Subscribe to Smart Business Dealmakers
July 25, 2024
Align Your Values To Your Exit Plan
Golterman and Sabo's Herb Golterman on the importance of aligning your values to your exit plan....
By Adam Burroughs
July 25, 2024
From Rocky Start To Wildly Successful Sale
Former Birko Corporation CEO Mark Swanson on the company turnaround that led to a successful sale....
By Adam Burroughs
July 25, 2024
Ready To Sell? Know What's Next.
Marsh Creek Advisors' John Marsh offers a readiness checklist for those considering the sale of their business. ...
By Adam Burroughs
July 18, 2024
Seller Inexperience Can Ripple Through A Deal
Bernatello's Foods' Jayme Woehl on the impact inexperienced sellers have on a deal....
By Adam Burroughs
July 18, 2024
Lessons Learned From Selling His And His Dad's Companies
Blydan Steel's Jonathan Sherrill on what he learned through selling two businesses. ...
By Adam Burroughs
July 11, 2024
Finding A Buyer With A Culture Connection
VES LLC's Bryan LeBaron on his thought process when choosing a buyer....
By Adam Burroughs
July 11, 2024
Buyer Insights Offer Sellers Tips On Deal Prep
Renovus Capital Partner's Atif Gilani offers insight into how they choose their investment targets and how sellers can make their company more attractive to buyers. ...
By Adam Burroughs
July 2, 2024
Creating Value Before A Sale
Bradford Soap International former CEO Stuart Benton on how the shift he implemented in the company created value in preparation for a sale....
By Adam Burroughs
July 2, 2024
Getting Creative To Take Care Of People In A Deal
3 Men Movers' Jacky Fischer on how she's prioritizing taking care of her people when it comes time to sell her business....
By Adam Burroughs
June 5, 2024
An Unexpected Sale
Samtan Engineering Corp.'s Jon Petromelis on how he worked through the unanticipated sale of the business....
By Adam Burroughs
June 5, 2024
How Listening To The Pros Made Selling Smooth For Nyquist Inc.
Nyquist Inc.'s George Nyquist on the importance of professional advice for business owners....
By Adam Burroughs
May 22, 2024
What Jeff Kropholler Wishes He Knew Before Selling His Business
Quantum Health Benefits Jeff Kropholler on his experience selling a business....
By Adam Burroughs
May 16, 2024
It Takes A Team To Sell A Company
Gateway Dealer Network's John Hopper on what he found important after selling twice in four years. ...
By Adam Burroughs
May 2, 2024
Sometimes Deal Success Comes Down To Luck
CPTL Advisors Alan Feldman on the role of luck in a deal...
By Adam Burroughs
April 18, 2024
Sellers, Be Prepared To Bury Your Business
Forever Bride's Ashley Hawks on how sellers can set themselves up mentally for the sale of their business...
By Adam Burroughs
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 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
