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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.
June 27, 2024
This Seller’s Checklist Starts With Culture Fit
Sophisticated Systems’ Dwight Smith on what he looked for as he prepared to sell his 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,
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.
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.
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.
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.
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.
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 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.
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.
February 4, 2022
When selling, get advisers who know your niche
Hy-Tek's Sam Grooms, along with Thompson Hine's Sarah Chambers, Smile Doctors' Dale AnneFeatheringham and Sequoia Financial Group's Norm Cook peel back the curtain and share the secrets of their successes, as well as the pitfalls you should try to avoid when approaching the sale of your business.
August 6, 2021
Not all CEOs are enthralled by the red-hot M&A market
Vistage Columbus Chair Perry Maughmer spoke on the Smart Business Dealmakers Podcast about the CEO mindset in a time of incredible M&A activity.
May 13, 2021
Cindi Englefield offers sale perspective from both sides of the table
Cindi Englefield shares what she sees from the outside when helping business owners sell their business, as well as insight and advice gained from her sale experience.
July 9, 2020
AB Bernstein’s Kara Lewis and Heather George on the seller fatigue factor
AB Bernstein's Kara Lewis and Heather George explores the seller mindset and how that might affect deal availability for buyers.
October 22, 2019
The preparation with Myonexus pays off for Michael Triplett
Selling can be emotionally exhausting, but Michael Triplett knows extensive preparation was critical for the successful sale of Myonexus Therapeutics to Sarepta Therapeutics earlier this year. He looks back on the $165 million deal.
August 29, 2019
Innkeeper Ellen Grinsfelder Finds The Right Buyer Second Time Around
The first time Ellen Grinsfelder tried to sell the Inn & Spa at Cedar Falls was a bust. Three years later, she sold it without ever having to list it. Here's how she did it.
August 8, 2019
Structuring Your Own Deal: 'They Thought We Were Nuts'
When the co-owners of Two Men and A Truck – Columbus came up with a unique plan to sell their franchise to an employee, their lawyers were skeptical. Very skeptical. But after two false starts, Gail and John Kelley sold the moving company's No. 2 franchise.
June 26, 2019
Aggressive buyers fast-track due diligence in seller’s market
It’s a seller’s market, and large strategic buyers are being very aggressive — in some cases, short-cutting due diligence processes, says Wade Kozich, senior advisor with boutique investment bank Footprint Capital and senior director at GBQ Partners.
May 8, 2019
Delta Energy’s Sheri Tackett: A tale of Two Sales
Sheri Tackett wasn’t prepared when she sold Delta Energy in 2012. When it came time to sell Delta Energy Services three years later, she didn’t make the same mistake twice.
January 24, 2019
Alan Homewood: Saying no was more important than saying yes
Founder Alan Homewood discusses the growth and sale of 2Checkout. "I made pretty much every mistake it’s possible to make. If there’s a checklist of the mistakes an entrepreneur can make, I made about all of them.”
October 26, 2018
A big payday for FacilitySource
CEO Bill Hayden was upfront with his FacilitySource team when it came time to discuss the firm's sale by PE firm Warburg Pincus. He asked them to judge him by his actions because he is confident there would be growth ahead.