Skip to Content
Newsletter Desktop Newsletter Mobile
November 14, 2024

Understanding The LOI As A Seller

By Adam Burroughs

Portfolio Creative founder Catherine Lang-Cline on what she learned about LOIs when she sold her business.

June 27, 2024

This Seller’s Checklist Starts With Culture Fit

Sophisticated Systems’ Dwight Smith on what he looked for as he prepared to sell his business.

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,

March 17, 2023

Andrew Bennett on Provide's Sale To Fifth Third Bank

Provide Chief Business Officer Andrew Bennett spoke on the Smart Business Dealmakers Podcast about Provide's sale to Fifth Third.

February 17, 2023

Are You Emotionally Prepared To Sell?

Windsor Advisory Group Partner Jon Eesley on the personal toll an M&A sales process can take, how to emotionally prepare for an event, and where to get objective advice.

December 9, 2022

Plenty Of Prep Helps Updox Accelerate Sale Timeline

Former Updox CEO Mike Morgan on building up Updox, the process of selling to EverCommerce, and why he chose to leave the company after the sale.

September 2, 2022

Ilya Bodner on Bold Penguin's Acquisition

Bold Penguin Founder Ilya Bodner on the company's acquisition, how it decided that was the best choice and the benefits the deal offered.

July 22, 2022

An offer that can't be refused

Dawson's' David DeCapua on the deal with Aya Healthcare and how he personally came to terms with selling.

June 22, 2022

The importance of multiple plans

Capital Plus' Renee Tyack, Roetzel & Andress' Erika Haupt, Matesich Distributing Co.'s Sarah Schwab and AB Bernstein's Kara Lewis on how they navigated the most difficult questions regarding what to do with the family business.

June 10, 2022

How WeCare Medical Got Sophisticated Ahead of Its AdaptHealth Deal

WeCare Medical Joda Burgess, along with Footprint Capital's Josh Curtis, GBQ Partners' Wade Kozich, MAD Capital's Jim Baich and Oxer Capital's Michael OBrien discuss WeCare Medical's sale to AdaptHealth, and how sellers can maximize their understanding of the deal phases to achieve a successful transaction.

May 11, 2022

Get your priorities straight before a sale

Aegis Advisors' Fred Vorys, along with Oxer Capital Inc.'s Dan Phlegar, BMO's Lowell Jacobson and Tiller Corporation's Steven Sauer, on the decision making that precedes a liquidity event.