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.



Seven Paradoxes of Middle Market M&A Seven Paradoxes of Middle Market M&A Seven Paradoxes of Middle Market M&A Seven Paradoxes of Middle Market M&A


For over 25 years, Rob Slee has seen hundreds of people fail to earn a living in the M&A industry. Learn these 7 paradoxes he says their...

Finding the Right Investment Bank to Sell Your Business Finding the Right Investment Bank to Sell Your Business Finding the Right Investment Bank to Sell Your Business Finding the Right Investment Bank to Sell Your Business


Though you may have interacted with investment banks before, hiring the right one for a transaction that can represent the summation of...

The #1 Reason Business Sellers Leave Chips on the Table The #1 Reason Business Sellers Leave Chips on the Table The #1 Reason Business Sellers Leave Chips on the Table The #1 Reason Business Sellers Leave Chips on the Table


We asked seasoned exit planning professionals how to avoid leaving wealth behind when selling a company. Their answers educated and...

What is an Acceptable Range of Deferred Payment in a Business Sale? What is an Acceptable Range of Deferred Payment in a Business Sale? What is an Acceptable Range of Deferred Payment in a Business Sale? What is an Acceptable Range of Deferred Payment in a Business Sale?


Rarely is a mid-market business sold entirely for cash proceeds. The purchase price is usually comprised of cash and some sort of deferred...

Is Your Management Team the Right Exit Channel for You? Is Your Management Team the Right Exit Channel for You? Is Your Management Team the Right Exit Channel for You? Is Your Management Team the Right Exit Channel for You?


A management buy-out or buy-in can be an excellent alternative to selling your company. Here are three steps to help you evaluate if...

Podcast: I've Helped Sell Over 100 Businesses; Here's My Advice Podcast: I've Helped Sell Over 100 Businesses; Here's My Advice Podcast: I've Helped Sell Over 100 Businesses; Here's My Advice Podcast: I've Helped Sell Over 100 Businesses; Here's My Advice


The sale process is the moment of truth when you convert all of your hard work into cold hard cash. Most entrepreneurs only get the chance...

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.

Podcast: The First Question in Exit Planning: Who Is Going to Own Your Company? Podcast: The First Question in Exit Planning: Who Is Going to Own Your Company? Podcast: The First Question in Exit Planning: Who Is Going to Own Your Company? Podcast: The First Question in Exit Planning: Who Is Going to Own Your Company?


The most important question that business owners need to answer is who is going to own their business in a few years. Based on their answer...

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....

Forewarning on Proprietary Deals Forewarning on Proprietary Deals Forewarning on Proprietary Deals Forewarning on Proprietary Deals


Examining the pitfalls of a proprietary deal from the seller's viewpoint. Even if a seller deals with a single buyer, he or she is...

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: Keys to Finding Happiness After Selling Your Business Podcast: Keys to Finding Happiness After Selling Your Business Podcast: Keys to Finding Happiness After Selling Your Business Podcast: Keys to Finding Happiness After Selling Your Business


Bo Burlingham's book, Finish Big, summarized his research with entrepreneurs on the keys to a successful and happy exit from a business.

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...

Avoid These Four Mid-Market Deal Killers Avoid These Four Mid-Market Deal Killers Avoid These Four Mid-Market Deal Killers Avoid These Four Mid-Market Deal Killers


Few experiences in business are more harrowing than having a deal to sell your company fall apart. While the ups and downs of a deal are...

The Window of Vulnerability in an M&A Transaction The Window of Vulnerability in an M&A Transaction The Window of Vulnerability in an M&A Transaction The Window of Vulnerability in an M&A Transaction


In every sale transaction, there is a “window of vulnerability” for the seller that starts with the initiation of sale discussions with a...

Choosing the Right M&A Attorney When Selling Your Mid Market Business Choosing the Right M&A Attorney When Selling Your Mid Market Business Choosing the Right M&A Attorney When Selling Your Mid Market Business Choosing the Right M&A Attorney When Selling Your Mid Market Business


A common sense approach for CEOs to follow when selecting the right M&A attorney for their deal.

Maintaining Confidentiality When Selling a Mid-Market Business Maintaining Confidentiality When Selling a Mid-Market Business Maintaining Confidentiality When Selling a Mid-Market Business Maintaining Confidentiality When Selling a Mid-Market Business


One of the biggest fears when sell a business is breach of confidentiality. You never want your employees, customers or competitors to know...

Podcast: Private Equity Basics For Mid-Market Entrepreneurs Podcast: Private Equity Basics For Mid-Market Entrepreneurs Podcast: Private Equity Basics For Mid-Market Entrepreneurs Podcast: Private Equity Basics For Mid-Market Entrepreneurs


Private equity buyers can be a great exit option for many middle market business owners. In this podcast, learn the basics of private...

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....