Process Documentation


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...

Add Value to Your Business with Systems and Brand Add Value to Your Business with Systems and Brand Add Value to Your Business with Systems and Brand Add Value to Your Business with Systems and Brand


An outside buyer will see your company as a less risky, more appealing acquisition if they can see how it would run without you, the owner....

The #1 Cause of Middle Market M&A Deal Failures The #1 Cause of Middle Market M&A Deal Failures The #1 Cause of Middle Market M&A Deal Failures The #1 Cause of Middle Market M&A Deal Failures


Dave Kauppi, advisor with MidMarket Capital Advisors, Inc., explains how the end of a deal could have been avoided at the beginning with...

tax, taxes, tax reform tax, taxes, tax reform tax, taxes, tax reform tax, taxes, tax reform


The new tax laws can be quite confusing to navigate. Here are some key pieces you should know about before you start making major decisions.

Pitfalls to Watch for in Professional Practice Mergers & Acquisitions Pitfalls to Watch for in Professional Practice Mergers & Acquisitions Pitfalls to Watch for in Professional Practice Mergers & Acquisitions Pitfalls to Watch for in Professional Practice Mergers & Acquisitions


You may only do one merger or acquisition in your life, but it will be one of the most important transactions of your life. Here are some...

Why the Next 180 Days Are Significant When Preparing to Sell Your Business Why the Next 180 Days Are Significant When Preparing to Sell Your Business Why the Next 180 Days Are Significant When Preparing to Sell Your Business Why the Next 180 Days Are Significant When Preparing to Sell Your Business


When business owners are preparing to sell, the next 180 days is a critical time period to execute all significant changes that may be...

Earnouts or Burnouts: Don't Get Burned on an Earnout Earnouts or Burnouts: Don't Get Burned on an Earnout Earnouts or Burnouts: Don't Get Burned on an Earnout Earnouts or Burnouts: Don't Get Burned on an Earnout


Earnouts are difficult legal clauses to manage and can often lead to misunderstanding and difficulty realizing them. Here is a practical...

In a Business Sale, the Buyer Has the Upper Hand (Part 3) In a Business Sale, the Buyer Has the Upper Hand (Part 3) In a Business Sale, the Buyer Has the Upper Hand (Part 3) In a Business Sale, the Buyer Has the Upper Hand (Part 3)


This is part three of a three-part series from Dave Kauppi, M&A advisor with MidMarket Capital, Inc., that identifies the natural...

In a Business Sale, the Buyer Has the Upper Hand (Part 2) In a Business Sale, the Buyer Has the Upper Hand (Part 2) In a Business Sale, the Buyer Has the Upper Hand (Part 2) In a Business Sale, the Buyer Has the Upper Hand (Part 2)


Dave Kauppi, M&A advisor with MidMarket Capital, Inc., identifies buyer attacks on the transaction value of your business during the...

In a Business Sale, the Buyer Has the Upper Hand (Part 1) In a Business Sale, the Buyer Has the Upper Hand (Part 1) In a Business Sale, the Buyer Has the Upper Hand (Part 1) In a Business Sale, the Buyer Has the Upper Hand (Part 1)


Unless your company is one of those "must-haves" with buyers crawling all over you, you are subject to a process that greatly favors the...

5 All Too Common Balance Sheet Red Flags That Could Impact Salability 5 All Too Common Balance Sheet Red Flags That Could Impact Salability 5 All Too Common Balance Sheet Red Flags That Could Impact Salability 5 All Too Common Balance Sheet Red Flags That Could Impact Salability


Taking a hard look at your balance sheet will help identify potential red flags that could send a buyer running the other way.

Avoiding the Exclusive Negotiations Trap Avoiding the Exclusive Negotiations Trap Avoiding the Exclusive Negotiations Trap Avoiding the Exclusive Negotiations Trap


Competitive tension is essential to exert control over the sale process and present an enforceable timeline to bidders.

Six Critical KPIs That Drive Business Value in the Automotive Aftermarket Industry Six Critical KPIs That Drive Business Value in the Automotive Aftermarket Industry Six Critical KPIs That Drive Business Value in the Automotive Aftermarket Industry Six Critical KPIs That Drive Business Value in the Automotive Aftermarket Industry


Drilling down to the nuts and bolts of financial management analysis offers significant insight on driving business value.

How to Perform a Successful Competitor Analysis (and Use it to Your Advantage) to Maximize Value How to Perform a Successful Competitor Analysis (and Use it to Your Advantage) to Maximize Value How to Perform a Successful Competitor Analysis (and Use it to Your Advantage) to Maximize Value How to Perform a Successful Competitor Analysis (and Use it to Your Advantage) to Maximize Value


The results of a competitor analysis can ultimately help your business to maximize its value through the eyes of a potential acquirer....

The Initial Price May Not Be Real The Initial Price May Not Be Real The Initial Price May Not Be Real The Initial Price May Not Be Real


“The Due Diligence Grind” is often practiced by sophisticated acquirers to reduce the purchase price of a business, by citing negative...

Minimizing Inevitable Risks in the Sale Process Minimizing Inevitable Risks in the Sale Process Minimizing Inevitable Risks in the Sale Process Minimizing Inevitable Risks in the Sale Process


To ensure that the window of vulnerability is as short as possible, it’s critical to thoroughly prepare for a structured, competitive...

Why Your M&A Advisor Should Use Online Deal Sourcing Why Your M&A Advisor Should Use Online Deal Sourcing Why Your M&A Advisor Should Use Online Deal Sourcing Why Your M&A Advisor Should Use Online Deal Sourcing


There are some common objections about online deal sourcing, but it is an important tool for completing middle market M&A transactions....

Establishing Deadlines in Your M&A Deal Establishing Deadlines in Your M&A Deal Establishing Deadlines in Your M&A Deal Establishing Deadlines in Your M&A Deal


The difference between a goal and a dream is that a goal has a deadline. The same can be said about the difference between a deal in...

Podcast: Improving Access to Capital Markets Podcast: Improving Access to Capital Markets Podcast: Improving Access to Capital Markets Podcast: Improving Access to Capital Markets


In this podcast, Peter Lehrman, CEO of Axial, talks about how his company is improving access to the capital markets.