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April 18, 2024
Sellers, Be Prepared To Bury Your Business
By Adam Burroughs
Forever Bride's Ashley Hawks on how sellers can set themselves up mentally for the sale of their business
April 18, 2024
To Generate Value, Run The Business Like You'll Be There For 100 Years
Schumann Steier's Arthur Steier on generating value for a business
April 10, 2024
Why You Should View A Deal As A Long-Term Relationship
A&R Ironworks John Chesnutt on seeing deals with a long-term view.
April 10, 2024
Start With The End In Mind
Volato's Phil Michaels on the importance of starting with the end in mind.
April 4, 2024
The Rising Importance Of People In Driving Business Value In A Deal
SolomonEdwardsGroup's Laura Kellers Queen on the rising importance of people in driving business value in a deal.
March 21, 2024
Lessons Learned From A Sale Process
Champions Hydro-Lawn's Shea Walker on lessons learned after going through a sale process
March 21, 2024
When Selling A Business, Get Help But Get Going
Red Hawk Past Owner Gillet Boyce on the advice he'd give to owners selling a business for the first time.
March 7, 2024
Policies That Bring Big-Picture Metrics Down To The Factory Floor
Innovations in Nutrition and Wellness Former CEO Jared Leishman on programs designed to engage employees in achieving company goals.
February 29, 2024
Find Advisors Who You Trust With Your Life
Speedeon Data's Gerard Daher on the importance of advisors and mentors as he prepares for an exit.
February 29, 2024
Inside The Thought Process Of Sell Or Don't Sell
Osage Venture Partners' Emily Foote on how she came to the decision she made with Practice, a company she co-founded.
February 15, 2024
The Unexpected Sale Of A Family Business
Former Birko Corporation Owner Kelly Green on the shift to selling her family business.
February 2, 2024
Why CEOs at Midsize Firms Must Embrace Tech to Compete
Committing to gradual modernization now is infinitely better than a panicked scramble for reinvention when the markets force your hand.
February 2, 2024
To Maximize Value, Build A Great Team
DGP Capital's Jack Chang on what sellers can do to make their business attractive to buyers, when they should start the process and who they can turn to for help as they work to maximize their deal.
February 1, 2024
Knowledge Is Power For Sellers
Keith Lipman on the prep work that went into the sale of his company, Prosperoware
February 1, 2024
Know Your Buyer's Intentions When Selling
SupplySide Group's Ansir Junaid on the importance of understanding the different buyer types and what they mean for your business post-sale.
January 25, 2024
Are You Really Ready To Sell?
Big Dot of Happiness Founder and Former CEO Sherri Yukel on how she prepared herself and her business for a sale.
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,
January 5, 2024
Navigating The Journey From Diligence To Exit In Private Equity
Chief Outsiders' Slade Kobran shares some key considerations from PE operating partners that ought to be taken from diligence to exit, and the go-to-market strategies they’ve used to foster success.
November 17, 2023
How Buyer Type Affects Deal Prep
When running businesses for private equity groups, Kevin Matkin, CEO of Maysteel Industries LLC says what's often important when preparing for a sale depends on the buyer type. For a financial buyer,
November 3, 2023
Greater Diligence Means Greater Deal Prep
In the market today, there's been a change in availability of debt and the cost of that debt, says Mereo Capital Partners Managing Partner John O'Hare. There's also an issue of meeting seller
October 27, 2023
The Search For Clean Deals
No deal is perfect, but Dan Weingartz, CEO of W&P Management, says that it's just gotten to where there needs to be cleanliness across everything — the financials, the strategy, the leadership and
October 13, 2023
When Selling, Ask Many Questions
As he was looking into selling Insight Publications, Publisher Brian Rasmussen had a lot to think about. Given his age, energy level, and a sense that, given the nature of his business, he wasn't
September 15, 2023
4 Tips For Preparing To Sell Your Business
Northern Lakes Capital partner Joel Grebenick share what sellers should consider when thinking about an exit.
August 10, 2023
Fit Matters More Under Increasing Deal Scrutiny
BMO Capital Markets' Dan McIntosh on how changing market conditions mean finding the right fit is the key to success.
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
May 12, 2023
Estate Tax Planning Considerations for Contemplated M&A Transactions
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
April 21, 2023
Sellers Must Believe In Their Projections
Foundation Wellness CEO Sean Williams on message control and the importance of believing in what you're selling.
April 21, 2023
The Importance Of A Good First Impression
Blank Rome's Louis Rappaport on best practices for gaining the upper hand in deals done in a highly competitive environment.
April 6, 2023
Changing Deal Conditions Require Buyer, Seller Adjustments
Babst Calland Attorney at Law Kevin Wills on how deals are being affected by economic headwinds and what both buyers and sellers are doing to keep deals flowing.
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.
January 27, 2023
The Impact Of Tax Structuring On A Deal
There have been times when tax issues had significant implications on deals for David Bovenizer, CEO of Lionheart Industrial Group LLC. Recently, he says, his company was trying to acquire a strategic target in the aerospace and defense sector. It was a good strategic match for the business, but the company had a lot of the hallmarks of a smaller company, including a lack of tax planning. It was a single individual owner C-corp, which meant there were fewer structuring options for a deal. And they also had issues such as a history expensing all their purchases and no inventory accounted for on the books.
December 9, 2022
Chris Whelan On Selling Health Express Urgent Care
Health Express Urgent Care Owner Chris Whelan on selling his business to South Shore Health System.
December 9, 2022
Value Proposition Tops List In Battery Solutions' Deal Prep
Battery Solutions CFO Craig Fishel on preparing for his company's sale earlier this year to Retriev Technologies.
