What a Difference a Year Can Make
Fed Rate Hikes & the Deal Landscape With inflation running rampant, the Fed has worked fervently to slow an overheated economy. Interest rates were raised six times by November…
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Reading Time 6 Minutes Trends in the Consumer Product Market
The pandemic, and more recently, macroeconomic and geopolitical volatility, have affected nearly every industry. The consumer products sector is no exception. In conversations with consumer-focused investors, we have discussed…
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Reading Time 5 Minutes What This (Possible) Recession Means for M&A
Inflation, rising interest rates, geopolitical conflicts, and continued supply chain constraints have taken their toll on the public markets. Many entrepreneurs are now wondering how these economic and political…
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Reading Time 6 Minutes 2022 Trends in Private Equity
KEY ARTICLE TAKEAWAYS 2021 Private Equity M&A Recap 2022 Deal Activity, Lender Environment and Outlook Conclusion 2021: A Record Year 2021 private equity deal activity was record-breaking by nearly…
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Reading Time 21 Minutes M&A Terms Every Business Owner Should Know
KEY ARTICLE TAKEAWAYS Learn the common terminology for M&A transactions Understand the complexity of M&A transactions Learn the next steps you should take if you are preparing to sell…
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Reading Time 10 Minutes The Mysteries of M&A Fees
KEY ARTICLE TAKEAWAYS Understand the importance of getting qualified, experience help when selling your company Learn about the different types of fees you should expect to incur when selling…
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Reading Time 9 Minutes How to prepare a business for sale in 9 steps
KEY ARTICLE TAKEAWAYS Learn the steps required to prepare a business for sale Understand how to prioritize your work on the risks that are hurting value the most Learn…
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Reading Time 8 Minutes A guide to increase your company’s valuation through online presence
KEY ARTICLE TAKEAWAYS Understand why online marketing can increase your valuation Understand the various elements of an online presence and best practices for each Learn top strategies to improve…
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Reading Time 8 Minutes When selling my company, how do I tell my story?
KEY ARTICLE TAKEAWAYS When selling your company, learn how to tell your story Understand the three core purposes of your “book” Learn how to put your “book” together When selling my…
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Reading Time 5 Minutes Sale planning in the face of President Biden’s capital gains tax increase proposal
The Wall Street Journal reported last week that President Biden plans to propose an increase in the capital gains tax for taxpayers earning more than $1 million from the…
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Reading Time 6 Minutes The use of debt in private equity deals – why it matters to a business owner
KEY ARTICLE TAKEAWAYS Understand the relationship between increased debt financing and slower growth Learn how to analyze the impact of debt financing on your company Identify the right questions…
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Reading Time 10 Minutes What is “certainty of close” and why is it important?
KEY ARTICLE TAKEAWAYS Understand the potential pitfalls of engaging with an unsolicited buyer for you business Learn the importance of certainty of close when selling your business Identify what…
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Reading Time 7 Minutes What happens to my team when I sell my company?
KEY ARTICLE TAKEAWAYS Learn how most buyers view the team members of a target acquisition Understand the key ways you can protect your team following an acquisition Learn why most employees are wrong about…
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Reading Time 8 Minutes Key value drivers for consumer products businesses
KEY ARTICLE TAKEAWAYS Understand why investors like consumer products companies Learn which specific factors make consumer products companies more valuable than their peers Learn the measurements and ratios investors…
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Reading Time 7 Minutes Key value drivers for software-as-a-service (“SaaS”) businesses
KEY ARTICLE TAKEAWAYS Understand why SaaS companies earn higher valuations than project-oriented companies Learn which specific factors make SaaS companies more valuable than their peers Learn how to calculate…
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Reading Time 8 Minutes Merger v. acquisition: what is the difference?
KEY ARTICLE TAKEAWAYS Learn the difference between a merger and an acquisition Learn how acquisitions are structured by private equity buyers and strategic buyers Understand the challenges of a…
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Reading Time 9 Minutes Growth through acquisitions: 9 key factors to consider
KEY ARTICLE TAKEAWAYS Use ROI analysis to determine whether organic growth or acquisition growth is the right strategy for your company Learn why acquisitions don’t always turn out the…
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Reading Time 8 Minutes 7 things you can do to increase your company’s value
KEY ARTICLE TAKEAWAYS Learn what makes a company valuable Identify different strategies your company can deploy today to increase company valuation Understand why increasing your company valuation is important…
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Reading Time 9 Minutes How your balance sheet can kill your deal – understanding working capital
KEY ARTICLE TAKEAWAYS Understand how working capital is calculated Learn why buyers pay close attention to working capital Learn how sloppy balance sheet management can result in a lower…
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Reading Time 7 Minutes Financial controls – 16 best practices for business owners
KEY ARTICLE TAKEAWAYS Learn about financial controls Learn why financial controls are important to overall company value Understand best practices for an owner implementing good financial controls Learn how…
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Reading Time 10 Minutes Scalability and business valuation
KEY ARTICLE TAKEAWAYS Learn why buyers like scalable businesses Understand the factors that determine a company’s ability to scale Learn the pros and cons of creating a scalable business Decide whether scalability is right…
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Reading Time 12 Minutes How to fix cash flow management problems
KEY ARTICLE TAKEAWAYS Identify key drivers of cash flow on both your income statement and balance sheet Understand how each driver can help or hurt cash flow Learn strategies…
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Reading Time 7 Minutes When to sell your company
KEY ARTICLE TAKEAWAYS Learn how to optimize the timing of the sale of your company by looking at personal, business and market considerations Get best practices on when to start preparing for…
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Reading Time 10 Minutes Selling to private equity – what to expect
KEY ARTICLE TAKEAWAYS Learn how private equity firms structure their deals and how this can help and harm you as an owner Understand how the use of debt can enhance the value…
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Reading Time 9 Minutes When to hire an investment banker and what to look for
KEY ARTICLE TAKEAWAYS Learn why an investment banker will be worth the fees When planning a sale of your company, learn when to start interviewing investment bankers Understand what to look for when…
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Reading Time 7 Minutes How much is my business worth?
KEY ARTICLE TAKEAWAYS Learn the different reasons a business owner may need to determine their company’s worth and how it can impact valuation Explore some of the most common…
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Reading Time 10 Minutes How to sell your company: A guide for business owners
A guide for how to sell your business that doesn’t require an MBA. Learn the basics of the M&A process, who buys businesses, and how to make sure your…
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Reading Time 5 Minutes 4 common M&A Myths
Learn more about the most common M&A myths we’ve heard from our clients and how you should think about them.
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Reading Time 6 Minutes Business owner dependence: The risk hidden in most middle-market businesses
KEY ARTICLE TAKEAWAYS Learn about how business owner dependency can hurt your company’s valuation or kill a deal altogether Determine whether your business is too dependent on you as…
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Reading Time 7 Minutes How business risk impacts valuation
KEY ARTICLE TAKEAWAYS Learn how buyers value target businesses Understand how a buyer’s perceived risk within a business can impact valuation Explore some of the most common business risks…
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