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.

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Tom Deans tells us to 'follow the money' when it comes to transitioning your family business. If your kids aren't investing back in the...

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Buying and selling a business is about more than just valuation. Here are other considerations that sellers weight when doing a M&A deal.

Using Representations and Warranties Insurance in Mid-Market M&A Deals Using Representations and Warranties Insurance in Mid-Market M&A Deals Using Representations and Warranties Insurance in Mid-Market M&A Deals Using Representations and Warranties Insurance in Mid-Market M&A Deals


Representations and warranties insurance can help facilitate the transaction process while offering business owners a strengthened...

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...

What Can a Private Equity Investor Control in a Deal? What Can a Private Equity Investor Control in a Deal? What Can a Private Equity Investor Control in a Deal? What Can a Private Equity Investor Control in a Deal?


The current valuations for middle market companies is frustrating private equity investors, but there are ways for them to control, choose...

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Unrealistic value expectations is the number one reason for only 10% of businesses for sale actually close within 3 years of going to...

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Selling a business to a private equity group brings opportunity but also uncertainty for the existing management team. Learn the various...

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Buy-side and sell-side needs can be met through an ESOP. If continuity matters to either side (sustained profits or sustained legacy), then...

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Evaluating your business as a platform is a crucial step to attracting potential buyers. Look for ways to prove that your company is...

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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...

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...

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

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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...

Private Equity Firms: Are They a Good Fit for Your Business? Private Equity Firms: Are They a Good Fit for Your Business? Private Equity Firms: Are They a Good Fit for Your Business? Private Equity Firms: Are They a Good Fit for Your Business?


Selecting the right buyer is just as important as the price you settle on. Private equity firms are just one option to consider for owners...

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One of the most common criticisms against investment bankers is the accusation that their only motivation is to get a deal done at all...

A Guide to Merger and Acquisition Designations A Guide to Merger and Acquisition Designations A Guide to Merger and Acquisition Designations A Guide to Merger and Acquisition Designations


An overview of some of the top M&A designations, what they entail and how they can boost your career. Let this article guide your...

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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...

Ask an Expert: 5 Questions on Non-Disclosure Agreements (NDAs) Ask an Expert: 5 Questions on Non-Disclosure Agreements (NDAs) Ask an Expert: 5 Questions on Non-Disclosure Agreements (NDAs) Ask an Expert: 5 Questions on Non-Disclosure Agreements (NDAs)


Ever heard of NDAs? If you are looking to sell or buy a business, you may be required to sign one. Learn more about these agreements here...

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Planning is required if you're going to position your business for a successful sale. With surprisingly little pain and effort on your side...