Post-Sale Planning: Ensuring a Smooth Transition and Financial Security
Selling your MedSpa or wellness business is a significant milestone—one that often comes with a mix of excitement, relief, and uncertainty. While much focus is placed on preparing a business for sale and securing the best deal, what happens after the transaction is equally important. Proper post-sale planning ensures not only a smooth transition but […]
Unlocking the QSBS Advantage: A Founder’s Guide to Tax-Free Gains and Legacy Planning
What is QSBS? QSBS refers to shares in a Qualified Small Business (QSB) that meet specific requirements set by the IRS. These shares must be issued by a U.S. C-corporation with assets of $50 million or less at issuance and held for at least five years. QSBS allows for significant tax savings by potentially excluding […]
Maximizing the Value of Your MedSpa Business Before a Sale
A Guide for Founder-Owned MedSpa Businesses As a founder-owned MedSpa business, you have invested time, effort, and passion into building a successful and trusted brand. When the time comes to exit or sell, it’s crucial to ensure that your business achieves its highest potential value. At Houlihan Capital, we specialize in helping founder-owned businesses navigate […]
Med Spa and Wellness Primer: Key Business, Legal, and Compliance Essentials for Owners and Managers
Key business, legal and compliance considerations for owners and managers of med spa and wellness practices exploring partnerships including mergers and acquisitions. I. Business Considerations Maximizing Value Understanding Business Valuation: It’s critical to know the value of the business through formal assessments, considering factors such as profitability, growth potential, industry trends, and intangible assets (e.g., […]
Navigating the M&A Sale Process: A Guide for Business Owners
Houlihan Capital provides the ultimate M&A Sale Process Guide for business owners. There are several reasons a business owner might decide to sell: To Cash Out: Private business owners often have a significant portion of their wealth tied up in the business. A sale – either partial or full – is a way to create […]