In 2026, artificial intelligence is reshaping how marketing gets done, but for professionals in law, accounting, and wealth management, trust remains the foundation of every client relationship. AI can increase efficiency and scale content faster than ever—but it only works when human insight ensures that what’s published is accurate, authentic, and unmistakably your own. For
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The Approaches To Optimizing Business Values For Mergers and Acquisitions
In an interview with Invest:, Alan Scharfstein, founder and CEO of DAK Group, discussed the approaches to optimizing business values for mergers and acquisitions. “With the advantage of private equity and all the optionality that exists for business owners, many of our younger clients look at the sale of their business as just one step in
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New Jersey CEOs Predict 2026
Commerce is once again tapping New Jersey’s top business minds for insights into the year ahead. As we enter 2026, CEOs, business owners, partners, and president from across the state share their predictions on what’s next for business in New Jersey. “As we enter 2026, we’re seeing a continued wave of business acquisitions and consolidations.
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How To Prepare A Client’s Closely Held Business For Sale In Uncertain Times
Authors: Co-Author: Michael Richmond is Managing Direct at The DAK Group in Ridgewood, NJ. He is an investment banker specializing in guiding business owners through the sale of their companies. Co-Author: Martin M. Shenkman is an attorney in New Jersey and New York. His practice concentrates on estate planning. Published in Estate Planning, a Thomson
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Deal Killers and How You Can Head Them Off
Due diligence may be the most feared aspect of the merger and acquisition (M&A) process for business owners, and their concern is valid. The results of the due diligence assessment can make or break a transaction. During the due diligence process, the prospective buyer’s representatives (typically third-party accounting, environmental, insurance, etc., firms) gather financial, operational,
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Sale of A Closely Held Business
https://youtu.be/cswuKHQeaZY Selling your business is one of the most pivotal financial decisions you’ll ever make—and preparation is everything. In this episode of Shenkman Education, DAK Managing Director Michael Richmond and host Martin Shenkman uncover the key factors behind a successful sale, from proving sustainable future performance to strengthening your management team and maintaining financial transparency.
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10 Questions Business Owners Should Ask – When Someone Wants to “Talk About Your Business”
Preliminary Guide: Preparing for the Sale of Your Business
Maximize the Money You Keep After Selling Your Business: Tax Mitigation Strategies for Savvy Business Owners
Every day, entrepreneurs like you take on significant risk, pouring your time, capital, expertise, and sweat equity into building a successful business, only to hand over a growing portion of your profits to Uncle Sam each year. And when you exit your business? That liquidity event will most likely be the largest tax bill you
