Whitepapers | Houlihan Capital

Selling Your Business: Understanding the Value of Your Business

08

Jan

Financial Advisory, Investment Banking, Whitepapers

Selling Your Business: Understanding the Value of Your Business

Introduction Selling your business is a significant decision, and understanding its value is crucial. Business valuation is a complex process that involves various methodologies. In this whitepaper, Houlihan explores three (3) approaches to business valuation: the Market Approach, Income Approach, and Asset Approach. We also discuss earnings adjustments, which are…

SEC 2025 Examination Priorities: Comprehensive Guidance for Private Fund Managers

30

Dec

Valuation, Whitepapers

SEC 2025 Examination Priorities: Comprehensive Guidance for Private Fund Managers

The U.S. Securities and Exchange Commission (SEC) has released its 2025 Examination Priorities, emphasizing key compliance areas for private fund managers. Accurate and independent valuations, fee transparency, and conflict disclosures remain central to protecting investors and ensuring fiduciary compliance. This document integrates unique insights from previous guidelines and emerging regulatory…

Post-Sale Planning: Ensuring a Smooth Transition and Financial Security

27

Dec

Investment Banking, Whitepapers

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…

Unlocking the QSBS Advantage: A Founder’s Guide to Tax-Free Gains and Legacy Planning

09

Dec

Valuation, Whitepapers

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…

Maximizing the Value of Your MedSpa Business Before a Sale

11

Nov

Investment Banking, Whitepapers

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…