Blog

Deal Structure and Terms Are Crucial

Having an experienced M&A advisor or investment banking team will help ensure that you arrive at the best possible outcome, even if it’s structured in a way you did not initially consider.

Filed under M&A deal, business transactions

Benefits of Seller Due Diligence

Pre-emptive due diligence performed by the seller is a smart way for business owners and their team of M&A advisors to ensure the chances of receiving favorable price and terms in their deal.

Filed under due diligence, investment banking

4 Things to Consider Before Selling Your Business

Selling a business is a complex process that requires substantial effort, experience, and sophistication. There are business functions to consideration, personal considerations, and market-feasibility considerations.

Filed under selling your business, selling a business

Four Ways to Bring Significant Value to an Add-On Deal

Add-on acquisitions are more popular than ever, but they present a serious conundrum at integration. While deal partners may talk of synergies and cost savings, there may be little factual basis on which to identify what and whom to keep.

Filed under m&a add-on, add-on acquisition

Why Some M&A Deals Fail

There’s nothing more frustrating than a failed business sale or acquisition, especially when you consider the time and resources devoted by the seller, buyer, and investment banking team.

Filed under m&a deal

5 Common Reasons CEOs Fail to Focus on Exit Planning

Recent research suggests that 60% or more of business owners have no exit strategy, and no plan to develop one. With so much time devoted to running the business, it’s no wonder that so many business owners struggle to think about the future.

Understanding the M&A Process: 10 Key Steps

Every company must follow its own unique M&A process based on the goals of the merger and the plans of each company. But most M&A deals follow a fairly predictable 10-step trajectory. The general steps are as follows:

Business Exit Planning: What You Need to Know

Exit planning is an ongoing project, not something you can do overnight—or over a year. Ideally, you begin planning for your exit the day you hang out your shingle, since exit planning is a key component of corporate oversight.

Don't Ignore These 3 Business Valuation Considerations

Valuing your business is an indispensable part of the exit process. But even owners who aren’t planning a sale can gain a lot from a clear business valuation. The task can feel overwhelming, but a few simple considerations can make it more manageable.

The Distinction Between Operating and Merging

Occasional acquirers don’t spend enough time on acquisitions to be experts at the process. One of the biggest barriers is that they fail to understand the distinction between running a business and acquiring one. Merging two businesses is a categorically different undertaking from running one big company.