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September 17, 2021

Find sale success through those who know how to succeed

Guy Dandrea, Tim Hodge, Charles Maskell, and Franklin Staley talk about the importance of pre-diligence work....

By Adam Burroughs

September 17, 2021

Put your best foot forward in a sale

Charles McIlvaine, along with Dick Hollington, Chris Farmakis, and Patrick Fodale, offer a deep dive into how to make sure you’re checking the right boxes before you go to market — during the deal and post-close....

By Adam Burroughs

September 9, 2021

Chris Chandler on Radio Systems Corp.’s patient seller approach

Radio Systems Corp.' Chris Chandler on how the company was able to use past experience to maximize value when the company was sold....

By Adam Burroughs

September 9, 2021

Marshall Dahneke’s Sell-Side Best Practices

Marshall Dahneke outlines key considerations when you’re pursuing a sale....

By Adam Burroughs

August 27, 2021

Self-awareness is key when preparing to sell

As a business owner considers selling their business, the first thing they should do, according to Harvey Nelson, CEO of Main Street Gourmet, is consider themselves....

By Adam Burroughs

August 27, 2021

Creating a demand scenario through an auction

A discussion of companies’ sell-side prep and M&A options, including auctions, strategic buyers and risk mitigation....

By Adam Burroughs

August 27, 2021

How Jim Sramek came to sell Midwest Equipment Company to his employees

Midwest Equipment Company's Jim Sramek shares his story of transferring his company to and ESOP....

By Adam Burroughs

August 19, 2021

Sehrish Siddiqui talks ESG and private deals

Sehrish Siddiqui, Corporate and Securities Partner at Bass, Berry & Sims talks about how ESG matters have started to work their way from the public sphere and into private deal diligence. ...

By Adam Burroughs

August 19, 2021

Supply chain issues and the threats they present in M&A

David Iwinski, managing director at Blue Water Growth, talks about the supply chain issues between U.S. and Chinese companies, how they’re affecting M&A transactions and offers strategies for rooting out supply chain risk ahead of, and during, a transaction. ...

By Adam Burroughs

August 19, 2021

Look deeper for deal value

William Wennberg, today the CEO of Tactical Medical Solutions LLC, says when people become too focused on trying to get the best price for the company, they can lose sight of what value actually is....

By Adam Burroughs

August 13, 2021

How to secure a premium value for your company

Tom Zucker, Mark Jones and Art Anton discuss the factors that most often lead to securing a premium valuation....

By Adam Burroughs

August 6, 2021

Not all CEOs are enthralled by the red-hot M&A market

Vistage Columbus Chair Perry Maughmer spoke on the Smart Business Dealmakers Podcast about the CEO mindset in a time of incredible M&A activity....

By Adam Burroughs

August 6, 2021

Failure awaits sellers who don’t define their goals

Bryan Hollenbach, executive vice president of Green Bay Packaging, offers examples of where the failure to clearly define goals created problems for sellers. ...

By Adam Burroughs

July 29, 2021

Luke Cooper on how pluck and luck helped him sell Fixt to Assurant

Luke Cooper talks about Fixt’s sale to Assurant, strategies for fundraising as well as an initiative that’s underway to help connect African-American entrepreneurs with Fortune 500 companies....

By Adam Burroughs

July 29, 2021

How Wisr used pressure to distinguish serious investors

John Knific talks about fundraising and Wisr's deal with EAB. ...

By Adam Burroughs

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

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