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June 22, 2022

The importance of multiple plans

By Adam Burroughs

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.

February 4, 2022

When selling, get advisers who know your niche

Hy-Tek's Sam Grooms, along with Thompson Hine's Sarah Chambers, Smile Doctors' Dale AnneFeatheringham and Sequoia Financial Group's Norm Cook peel back the curtain and share the secrets of their successes, as well as the pitfalls you should try to avoid when approaching the sale of your business.

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.

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.

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.

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.

August 29, 2019

Innkeeper Ellen Grinsfelder Finds The Right Buyer Second Time Around

The first time Ellen Grinsfelder tried to sell the Inn & Spa at Cedar Falls was a bust. Three years later, she sold it without ever having to list it. Here's how she did it.

August 8, 2019

Structuring Your Own Deal: 'They Thought We Were Nuts'

When the co-owners of Two Men and A Truck – Columbus came up with a unique plan to sell their franchise to an employee, their lawyers were skeptical. Very skeptical. But after two false starts, Gail and John Kelley sold the moving company's No. 2 franchise.

June 26, 2019

Aggressive buyers fast-track due diligence in seller’s market

It’s a seller’s market, and large strategic buyers are being very aggressive — in some cases, short-cutting due diligence processes, says Wade Kozich, senior advisor with boutique investment bank Footprint Capital and senior director at GBQ Partners.

May 8, 2019

Delta Energy’s Sheri Tackett: A tale of Two Sales

Sheri Tackett wasn’t prepared when she sold Delta Energy in 2012. When it came time to sell Delta Energy Services three years later, she didn’t make the same mistake twice.

January 24, 2019

Alan Homewood: Saying no was more important than saying yes

Founder Alan Homewood discusses the growth and sale of 2Checkout. "I made pretty much every mistake it’s possible to make. If there’s a checklist of the mistakes an entrepreneur can make, I made about all of them.”

October 26, 2018

A big payday for FacilitySource

CEO Bill Hayden was upfront with his FacilitySource team when it came time to discuss the firm's sale by PE firm Warburg Pincus. He asked them to judge him by his actions because he is confident there would be growth ahead.