A diverse lower middle market, a strong base of privately held businesses, and growing succession needs made Philadelphia a natural place for Viking to deepen its Mid-Atlantic presence. Geoff Veale is building the office around that reality. When Viking Mergers & Acquisitions expanded into Philadelphia earlier this year, the move was about more than geography. It was a step into a market that closely matches the kind of …
Updated 2026 There can be significant tax implications when selling a business. In most cases, you will owe taxes on at least part of the gain from the sale, but thoughtful planning may help you understand, manage, and sometimes reduce the tax impact. Before considering specific tax issues, the first step is to get a business valuation. This will help …
What Business Owners Need to Know in 2026 At the start of 2026, the lower middle market is showing steady and disciplined M&A activity. Deal flow remains active, capital is available, and buyers are engaged. What has shifted is not demand, but how decisions are being made. Buyers are more deliberate, diligence is more thorough, and fundamentals are carrying more weight in transaction …
If you are selling a business, timing is important. But when is the best time of year to sell a business? It depends. Remember, selling a business is a process, and different times of the year can better support different phases of the selling process. But sometimes the calendar can prove ultimately irrelevant. Here, we’ll look at two phases from …
When you decide to sell your business, it’s normal to focus on the headline numbers: revenue, EBITDA, and the multiple you hope to achieve. But from a buyer’s perspective, those numbers are just the starting point. The real work begins when they start assessing risk (in every corner of your company). As a professional intermediary at Viking, one of the …
CPAs are trusted advisors. That means they’re often the first to hear when a client is thinking about a sale or restructuring. By having a pulse on sector valuations, a CPA can engage in those conversations with confidence. To help, Viking is committed to providing market-leading transaction insights. Here, we analyzed our most recent 100 transactions. Based on that data, we’re …
No matter your business goals, planning and preparing your exit strategy is essential. There are a variety of business exit strategy options, and the best option for you may not be the same as another person or business. In this article, we will discuss what an exit strategy is and some of the options available to you as a business …
The recent opening of our Chattanooga, TN, division marked Viking M&A’s 14th location, further solidifying our presence in and commitment to the Southeast. With established offices in Nashville and Knoxville, this expansion ensures that even more Tennessee business owners can access Viking’s trusted expertise in navigating business sales, mergers, and acquisitions. A Thriving Environment with Strong Business Growth Chattanooga is …
When it’s time to sell your business, your financial statements tell a story. But if you’re still running meals, cars, and wellness retreats through the P&L, that story might need a little editing. That’s where add-backs come in. Add-backs are a crucial part of the business valuation process, especially in the lower middle market. For business owners, understanding how they …
The business landscape in Baltimore has gained a powerful new resource for entrepreneurs looking to buy or sell a business: Viking Mergers & Acquisitions has officially opened in Baltimore, Maryland. With this expansion, we continue our mission to provide expert guidance to small and mid-sized business owners navigating the complex process of mergers and acquisitions. Leading the Way: Rob Flack …
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