Selling a Business, Managing Risk, Exit Planning
As your businesses gears up for its annual budgeting, you can’t forget to factor in M&A pre-sale planning, both to make the sale process smoother and to maximize your company's value. Without careful preparation, companies can miss opportunities to boost their...
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...
Selling a Business, Exit Planning
The difference between no outcome and a great outcome in selling your business lies in your preparation as an owner, supported by your key advisors—your "dream team." Those who prepare well by filling in gaps and maintaining value acceleration throughout the deal will...
Selling a Business, Owner Considerations, Exit Planning
One of the big reasons entrepreneurs come to us is that they’re feeling the weight of risk and liability on their shoulders more than they used to. Sometimes they just want to distribute the responsibility a bit and free up their time and energy, and other times the...
Selling a Business, Owner Considerations
Retirement as a CEO or entrepreneur isn't just about stepping away from the office—it's about transitioning from a role you've lived and breathed for decades into a life of freedom, purpose, and financial independence. Unlike salaried professionals, entrepreneurs...
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,...
Strategic Advisory, Industry Insights, Selling a Business, M&A, Owner Considerations, M&A Education & Market
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...
M&A, Owner Considerations, M&A Education & Market, Strategic Advisory, Industry Insights, Selling a Business, Managing Risk
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%...
Selling a Business, M&A, Owner Considerations, M&A Education & Market
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...
Selling a Business, M&A, M&A Education & Market, Private Equity Recapitalizations
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,...
Selling a Business, M&A, Owner Considerations, Case Study, Merger and Acquisitions
Client Overview Established in 1979 by Reuven and Zehava Itelman, Herco is one of the largest gold jewelry wholesalers in the United States. Herco’s catalog is a mainstay for thousands of independent jewelers who rely on it to source unique and high-quality...
Selling a Business, M&A, M&A Education & Market
I am slightly embarrassed as I recall Paul Simons’ 1975 release of “50 Ways to Leave your Lover”. As a budding 11-year-old, I giggled at the new term “lover”. However, on reflecting back now, having advised hundreds of entrepreneurs and CEO’s, the context...
