Articles & Insights

April 2, 2020

Preventing Deal Killers. Successfully Sell Your Business

As a merger and acquisition advisor representing sellers of middle market companies, I am asked why deals close and why deals do not close. Based on my experience, this article discusses the three primary reasons deals fail (Deal Killers).

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March 16, 2020

Prepare Intelligently For a Future Exit

Routinely thinking about your exit plan is key to succeeding as an entrepreneur. As you move closer to an exit, these ...

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February 7, 2020

When is the Best Time to Sell A Business?

Timing is one most important factors in achieving a successful sale of a business. So how do you know when its the “best” time to sell?

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February 4, 2020

Strategies to Improve Business Value—Even When You Don’t Plan to Sell

Selling a business can be exciting, since it gives you the chance to get a return on the biggest investment of your life.

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January 14, 2020

How Exit Planning Can Help Even if You Never Leave Your Business

You’ve committed significant chunks of time to building your business. Some owners are so proud of their work that they plan to die running their business.

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December 18, 2019

10 Tips to Sell Your Business in 2020

As a business owner, you’re an expert in what makes your company tick. You know how to bring in new clients, market your company, and navigate the myriad ups and downs of

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November 18, 2019

8 Ways an Investment Banker Can Help Sell Your Business

It’s an old adage among lawyers: the one who represents herself has a fool for a client. That extends well beyond the legal world, and into business sales.

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October 29, 2019

Are You Psychologically Prepared to Sell Your Company?

Every business owner toys with thoughts of selling their business, especially when times get tough or as they approach retirement age.

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October 16, 2019

Aligning Investment Banking Fees with Client Interests

Fee structures come in many forms, including those that align the investment banker’s and client's interests or those that can create conflicting incentives.

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September 25, 2019

How M&A Advisors Add Value

A few data points from the survey may help you assess whether and to what extent an M&A advisor can...

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September 17, 2019

How to Make an Exit Planning Road Map

Exit planning should begin well before you intend to sell your business. A well-designed exit plan empowers you..

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July 23, 2019

Integration Success: Ensuring an M&A Deal Offers Real Value

A competitive industry filled with convergence, technological changes, ongoing disruption, and pressure to stay competitive has pushed dealmakers to maximize the value of every deal they undertake.

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June 27, 2019

6 Steps to Take Now to Prepare Your Business for Sale

Insufficient planning now can cause your business to lose value when you’re finally ready to exit. These six steps can help you prepare your business for your departure.

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June 24, 2019

How an Exit Plan Can Help You Sell Your Business

Most business owners spent months, and sometimes years, drafting the perfect business plan. The right plan guides your every decision, allowing you to weigh results against anticipated outcomes and assess accordingly.

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June 3, 2019

How To Select Your Investment Banker

Selecting the most appropriate investment banker is key for achieving a successful deal.

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March 19, 2019

Why You Need an Advisory Firm if You’ve Been Approached About a Business Sale

Being approached by a potential buyer is exciting, especially when it comes as a surprise and there’s a large price tag attached...

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February 18, 2019

How To Choose the Right Investment Bank When Selling Your Company

All professions have become increasingly specialized over the last several decades. We have doctors, engineers, scientists, and yes, investment bankers...

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