Latest


Timeless Value Trends for Mid-Sized Businesses


Looking at comprehensive data to showcase what efforts make the most difference in getting the dollar value you want for your business and what industries (size and...

ESOP, buy-side, sell-side


Buy-side and sell-side needs can be met through an ESOP. If continuity matters to either side (sustained profits or sustained legacy), then you need to look into what...

platform company, valuation


Evaluating your business as a platform is a crucial step to attracting potential buyers. Look for ways to prove that your company is scalable and self-sustaining, ready...

investment banker


The more knowledgeable you are about investors and their mindsets, the more successful you will be during an M&A event. Being able to target the right investor for your...

M&A, M&A bridge, transition


Crossing the M&A bridge is something both buyers and sellers have to do. Learn how to make this process easier on both sides through all three phases of the M&A process:...

When Should You Sign a Letter of Intent?


You've probably been told to secure a letter of intent as early as possible from an interested buyer. Well, that might not be the best way to get the highest valuation...

due diligence, operations due diligence


There are three facets to due diligence: legal, financial and operational. You likely know all about the first two, but what do you know about operations due diligence?...

vision, mission statement, elevator pitch


David Mann takes his highly defined ability to tell a story and makes it work for your business. Strengthen your ability to resonate with customers so they're more...

private equity


A complete overview of private equity so you know how to evaluate what you need and when. Understand how to make private equity work for you.

convertible bond, debt


Finding a way to get the maximum valuation possible for your business when you're ready to sell is a challenge faced by every business owner. However, there is a way to...

business transition, first 90 days, post-close


Figuring out what will happen to your team once you've sold your business is one of your entrepreneurial responsibilities. Jennifer Fondrevay wants you to ask yourself...

risk-adjusted, risk-free rate, valuation, private company


Private companies are valued based on a multiple of EBITDA, with the multiple typically being lower because they are considered riskier than their public company peers.

How Targeted Should Your Sale Process Be?


How do you determine the right number of buyers to approach? This article will evaluate the spectrum of options to maximum value on a short timeline, with the...

retirement planning, exit planning, value gap


In this podcast with GEXP Collaborative's Brandon Wood, you'll learn what a value gap is and why you need to take a good look at your lifestyle expenses so you're not...

valuation, maximize value


Finding a buyer who will pay a premium for your company is a major step in realizing a successful sale of a business. Ever wonder why a buyer pays a premium to begin...

Experts


What are the best methods to find buyers for a business?


I am of the opinion that in order to maximize value in the sale of a mid-market business, a widely-marketed sale process should be conducted. This means getting a...

When is the best time of year to sell a business?


There are plenty of articles answering the question: how long does it take to sell a business? The typical response is that it takes about 8 to 12 months to...

What should I look for with non-cash consideration?


Receiving consideration other than cash is not uncommon. In fact, it is very rare that vendors receive all cash for their business. Different forms of non-cash...

What's the difference between growth capex, maintenance capex and internally financed capex?


There are generally two reasons companies spend money on capital expenditures (capex): to grow the business, and to maintain the business. Once a company determines it...

What are typical fee structures for portfolio companies by private equity groups?


A private equity group has a lot of flexibility typically in how they collect fees or harvest value from a company in which they are invested. The form and structure of...