News & Insights
Exit planning for business owners works on a 12, 24, and 36 month runway. What to fix at each stage, what buyers reward, and why the value is created before a sale process opens.
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What an M&A advisor does, how the role is regulated, how advisors differ from other intermediaries, and how to tell whether your company is at the size where representation matters.
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What defines the lower middle market, who buys companies in this range, and what should owners know before selling? An investment banker explains buyer types, deal structures, and how to prepare.
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Selling a family business involves more than M&A mechanics. Handle the emotional, financial, and family dynamics from the decision to sell through closing.
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Working capital adjustments can reduce your sale proceeds at closing. Learn how the peg works, what to negotiate upfront, and how to avoid the most common seller traps.
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A confidential information memorandum is the document that sells your business to buyers. Learn what it includes, what you need to provide, and how quality affects price.
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What EBITDA multiple should you expect when selling your business? Learn industry ranges, the SDE vs. EBITDA distinction, and how to command a higher multiple.
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Selling a manufacturing business requires industry-specific preparation. Learn how equipment, real estate, and goodwill are valued and what buyers look for.
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A buyer just ordered a quality of earnings report on your business. Learn what it examines, how findings affect your sale price, and whether to commission your own first.
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How much tax will you owe when selling your business? Walk through capital gains, ordinary income, deal structure impacts, and strategies to keep more of your proceeds.
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Asset sale vs. stock sale: which puts more money in the seller's pocket? Compare tax implications by entity type, see real examples, and get negotiation strategy.
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Thinking about offering seller financing? Learn how to structure a seller note, set the right terms, protect your payout, and use installment sale tax benefits.
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M&A due diligence preparation guide for sellers. Learn what buyers investigate, how to build a data room, and how to avoid the diligence problems that kill 46.6% of broken LOIs.
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Earnouts tie part of your sale price to future performance. Learn how they work, what sellers risk, and how to negotiate protections that keep your payout intact.
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A step-by-step guide to preparing your business for sale, from 24 months out to go-to-market. Learn what M&A advisors recommend to maximize your exit value.
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Most owners underestimate the timeline by half. Here's what a realistic sale process looks like from start to close, and what tends to slow it down.
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Most owners overestimate or underestimate by a wide margin. Here's how to think about what your business is actually worth before you decide to sell.
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Hiring an M&A advisor for the first time? Here's what the engagement actually looks like, what they do at each stage, and how to know if you're getting value.
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Complex mergers and acquisitions represent pivotal moments that can transform business trajectories, create substantial value, or result in costly failures.
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Selling a business represents one of the most significant financial decisions entrepreneurs face, requiring careful planning, strategic execution, and professional expertise to maximize value and ensure successful completion.
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Business exit strategy development represents critical long-term planning that determines how entrepreneurs and investors will eventually realize returns on their business investments.
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Mergers and acquisitions advisory services represent specialized professional guidance that helps companies achieve strategic objectives through complex transactions.
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