Sale Process

The sale process is the moment of truth. It is when all the blood, sweat and tears is converted to cold hard cash. Most entreprenueurs only get the chance to do it once, so make the most of it.



M&A, M&A bridge, transition M&A, M&A bridge, transition M&A, M&A bridge, transition M&A, M&A bridge, transition


Crossing the M&A bridge is something both buyers and sellers have to do. Learn how to make this process easier on both sides through all...

Podcast: What Happens When You Miss 'Your' Exit? Interview with Tim Hall Podcast: What Happens When You Miss 'Your' Exit? Interview with Tim Hall Podcast: What Happens When You Miss 'Your' Exit? Interview with Tim Hall Podcast: What Happens When You Miss 'Your' Exit? Interview with Tim Hall


Timing can be critical when it comes to successfully exiting your business. What happens when you miss your window of opportunity? This...

When Should You Sign a Letter of Intent? When Should You Sign a Letter of Intent? When Should You Sign a Letter of Intent? When Should You Sign a Letter of Intent?


You've probably been told to secure a letter of intent as early as possible from an interested buyer. Well, that might not be the best way...

Customer Communication in Mergers and Acquisitions Customer Communication in Mergers and Acquisitions Customer Communication in Mergers and Acquisitions Customer Communication in Mergers and Acquisitions


Considering selling your buisness? Don't forget about your customers. While the merger or acquisition may be in the best interest of your...

due diligence, operations due diligence due diligence, operations due diligence due diligence, operations due diligence due diligence, operations due diligence


There are three facets to due diligence: legal, financial and operational. You likely know all about the first two, but what do you know...

Podcast: Biggest Lessons Learned From Selling My Business Podcast: Biggest Lessons Learned From Selling My Business Podcast: Biggest Lessons Learned From Selling My Business Podcast: Biggest Lessons Learned From Selling My Business


Cory Janssen, co-founder of Investopedia and Divestopedia, shares his nuggets of wisdom learned from selling Investopedia to Forbes.

Why Do Deals Fall Apart? - An Advisor's Perspective (Part 3) Why Do Deals Fall Apart? - An Advisor's Perspective (Part 3) Why Do Deals Fall Apart? - An Advisor's Perspective (Part 3) Why Do Deals Fall Apart? - An Advisor's Perspective (Part 3)


Advisors who are in the trenches everyday working to get deals across the finish line provide us with their perspective on why deals fall...

Seven Questions for Highly Effective Business Transitions Seven Questions for Highly Effective Business Transitions Seven Questions for Highly Effective Business Transitions Seven Questions for Highly Effective Business Transitions


We are in the midst of a demographic tsunami with respect to business ownership transition. Will you as a business owner be ready? If you...

Podcast: Are You a Business Family or a Family Business? With Wayne Rivers Podcast: Are You a Business Family or a Family Business? With Wayne Rivers Podcast: Are You a Business Family or a Family Business? With Wayne Rivers Podcast: Are You a Business Family or a Family Business? With Wayne Rivers


Wayne Rivers teaches you the important lines you need to draw between being a family in business and simply being a family. Learn to manage...

private equity private equity private equity private equity


A complete overview of private equity so you know how to evaluate what you need and when. Understand how to make private equity work for...

Why Do Deals Fall Apart? - A Private Equity Perspective (Part 2) Why Do Deals Fall Apart? - A Private Equity Perspective (Part 2) Why Do Deals Fall Apart? - A Private Equity Perspective (Part 2) Why Do Deals Fall Apart? - A Private Equity Perspective (Part 2)


Not all deals come together. In part 2 of this series, we provide the perspective of four more private equiteers on the reasons why most...

How Targeted Should Your Sale Process Be? How Targeted Should Your Sale Process Be? How Targeted Should Your Sale Process Be? How Targeted Should Your Sale Process Be?


How do you determine the right number of buyers to approach? This article will evaluate the spectrum of options to maximum value on a short...

Why Do Deals Fall Apart? A Private Equity Perspective Why Do Deals Fall Apart? A Private Equity Perspective Why Do Deals Fall Apart? A Private Equity Perspective Why Do Deals Fall Apart? A Private Equity Perspective


Not all deals come together. In part 1 of this series, we provide the perspective of four private equiteers on the reasons why most deals...

A Summary of M&A Fees for Sell-Side Transactions A Summary of M&A Fees for Sell-Side Transactions A Summary of M&A Fees for Sell-Side Transactions A Summary of M&A Fees for Sell-Side Transactions


Investment banks offer expertise and know-how that can add significant value to any transaction, but complicated fee structures can be...

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...

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...

Misconceptions & Realities When Hiring an Investment Banker (Part 1: 'Knowing' Buyers) Misconceptions & Realities When Hiring an Investment Banker (Part 1: 'Knowing' Buyers) Misconceptions & Realities When Hiring an Investment Banker (Part 1: 'Knowing' Buyers) Misconceptions & Realities When Hiring an Investment Banker (Part 1: 'Knowing' Buyers)


The question M&A professional, Bill Snow, gets asked most often by business owners is “How do I hire a good investment banker?” In part one...

Podcast: Have You Ever Considered an IPO as an Exit Strategy? Interview with Cathy Demers Podcast: Have You Ever Considered an IPO as an Exit Strategy? Interview with Cathy Demers Podcast: Have You Ever Considered an IPO as an Exit Strategy? Interview with Cathy Demers Podcast: Have You Ever Considered an IPO as an Exit Strategy? Interview with Cathy Demers


An IPO might be the exit plan you've been searching for. Cathy Demers talks growth strategies, the importance of a good partnership and how...

5 Essential Steps to Ensure Due Diligence in Private Company Acquisitions 5 Essential Steps to Ensure Due Diligence in Private Company Acquisitions 5 Essential Steps to Ensure Due Diligence in Private Company Acquisitions 5 Essential Steps to Ensure Due Diligence in Private Company Acquisitions


Acquisitions are very involved processes and you absolutely need to do your due diligence. There is no better way to avoid unnecessary...