Expectations


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: Lessons Learned From Providing 13 Million+ Business Valuations Podcast: Lessons Learned From Providing 13 Million+ Business Valuations Podcast: Lessons Learned From Providing 13 Million+ Business Valuations Podcast: Lessons Learned From Providing 13 Million+ Business Valuations


Michael Carter, CEO and president of BizEquity, talks about their simple and affordable online tool to value a lower mid-market business.

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...

Podcast: I've Sold My Business. Now What? Interview with Cody McLain Podcast: I've Sold My Business. Now What? Interview with Cody McLain Podcast: I've Sold My Business. Now What? Interview with Cody McLain Podcast: I've Sold My Business. Now What? Interview with Cody McLain


In this podcast with Cody McLain, you will learn all about what it takes to mange your stress throughout the business building and sales...

Simple Test to See if Your Business Will Attract a Premium Valuation Simple Test to See if Your Business Will Attract a Premium Valuation Simple Test to See if Your Business Will Attract a Premium Valuation Simple Test to See if Your Business Will Attract a Premium Valuation


Answering these simple 15 questions can be a predictor if your company will be sold at a premium.

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...

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For bricks and mortar companies or those that offer products or services associated with chemicals or commodities, a buyer is sure to...

Podcast: How to Build a Sellable Business - An Interview With John Warrillow Podcast: How to Build a Sellable Business - An Interview With John Warrillow Podcast: How to Build a Sellable Business - An Interview With John Warrillow Podcast: How to Build a Sellable Business - An Interview With John Warrillow


John Warrillow, author of the best sellling book 'Built to Sell', provides his expert advice on how owners can build a valuable and...

Podcast: How to Increase the Probability of a Successful Exit Podcast: How to Increase the Probability of a Successful Exit Podcast: How to Increase the Probability of a Successful Exit Podcast: How to Increase the Probability of a Successful Exit


Have you defined what a successful exit actually looks like? Do you have a realistic goal for when you want to sell the company and how...

The Exit Planning Institute Doesn't Want You to Exit The Exit Planning Institute Doesn't Want You to Exit The Exit Planning Institute Doesn't Want You to Exit The Exit Planning Institute Doesn't Want You to Exit


Economic Value is a great tool to ensure your private company can deliver you market rate or above returns. Sadly, it is not broadly...

Podcast: Use an Exit to Revitalize Yourself with Troy Schuette Podcast: Use an Exit to Revitalize Yourself with Troy Schuette Podcast: Use an Exit to Revitalize Yourself with Troy Schuette Podcast: Use an Exit to Revitalize Yourself with Troy Schuette


Troy Schuette talks exit planning and re-discovering your passion in this podcast. While most of us have a passion to start a business,...

Stats Show Entrepreneurs Great at Building Wealth, Awful at Monetization Stats Show Entrepreneurs Great at Building Wealth, Awful at Monetization Stats Show Entrepreneurs Great at Building Wealth, Awful at Monetization Stats Show Entrepreneurs Great at Building Wealth, Awful at Monetization


Private business owners: most of the statistics are not in your favor. Here's how you can break out of this cycle.

Podcast: Creating and Selling Irish Bars and Whiskey - Interview with Kieran Folliard Podcast: Creating and Selling Irish Bars and Whiskey - Interview with Kieran Folliard Podcast: Creating and Selling Irish Bars and Whiskey - Interview with Kieran Folliard Podcast: Creating and Selling Irish Bars and Whiskey - Interview with Kieran Folliard


How one small town Irish boy got into his first entrepreneurial pursuit and grew to build and sell multiple bars and even his own brand of...

What Is Your Financial Planning Practice Really Worth? What Is Your Financial Planning Practice Really Worth? What Is Your Financial Planning Practice Really Worth? What Is Your Financial Planning Practice Really Worth?


Valuing a financial planning practice has changed over the years. Understanding proper valuation methods is critical to setting an owner's...

Podcast: Acquisition Growth Strategies for Middle Market Companies Podcast: Acquisition Growth Strategies for Middle Market Companies Podcast: Acquisition Growth Strategies for Middle Market Companies Podcast: Acquisition Growth Strategies for Middle Market Companies


Podcast with John Bly, author of 'Cracking the Code: An Entrepreneur’s Guide to Growing Your Business Through Mergers and Acquisitions for...

Podcast: Activities That Create the Highest Business Value Podcast: Activities That Create the Highest Business Value Podcast: Activities That Create the Highest Business Value Podcast: Activities That Create the Highest Business Value


Business owners should be spending time on activities that can add the greatest value to their businesses. Rob Slee, renown value creation...

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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.