Pre Sale


Let's face it. At some point in time all entrepreneurs will exit their business whether by choice or circumstance. Most company owners only think about the sale process when it's time to sell. That's too late. Learn everything you need to know about selling your business when you're not thinking about selling your business.  



Acquisition Strategy Success Points Acquisition Strategy Success Points Acquisition Strategy Success Points Acquisition Strategy Success Points


Acquisition strategies should be followed and referenced throughout the process. From time to time you may be tempted to go against your...

3 Tips on Avoiding Deal Fatigue in an Unsolicited Approach Scenario 3 Tips on Avoiding Deal Fatigue in an Unsolicited Approach Scenario 3 Tips on Avoiding Deal Fatigue in an Unsolicited Approach Scenario 3 Tips on Avoiding Deal Fatigue in an Unsolicited Approach Scenario


Too many times deals fall apart at the last hour. This can be especially true if you are blindsided by an appealing offer when you are not...

Timing an Exit Timing an Exit Timing an Exit Timing an Exit


The most important thing to consider in exiting is timing. The sooner you have a plan in place to help you decide the most relevant time...

5 Ways to Manage Unsolicited Approaches from Business Buyers 5 Ways to Manage Unsolicited Approaches from Business Buyers 5 Ways to Manage Unsolicited Approaches from Business Buyers 5 Ways to Manage Unsolicited Approaches from Business Buyers


An in-depth look at 5 ways to work through any unsolicited offers you receive for your business so you are not making any rush decisions...

How to Structure the Right Investment Banking Engagement Letter How to Structure the Right Investment Banking Engagement Letter How to Structure the Right Investment Banking Engagement Letter How to Structure the Right Investment Banking Engagement Letter


If you need an investment banking engagement letter, you need to know what to include and how to word it. Here are the critical terms of...

Should My Accountant Do My Business Valuation? Should My Accountant Do My Business Valuation? Should My Accountant Do My Business Valuation? Should My Accountant Do My Business Valuation?


Your accountant is willing to do the valuation of your business, but should you be willing to let them? Here are some of the main reasons...

Exits Are Inevitable; Failure Is Not Exits Are Inevitable; Failure Is Not Exits Are Inevitable; Failure Is Not Exits Are Inevitable; Failure Is Not


Don't let yourself get so caught up in your business that you forget the critical step of exit planning. You've developed a successful...

Maintaining Confidentiality Versus Maximizing Price Maintaining Confidentiality Versus Maximizing Price Maintaining Confidentiality Versus Maximizing Price Maintaining Confidentiality Versus Maximizing Price


Making sure that your sensitive information is kept secret during the sales process is important, but so is ensuring that those bidding for...

Prepare Early to Close Faster (and Better!) Prepare Early to Close Faster (and Better!) Prepare Early to Close Faster (and Better!) Prepare Early to Close Faster (and Better!)


While we know the importance of due diligence during a sale, did you know that doing it before you enter the sales process can give you a...

3 Simple Ways to Start an Exit Plan in 2017 3 Simple Ways to Start an Exit Plan in 2017 3 Simple Ways to Start an Exit Plan in 2017 3 Simple Ways to Start an Exit Plan in 2017


You've heard the crazy statistics...90% of business owners don't have any exit plan. Well here are three simple areas to start thinking...

When Selling Your Business, What Sale Process Is Best? When Selling Your Business, What Sale Process Is Best? When Selling Your Business, What Sale Process Is Best? When Selling Your Business, What Sale Process Is Best?


If you've ever thought about selling your business, you've probably thought about how you should do that. Do you sell to your biggest...

The C-Level Executive's Rising Role in Exit Planning The C-Level Executive's Rising Role in Exit Planning The C-Level Executive's Rising Role in Exit Planning The C-Level Executive's Rising Role in Exit Planning


Today's market requires a flexible management team that can grow your business, no matter what the market throws at them. Here is an...

Why A Major Corporation Would Buy Your Local Business Why A Major Corporation Would Buy Your Local Business Why A Major Corporation Would Buy Your Local Business Why A Major Corporation Would Buy Your Local Business


What would make a large corporation like Bell purchase a local business? Could your business appeal to a larger competitor for a sizeable...

The Big Risk: Waiting Versus Selling Your Business Now The Big Risk: Waiting Versus Selling Your Business Now The Big Risk: Waiting Versus Selling Your Business Now The Big Risk: Waiting Versus Selling Your Business Now


Brad Mewes is the founder of Supplement!, a strategic, financial and M&A advisory firm specializing in the collision industry. He gives his...

Misconceptions & Realities When Hiring an Investment Banker (Part 5: Like a Realtor) Misconceptions & Realities When Hiring an Investment Banker (Part 5: Like a Realtor) Misconceptions & Realities When Hiring an Investment Banker (Part 5: Like a Realtor) Misconceptions & Realities When Hiring an Investment Banker (Part 5: Like a Realtor)


M&A professional, Bill Snow, continues to answer the question, “How do I hire a good investment banker?” in Part 5 of this five-part series...

5 Criteria to Consider Before Choosing the Right Investment Banker 5 Criteria to Consider Before Choosing the Right Investment Banker 5 Criteria to Consider Before Choosing the Right Investment Banker 5 Criteria to Consider Before Choosing the Right Investment Banker


A business owner should consider the five key factors in their search in selecting the right investment banker for the sale process

Solving Exit Strategy Issues to Maximize Profit Solving Exit Strategy Issues to Maximize Profit Solving Exit Strategy Issues to Maximize Profit Solving Exit Strategy Issues to Maximize Profit


Business owners have many reasons to want to sell their business now. But before making this big decision, be sure it's really what you...

Trust Advisory Committees for Succession Planning Trust Advisory Committees for Succession Planning Trust Advisory Committees for Succession Planning Trust Advisory Committees for Succession Planning


Family trusts are often an elusive and misunderstood relationship between advisors, settlor, trustees and beneficiaries. Learn why this is...

Does It Have to Be 'Shirtsleeves-to-Shirtsleeves?' Does It Have to Be 'Shirtsleeves-to-Shirtsleeves?' Does It Have to Be 'Shirtsleeves-to-Shirtsleeves?' Does It Have to Be 'Shirtsleeves-to-Shirtsleeves?'


If you head up a family enterprise, you are likely all too aware of the statistics for the business surviving to the next generation. You...