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Take Share to Gain Value
Exit Planning, Managing Risk, Education, M&A, M&A Education & Market
Take Share to Gain Value: Why Growth Is the Key to Your Dream Exit Middle-market companies often outperform their larger, publicly traded counterparts in agility and customer responsiveness. Yet in today’s economic climate—shaped by persistent interest rates,...
Managing Emotions in an M&A Deal
Industry Insights, Managing Risk, Education, M&A, M&A Education & Market
Embarking on the journey of selling or merging your private company is a monumental achievement. It places you in an exclusive group of entrepreneurs who have achieved what many others can only dream of. However, despite the excitement of reaching this milestone, the...
Questions You Should Ask When Selecting Your Investment Bank
M&A Education & Market, Industry Insights, Education, M&A
This may not be the first time you’ve ever asked yourself, “Is he/she the one?” However, picking the right investment bank and lead investment banker to represent your potential deal to the marketplace is one of the most critical decisions you'll make in your...
20 Questions Prospective Buyers Ask
Merger and Acquisitions, M&A, M&A Education & Market, Strategic Advisory
How Does Your Company Rate? 20 Questions Prospective Buyers Ask Before you put your business up for sale, you need to be prepared to evaluate its status from a number of different perspectives besides your own. Much of what you know about your own company is...
BoomerPreneurs – Secure your Legacy
Merger and Acquisitions, M&A, M&A Education & Market
Are You a “BoomPreneur”? The Roadmap to Transitioning Your Business Successfully Attention, Boomer Entrepreneurs: Have You Thought About Your Business Exit Strategy? As a BoomerPreneur, you’ve spent decades building your business from the ground up, watching it grow,...
Creative Deal Structures – Why a seller note may be a difference maker to getting a deal done
Private Equity Recapitalizations, Selling a Business, M&A, M&A Education & Market
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,...