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July 21, 2021
Why Rich Dougherty bought LabRepCo twice
Rich Dougherty, president of LabRepCo; Michelle Rondinelli, president of Kitchen Kettle Foods; Steven Staugaitis, director of auditing and accounting at Kreischer Miller; and John Reed, partner at Barley Snyder; offer advice on figuring out the plan for a family business’s future....
By Adam Burroughs
July 16, 2021
Brian Fox on the sale of Confirmation to Thomson Reuters
Brian Fox, the founder and now former president of Confirmation, says his company had been on not just Thomson Reuters' radar screen, but many of the big players in the in the tax and accounting space....
By Adam Burroughs
July 9, 2021
Despite myriad offers, ESOP fit Harken best
Bill Goggins, CEO of Harken, talks about the company’s ESOP and post-sale acquisitions, as well as how they funded those transactions. ...
By Adam Burroughs
June 30, 2021
Driving a successful sale
MADSKY and CodeBlue CEO Hunter Powell joins BMO’s Jennifer Johnson, CLA’s Adrian Nohr and IDEAL Industries’ Steve Henn, to talk about transaction preparedness during the Chicago Smart Business Dealmakers Conference....
By Adam Burroughs
June 25, 2021
The consequences of rushing into a deal
RCCB's Alyssa Brodzinski and Neil Cooper talk about the current deal environment, the tradeoffs that come with speed, and offer tips on putting together a deal team....
By Adam Burroughs
June 4, 2021
Murad Beg on how the deal market is shaping up for sellers
Murad Beg, a partner at Provariant Equity Partners, offers his sense of the deal market and the factors driving deal value, and has some advice for those who are considering a sale....
By Adam Burroughs
May 13, 2021
Cindi Englefield offers sale perspective from both sides of the table
Cindi Englefield shares what she sees from the outside when helping business owners sell their business, as well as insight and advice gained from her sale experience....
By Adam Burroughs
May 6, 2021
Greg Skoda: SPACs 101
Marcum LLC's Greg Skoda offers a lesson in SPAC fundamentals — what they are, why they’re so insanely popular right now, and what sellers and investors should know about them before getting involved....
By Adam Burroughs
April 23, 2021
David Longo on what he learned about his company during a process
David Longo, Chairman & CEO of CBI Workplace Solutions, founded the workplace solutions company 27 years ago, a venture that began with the end in mind....
By Adam Burroughs
April 23, 2021
Sam Beiler deals with uncertainty in his exit from Auntie Anne's
Sam Beiler spent 21 years with Auntie Anne's, a company he first worked at then acquired from the founder in 2005, making his decision to exit in 2010 difficult....
By Adam Burroughs
April 16, 2021
Healthfuse’s Nick Fricano on his PE pandemic deal
Nick Fricano spoke at the recent Milwaukee Smart Business Dealmakers Conference about his experience transacting during the pandemic, and the lessons he takes away from the deal....
By Adam Burroughs
April 8, 2021
Matthew Porter’s post-transaction advice for entrepreneurs
Matthew Porter, Vice Chairman at Contegix and Senior Strategic Advisor at Invisibly, offers advice on post-transaction life, as well an overview of the transaction that led him to these realizations....
By Adam Burroughs
March 25, 2021
How Stephen Kindler accelerated his company’s growth through a PE partner
Stephen Kindler, president and CEO of National Fitness Partners, on choosing a PE partner and his and its adaptation to life with a PE boss....
By Adam Burroughs
March 25, 2021
Gary Schuster’s soft-side transaction preparedness checklist
Gary Schuster, president and CEO of OMCO, offers advice for companies and business owners trying to get their business in shape ahead of a process....
By Adam Burroughs
March 18, 2021
Support, trust go a long way in M&A deals
For anyone considering selling a business, those who have been there say whatever you’re thinking the due diligence process is, both in terms of volume and depth of the requests, it’s more....
By Adam Burroughs
February 26, 2021
Greg Cathcart built Excellis Heath with the end in mind
Greg Cathcart, CEO & Founder of Excellis Heath sold his business in late 2020 to the Denmark-based NNIT Group. But the groundwork for a deal began when the company was founded in 2008....
By Adam Burroughs
February 19, 2021
Paul Stillmank on preparing for an exit from the start
Paul Stillmank talks about the growth of 7Summits and it’s deliberate trajectory towards its sale....
