One of the biggest concerns business owners have when exploring a potential sale is confidentiality. Understandably, you don’t want employees, customers, or — especially — competitors to find out before the time is right. At Merit Investment Bank, confidentiality is...
When selling your business, you don’t always have to walk away completely. In fact, many owners choose to stay partially invested to share in the company’s future success. This approach — known as rollover equity — can be a powerful way to maximize long-term value. At...
Selling your business is one of the most significant decisions you’ll ever make — and it’s natural to want confidence and control throughout the process. At Merit Investment Bank, we believe that while our role is to guide, advise, and negotiate on your behalf, you...
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 it comes to selling your business, the deal structure can be just as important as the purchase price. How you get paid — and when — can have a significant impact on your overall outcome, tax implications, and post-sale involvement. At Merit Investment Bank, we...
Deciding when to sell your business is one of the most important — and often most difficult — choices an owner will ever make. Timing can significantly impact valuation, deal terms, and your long-term financial goals. At Merit Investment Bank, we understand that no...
When selling your business, few areas receive more attention during due diligence than your customer base. Buyers want to understand not only who your customers are, but how stable, diversified, and loyal those relationships are. At Merit Investment Bank, we know how...
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...
When preparing to sell your business, one of the first questions that often arises is:“Do I need audited financial statements?” The short answer is — not necessarily. While audited statements can add credibility and assurance, they are not a requirement for most...
For many business owners, employees are more than just part of the company — they’re part of the legacy. When considering a sale, one of the most common and heartfelt questions we hear is: “What will happen to my team?” At Merit Investment Bank, we understand that...
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...
1. Immediate Post-Closing Actions Confirm Closing Deliverables: Verify wire transfers, escrow deposits, and payoff letters. Ensure all signed documents are stored and circulated appropriately. Communications: Issue press releases and internal announcements. Host...
