Preparation

Latest Preparation Articles

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  Sale Process

  Avoiding the Biggest Deal Killer: Time

  When selling a business, time is not your friend. Time is the enemy of all deals. In fact, "time wounds all deals" is an expression that can be associated with...

  By: Rose Stabler

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  Pre Sale

  Exits Are Inevitable; Failure Is Not

  We understand that business owners are so busy addressing today’s economic challenges that they can overlook the critical task of exit planning. We also understand...

  By: Mark Tepper | President/Founder/Wealth Advisor

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  Pre Sale

  To Sell Your Business, Start With the End in Mind

  The world of mergers and acquisitions (M&A) is filled with sale transactions of middle market and lower middle market companies at prices well below what the...

  By: Charles Smith

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  Maximize Value

  What Drives the Value of Your Business?

  Business value drivers are those aspects of a business that can and do add value.Today’s business environment is not just about survival, it’s about focusing...

  By: George D. Abraham

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  Pre Sale

  Does It Have to Be 'Shirtsleeves-to-Shirtsleeves?'

  The world over, in virtually every culture, there are such truisms as “from rags to riches to rags,” “wealth doesn’t pass three generations&rdquo...

  By: Cindy Radu

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  Pre Sale

  Kids Taking Over the Business? 8 Things to Consider

  Many business founders dream of the day they can transition the business to their children. But while there is much in the literature that talks about estate planning...

  By: Josh Patrick

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  Pre Sale

  The Initial Price May Not Be Real

  The initial dollar figure presented as a purchase price for a business, whether written on a napkin over coffee or floated in a conversation, is not a binding offer. Any...

  By: Paris Aden

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  Pre Sale

  Understanding Return on Equity for Privately Owned Businesses

  I am a big fan of Robert Slee, an investment banker, author, and investor in the middle market. His most well-known book is Private Capital Markets: Valuation,...

  By: John Carvalho | President, Divestopedia Inc.

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  Pre Sale

  Position Your Business for the Exit

  You founded your business with two financial objectives in mind — to make enough money so that you and your family could lead a decent lifestyle, and to build...

  By: Tom Gledhill

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  Pre Sale

  Trust Advisory Committees for Succession Planning

  It is very common for family enterprises to have a family trust in place. On a very basic level, someone (the settlor) transfers assets to the trustee (often one or both...

  By: Cindy Radu

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  Pre Sale

  Podcast: How a Startup Managed the Sales Process to GoDaddy, an Interview with Alex McClafferty

  About the HostRyan is an entrepreneur, podcast host of the show Life After Business and the co-owner of Solidity Financial. Having personally experienced the hazards of...

  By: Ryan Tansom

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  Pre Sale

  Podcast: Have Business Partners? Understand Buy-Sell Agreements

  In this podcast you will learn about:When you have business partners, why a buy-sell agreement is so important;The role life insurance plays when funding a buy-sell...

  By: Noah Rosenfarb