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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...
Should I Sell My Business or Hire a CEO?
Industry Insights, Exit Planning
Over the years, we've engaged with hundreds of entrepreneurs each wrestling with a pivotal decision: how to scale back their involvement without stepping away from the legacy they've built. This crossroads is no small choice: wanting greater freedom yet tied to the...
How to Prepare for Retirement as a CEO or Entrepreneur
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...
The Role of Net Working Capital Target
Industry Insights, Merger and Acquisitions, Education, M&A
The Role of Net Working Capital Target in Cash-Free/Debt-Free Deals In the intricate world of mergers and acquisitions (M&A), where billions of dollars can hinge on precise financial metrics, one concept consistently carries significant weight: the Net Working...
The Importance of an Annual Valuation to Your Business Goals
Unveiling the Importance of a Business Physical – The Annual Valuation In the dynamic landscape of entrepreneurship, one critical question continues to resurface: “What is my business truly worth?” This question isn't reserved for special occasions—it's something that...
Should I Hire an Investment Banker
Should I Hire an Investment Banker, M&A Advisor, or Business Broker? There comes a point in every entrepreneur’s journey when it’s time to prepare for a business transition, whether through an outright sale, recapitalization, or generational handoff. When this...