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Deciding Your Exit: Is a Strategic Buyer or Private Equity Right for You?
Exit Planning, Selling a Business, M&A
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...
The Truth About Private Equity and Your Business
Industry Insights, Education, Private Equity Recapitalizations
If you’ve always dismissed private equity as an option, now might be the best time to reconsider. Too often, business owners assume private equity is going to come in and gut their business, just to drive up EBITDA with some financial engineering. While this may have...
Why Do Mergers & Acquisitions Fail? Avoid These Deal Killers
Merger and Acquisitions, M&A, M&A Education & Market
Entrepreneurs plotting their next big move often turn to merger or acquisitions (M&As), which offer not just an exit but a potential infusion of resources and expertise. It's an exciting prospect, offering significant growth potential—but it's also fraught with...
Why an ESOP Probably Isn’t Right for You
Education, ESOP's, Exit Planning
If you’re like many business owners who’ve been running their company for 10, 20, or 30 years, you might be feeling a time crunch. You’ve likely seen peers struggle to sell their business, and you’ve started wondering if time’s running out for you too. This rush has...
Assembling Your Dream Team for a Successful Exit
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...
Taking Some Chips off the Table: How to De-Risk and De-Lever
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...