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April 18, 2024

To Generate Value, Run The Business Like You'll Be There For 100 Years

Schumann Steier's Arthur Steier on generating value for a business...

By Adam Burroughs

April 10, 2024

Why You Should View A Deal As A Long-Term Relationship

A&R Ironworks John Chesnutt on seeing deals with a long-term view. ...

By Adam Burroughs

April 10, 2024

Start With The End In Mind

Volato's Phil Michaels on the importance of starting with the end in mind....

By Adam Burroughs

April 4, 2024

The Rising Importance Of People In Driving Business Value In A Deal

SolomonEdwardsGroup's Laura Kellers Queen on the rising importance of people in driving business value in a deal....

By Adam Burroughs

March 21, 2024

Lessons Learned From A Sale Process

Champions Hydro-Lawn's Shea Walker on lessons learned after going through a sale process...

By Adam Burroughs

March 21, 2024

When Selling A Business, Get Help But Get Going

Red Hawk Past Owner Gillet Boyce on the advice he'd give to owners selling a business for the first time. ...

By Adam Burroughs

March 7, 2024

Policies That Bring Big-Picture Metrics Down To The Factory Floor

Innovations in Nutrition and Wellness Former CEO Jared Leishman on programs designed to engage employees in achieving company goals....

By Adam Burroughs

February 29, 2024

Find Advisors Who You Trust With Your Life

Speedeon Data's Gerard Daher on the importance of advisors and mentors as he prepares for an exit....

By Adam Burroughs

February 29, 2024

Inside The Thought Process Of Sell Or Don't Sell

Osage Venture Partners' Emily Foote on how she came to the decision she made with Practice, a company she co-founded....

By Adam Burroughs

February 29, 2024

6 tips a good CFO should offer business owners seeking an exit

SeatonHill's Shyamal Parikh on six things business owners should do in preparation for a sale....

By Shyamal Parikh

February 15, 2024

The Unexpected Sale Of A Family Business

Former Birko Corporation Owner Kelly Green on the shift to selling her family business....

By Adam Burroughs

February 2, 2024

Why CEOs at Midsize Firms Must Embrace Tech to Compete

Committing to gradual modernization now is infinitely better than a panicked scramble for reinvention when the markets force your hand....

By Mark Kirschner

February 2, 2024

To Maximize Value, Build A Great Team

DGP Capital's Jack Chang on what sellers can do to make their business attractive to buyers, when they should start the process and who they can turn to for help as they work to maximize their deal. ...

By Adam Burroughs

February 1, 2024

Knowledge Is Power For Sellers

Keith Lipman on the prep work that went into the sale of his company, Prosperoware...

By Adam Burroughs

February 1, 2024

Know Your Buyer's Intentions When Selling

SupplySide Group's Ansir Junaid on the importance of understanding the different buyer types and what they mean for your business post-sale....

By Adam Burroughs

January 25, 2024

Are You Really Ready To Sell?

Big Dot of Happiness Founder and Former CEO Sherri Yukel on how she prepared herself and her business for a sale....

By Adam Burroughs

January 18, 2024

Sally Hughes On Letting Go

Sally Hughes founded Caster Connection in 1987 when she started selling chair casters out of the trunk of her car. Over 36 years, she built the business up to include some 3,000 different products,...

By Adam Burroughs

January 5, 2024

Navigating The Journey From Diligence To Exit In Private Equity

Chief Outsiders' Slade Kobran shares some key considerations from PE operating partners that ought to be taken from diligence to exit, and the go-to-market strategies they’ve used to foster success....

By Slade Kobran

November 17, 2023

How Buyer Type Affects Deal Prep

When running businesses for private equity groups, Kevin Matkin, CEO of Maysteel Industries LLC says what's often important when preparing for a sale depends on the buyer type. For a financial buyer,...

By Adam Burroughs

November 3, 2023

Greater Diligence Means Greater Deal Prep

In the market today, there's been a change in availability of debt and the cost of that debt, says Mereo Capital Partners Managing Partner John O'Hare. There's also an issue of meeting seller...

By Adam Burroughs

October 27, 2023

The Search For Clean Deals

No deal is perfect, but Dan Weingartz, CEO of W&P Management, says that it's just gotten to where there needs to be cleanliness across everything — the financials, the strategy, the leadership and...

By Adam Burroughs

October 13, 2023

When Selling, Ask Many Questions

As he was looking into selling Insight Publications, Publisher Brian Rasmussen had a lot to think about. Given his age, energy level, and a sense that, given the nature of his business, he wasn't...

By Adam Burroughs

September 15, 2023

4 Tips For Preparing To Sell Your Business

Northern Lakes Capital partner Joel Grebenick share what sellers should consider when thinking about an exit....

By Adam Burroughs

August 10, 2023

Fit Matters More Under Increasing Deal Scrutiny

BMO Capital Markets' Dan McIntosh on how changing market conditions mean finding the right fit is the key to success....

By Adam Burroughs

May 19, 2023

Renewed Focus On Estate Tax As Law Reverts

The landscape of estate tax planning is set to undergo a significant change in the coming years, as the estate tax exemption is set to revert to pre-2018 levels at the end of 2025. This means that...

By Tom Freeman & Evan Lyons

May 12, 2023

Estate Tax Planning Considerations for Contemplated M&A Transactions

The landscape of estate tax planning is set to undergo a significant change in the coming years, as the estate tax exemption is set to revert to pre-2018 levels at the end of 2025. This means that...

By Tom Freeman & Evan Lyons

April 21, 2023

Sellers Must Believe In Their Projections

Foundation Wellness CEO Sean Williams on message control and the importance of believing in what you're selling....

