Most Recent Articles
December 07, 2016
Thinking of buying, selling or merging? These are 7 key pieces of advice about doing your due diligence that you need to know before making that final decision.
December 05, 2016
Are you selling your business? Is your network on board? Are you ready? And what comes next? Find out what you need to do to properly prepare yourself for this life-altering decision.
December 05, 2016
The use of these 10 buzzwords is music to private equity investors' ears. Just be sure to back them up with facts.
November 30, 2016
Valuing a financial planning practice has changed over the years. Understanding proper valuation methods is critical to setting an owner's expectations and plans for succession.
November 28, 2016
Podcast with John Bly, author of 'Cracking the Code: An Entrepreneur’s Guide to Growing Your Business Through Mergers and Acquisitions for Pennies On The Dollar.'
November 23, 2016
Valuation is important when selling a business, but after-tax proceeds are even more critical. Learn about methods to figuring out how much money an owner needs to be financially secure.
November 21, 2016
Eighty percent of people with wealth in excess of $5 million gain it through entrepreneurship. Learn about wealth management strategies from Richard C. Wilson, a leading professional in the area of family offices for the ultra-wealthy.
November 16, 2016
When devising reference check questions for investment bankers, your guiding light is to get usable data as answers that will help you make a decision. Here are five questions you should be asking to help you get those answers.
November 14, 2016
M&A professional, Bill Snow, continues to answer the question, “How do I hire a good investment banker?” in Part 5 of this five-part series by clearing up the misconception that investment bankers are just like realtors.
November 10, 2016
M&A professional, Bill Snow, continues to answer the question, “How do I hire a good investment banker?” in Part 4 of this article series by clearing up the misconception that investment bankers should determine the ask price for your company.