Choosing the Right Business Valuation Option When selling a business, knowing its value is top of mind for both seller and buyer. But differences in perspective…
“What I Wish I Knew Before Selling My Business” Entrepreneur Chad Elms spent most of his childhood in Stephenville, Texas, the self-proclaimed Cowboy Capital of the World, “making things…
How Does an ESOP Work? Many owners are now considering selling their businesses as they approach retirement age. When considering their exit strategies, they face…
For Acquisitive CFOs, Opportunism Isn’t Enough We frequently hear from CFOs that when it comes to sourcing acquisitions, their strategy is to be “opportunistic.” They don’t…
Why CEOs Need an Investment Banker When Raising Capital For many business owners, engaging an investment banker or M&A advisor when selling their business is a no-brainer. But when…
In a Sale, Soft Elements Can Have Hard Consequences When it comes to selling a business, many advisors make a point of how business valuation plays a key role…
5 Pieces of Advice from Lenders to CEOs When it comes to running and growing a successful business, debt can be a healthy and helpful way to finance…
The Overlooked Value of Working With a Fund Sponsored by a Big Bank The lower middle market is filled with boutique investment banks that deliver high-quality intermediation for corporations. Funds sponsored by bigger…
Is There Such a Thing as Work-Life Balance? “How do I have work-life balance?” It’s one of the most common questions I get working with leaders. I always…