Remove Accredited Investors Remove Legal Remove Leveraging
article thumbnail

5 Key Differences Between Financial & Strategic Buyers

Axial

Financial buyers typically evaluate a business as a stand-alone entity, concentrating on cash flow generation and the ability to service leveraged debt. Financial buyers place greater emphasis on back-office functions like IT, HR, and legal processes, as they rely on the existing systems to maintain operations post-acquisition.

article thumbnail

Navigating Tax Time: Tips for Filing Your K-1 Form

Zajac Group

Generally speaking, private equity gives accredited investors the opportunity to participate in investments that may yield higher returns than traditional investment methods, though the risk is typically higher as well. Please contact your financial, tax, and legal professionals for more information specific to your situation.

Taxes 52
article thumbnail

What is an Exchange Fund and How it Can Mitigate Stock Concentration

Zajac Group

Its important to note that in order to participate in an exchange fund, you need to satisfy certain criteria including importantly being an accredited investor or qualified purchaser. We mentioned earlier that exchange fund access is limited to accredited investors and qualified purchasers.