By Adam Burroughs
February 19, 2021
Associated Bank’s John Kvamme on how not to regret selling your business
Associated Bank's John Kvamme offers ways business owners can personally prepare for an exit, as well as set themselves up for the best chance at success (and the least chance for regret) post-transaction....
By Adam Burroughs
December 22, 2020
The Softer Side of the Selling: Communications and Internal Prep
Jerrad Beauchamp, Andy Billman, Chris Meso and Tom Zucker explore the softer side of sell-side communications and internal deal prep....
By Adam Burroughs
December 22, 2020
How outside deal pros helped Arnie Burchianti find needle-in-a-haystack buyers
Arnie Burchianti talks about the importance of surrounding yourself with people who have strengths where you have weaknesses....
By Adam Burroughs
December 17, 2020
Jeffrey Getty: Common seller mistakes that can derail a deal
KeyBank's Jeffrey Getty on the three main areas sellers should address that begin to close value gaps or find value enhancements that can alter deals for the better....
By Adam Burroughs
December 11, 2020
Dean Zayed on how being a seller informed his approach to being a buyer
Brookstone Capital Management's Dean Zayed talks about both the AmeriLife and the FormulaFolios deals, and how one informed the other....
By Adam Burroughs
December 3, 2020
Jeff Hewitt on finding the right buyer for the situation
Jeff Hewitt explains how his former company strengthened itself internally by working with a financial buyer, a move that enabled it to be sold from a position of increased strength a few years later....
By Adam Burroughs
November 20, 2020
Fairmount Partners’ Charles Robins on unlocking value ahead of a sale
Business owners often believe they have a lot of value locked in their company. They might be right. However, just how much value, as well as how to unlock that value, are things they tend not to recognize....
By Adam Burroughs
October 9, 2020
Mark Mantovani says sell your company's future to buyers
Mark Mantovani, principal of Mantovani Holdings LLC, on how to know when it's the right time to sell a business....
By Adam Burroughs
September 18, 2020
Deb May on letting go of her family business, Wholesale Supplies Plus
Deb May, founder and now-retired owner of Wholesale Supplies Plus, sold her business last year and stepped away from the company. She talks about her preparation and the difficulty of letting go....
By Adam Burroughs
August 14, 2020
Chrissy Wostmann Talks New Partners, Next Stages For n2y
Chrissy Wostmann talks about the transition to a new majority private equity sponsor, the vetting process, and gives her take on M&A opportunities in today’s market....
By Adam Burroughs
July 30, 2020
Bravo Wellness CEO Jim Pshock on his unexpected deal with Medical Mutual
Bravo Wellness founder and CEO Jim Pshock talks about how his company prepared for a surprise deal with Medical Mutual....
By Adam Burroughs
July 9, 2020
AB Bernstein’s Kara Lewis and Heather George on the seller fatigue factor
AB Bernstein's Kara Lewis and Heather George explores the seller mindset and how that might affect deal availability for buyers....
By Adam Burroughs
June 11, 2020
Barley Snyder’s Paul Mattaini on fed-up sellers and cautious buyers
Barley Snyder's Paul Mattaini offers his view of the state of dealmaking — both from the sell side and buy side — and his sense of what M&A will look like in the short term....
By Adam Burroughs
March 13, 2020
How Glenn Kraft came to the decision to sell G2N
When Glenn Kraft started thinking about his personal post-G2N financial future, he began a process to explore what he might get for his company, who might be interested, and what to do if the answers were nothing and no one....
By Adam Burroughs
March 4, 2020
John Rowady: Why It’s OK To Be Selfish As You Consider Your Company’s Future
Selling your company is a big deal. It’s OK to put your own interests first in pursuit of your desired goals, says rEvolution’s John Rowady....
By Mark Scott
February 20, 2020
An Inside Look At Terrence Oprea’s Sale Of MCCI To His Executive Team
The moment you start to think that maybe it’s time to retire in terms of private ownership, it’s usually too late, says Terrence Oprea....
By Mark Scott
February 6, 2020
Dean Zayed: Ready To Deal, Not Ready To Walk
Dealmaking provides options. Darryl Ronconi and Dean Zayed found a way to sell a majority interest in Brookstone Capital Management and retain a strong voice in the company moving forward....
