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June 5, 2024

How Listening To The Pros Made Selling Smooth For Nyquist Inc.

By Adam Burroughs

Nyquist Inc.'s George Nyquist on the importance of professional advice for business owners.

June 5, 2024

An Unexpected Sale

Samtan Engineering Corp.'s Jon Petromelis on how he worked through the unanticipated sale of the business.

May 22, 2024

What Jeff Kropholler Wishes He Knew Before Selling His Business

Quantum Health Benefits Jeff Kropholler on his experience selling a business.

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.

May 9, 2024

Sellers Have Opportunities, If They Prepare

Bank of America's Brendan Hanley on what sellers can expect in today's M&A market.

May 2, 2024

Sometimes Deal Success Comes Down To Luck

CPTL Advisors Alan Feldman on the role of luck in a deal

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

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

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.

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.

April 4, 2024

How to Maximize PE Value Creation by Better Assessing Growth Potential in Due Diligence

Chief Outsiders Managing Partner, Private Equity, Slade Kobran outlines and approach to value creation that starts in due diligence.

March 21, 2024

Lessons Learned From A Sale Process

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

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.

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.

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.

February 21, 2024

Sellers, Keep It Simple When Talking With Buyers

Circuit Check's Chris Scorse on the importance of clear communication between sellers and potential buyers.

February 15, 2024

The Unexpected Sale Of A Family Business

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

February 15, 2024

Doing Right By Your Team In A Deal

Juvare's Robert Watson on the importance of focusing on the team during a transaction.

February 1, 2024

Knowledge Is Power For Sellers

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

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.

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.

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,

January 5, 2024

Even With Experience, Selling A Family Business Can Be A Challenge

Recently, Jeff Gershman, Chairman of the Board, of Gershman Mortgage & Gershman Investment Corp., sold Gershman Commercial Real Estate, a brokerage and property management company. Through his law

December 15, 2023

A Tale Of Two Exits

Allie Danziger, SVP and GM at AscentUP and Ascent Funding, on how lessons from her first sale informed how she approached the second.

December 1, 2023

Level Agency's Patrick Patterson Raises The Growth Bar

Level Agency's Patrick Patterson on the management buyout, how he connected with his PE backers and what it took to close the deal, what life is like with a PE partner and the agency's plans for the future.

November 21, 2023

Buyer Honesty Can Mean Greater Seller Buy-In

Tendit Group CEO Alejandra Harvey Oliver on how the seller mindset can affect the deal process.

November 17, 2023

See Your Business Through Buyers' Eyes

The advice to business owners looking to exit is often to get the right advisers and plan well ahead of going to market. But for many, that's not always the reality. "We deal with the business owners

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,

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

October 6, 2023

The Million-Dollar Question When Considering A Sale

Knowing when to sell a business is challenging, says Richard Hamlin, executive vice president of The Reserve Group, a family office and management company. While much depends on the owner's personal

September 29, 2023

The 15-Year Process Of Selling CollabraSpace

CollabraSpace Co-Founder Ray Schwemmer says he would get cold calls all the time from people looking to buy his software company. "We basically just ignored them," he said at the Baltimore Smart

September 29, 2023

Transparency Is Needed When Selling A Family Business

Multigenerational family businesses, says Richard J. Wolkowitz, CEO and Family Advisor at Xylogenesis | Family Office Advisory, are tough. The family working in the business may have a different

September 22, 2023

Selling Sgt. Clean

Two years ago, Brian Krusz, co-founder and director of growth and development at Sgt. Clean Car Wash, brought on a financial partner, Prairie Capital, who he says has helped the decade-old,

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.

September 14, 2023

For A Successful Sale, Know What You Want

With early-stage tech companies, it's important to figure out what the entrepreneur wants because often the entrepreneur is near burnout, says Sig Mosley, managing partner of Mosley Ventures.

September 14, 2023

Candid Reasons Not To Pass Your Business To The Next Generation

How — and why — Thomas J. Young sold Arrowhead Systems, a business he had no intention of selling.

August 25, 2023

From Sell To Sell And Buy

General Die Casters has been in business since 1957 making high-pressure aluminum die castings of parts for everything from automobiles to chainsaws. About a year ago, CEO Brian Lennon says the

August 25, 2023

Take The Stigma Out Of The Exit Talk

CEOs are often hesitant to talk about exits because there's a stigma attached to it, says MATH Venture Partners Managing Director Mark Achler. "There's a concern that if you start to talk about an

August 4, 2023

Deal Close Is Not The End Of The Marathon

Rendia, founded by an eye doctor and his three children to help doctors and patients understand each other better, was sold to a strategic buyer, PatientPoint, this past October. To personally prepare

July 21, 2023

Lessons Learned From Selling A Business ... Twice

Bruce Milen, Chairman of the Board of Jax Kar Wash, first sold his business back in 1998 during a period of consolidation and roll ups. He had and took the opportunity to buy it back three years later

June 29, 2023

Prepare At The Beginning For The Best End

Harold Green launched Chamberlain Contractors, an asphalt paving company, back in 1975, and sold it to Pavement Partners, a portfolio company of Shoreline Equity Partners, in January 2022. While he

