M&A, Owner Considerations, Business Valuation, Industry Insights
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...
Selling a Business, M&A, Owner Considerations, M&A Education & Market, Strategic Advisory, Industry Insights
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...
Industry Insights, Selling a Business, Managing Risk, M&A, Owner Considerations, M&A Education & Market, Strategic Advisory
Who Really Benefits from the Sale of Your Company? You do.Monetizing your life’s work is a monumental moment—the crowning achievement for most CEOs and founders. But here's the harsh truth: most businesses never sell. According to industry research, only about 20%–30%...
M&A, Owner Considerations, M&A Education & Market, Selling a Business
At first glance, the obvious winner in the sale of a private business is the founder or CEO—you. But the ripple effect extends far beyond your own financial gain. The truth is, when executed thoughtfully, a successful business exit creates a cascade of benefits that...
Managing Risk, Education, M&A, M&A Education & Market, Exit Planning
Take Share to Gain Value: Why Growth Is the Key to Your Dream Exit Middle-market companies often outperform their larger, publicly traded counterparts in agility and customer responsiveness. Yet in today’s economic climate—shaped by persistent interest rates,...
Managing Risk, Education, M&A, M&A Education & Market, Industry Insights
Embarking on the journey of selling or merging your private company is a monumental achievement. It places you in an exclusive group of entrepreneurs who have achieved what many others can only dream of. However, despite the excitement of reaching this milestone, the...
Industry Insights, Education, M&A, M&A Education & Market
This may not be the first time you’ve ever asked yourself, “Is he/she the one?” However, picking the right investment bank and lead investment banker to represent your potential deal to the marketplace is one of the most critical decisions you'll make in your...
Merger and Acquisitions, M&A, M&A Education & Market, Strategic Advisory
How Does Your Company Rate? 20 Questions Prospective Buyers Ask Before you put your business up for sale, you need to be prepared to evaluate its status from a number of different perspectives besides your own. Much of what you know about your own company is...
Merger and Acquisitions, M&A, M&A Education & Market
Are You a “BoomPreneur”? The Roadmap to Transitioning Your Business Successfully Attention, Boomer Entrepreneurs: Have You Thought About Your Business Exit Strategy? As a BoomerPreneur, you’ve spent decades building your business from the ground up, watching it grow,...
Private Equity Recapitalizations, Selling a Business, M&A, M&A Education & Market
Why a Creative Exit Deal Structure, Especially a Seller Note, May Be a Smart Move for Sellers For most entrepreneurs, the dream of selling their business usually looks something like this: "I get a call from a massive multinational company that offers me all cash,...
M&A, M&A Education & Market, Merger and Acquisitions
As a business owner, you’ve likely encountered calls and emails from firms claiming to have buyers ready to purchase your business or introducing you to potential strategic relationships. Private Equity Groups (PE), as well, may be reaching out, touting their ability...
Education, M&A, M&A Education & Market, Industry Insights
Most owners of privately held business do not know if their business is sellable or what to do to achieve an Outlier Outcome at sale. An Ideal exit is one that is on your time, your terms and at your price. In order to help you think about orchestrating your own...
