Selling a Business, Managing Risk, Exit Planning
As your businesses gears up for its annual budgeting, you can’t forget to factor in M&A pre-sale planning, both to make the sale process smoother and to maximize your company's value. Without careful preparation, companies can miss opportunities to boost their...
Selling a Business, M&A, Exit Planning
Are you looking for a quick handover or a partnership that elevates your operations? The choice you make in how you exit your company will determine that path. After all, selling your company isn’t just a transaction—it's a pivotal decision that shapes your legacy and...
Education, ESOP's, Exit Planning
If you’re like many business owners who’ve been running their company for 10, 20, or 30 years, you might be feeling a time crunch. You’ve likely seen peers struggle to sell their business, and you’ve started wondering if time’s running out for you too. This rush has...
Selling a Business, Exit Planning
The difference between no outcome and a great outcome in selling your business lies in your preparation as an owner, supported by your key advisors—your "dream team." Those who prepare well by filling in gaps and maintaining value acceleration throughout the deal will...
Selling a Business, Owner Considerations, Exit Planning
One of the big reasons entrepreneurs come to us is that they’re feeling the weight of risk and liability on their shoulders more than they used to. Sometimes they just want to distribute the responsibility a bit and free up their time and energy, and other times the...
Exit Planning, Industry Insights
Over the years, we've engaged with hundreds of entrepreneurs each wrestling with a pivotal decision: how to scale back their involvement without stepping away from the legacy they've built. This crossroads is no small choice: wanting greater freedom yet tied to the...
Managing Risk, Education, M&A, M&A Education & Market, Exit Planning
Despite most Middle market firms performing well compared to their larger publicly traded compadres, Interest rates, inflation, and other global considerations are pressurizing M&A values. The anecdote for business owners seeking to exit will be creating space...
Selling a Business, Owner Considerations, Exit Planning
Dodge these common pitfalls that jeopardize your business value. 1. Failure to have an exit plan I firmly believe that the biggest blind spot is not having goals for the ultimate and inevitable exit. Those who fail to plan, plan to fail. Even if a business owner never...
Selling a Business, Valuation, Sell-side, Exit Planning
Businesses in the print and graphics industry have been forced to make massive adjustments during the COVID-19 pandemic. Those with retail customers lived in uncertainty while waiting out shutdowns, and others that served the event vertical are still waiting for their...
Exit Planning, Restructuring & Special Situations, M&A, Sell-side, Corporate Divestitures
Deal Killers and How to Avoid Them You hired an investment banker and ran an effective process. You've received tons of interest, dozens of Indications of Interest near or above your expected closing price for your company, and you're feeling pretty good right now....
Selling a Business, Sell-side, Strategic Advisory, Business Valuation, Exit Planning
10 Reasons Why Now is the Right Time to Sell Traditional wisdom touts that you should never attempt to "time the market," but a preponderance of evidence suggests NOW is the best time to sell your company. 1. Economy Post-COVID, the economy is rebounding....
Selling a Business, Sell-side, Exit Planning, Value Creation
Many Entrepreneurs wake up one day and think, “I want to sell.” Some have a health scare or are forced into it. Some receive the coveted letter “XYZ Acquisition Company has been retained and has a qualified client looking to buy YOUR business” (Beware!). And some are...
