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John Carvalho

John is president and founder of Stone Oak Capital Inc., an M&A advisory firm. For more than a decade, John has served his clients on numerous valuation, acquisition and divestiture assignments in a wide variety of industries. John holds the Corporate Finance designation, is a Chartered Business Valuator and a Chartered Accountant. He is also a member of the Association for Corporate Growth (ACG).

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Articles by John Carvalho


The Only Valuation Method that Really Matters The Only Valuation Method that Really Matters The Only Valuation Method that Really Matters The Only Valuation Method that Really Matters


There are many ways to do a business valuation, but is it the right one? For most buyers, there's only one business valuation that matters:...

EBITDA Engineering Before Selling a Business EBITDA Engineering Before Selling a Business EBITDA Engineering Before Selling a Business EBITDA Engineering Before Selling a Business


Take control of your financial statement by learning how accounting policies can positively impact EBITDA

Maintaining Confidentiality Versus Maximizing Price Maintaining Confidentiality Versus Maximizing Price Maintaining Confidentiality Versus Maximizing Price Maintaining Confidentiality Versus Maximizing Price


Making sure that your sensitive information is kept secret during the sales process is important, but so is ensuring that those bidding for...

3 Simple Ways to Start an Exit Plan in 2017 3 Simple Ways to Start an Exit Plan in 2017 3 Simple Ways to Start an Exit Plan in 2017 3 Simple Ways to Start an Exit Plan in 2017


You've heard the crazy statistics...90% of business owners don't have any exit plan. Well here are three simple areas to start thinking...

When Selling Your Business, What Sale Process Is Best? When Selling Your Business, What Sale Process Is Best? When Selling Your Business, What Sale Process Is Best? When Selling Your Business, What Sale Process Is Best?


If you've ever thought about selling your business, you've probably thought about how you should do that. Do you sell to your biggest...

5 Criteria to Consider Before Choosing the Right Investment Banker 5 Criteria to Consider Before Choosing the Right Investment Banker 5 Criteria to Consider Before Choosing the Right Investment Banker 5 Criteria to Consider Before Choosing the Right Investment Banker


A business owner should consider the five key factors in their search in selecting the right investment banker for the sale process

7 Reasons Your Business Isn't Worth What You Think It's Worth 7 Reasons Your Business Isn't Worth What You Think It's Worth 7 Reasons Your Business Isn't Worth What You Think It's Worth 7 Reasons Your Business Isn't Worth What You Think It's Worth


Business owner sometimes have lofty expectations on the value of their companies. Here are reasons why these expectations might not be...

Forget About Business Value. What Are My Net Cash Proceeds?! Forget About Business Value. What Are My Net Cash Proceeds?! Forget About Business Value. What Are My Net Cash Proceeds?! Forget About Business Value. What Are My Net Cash Proceeds?!


Understanding the value of your business is important, but even more important is determining the amount of cash that will land in your...

Empire Builders' Tips to Acquiring Mid-market Businesses Empire Builders' Tips to Acquiring Mid-market Businesses Empire Builders' Tips to Acquiring Mid-market Businesses Empire Builders' Tips to Acquiring Mid-market Businesses


Empire builders have the desire, capability and charisma to build $100M+ companies. For those that have the risk appetite to take on such...

Understanding Return on Equity for Privately Owned Businesses Understanding Return on Equity for Privately Owned Businesses Understanding Return on Equity for Privately Owned Businesses Understanding Return on Equity for Privately Owned Businesses


Calculating the return on equity for a privately owned business and understanding the implications of not achieving the market-driven cost...

Deal Structures Through the Eyes of an Acquirer Deal Structures Through the Eyes of an Acquirer Deal Structures Through the Eyes of an Acquirer Deal Structures Through the Eyes of an Acquirer


In many cases, the sellers of a business (and even their intermediaries) have no idea how buyers finance an acquisition, but a closer look...

'Best of Breed': An Aggressive Valuation Strategy for the Best Mid-Market Businesses 'Best of Breed': An Aggressive Valuation Strategy for the Best Mid-Market Businesses 'Best of Breed': An Aggressive Valuation Strategy for the Best Mid-Market Businesses 'Best of Breed': An Aggressive Valuation Strategy for the Best Mid-Market Businesses


The best companies can't always be compared to their peers. That's where the best of breed strategy comes in. Find out how it's used in...

How Middle Market Business Acquisitions Are Financed How Middle Market Business Acquisitions Are Financed How Middle Market Business Acquisitions Are Financed How Middle Market Business Acquisitions Are Financed


Understand the basic financing structures used in the sale and acquisition of a lower mid-market business

Top 10 Buzzwords to Use When Talking to Private Equity Top 10 Buzzwords to Use When Talking to Private Equity Top 10 Buzzwords to Use When Talking to Private Equity Top 10 Buzzwords to Use When Talking to Private Equity


The use of these 10 buzzwords is music to private equity investors' ears. Just be sure to back them up with facts

Competitive Analysis: The No.1 Way to Impress Prospective Buyers Competitive Analysis: The No.1 Way to Impress Prospective Buyers Competitive Analysis: The No.1 Way to Impress Prospective Buyers Competitive Analysis: The No.1 Way to Impress Prospective Buyers


Want to impress prospective buyers? A competitive analysis will do just that and may even improve your business along the way

3 Principles Successful M&A Deals Have in Common 3 Principles Successful M&A Deals Have in Common 3 Principles Successful M&A Deals Have in Common 3 Principles Successful M&A Deals Have in Common


Every deal has its own unique challenges, but just about every successful deal has three key elements in common. Find out what they are...

