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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

October 3, 2019

Serial Entrepreneur Dan Pries On Financial Vs Strategic Buyers

Serial entrepreneur Dan Pries, who is currently running OptivityX, talks about selling businesses and what he’s learned about the differences in strategic and financial buyers....

By Adam Burroughs

October 2, 2019

Ohio Basement Systems Finds Growth Foundation In Sale To Groundworks

Mike Rusk talks about how the sale of his Ohio Basement Systems to Groundworks will give the company an even stronger support structure for the future growth of the business he and his wife Gayle started in 1998....

By Mark Scott

September 26, 2019

How Ted Karkus sold Cold-EEZE for $50 million

ProPhase Labs CEO Ted Karkus shares the strategy behind the 2017 sale of Cold-EEZE to Mylan for $50 million....

By Adam Burroughs

September 20, 2019

Selling A Business Is All About Focus

Sun Acquisitions President Domenic Rinaldi talks about a seller whose lack of focus killed a deal, tips on identifying the right buyer and the problem with selling to a competitor....

By Mark Scott

September 19, 2019

Frank Lordi On The Ins And Outs Of Selling His Consulting Firm

Founder Frank Lordi discusses the factors that drove him to sell AC Lordi, and offers an inside look at the firm’s acquisition by BDO last May....

By Adam Burroughs