Subscribe to Smart Business Dealmakers
By Adam Burroughs
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.
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.
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.
