Financial Metrics
Investors' Decision Making Process & Why You Should Know it Before Going to Market
The more knowledgeable you are about investors and their mindsets, the more successful you will be during an M&A event. Being able to...
Podcast: How to Play Defense - Tax Tips and Tricks
U.S. and international tax laws for entrepreneurs and freelancers considering a move.
Podcast: How Venture Capital Will Change Your Business and How it Stacks Up Against Other Kinds of Funding, an Interview with Rand Fishkin of Moz
Whether buying, selling or growing, you are going to deal with capital. Rand Fishkin explains what venture capital did for him, how it...
Podcast: What an Opportunity Zone Investment Can Do for You and Your Capital Gains, an Interview with Brian Forcier
Brian Forcier talks about the ways in which you can save on capital gains through investment. With the opportunity zone investments that...
Podcast: Scaling Your Business, Even Without Capital - an Interview with Michael Kaplan
Growing your company requires capital, right? Well, where there's a will, there's a way. Find out how to make any situation work for you to...
The Initial Price May Not Be Real
There are a multitude of ways buyers can reduce the purchase price of a business. One of the cleverest is by using the due diligence grind...
Podcast: Inside Scoop on Financing and Structuring the Deal the Right Way, an Interview with Matt Boettner
Deal structures are complicated, wonderful things. You really can negotiate for the terms you need to make a successful business transition...
Beyond Valuation: Factors Sellers Weigh in an M&A Deal
Buying and selling a business is about more than just valuation. Here are other considerations that sellers weight when doing a M&A deal.
Podcast: The National Center for the Middle Market's 7 Key Value Drivers, an Interview with Tom Stewart
All the data you wish you knew about the middle market, at your fingertips. The National Center for the Middle Market provides context and...
Podcast: 8 Key Drivers to Increased Valuation, an Interview with John Warrillow
Due diligence can help you identify areas to improve your business. John Warrillow runs us through the eight key areas you should look at...
The Art of Getting Strategic Value for Software Companies
Software companies have a little more leeway in pricing if you can look at buyers strategically. The right buyer will pay more for your...
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...
Podcast: Taxes and Your Net Proceeds, an Interview with CPA Ryan Turbes
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...
How to Sell a Business Today for a Price Based on Future Worth
Finding a way to get the maximum valuation possible for your business when you're ready to sell is a challenge faced by every business...
Why Mid-Market Companies Are Valued Lower than Their Public Company Peers
Private companies are valued based on a multiple of EBITDA, with the multiple typically being lower because they are considered riskier...
Podcast: Cost Segregation - Is it Right for You? An Interview with CSSI
CSSI's Jodi Nielsen and David Deshotels explain how to make use of cost segregation as a way to improve your cash flow. Listen to this...
Company Valuations and Why They're the Wrong Metric for Business Owners
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...
Recasting EBITDA in a Technology Business Sale
Recasting EBITDA removes expenses that would not be incurred by a new owner. However, business sellers get carried away with the process...
Podcast: Recurring Revenue Can Triple the Value of Your Company, an Interview with Loren Horsager
You can triple the value of your business simply by finding a source of recurring revenue. Loren Horsager gives examples of the various...