By Adam Burroughs

April 21, 2023

The Importance Of A Good First Impression

Blank Rome's Louis Rappaport on best practices for gaining the upper hand in deals done in a highly competitive environment....

By Adam Burroughs

April 6, 2023

Changing Deal Conditions Require Buyer, Seller Adjustments

Babst Calland Attorney at Law Kevin Wills on how deals are being affected by economic headwinds and what both buyers and sellers are doing to keep deals flowing....

By Adam Burroughs

March 31, 2023

How To Smooth Out The Deal Backend From The Frontend

Priiva Consulting Corporation's Bill Forquer and Stewart Title Group's Sean Stoner on best practices designed to create a smoother process and more successful deals....

By Adam Burroughs

January 27, 2023

The Impact Of Tax Structuring On A Deal

There have been times when tax issues had significant implications on deals for David Bovenizer, CEO of Lionheart Industrial Group LLC. Recently, he says, his company was trying to acquire a strategic target in the aerospace and defense sector. It was a good strategic match for the business, but the company had a lot of the hallmarks of a smaller company, including a lack of tax planning. It was a single individual owner C-corp, which meant there were fewer structuring options for a deal. And they also had issues such as a history expensing all their purchases and no inventory accounted for on the books. ...

By Adam Burroughs

December 9, 2022

Chris Whelan On Selling Health Express Urgent Care

Health Express Urgent Care Owner Chris Whelan on selling his business to South Shore Health System....

By Adam Burroughs

December 9, 2022

Value Proposition Tops List In Battery Solutions' Deal Prep

Battery Solutions CFO Craig Fishel on preparing for his company's sale earlier this year to Retriev Technologies....

By Adam Burroughs

November 4, 2022

The Value Of Preparation Before Liquidity Events

JBC Technologies' Joseph Bliss, Proformex's Lou Schneeberger, BNY Mellon Wealth Management's Ronald Ambrogio and BDO's Robert Berdanier on the value of preparation before liquidity events....

By Adam Burroughs

October 21, 2022

Diligence Your Buyer

Peter Bowe and Barbara Stewart Foundation's Peter Bowe, along with 7th Street Advisors' Andy Cohen and Slate Capital Group's Parker Davis, on the importance of evaluating your buyer and other practical tips for getting your house in order before the deal goes down....

By Adam Burroughs

October 21, 2022

Begin With The End In Mind

MATH Venture Partners' Mert Hilmi Iseri and Mark Achler, along with UBS's James Jack and Michael R. Gatewood, share valuable personal lessons learned over several successful M&A exits. ...

By Adam Burroughs

October 7, 2022

Shifting Perspective When Bringing On PE

Serial entrepreneur Stephen Marshall on how founders and CEOs need to prepare their company, and themselves, for major events in a business's lifecycle. ...

By Adam Burroughs

September 30, 2022

Economic Uncertainty And Its Impact On Deal Readiness

Vytalize Health's Kevin Murphy, Vitalxchange's Charu Ramanathan, Gibson Machinery's Lee Gibson, Taft Stettinius & Hollister LLP's Brandi Weekley and MelCap Partners' Al Melchiorre on economic uncertainty and its impact on deal readiness. ...

By Adam Burroughs

September 30, 2022

Reprice? Or walk away?

Gray, Gray & Gray LLP's Derrick Rebello and McCarthy Capital's Bob Emmert, on the sell-side issues that give them pause in diligence. ...

By Adam Burroughs

September 23, 2022

Supply chain, HR, take on increasing importance in a deal

Mason Wells Senior Managing Director Jay Radtke on how to be an effective buyer in this hyper-competitive and ever-changing environment. ...

By Adam Burroughs

September 23, 2022

Tailor your M&A approach

IDEAL CEO and Director Steve Henn on getting an organization prepared for acquisitions....

By Adam Burroughs

September 9, 2022

Preparing for sell-side diligence

CMC Materials' Daniel Woodland on issues that arise when selling a business. ...

By Adam Burroughs

September 2, 2022

Adjust your sale approach to new market realities

MiddleGround Capital's John Stewart, Doeren Mayhew's Aaron Partridge and Matthew Gurwin on how new market realities require sellers to be more prepared in order to maximize their company's value in a sale. ...

By Adam Burroughs

September 2, 2022

Build value through the team

Gray, Gray & Gray's Bryan Pearce on strategic business planning and building value in your organization....

By Adam Burroughs

August 26, 2022

Pre-transaction must-dos for sellers

Kreischer Miller's Brian Kitchen on maximizing your deal success with pre-transaction tax structuring....

By Adam Burroughs

August 26, 2022

Preparing today for tomorrow’s sale

Onex Inc. President Ashleigh Walters on preparing today for tomorrow’s sale and the subsequent liquidity event....

By Adam Burroughs

August 11, 2022

When there's more than money to a deal

Orbus Past Chairman & Owner Simon Perutz on his former company's acquisition...

By Adam Burroughs

August 5, 2022

How to be transparent while protecting IP during diligence

Stirling Ultracold Founder and former CTO Dave Berchowitz on the deal with BioLife and how the company's IP was managed leading up to and through diligence....

By Adam Burroughs

July 29, 2022

Breaking down the complexities of succession planning

Stradley Ronon Stevens & Young Partner Steven Scolari on succession planning and how to break the complex process down into something more manageable....

By Adam Burroughs

July 22, 2022

Diligence is a two-way street

Foundation Wellness' Sean Williams, Aon's Perry Papantonis, and Gridiron Capital's Joe Saldutti and Sean Kelley on maximizing value in a sell-side transaction....

By Adam Burroughs