Many successful businesses experience natural ups and downs throughout the year — whether driven by weather, holidays, production cycles, or customer demand. If your company’s revenue fluctuates seasonally, you’re not alone. The key is helping potential buyers...
Yes — without question. An experienced M&A attorney is an essential member of your deal team when selling your business. At Merit Investment Bank, we’ve guided hundreds of transactions and seen firsthand how the right legal counsel can protect your interests,...
When selling your business, one of the most important — and sometimes complex — elements of deal structure is the earnout. At Merit Investment Bank, we help business owners understand and negotiate earnouts that align incentives, bridge valuation gaps, and protect...
Accurate, well-prepared financials are one of the most critical components of a successful business sale. They don’t just reflect your company’s past performance — they help buyers understand its true value and potential. At Merit Investment Bank, we know that the...
Month 1–2: Define Strategy & Goals Objective: Establish clarity around owner goals, value drivers, and readiness. ☐ Conduct an Owner Readiness Assessment – define financial, lifestyle, and legacy goals. ☐ Engage Merit Investment Bank advisors to develop an...
Selling a business is one of the most significant transitions an owner will face. The process can be complex, emotional, and time-consuming—but with the right strategy, you can maximize value, maintain stability, and position your company for a smooth transfer of...
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,...
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,...
Sell-side, Private Equity Recapitalizations, Strategic Advisory, Merger and Acquisitions
Private Equity Deals – Considerations of the Advantages of IRC Section 721 In the current M&A climate, it is very typical for private equity groups to form LLCs before acquiring target businesses. It’s also very common to package equity in the newly formed...
Selling a Business, Sell-side, Strategic Advisory, Business Valuation
As a business owner, the last year has been quite a roller coaster, especially if you have been considering the sale of your business. Perhaps you had even started the process to go to market before the pandemic only to see the deal fall apart as uncertainty shut down...
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...
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....
