Preparation


5 Approaches to Generating a Track Record for a Winning Valuation 5 Approaches to Generating a Track Record for a Winning Valuation 5 Approaches to Generating a Track Record for a Winning Valuation 5 Approaches to Generating a Track Record for a Winning Valuation


A company’s financial track record is one of the fundamental drivers of value. Learn five simple approaches you can take to start growing...

Using Representations and Warranties Insurance in Mid-Market M&A Deals Using Representations and Warranties Insurance in Mid-Market M&A Deals Using Representations and Warranties Insurance in Mid-Market M&A Deals Using Representations and Warranties Insurance in Mid-Market M&A Deals


Representations and warranties insurance can help facilitate the transaction process while offering business owners a strengthened...

Preventing Seller’s Remorse in a Mid-Market Deal Preventing Seller’s Remorse in a Mid-Market Deal Preventing Seller’s Remorse in a Mid-Market Deal Preventing Seller’s Remorse in a Mid-Market Deal


There are four key things you can do to prevent seller's remorse when you go to exit your business. Keep these in mind as you plan your...

succession planning, exit planning succession planning, exit planning succession planning, exit planning succession planning, exit planning


Do you think about the longevity of your business? What would happen if you were no longer in charge? Learn how to make your own succession...

When is the Best Time to Sell My Business? When is the Best Time to Sell My Business? When is the Best Time to Sell My Business? When is the Best Time to Sell My Business?


If you are selling your business, there is always a right time and a wrong time. This article tells you why waiting until the right time...

Does Your CEO Successor Have the Right Stuff? Does Your CEO Successor Have the Right Stuff? Does Your CEO Successor Have the Right Stuff? Does Your CEO Successor Have the Right Stuff?


Finding the right successor is hard. If you're not sure your CEO is the right choice, you're not alone. These are the 5 weakest types of...

Reliable Financial Data Is a Top Driver of Business Value Reliable Financial Data Is a Top Driver of Business Value Reliable Financial Data Is a Top Driver of Business Value Reliable Financial Data Is a Top Driver of Business Value


The lack of financial integrity is one of the most common hurdles encountered during the sales process. Maintaining meticulous financial...

tax strategy, taxes, deductions, EBITDA, CPA tax strategy, taxes, deductions, EBITDA, CPA tax strategy, taxes, deductions, EBITDA, CPA tax strategy, taxes, deductions, EBITDA, CPA


Ryan Turbes, CPA, goes over the best tax strategies for business owners and what impact they have on net proceeds at time of sale. He also...

MBO, private equity MBO, private equity MBO, private equity MBO, private equity


Selling a business to a private equity group brings opportunity but also uncertainty for the existing management team. Learn the various...

retirement planning, exit planning, value gap retirement planning, exit planning, value gap retirement planning, exit planning, value gap 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...

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For bricks and mortar companies or those that offer products or services associated with chemicals or commodities, a buyer is sure to...

insurance, key man provision insurance, key man provision insurance, key man provision insurance, key man provision


What types of insurance best serve the interests of entrepreneurs? Learn about them here so you can protect yourself and your future.

investment banker, investment bank investment banker, investment bank investment banker, investment bank investment banker, investment bank


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

strategic planning, exit strategy, strategy strategic planning, exit strategy, strategy strategic planning, exit strategy, strategy strategic planning, exit strategy, strategy


Strategic planning can be a simple enough process to start. Use these three questions to get yourself positioned to increase business value.

valuation, value to owner valuation, value to owner valuation, value to owner valuation, value to owner


There are lots of valuation methods out there, but is any one of them the right fit for you? Here are some options you may not know about...

strategic buyer, financial buyer strategic buyer, financial buyer strategic buyer, financial buyer strategic buyer, financial buyer


What exit option is better for you, a financial or strategic buyer? This short article shares Stephen Shaw's key takeaways from his white...

exit planning, exit strategy exit planning, exit strategy exit planning, exit strategy exit planning, exit strategy


Ready to sell your business? Before you put the 'For Sale' sign up, learn what steps you should be taking first.

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Baseball and business have more in common than you'd think. Everyone wants to hit 'it' out of the park. Here's how to crush what's coming...

preparation, sale process preparation, sale process preparation, sale process preparation, sale process


It is critical that business owners prepare well before the sale of their private company in order to ensure their financial and personal...