M&A, M&A Education & Market, Industry Insights, Education
Most business owners follow a recognizable leadership evolution during the lifecycle of their companies. They start by working for their business—doing everything from sales to service. Then they shift to working in the business—managing teams, overseeing operations,...
Selling a Business, Education, M&A, Private Equity Recapitalizations
If you're a CEO, founder, or entrepreneur contemplating selling your company to a private equity (PE) firm, understanding the fundamentals of price and deal terms is essential. While valuation often steals the spotlight, savvy sellers know that the structure and terms...
Selling a Business, M&A, M&A Education & Market
In our experience at Merit Investment Bank & Co., we have found that there are three foundational elements that must be in place before we can apply a strategic approach to a successful M&A process for Entrepreneurs and CEOs. When these three conditions...
Industry Insights, M&A, M&A Education & Market
Given the current state of markets, the most common inquiry we hear (not surprisingly) is, “Is now still a good time to sell”? Great question. Historically, the middle market has often been insulated from the volatility of the SMB and public markets, repeatedly...
M&A, Sell-side, Corporate Divestitures, Exit Planning, Restructuring & Special Situations
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....
Valuation, M&A, Strategic Advisory, Business Valuation, Exit Planning, Value Creation
Defending Your Equity Value - Key Steps to Realizing Maximum Value in Your Business In 1960, as he concluded a legendary career in baseball, Ted Williams stood in front of his locker at Fenway Park while mired in one of the few slumps of his career. He told a pack of...
Selling a Business, Valuation, M&A, Sell-side, Business Valuation, Exit Planning
10 Ways to Make Your Business More Valuable – Part 2 In case you missed it or have landed here, please see: https://meritinvestmentbank.com/business-valuation/10-ways-to-make-your-business-more-valuable/ If you are considering selling your company at some point in the...
Exit Planning, Valuation, M&A, Sell-side, Strategic Advisory, Business Valuation
10 Ways to Make Your Business More Valuable If you are considering selling your company in the future, you are likely wondering how much your company may be worth and what makes a business attractive to potential buyers. To help you understand those dynamics, my...
Sell-side, Owner Considerations, Exit Planning, Value Creation, M&A
Take Share to Regain Value The problem facing many businesses and owners is how to regain revenues and earnings in 2021 after a COVID-19 affected 2020. Those that figure this out will 'take share' (market share) and create significant value. After nearly a year...
M&A, Sell-side, Owner Considerations, M&A Education & Market
Time and time again we see M&A Axioms coming into play for business owners. We hope this list helps you ask some timely questions of your organization and your investment banker as you contemplate liquidity options. Enjoy! Time kills all dealsIf you...
M&A, Strategic Advisory, Restructuring & Special Situations, Value Creation
What's Next PPP / EIDL will save many, not enough for some. Many are getting debt or expense holidays which will likely end before rebound is in full swing for many. Cash is King. Many will forecast too optimistically on revenue returning to levels to sustain expense...
Industry Insights, Managing Risk, M&A, Owner Considerations, Growth Capital, Exit Planning, Restructuring & Special Situations, Value Creation
1. Retention is the new growth. In a shrinking revenue environment, smart companies must ensure they keep their existing customers happy. Objectively, many companies do not have the time (or cash) to pursue new business which is a riskier pursuit than keeping your...
