Prepare for the New Year by Reviewing Your Trust for 2022

Ensure your financial affairs are in order, and prepare for the new year by reviewing your trust for 2022.  It is important to review trust documents every 2 to 3 years.  There have been many recent changes to asset protection related laws as well as the US exemptions for estate tax.  Many San Diego area residents still […]

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Global Corporate Tax – Move To End The Attraction Of Tax Havens

A milestone global deal to ensure large multinationals enterprises pay a minimum tax rate of 15% and avoid taxation in countries considered as tax havens. The deal aims to end a four decade long “race to the bottom” by governments that have tried to attract investment and jobs by offering low taxes for multinational companies […]

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Anatomy of An M&A Deal – From Analysis to Valuation

Last week, in partnership with Today’s Medical Development Magazine, MedWorld Advisors hosted the webinar Anatomy of an M&A Deal – From Analysis to Valuation. In this informative session, hosts Florence Joffroy-Black, CEO, and Dave Sheppard, Managing Director, provide their expertise and describe everything you need to know about the M&A process. In case you missed […]

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MedWorld Advisors at Medica 2021

As mentioned in our last newsletter, we are excited to announce our presence at Medica this coming November. If you are also attending, come visit us at our booth #16 A02! Whether you are just starting to think about selling or are ready to jump right into the process, we can support you. Set up […]

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FBAR Compliance Deadline – 10/15/21 – Are You Complaint?

FBAR compliance has become a primary issue for US taxpayers who have foreign bank accounts, investments, and assets exceeding $10,000 at any point in the calendar year. You are required to report them on the IRS Foreign Bank Account Report, also known as FBAR form, each year. This procedure has been in place for several years; […]

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We hope you enjoyed learning about M&A from a Financial Buyer’s Perspective!

Thank you for attending our MedTech M&A: A Financial Buyer’s Perspective event hosted by MassMEDIC! We hope you learned something from our panel discussion of all things M&A with host Dan Sheppard, Managing Director – Middle Markets at MedWorld Advisors, and his three panelists Eric Tansky, General Partner at Accelmed, Mike Magliochetti, PhD, Operating Partner […]

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How to sell your company to your employees without losing control of your company?

Many business owners wish to sell their companies without giving up control of them, for many different reasons. At Leialta we recently came across such a case, where a business owner owned a holding company that held 100% capital of another company. The business owner did not believe it would be simple to find an […]

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What is the responsibility of Amazon and online sellers to indemnify California Prop 65 risk for the platforms they wish to sell upon?

Proposition 65 (often referred to simply as “Prop 65”) enforcement continues to grow increasingly challenging for those who sell products in online portals.  This is especially true for Amazon, as recent statistics show Amazon resellers are responsible for almost 10% of recent Prop 65 “Intent to Sue” notices. Amazon now requires all sellers on the platform […]

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The Importance of Succession Planning for San Diego Business Owners

What is the importance of succession planning for San Diego business owners?  Why should you be concerned about the development and implementation of succession planning if you own a business or a significant interest in an LLC, S Corporation or C Corporation? Your business is a valuable asset, perhaps the most valuable asset you control.  It […]

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France: the role of alternative measures to redundancies in managing the crisis

Faced with the economic impact of the health crisis, many companies that have found themselves compelled to curtail their business operations have begun restructuring. Besides making personnel redundant, such firms can make use of the various mechanisms introduced by the successive reforms of France’s labour code, such as the collective performance agreement (accord de performance […]

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Mark your Calendars!

MedWorld Advisors, in partnership with MassMEDIC, is pleased to announce the next installment of the series MedTech M&A on September 16th at 1:00pm EST. For this installment we will discuss MedTech M&A: A Financial Buyer’s Perspective. The panel will be hosted by Daniel Sheppard, Managing Director for Middle Markets at MedWorld Advisors. His guests will include: Michael […]

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Mexico: one of the most business friendly jurisdictions in Latin America

Mexico stands out as one of the best countries for doing business in Latin America, according to the World Bank’s “Doing Business 2020” report. This report measures the ease of doing business in 190 countries. It analyzes 10 indicators that measure the number of procedures, times, costs and quality of federal and local regulations that […]

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