Process Documentation

Latest Process Documentation Articles

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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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  Maximize Value

  Human Capital Risk and the Impact on Business Value

  When a business for sale is being evaluated by a prospective buyer as a possible candidate for purchase, the quality of the human element will be considered. The staff...

  By: Rose Stabler

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  Sale Process

  Establishing Deadlines in Your M&A Deal

  Imagine you’re getting married. The date is set, all the arrangements have been made, and you are scheduled to leave for a two week honeymoon in Paris the week...

  By: Jamie Grant

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  Maximize Value

  The Single Most Important Lever Driving Corporate Value

  I was recently asked what single lever I would pick if I could pick only one in an attempt to promote growth in corporate value. Without hesitation I said, "...

  By: Ian Campbell

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  Sale Process

  Preventing Seller’s Remorse in a Mid-Market Deal

  Successfully owning and growing a middle market business requires a great deal of work and commitment, and as a result, entrepreneurs can often find their companies...

  By: Michael Schwerdtfeger

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  Maximize Value

  Add Value to Your Business with Systems and Brand

  A business valuation is not about what a company is worth in the current owner's hands, it's about the company's transferable value. It's about the...

  By: Rose Stabler

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  Sale Process

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

  One of the biggest reasons M&A deals blow up is a poorly worded letter of intent (LOI). The standard process to solicit offers from buyers in the form of an LOI...

  By: Dave Kauppi

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  Maximize Value

  Podcast: An Overview of the US 2018 Tax Reform, an Interview with James Markham

  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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  Sale Process

  Pitfalls to Watch for in Professional Practice Mergers & Acquisitions

  Empirical evidence suggests that many small- to midsized professional practices are increasingly disintegrating into solo practices or getting merged into or acquired by...

  By: Chak Reddy

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  Sale Process

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

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

  By: Jarrett Davidson

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  Sale Process

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

  Earnout clauses are becoming more and more common in purchase and sale agreements, especially in a volatile economy or where the target company’s earnings have...

  By: Peter Ferrari

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  Sale Process

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

  In parts one and two of this article series, we discussed the natural experiential advantages that a business buyer's team would bring to the table in a business sale...

  By: Dave Kauppi