Merger & Acquisition Insights

Posted on March 12, 2021

4 Simple Habits of Highly Effective Acquirers

The number of buyers for transportation and logistics firms is increasing. The supply of available, quality transportation companies to purchase is not. As rising industry expenses pronounce the need for acquisitions, the importance of being an effective acquirer has never been higher. The good news is that being effective doesn’t have to be complicated. In […]

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Posted on January 20, 2021

Q&A with Todd Reiser – Excess Auto Market Discussion

Q: What are the biggest challenges for larger transportation firms in today’s excess insurance environment? A: The pricing and availability of excess insurance coverage has been drastically impacted by the large number of adverse verdicts and settlements that have impacted the transportation industry.   Prior to two or three years ago, the industry had grown accustomed […]

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Posted on January 19, 2021

Election Alert: How the New Administration’s Proposed Capital Gains Tax May Impact Transportation Business Value

Taxes aren’t red. They aren’t blue. They are, however, certain. The Biden Administration’s proposed tax plan presents new realities that all transportation and logistics business owners should thoughtfully consider as they look to 2021 and beyond. The overall plan is complex. If you would like to read the complete Biden plan, visit Biden Tax Plan: […]

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Posted on December 15, 2020

Exit Planning – Three Things Owners Often Miss


As we sat in Ken’s office (not his real name) discussing the recent sale of his business, I asked him what he had learned from the process. Ken shared that he had spent years wandering down specific exit paths, not getting holistic advice. “I ended up spending several years and hundreds of thousands of dollars […]


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