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The high cost of “Do Nothing.”
Education, M&A, Owner Considerations, Selling a Business
While few middle-market companies ever reach the finish line of a successful M&A exit, nearly every entrepreneur I’ve met dreams of one day selling their business for a premium—unlocking the funds to power their next venture, retire in comfort, or create...
Developing an investor’s mindset – a seller’s mindset!
Education, M&A, M&A Education & Market, Industry Insights
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,...
Five Common Blind Spots Business Owners Have That Reduce Business Value and Limit Exit Options.
Owner Considerations, Exit Planning, Selling a Business
Dodge these common pitfalls that jeopardize your business value. 1. Failure to have an exit plan I firmly believe that the biggest blind spot is not having goals for the ultimate and inevitable exit. Those who fail to plan, plan to fail. Even if a business owner never...
How to Negotiate a Deal with Private Equity – Price & Terms
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...
The Trifecta of M&A
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...
Why Having an Investment Banker on Speed Dial is Crucial… Especially Now.
Like many of your advisors who provide valuable services and expertise, adding an investment banker to your list of trusted advisors is crucial to your success. Most Entrepreneurs rely on advisors such as CPA’s, Attorneys, Wealth Managers, and Commercial Banking...