June 23, 2023

Exiting Is A Juggling Act For Owners

After a stint practicing law, Ron Cundy decided, during the depths of the Great Recession, to start a company. He and a partner launched recteq, a business that made grills, but couldn't get a product

June 16, 2023

Authenticity, Transparency Key In Deal Negotiations

When preparing to sell a business, Womble Bond Dickinson LLP Partner Scott Anderson says it's best not to hide anything because the buyer, through diligence, is going to find it. "So, you might as

June 16, 2023

Life After Selling

Jai Shekhawat founded Fieldglass, a cloud-based VMS platform, in 1999, grew it to be the largest vendor management software firm in the world, then sold it in 2014 for $1 billion. He's raised capital,

June 9, 2023

Selling To Make The Business Better

Having sold his business, the once-high-growth startup focused on high-acuity homecare programs, Contessa Health, Co-Founder Travis Messina says when they ran their process, they used an investment

June 9, 2023

To Enhance Value, Start Early

When it comes to building the right team around a family business to help create value, not every company has the right people in their family tree to do that. That, says Messerli Kramer Attorney and

May 19, 2023

Sellers Should Be Clear About What They Want In A Deal

Gridiron Capital Managing Director Joe Saldutti says, as a private equity investor, what attracts him to businesses and helps him prioritize investing in one company versus another is when it's a

May 12, 2023

Best Practices in Preparing for a Sale

As business owners begin preparing their company for sale, something to consider is how much time it would take to fix a problem if one is found. "The way we thought about it is, what are the things

May 5, 2023

Facing Economic Headwinds, Deal Math Changes

Several area dealmakers chimed in on how they see the current market; how buyers, sellers and entrepreneurs are faring; and their expectations for how the remainder of the deal year plays out. Check out what they have to say.

April 6, 2023

Hugh Slater on Buying, Building And Selling EGC Enterprises

Slater Capital Managing Partner Hugh Slater on buying, building and growing EGC Enterprises.

March 24, 2023

Working Capital’s Vital Role in M&A

Tony Montanaro, partner in the forensic, litigation & valuation department at Louis Plung & Company, on working capital’s role in an M&A transaction.

March 24, 2023

How Buyers Leverage Weaknesses In A Deal

Guardian Capital Partners Managing Partner Peter Haabestad on the ways buyers pick apart deals and how business owners can maximize the opportunity of a sale.

March 17, 2023

Selling means more than just money

Marcum LLP Senior Partner Greg Skoda on why money might not be the most important part of a deal.

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.

March 17, 2023

How preparing to sell your company is like a bike ride with friends

Justine E. Tobin, founder and managing partner of Tobin & Company Investment Banking Group, on how starting with the end in mind can maximize a sale opportunity and speed up the process.

March 10, 2023

Data, Transparency Play Large Roles In A Deal

Highwood USA CEO and Founder John Quarmley talks through the company's recent sale process.

February 24, 2023

Sellers Be Ready

Summit Fire & Security Regional VP Steve DeJohn on the signs that a company is ready for a sale.

February 24, 2023

Earn Out Can Be A Dirty Word

Paul Stillmank, former CEO of 7Summits, on earn outs — when they're useful and when they should be avoided.

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.

February 3, 2023

Tom Goodmanson On Calabrio's Two Transactions

Tom Goodmanson, former CEO of Calabrio, spoke on the Smart Business Dealmakers Podcast about the KKR transaction and the Thoma Bravo transaction that would follow, what each was like, how he prepared and what the future holds for the business.

January 13, 2023

Preparing For A Sale When You're A Social Entrepreneur

Founder and former CEO of Union Packaging Michael K. Pearson on selling his company and preparing for life after a sale.

January 13, 2023

With SmartWitness, Business Liability Tool Turns Into $200M Return For Nick Merchef

Nick Mirchef and his son-in-law, Chris Pflanz, went through the trails and tribulations of early-stage capital raises with their company SmartWitness and found a big payday at the end of it all. Today, they’re offering others advice using their experience as a guide.

December 16, 2022

The Importance To Buyers Of High Probability Of Close

Mereo Capital Partners Co-Founder Leo Helmers on the indicators of a high probability to close and why those matter to buyers.

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.

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.

December 9, 2022

Reasons To Consider A Family Office

Walnut Ridge CEO and Managing Partner Mike Moran on the pros and cons for sellers partnering with a family office, how family offices differ from other options, and what life is like for owners post-transaction.

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.

November 18, 2022

Revolutionary Security's Race To The Finish Line

Former Revolutionary Security CEO Rich Mahler on the sale of the company to Accenture — the period leading up to the deal, COVID's effect and more.

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.

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.

September 15, 2022

Value Creation In The M&A Lifecycle

Congruity 360's Mark Shirman, ARK Behavioral Health’s Peter McLoughlin and Twelve Points Wealth Management’s David Clayman on value creation in the M&A lifecycle.

September 15, 2022

Finding alignment in a family business

AchieveNEXT's Christin Cardone McClave, and UBS’s Bianca Benedetti-Fang and Julie Fox on how McClave’s family managed through being business partners over the years, why they ultimately decided a full sale was a path they wanted to pursue, and how they have adjusted back to being a family, after the transaction.

