The M&A process typically spans 6 to 12 months, depending on the complexity and readiness of both the business and potential buyers. Below is a phase-by-phase breakdown you can use to manage expectations and plan strategically. 1. Preparation Phase (1–2 months)...
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...
Merger and Acquisitions, M&A, M&A Education & Market
Entrepreneurs plotting their next big move often turn to merger or acquisitions (M&As), which offer not just an exit but a potential infusion of resources and expertise. It's an exciting prospect, offering significant growth potential—but it's also fraught with...
Industry Insights, Merger and Acquisitions, Education, M&A
The Role of Net Working Capital Target in Cash-Free/Debt-Free Deals In the intricate world of mergers and acquisitions (M&A), where billions of dollars can hinge on precise financial metrics, one concept consistently carries significant weight: the Net Working...
Selling a Business, Managing Risk, M&A, Sell-side, M&A Education & Market
Understanding Risk-On and Risk-Off Markets: Impact on Investments, Private Equity, and M&A Strategy In the dynamic landscape of investments and M&A, understanding the cyclical shift between risk-on and risk-off market environments is essential for investors,...
M&A, M&A Education & Market, Negotiating
Mastering M&A Negotiations: Key Strategies, Tactics, and Gambits for Buyers and Sellers Negotiating mergers and acquisitions (M&A) is a nuanced, high-stakes process that combines financial analysis, legal considerations, strategic alignment, and interpersonal...
Why Competitive Pressure and Global Broad Auctions Maximize Value in M&A M&A Axiom: The single most significant driver of premium values in M&A—beyond the company's inherent qualities—is buyer competition. This principle lies at the core of our approach....
Industry Insights, Managing Risk, M&A, Owner Considerations, IP & Patents
Restructuring is typically not on the tip of the tongues of CEO’s that are running profitable companies. However, we can take a page from restructuring to address the current market and position many companies find themselves in today. “Sometimes the best offense is a...
Guarding the Secret: Confidentiality in the M&A Process and Why It Matters Many sellers are deeply concerned about maintaining confidentiality in an M&A process, and rightfully so. There are numerous stakeholders that need to be considered—employees,...
Industry Insights, M&A, Owner Considerations, Business Valuation
Selling your company can be an emotional rollercoaster. Many entrepreneurs, after dedicating years of hard work to build their business, often find themselves facing seller's remorse—that sinking feeling of regret after the deal is done. This regret often stems from...
Industry Insights, M&A, Owner Considerations, Business Valuation
What Is an Earn-Out in M&A? How It Works and When to Use It In a mergers and acquisitions (M&A) deal, an earn-out is a contractual arrangement between the buyer and the seller that allows the seller to receive additional compensation after the...
Industry Insights, Selling a Business, M&A, Owner Considerations, M&A Education & Market, Strategic Advisory
Selling your company is one of the most pivotal decisions you'll ever make as an entrepreneur. It's not just a financial transaction—it's a deeply personal crossroads that can shape your identity, your legacy, and your next chapter. After 30+ years as a serial and...
