The Do’s and Don’ts of Deal Sourcing Deal sourcing isn’t what it used to be. Here are a few do’s and don’ts to keep in mind as…
Add-On Acquisitions: Valuation, Common Pitfalls, and ROI In a capital market environment flush with capital, private equity firms are exhibiting renewed focus on improving the operations of…
The 4 Phases of a Successful Exit Plan I’ve worked with and observed thousands of entrepreneurs over the last 25 years. One thing that is always surprising is…
The CEO’s Guide to Types of Growth Capital How should you fund your business? With access to capital improving for middle market businesses, a traditional bank loan isn’t…
5 Ways to Fund Your Business With Debt So, you’ve got a solid product and traction. Now, you want to take your business to the next level with…
How Representations and Warranties Insurance Can Protect Buyers and Sellers in M&A Deals Losses experienced by a buyer of a company can be costly and, in some cases, result in a claim against…
Why Your Kid Might Not Be the Best CEO for the Family Business Many CEOs dream of bequeathing their business to their son or daughter. They’ve built a fledgling company from the ground…
Beyond the Headline Number: Terms to Consider in an M&A Deal When discussing client goals in a technology M&A engagement, we use the term “optimal outcome”  instead of “highest value.” While the…
Five Tips to Consider Before Selling Your Business There may not be better time to sell a business in the next few years than now. Values are high…