September 9, 2022

What to consider when considering minority investments

Broadview Group Holdings' Clay Hunter, LoanNEX's Eloise Schmitz, Lewis & Clark AgriFood's Tim Hassler, PNC's Tim Brady and BDO USA's Meg Kellogg on what minority control sales look like, and how planning in advance can lead to multiple bites at the apple.

September 9, 2022

Accelerating growth through private equity

Schill Grounds Management's Jerry Schill on the company's deal with Argonne and how it will help accelerate the business's growth.

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.

August 26, 2022

Pre-transaction must-dos for sellers

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

August 19, 2022

Finding a sale at a crossroads

Fab Fours CEO Greg Higgs on his company's sale to Warn Industries and his post-deal plans.

August 11, 2022

When there's more than money to a deal

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

August 11, 2022

When (and when not) to call an investment banker

Christopher Riley, CEO, United Cutwater, has more than 30 years’ experience owning and operating more than a dozen businesses in numerous industries. He discusses the current M&A landscape and what business owners should be doing if they’re considering selling.

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

Lessons learned selling the same company twice

What John Blyzinskyj learned from selling Elemica twice.

July 29, 2022

When selling, get answers before the deal closes

Ten35's Sherman Wright on preparing to sell a business and the liquidity event that follows.

July 29, 2022

Seeing a deal as more than money

Ouroboros Group's Samantha Ory, Nelson Mullins Riley & Scarborough LLP Boston's Brian Moore, Dr. Dental's Alex Faigel, Mirus Capital Advisors' Brendan Kiernan and Cambridge Savings Bank's Stephen Leonard on financing business in the lower middle market.

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.

July 22, 2022

Price Taker vs. Price Maker and the effect on value

BMO Harris Bank's John Chalus and Tecum Capital's Matt Harnett on the economic factors that are affecting deals and how buyers and sellers can adjust.

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.

July 14, 2022

Making Deals with Unprepared Participants

Charlie Saponaro, CEO, Medical Record Associates, is a long-standing veteran of the Boston M&A world, with more than 30 deals to his credit. In several of those transactions, Saponaro had to make it happen even though the sellers were not quite as sophisticated in the common practices of the M&A world.

July 6, 2022

Revolutionary Security struck while the iron was hot

Revolutionary Security's Rich Mahler discusses the company's 2020 sale to Accenture.

July 6, 2022

BioDot's quick (and unexpected) second deal

BioDot's Tony Lemmo on the company's two significant deals in the last two years, including a leveraged buyout through Artemis Capital Partners back in 2020.

July 6, 2022

A shifting M&A market

Fifth Third Securities' Matt Francati, Cyprium Investment Partners' Beth Haas, Signet Enterprises' Anthony Manna and Oswald Companies' Jeff Schwab on mitigating risk and navigating current trends in today's volatile sell-side environment.

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 29, 2022

Relationships, communication smooth MedPilot, Vytalize deal

Vytalize Health's Kevin Murphy and Matt Buder Shapiro on the deal, how it came to be and where the combined companies go from here.

June 22, 2022

Build a good business and investors will find you

HYCU's Simon Taylor, Mintz's Kurt Steinkrauss, Health Express Urgent Care's Chris Whelan and First Republic Investment Management's Julie Rousseau on what you need to know about the personal and corporate side of readying your company for whatever tomorrow brings.

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 22, 2022

Internal, external factors to consider ahead of a deal

Malachite Innovations Inc.'s Michael Cavanaugh, Barnes Wendling CPAs' Laurie Gatten, Protegis Fire & Safety's Steve DeJohn and Ulmer & Berne's Ilir Pipa on how to analyze your company’s deal readiness and determine the best course for your company’s future.

June 17, 2022

How ITS Logistics' Scott Pruneau Proved His Company's Uniqueness

In the last quarter of 2020, ITS Logistics launched an almost entirely virtual sales process that ultimately ended with its acquisition by GHK Capital Partners in mid-2021. CEO Scott Pruneau says navigating the process without bringing anybody under the tent was a challenge.

June 16, 2022

LPi’s Niche Market Clientele Proves Valuable

We Share and We Gather started as LPi's closed social network for churches. It quickly morphed into an online donation tool for nonprofits. Joe Luedtke spoke about LPi’s carveout of its financial tech arm.

June 10, 2022

How Reps & Warranties Is Increasing Deal Efficiency

Waller Lansden Dortch & Davis' Tyson Bickley, LFM Capital's Chris Lin, Resource Label Group's Hunter Rost and LBMC's Brian Marynowitz on how to evolve your buy-side strategies in 2022 and beyond, and key mistakes you can avoid.

June 10, 2022

How labor challenges are affecting M&A

Calaway Habeck Talent Consulting's Jaynanne Calaway-Habeck, Denim Social's Douglas Wilber, CliftonLarsonAllen's Adrian Nohr, PFI Holding Co.'s John Dolan and BMO Harris' Robert Harrod on the factors impacting today's M&A transactions.

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.