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Deal Prep
November 14, 2024
Understanding The LOI As A Seller
By Adam Burroughs
Portfolio Creative founder Catherine Lang-Cline on what she learned about LOIs when she sold her business.
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,
May 19, 2023
Renewed Focus On Estate Tax As Law Reverts
The landscape of estate tax planning is set to undergo a significant change in the coming years, as the estate tax exemption is set to revert to pre-2018 levels at the end of 2025. This means that
March 31, 2023
How To Smooth Out The Deal Backend From The Frontend
Priiva Consulting Corporation's Bill Forquer and Stewart Title Group's Sean Stoner on best practices designed to create a smoother process and more successful deals.
August 5, 2022
How to be transparent while protecting IP during diligence
Stirling Ultracold Founder and former CTO Dave Berchowitz on the deal with BioLife and how the company's IP was managed leading up to and through diligence.
March 4, 2022
Reducing deal friction
Zell Capital and Nikola Labs' Will Zell, along with Benesch's Michael Farrell and Andy Bojko, and Aon's Doug Brody, broke down best practices in navigating what’s new, and how to overcome stumbles, stops and re-starts in a process.
January 7, 2022
Stay ready: the benefit of a perpetual data room
Cloudbreak's Andy Panos, along with U.S. Bank's Steve Bennett, Nottingham Spirk's Katherine Hill Ritchie and Armada Waste Ohio's Robert Smith on staying prepared for a transaction.