By Mark Scott
January 23, 2020
Charles Robins on the importance of deal prep
When selling a business, everything starts with the fundamentals — preparing historical financials, readying a data room, etc. But, according to Fairmount Partners Managing Director Charles M. Robins, it takes more than just the basics for a company to maximize its valuation....
By Adam Burroughs
January 23, 2020
Jeremy Falendysz: Be Ready To Answer The Tough Questions When You Sell Your Business
The decision to sell your business is an important, but very small step in the actual transaction timeline, says UHY's Jeremy Falendysz....
By Mark Scott
January 17, 2020
Tammy Wolcott: Time kills deals, so move fast
W Squared co-founder Tammy Wolcott talks about how she and her team prepared the business for a sale....
By Adam Burroughs
January 16, 2020
John Roppo: Before the sale, focus on what you can control
John Roppo has found preparation critical to the sale process. The long-time CFO, who recently started his own consulting firm, gives some tips to help companies prep for sale and focus on what they can control....
By Jayne Gest
January 3, 2020
For Arnie Malham, Selling One Business Informs Growing The Next
Arnie Malham had a nice little business in MedView Services, but it wasn’t really sellable. “What we found out is that while we had a great little niche with great little margins, the upside wasn't big....
By Adam Burroughs
December 18, 2019
Edward Chan on how to achieve just the right level of transaction preparedness
1315 Capital's Edward Chan talks deal prep — who to hire, when not to hire, how to prepare and how not to prepare your company for a sale....
By Adam Burroughs
December 12, 2019
QED’s Hiroyuki Fujita: Dealmaking Can Be A Tool To Protect Your Company’s Future
QED’s Hiroyuki Fujita is confident his deal with Canon will both protect QED’s future and preserve its innovative culture....
By Mark Scott
December 5, 2019
PWP Growth Equity’s John McKee on seeing the other side when selling a business
Selling a business is, for many, ultimately about the transaction — a value-and-price equation based on data scrutinized through the diligence process. However, PWP Growth Equity Managing Director John McKee sees something more than that....
By Adam Burroughs
November 21, 2019
Pepper Hamilton’s Daniel McDonough highlights transaction preparedness pitfalls
Lawyers, LOIs, unrecognized risks and setting up for your next professional chapter ... there's lots to consider, and plan for, when preparing your business for a sale. Pepper Hamilton Partner Daniel McDonough identifies a few traps to avoid during the process....
By Adam Burroughs
November 14, 2019
PwC’s Exit Strategies Report: When It’s Time To Sell, Make Sure You’re Ready
It’s OK if you’re not ready to sell now. Just be sure you’re ready when that time comes, say PwC’s Fentress Seagroves and Shari Forman....
By Mark Scott
November 13, 2019
Tom Lombardo: Invest in your exit strategy upfront
Prior to a sale, it’s critical to professionalize your company, whether that means planning, education or just a better understanding of its value. And as with any strategy, that may require an investment to bear fruit, says Adams Manufacturing President and CEO Tombardo....
By Jayne Gest
October 23, 2019
Randy Carver: There Is Much To Think About As You Prepare To Sell
The first question you need to ask yourself if you’re thinking about selling your business, says Randy Carver, is what do you want to do next?...
By Mark Scott
October 22, 2019
The preparation with Myonexus pays off for Michael Triplett
Selling can be emotionally exhausting, but Michael Triplett knows extensive preparation was critical for the successful sale of Myonexus Therapeutics to Sarepta Therapeutics earlier this year. He looks back on the $165 million deal....
By Jayne Gest
October 21, 2019
Huron Capital’s Gretchen Perkins: You Don’t Have To Walk Away After You Sell
Business owners have numerous options as they explore the sale of their business, explains Gretchen Perkins....
By Mark Scott
October 10, 2019
Jeremy Falendysz: Sellers Are Often Their Own Worst Enemy In Maximizing Deal Value
Sellers who want to boost value ahead of a potential sale often do more harm than good, says UHY Corporate Finance’s Jeremy Falendysz....
By Mark Scott
October 10, 2019
Ted Lentz talks transaction preparedness when selling Lentz Milling
Ted Lentz, now CFO and Chief Analytics Officer at JM Swank, reveals the steps he took to prepare his family’s business, Lentz Milling, for the auction block....
By Adam Burroughs
