Preparation


Technological Advancement of the Confidential Information Memorandum Technological Advancement of the Confidential Information Memorandum Technological Advancement of the Confidential Information Memorandum Technological Advancement of the Confidential Information Memorandum


The internet has radically transformed numerous industries including music, publishing and retail. Middle market M&A has been slow to adopt...

Challenging How We Think of EBITDA Challenging How We Think of EBITDA Challenging How We Think of EBITDA Challenging How We Think of EBITDA


Most business owners use EBITDA as a valuation method, even though it isn't GAAP. That being said, is it really as good of a valuation...

Podcast: How to Get Your Online Business Ready for Sale, an Interview with Thomas Smale Podcast: How to Get Your Online Business Ready for Sale, an Interview with Thomas Smale Podcast: How to Get Your Online Business Ready for Sale, an Interview with Thomas Smale Podcast: How to Get Your Online Business Ready for Sale, an Interview with Thomas Smale


In this podcast with Thomas Smale, you will learn all about what you need to do to get your online business ready for sale, including...

Four Steps to Establishing a Board in a Private Enterprise Four Steps to Establishing a Board in a Private Enterprise Four Steps to Establishing a Board in a Private Enterprise Four Steps to Establishing a Board in a Private Enterprise


Private enterprise benefits from utilizing a board of directors. What kind is up to you, but this article can help you decide which would...

Why Acquisitions Are Good for Business Why Acquisitions Are Good for Business Why Acquisitions Are Good for Business Why Acquisitions Are Good for Business


Acquisitions are good for business! Despite some of the negativity they receive about corporate takeovers and job security, acquisitions...

How Your Company Is Valued Depends on the Buyer How Your Company Is Valued Depends on the Buyer How Your Company Is Valued Depends on the Buyer How Your Company Is Valued Depends on the Buyer


Are you preparing to sell your business? Not all buyers will value your company equally, so make sure you are positioning your business in...

How Technology is Changing the Deal-Making Process How Technology is Changing the Deal-Making Process How Technology is Changing the Deal-Making Process How Technology is Changing the Deal-Making Process


The internet has radically transformed numerous industries including music, publishing and retail. Middle market M&A has been slow to adopt...

Involving Your Management Team in a Business Sale Involving Your Management Team in a Business Sale Involving Your Management Team in a Business Sale Involving Your Management Team in a Business Sale


While you're busy coordinating the fine print of your business sale, you may want to consider including your mangement team in the...

Value is in the Eye of the Beholder Value is in the Eye of the Beholder Value is in the Eye of the Beholder Value is in the Eye of the Beholder


Before creating value, a company must first determine what it considers valuable and what it’s willing to sacrifice to grow that value.

Acquisition Strategy Success Points Acquisition Strategy Success Points Acquisition Strategy Success Points Acquisition Strategy Success Points


Acquisition strategies should be followed and referenced throughout the process. From time to time you may be tempted to go against your...

3 Tips on Avoiding Deal Fatigue in an Unsolicited Approach Scenario 3 Tips on Avoiding Deal Fatigue in an Unsolicited Approach Scenario 3 Tips on Avoiding Deal Fatigue in an Unsolicited Approach Scenario 3 Tips on Avoiding Deal Fatigue in an Unsolicited Approach Scenario


Too many times deals fall apart at the last hour. This can be especially true if you are blindsided by an appealing offer when you are not...

Growing Your Business in Preparation for a Sale Growing Your Business in Preparation for a Sale Growing Your Business in Preparation for a Sale Growing Your Business in Preparation for a Sale


If your business value isn't where you want it to be, but you're looking to sell soon, follow these simple steps to start improving it...

5 Ways to Manage Unsolicited Approaches from Business Buyers 5 Ways to Manage Unsolicited Approaches from Business Buyers 5 Ways to Manage Unsolicited Approaches from Business Buyers 5 Ways to Manage Unsolicited Approaches from Business Buyers


An in-depth look at 5 ways to work through any unsolicited offers you receive for your business so you are not making any rush decisions...

Key Concepts for Successful Deals Key Concepts for Successful Deals Key Concepts for Successful Deals Key Concepts for Successful Deals


A high-level view of the buy-side and sell-side processes, and a framework for thinking about and planning each.

How to Structure the Right Investment Banking Engagement Letter How to Structure the Right Investment Banking Engagement Letter How to Structure the Right Investment Banking Engagement Letter How to Structure the Right Investment Banking Engagement Letter


If you need an investment banking engagement letter, you need to know what to include and how to word it. Here are the critical terms of...

If You're Selling Your Company, Don't Get Sandbagged If You're Selling Your Company, Don't Get Sandbagged If You're Selling Your Company, Don't Get Sandbagged If You're Selling Your Company, Don't Get Sandbagged


A seller needs to understand what a sandbag clause is in a purchase and sale agreement, and how to spot specific language to make the...

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...

Prepare Early to Close Faster (and Better!) Prepare Early to Close Faster (and Better!) Prepare Early to Close Faster (and Better!) Prepare Early to Close Faster (and Better!)


While we know the importance of due diligence during a sale, did you know that doing it before you enter the sales process can give you a...

Why Retiring Business Owners Balk at the Idea of Selling Their Company Why Retiring Business Owners Balk at the Idea of Selling Their Company Why Retiring Business Owners Balk at the Idea of Selling Their Company Why Retiring Business Owners Balk at the Idea of Selling Their Company


Every owner has their own retirement process. Some are vying to get out, but many have second thoughts -- are they ready? What comes next?...