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May Newsletter | Exclusive Insights: QSBS Tax Exemptions, Strategic Finance, and Venture Debt Strategies

What Are You Really Buying in an M&A Deal?

Imagine it’s the closing night of your first (or most recent) acquisition. After months of due diligence and negotiations, you’re ready to move from deal mode to execution, right? Not quite – M&A accounting requires ongoing strategic attention. Click below for insights to discover the crucial steps for assigning value to different types of assets and ensuring your post-close success.

Read More Here

Upcoming Keynote Session: Tuesday, June 18th at 12pm PT

Leveraging QSBS to Eliminate Capital Gains Taxes When You Sell Your Business 

A Webinar with Gary Fitzpatrick, M&A Partner at Brown & Streza, and

Jay Jung, Managing Partner at Embarc Advisors

It might be shocking to hear, but recently a client sold their company for eight figures without paying any capital gains taxes by using the Qualified Small Business Stock (QSBS) exemption. Together with the law firm Brown & Streza, Embarc Advisors facilitated this middle market M&A deal.

To explain how QSBS can be applied to your business, and address common questions, Gary Fitzpatrick and Jay Jung will host a webinar to further discuss on Tuesday, June 18th at 12:00 PM PT. 

Click Here to Register

About the Speakers:

Gary Fitzpatrick 

Partner | Brown & Streza

LinkedIn | Brown & Streza Bio

Jay Jung

Managing Partner | Embarc Advisors

LinkedIn | Embarc Advisors Bio

Harness Just Raised $150M In Venture Debt: Why Venture Debt Should Be In Your Capital Stack 

This move highlights the growing importance of venture debt in extending the runway, preserving ownership, and lowering capital costs, especially in a tough fundraising environment. Our latest insight post reviews the key benefits and complexities of venture debt, why venture debt should be in your capital stack, and how Embarc can guide you through this financial strategy.

Learn More

MSP GrowthShow – Costa Mesa

Join Jay Jung as he speaks at the MSP GrowthShow. A one-day event that brings together MSP Business Owners and C-level executives who are looking for acquisitions or to better understand the M&A process.

Tuesday, June 25th at the Marriott Costa Mesa 

Click Here for More Information

In Case You Missed It – A Keynote Session Recap: LinkedIn Insights with Richard Bliss

During our inaugural Keynote Session, Richard Bliss discussed the best practices for creating a standout LinkedIn Profile. He reviews how to enhance your profile with photos, compelling headlines, creating a robust “About” section, and maximizing post impressions to effectively engage your audience. Visit BlissPoint for more information

Watch Now

Embarc in the News:

Are you ready to take your business to the next level? At Embarc Advisors, we provide the strategic insights and financial expertise to help you navigate complex transactions, secure capital, and drive growth. Our team of seasoned professionals is dedicated to delivering tailored solutions that meet your unique needs.

Don’t wait—transform your business today!

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