10 Steps to Create a Simple Business Valuation Template in Excel 10 Steps to Create a Simple Business Valuation Template in Excel 10 Steps to Create a Simple Business Valuation Template in Excel 10 Steps to Create a Simple Business Valuation Template in Excel


Determining the value of your business is the starting point to building value. Here’s how to set up a simple valuation template in excel

Venture Capital Experts to Follow on Twitter Venture Capital Experts to Follow on Twitter Venture Capital Experts to Follow on Twitter Venture Capital Experts to Follow on Twitter


Here is the ultimate guide to VC experts to follow

Why Do Deals Fall Apart? - An Advisor's Perspective (Part 3) Why Do Deals Fall Apart? - An Advisor's Perspective (Part 3) Why Do Deals Fall Apart? - An Advisor's Perspective (Part 3) Why Do Deals Fall Apart? - An Advisor's Perspective (Part 3)


Advisors who are in the trenches everyday working to get deals across the finish line provide us with their perspective on why deals fall...

Why Do Deals Fall Apart? - A Private Equity Perspective (Part 2) Why Do Deals Fall Apart? - A Private Equity Perspective (Part 2) Why Do Deals Fall Apart? - A Private Equity Perspective (Part 2) Why Do Deals Fall Apart? - A Private Equity Perspective (Part 2)


Not all deals come together. In part 2 of this series, we provide the perspective of four more private equiteers on the reasons why most...

The Basics of Mezzanine Financing The Basics of Mezzanine Financing The Basics of Mezzanine Financing The Basics of Mezzanine Financing


A mezzanine structure allows an acquirer to reduce the cost of capital and boost returns on equity

Why Do Deals Fall Apart? A Private Equity Perspective Why Do Deals Fall Apart? A Private Equity Perspective Why Do Deals Fall Apart? A Private Equity Perspective Why Do Deals Fall Apart? A Private Equity Perspective


Not all deals come together. In part 1 of this series, we provide the perspective of four private equiteers on the reasons why most deals...

7 Key Principles of Business Value 7 Key Principles of Business Value 7 Key Principles of Business Value 7 Key Principles of Business Value


Want to create value and wealth in your business? These key concepts explain exactly how to do it

5 Tall Tales Entrepreneurs Tell to Bolster Business Value 5 Tall Tales Entrepreneurs Tell to Bolster Business Value 5 Tall Tales Entrepreneurs Tell to Bolster Business Value 5 Tall Tales Entrepreneurs Tell to Bolster Business Value


Business owners come up with all kinds of stories to support an unrealistically high value for their business. The problem is, most of...

Investment Bankers: No, We're Not Villains Investment Bankers: No, We're Not Villains Investment Bankers: No, We're Not Villains Investment Bankers: No, We're Not Villains


One of the most common criticisms against investment bankers is the accusation that their only motivation is to get a deal done at all...

5 Things Running Taught Me About Building a Valuable Business 5 Things Running Taught Me About Building a Valuable Business 5 Things Running Taught Me About Building a Valuable Business 5 Things Running Taught Me About Building a Valuable Business


Think running and business have nothing in common? Think again. Here are five things I learned from running that can help you build a more...

Magic Tricks to Help You Get the Valuation You Want Magic Tricks to Help You Get the Valuation You Want Magic Tricks to Help You Get the Valuation You Want Magic Tricks to Help You Get the Valuation You Want


Valuing a company is more black magic than science. These tricks will help you get the highest possible price

How to Increase the Value of Your Business - Even If You're Not Selling How to Increase the Value of Your Business - Even If You're Not Selling How to Increase the Value of Your Business - Even If You're Not Selling How to Increase the Value of Your Business - Even If You're Not Selling


It can be hard to focus on increasing the value of your business if you have no immediate intention of selling, but putting the work in...

When Selling Your Business, Don't Waste a Buyer's Time When Selling Your Business, Don't Waste a Buyer's Time When Selling Your Business, Don't Waste a Buyer's Time When Selling Your Business, Don't Waste a Buyer's Time


When selling your business, you will inevitably be asked the question: Why are you selling your business? You and your team need to have a...

Private Equity Recapitalization: Sell Your Business Twice! Private Equity Recapitalization: Sell Your Business Twice! Private Equity Recapitalization: Sell Your Business Twice! Private Equity Recapitalization: Sell Your Business Twice!


Private equity recaps can be a good option for business owners looking to take some chips off the table while still being involved in...

Do You Know What Your Company Is Worth? Do You Know What Your Company Is Worth? Do You Know What Your Company Is Worth? Do You Know What Your Company Is Worth?


Banks, shareholders and government agencies never ask a private business owner what their company is worth, but that doesn't mean you don't...

Diversifying Without Selling Your Business Diversifying Without Selling Your Business Diversifying Without Selling Your Business Diversifying Without Selling Your Business


Business owners often have all their wealth tied up in their business. But diversifying doesn't have to involve selling - or even giving up...

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Resources

  • Equicapita: Equicapita
    Equicapita's model is to acquire established, private small and medium sized enterprises (“SMEs”) located primarily in Western Canada.
  • Evolution Capital: Evolution Capital
    Leaders in growing small business.

Quotes

Undertake only those activities that yield a very high return on your capital and efforts. If a task has a low return, you should not perform it.

Richard Koch