October 7, 2022
Shifting Perspective When Bringing On PE
By Adam Burroughs
Serial entrepreneur Stephen Marshall on how founders and CEOs need to prepare their company, and themselves, for major events in a business's lifecycle.
October 7, 2022
Funding options for health care companies
Lawrence, Evans & Co.'s Neil Johnson spoke on funding options for health care companies.
September 2, 2022
Planning for you and your business's next step
TalentLaunch's Aaron Grossman, Leiden Cabinet Company's Tom Leiden and CM Wealth Advisors Paul Bodnar and Douglas McCreery, spoke at the Cleveland Smart Business Dealmakers Conference about what liquidity events mean for owners and entrepreneurs and their businesses, and what to expect next.
August 5, 2022
Evaluating your sell-side options in an exit
RiverGlade Capital's Kevin McGrath, Council Capital's Nick Cooper, Pinnacle Financial Partners' Tyler Morgan, Capital Alignment Partners' John Pontius, Whistler Capital's Darshan Prabhu and Bass, Berry & Sims' Tatjana Paterno discuss what goes into a successful exit beyond a liquidity event, including when a private equity firm sells one of its portfolio companies.
August 5, 2022
Transition strategies within family businesses
Jergens Inc.'s Jack Schron, Ahola Payroll & HR Solutions' Jeff Ahola, Peoples Services Inc.'s Darin Haines, The Reserves Network's Neil Stallard and UBS's William Murphy on the tough conversations and lessons learned from transitions in a family business.
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.
June 30, 2022
The Advantage of Strategic Planning in M&A Transactions
Huntington's Dan Griffith and Jim Altman, Loretta Benec (formerly with The ExOne Company), IPEG Industrial Group's John Erkert and McGuireWoods' Penny Zacharias on the power of strategic planning in M&A.
June 22, 2022
The complexity of pre-sale estate and wealth planning
DP+'s Mark Petrosky, Cendrowski Corporate Advisors' John Alfonsi and Pitcairn's Andy Busser on how a seller's approach to the pre-planning and execution — including taking the impact of taxes into consideration — may be the difference between a deal's success and failure.
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.
November 17, 2021
Estate planning tips for family business owners
Wholesale Supplies Plus Founder and Retired CEO Deb May along with Capital Anesthesia Solutions’ Chris Copley and UBS’ William Murphy talk about family businesses, estate planning pre- and post-liquidity event, as well as how to pick the right estate planning adviser.
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.
July 21, 2021
Forest2Market’s Pete Stewart says know your buyer
Pete Stewart, president and CEO of Forest2Market; Scott Anderson, partner at Womble Bond Dickinson; and Jim Benedict, senior vice president/senior wealth strategist at PNC; explore how to de-risk, plan and execute a liquidity event.
July 16, 2021
David Sowerby on business owners’ post-exit popularity
David Sowerby, managing director and portfolio manager at Ancora, has some words of wisdom for eager, soon-to-be investors.
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.
December 28, 2020
Turning Liquidity Into Purpose
Ron Ambrogio, Ray Dalton, Rod Howell and Peter Van Euwen offer their advice on selling a business and preparing for life after ownership.
December 22, 2020
Vector Management's Ken Levitan: Put Your Money Where Your Heart Is
Vector Management founder Ken Levitan offers his advice on getting philanthropically involved after selling your business.
March 12, 2020
The art and science of letting go
Sunsetting your career isn’t an easy transition — and the emotional issues are usually tougher to navigate than the financial or business concerns. BriskHeat Corp. President Dominic Federico and advisers from Wells Fargo Private Bank discuss what happens post sale.
February 19, 2020
Kevin McPhillips: Taking an interest in employee ownership
While there's a level of unawareness of how employee stock ownership plans truly work, grassroots efforts and education are starting to pay off with business owners. Kevin McPhillips of the Pennsylvania Center for Employee Ownership explains how.
December 11, 2019
Bruce Lazear lays out the anatomy of an ESOP
The idea of selling to a third party can be terrifying to many business owners. An employee stock ownership plan may be the answer, but first take the time to truly understand the fundamentals behind ESOPs, says Bruce Lazear, who's firm, Lazear Capital Partners, handles many of these exit strategies.
November 27, 2019
The A.D. Farrow deal offers a recapitalization case study
Earlier this year, the three-store A.D. Farrow Co. Harley-Davidson dealership was purchased by Ricart Automotive. One of the investors, Fred Vorys, walks us through the sale, which is an interesting example of a recapitalization.
October 17, 2019
Martyn Babitz offers owners tips on personally maximizing their returns post-liquidity
BNY Mellon Wealth Management's Martyn Babitz offers tips for business owners on how to get their post-deal finances in order well before a transaction begins to maximize their post-liquidity returns.
September 6, 2019
How to prep for a recapitalization
iPipeline's Kevin Kemmerer talks about how to prepare for a recapitalization — what to do and what to avoid when gearing up for an investment.
June 19, 2019
Non-control Capital Offers Liquidity Option For Family-Held Companies
Many family-held businesses don't realize there are minority investors out there, says Nicholas Stone, managing director at Cyprium Partners.
April 30, 2019
Life after selling your business will never be the same
Michael Krol, head of wealth advisory at Waldron Private Wealth, discusses post-sale changes that catch many business owners off guard.
April 12, 2019
How to manage a portfolio after selling your business
Investing is a good way to stay in the game after you’ve sold your business. But the transition from business owner to ‘investor’ can be jarring if you don’t adjust your expectations.
March 15, 2019
How to plan for a liquidity event
Whether you’re thinking about a liquidity event before you’ve launched your company, or the thought comes much later, there’s a lot to consider before you cash out.
March 14, 2019
Is a dividend recap right for you?
Greenwich Capital Group's Andrew Dickow shares his thoughts on dividend recapitalization strategy and how to find the right path to meet your needs.
November 20, 2018
Liquidity events aren’t just about money
After Arnie Burchianti sold a majority stake in Celtic Healthcare to Graham, he used the capital to supercharge his business. It grew from $30 million to more than $200 million in five years.
August 10, 2018
Create a viable plan
Jeremy Eberlein, managing director of investment banking, offers four steps to creating a viable plan.
July 25, 2018
Two approaches to ownership change
Howard W. “Hoddy” Hanna III, chairman of Hanna Holdings Inc., has experienced ownership transfer amongst his family, and Audrey Dunning, senior vice president at CGI, facilitated the sale of the company she led. They share their perspectives on the process.
February 16, 2018
You need to pay special attention to the personal impact of selling a business.
January 5, 2018
BNY Mellon’s Ron Ambrogio
Ron Ambrogio explores the conversations that need to take place before a company goes on the market and common oversights that can make it harder to close a deal.