November 4, 2022
The Value Of Preparation Before Liquidity Events
JBC Technologies' Joseph Bliss, Proformex's Lou Schneeberger, BNY Mellon Wealth Management's Ronald Ambrogio and BDO's Robert Berdanier on the value of preparation before liquidity events.
October 21, 2022
Diligence Your Buyer
Peter Bowe and Barbara Stewart Foundation's Peter Bowe, along with 7th Street Advisors' Andy Cohen and Slate Capital Group's Parker Davis, on the importance of evaluating your buyer and other practical tips for getting your house in order before the deal goes down.
October 21, 2022
Begin With The End In Mind
MATH Venture Partners' Mert Hilmi Iseri and Mark Achler, along with UBS's James Jack and Michael R. Gatewood, share valuable personal lessons learned over several successful M&A exits.
October 7, 2022
Shifting Perspective When Bringing On PE
Serial entrepreneur Stephen Marshall on how founders and CEOs need to prepare their company, and themselves, for major events in a business's lifecycle.
September 30, 2022
Economic Uncertainty And Its Impact On Deal Readiness
Vytalize Health's Kevin Murphy, Vitalxchange's Charu Ramanathan, Gibson Machinery's Lee Gibson, Taft Stettinius & Hollister LLP's Brandi Weekley and MelCap Partners' Al Melchiorre on economic uncertainty and its impact on deal readiness.
September 30, 2022
Reprice? Or walk away?
Gray, Gray & Gray LLP's Derrick Rebello and McCarthy Capital's Bob Emmert, on the sell-side issues that give them pause in diligence.
September 23, 2022
Supply chain, HR, take on increasing importance in a deal
Mason Wells Senior Managing Director Jay Radtke on how to be an effective buyer in this hyper-competitive and ever-changing environment.
September 23, 2022
Tailor your M&A approach
IDEAL CEO and Director Steve Henn on getting an organization prepared for acquisitions.
September 9, 2022
Preparing for sell-side diligence
CMC Materials' Daniel Woodland on issues that arise when selling a business.
September 2, 2022
Build value through the team
Gray, Gray & Gray's Bryan Pearce on strategic business planning and building value in your organization.
September 2, 2022
Adjust your sale approach to new market realities
MiddleGround Capital's John Stewart, Doeren Mayhew's Aaron Partridge and Matthew Gurwin on how new market realities require sellers to be more prepared in order to maximize their company's value in a sale.
August 26, 2022
Pre-transaction must-dos for sellers
Kreischer Miller's Brian Kitchen on maximizing your deal success with pre-transaction tax structuring.
August 26, 2022
Preparing today for tomorrow’s sale
Onex Inc. President Ashleigh Walters on preparing today for tomorrow’s sale and the subsequent liquidity event.
August 11, 2022
When there's more than money to a deal
Orbus Past Chairman & Owner Simon Perutz on his former company's acquisition
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.
July 29, 2022
Breaking down the complexities of succession planning
Stradley Ronon Stevens & Young Partner Steven Scolari on succession planning and how to break the complex process down into something more manageable.
July 22, 2022
Diligence is a two-way street
Foundation Wellness' Sean Williams, Aon's Perry Papantonis, and Gridiron Capital's Joe Saldutti and Sean Kelley on maximizing value in a sell-side transaction.
July 6, 2022
Preparing yourself to prepare for a sale
Prospect Partners' Louis Kenter on steps a business owner should take to prepare to sell their company.
July 6, 2022
The economy's impact on deal readiness
Honigman's John Kanan, Wälzlager Industriewerke Bulle A.G.'s Kal Beidas, MSX International's Fred Minturn, Aon's Vipul Patel and BDO Consulting Group's Robert Berdanier discuss economic uncertainty and its impact on deal readiness.
July 6, 2022
A shifting M&A market
Fifth Third Securities' Matt Francati, Cyprium Investment Partners' Beth Haas, Signet Enterprises' Anthony Manna and Oswald Companies' Jeff Schwab on mitigating risk and navigating current trends in today's volatile sell-side environment.
June 30, 2022
The Advantage of Strategic Planning in M&A Transactions
Huntington's Dan Griffith and Jim Altman, Loretta Benec (formerly with The ExOne Company), IPEG Industrial Group's John Erkert and McGuireWoods' Penny Zacharias on the power of strategic planning in M&A.
June 29, 2022
Navigating Deal Complexities
Mad River Associates' Andy Horne, Eliassen Group's David MacKeen, WJ Connell's John Stephenson and CMBG3 Law's John Gardella on how to effectively prepare yourself and your company to get deals done.
May 19, 2022
The rise of cyber diligence
Aon Risk Services' William Shortt, along with Ice Miller's Reena Bajowala, Guaranteed Rate's Darin Hurd, Chicago Bears' Justin Stahl and Aon Risk Services Che Bhatia, on the rising importance of cyber diligence in M&A transactions.
April 8, 2022
Value Creation Throughout the Deal Lifecycle
RTC Partners' Tony Brindisi and Plumb Line Capital's Matt Lindberg, along with RSM's Steve Menaker and Luis Galarza, explain how they approach valuation creation, as well as current trends you can apply to your next deal.
April 1, 2022
SPAC teams must be able to go the distance
Bill Finn and Odeon Capital's Eric Gomberg, along with DLA Piper's Matthew Gorra and Penny Minna dig deep into SPACs, offering advice from the trenches.
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.
December 2, 2021
Transaction Readiness in a Post-COVID World
Mike Baird, John Mastrantoni, Floyd Trouten and David Black assess ways to strengthen the core of your business by addressing common challenges faced by middle market companies.
August 19, 2021
Supply chain issues and the threats they present in M&A
David Iwinski, managing director at Blue Water Growth, talks about the supply chain issues between U.S. and Chinese companies, how they’re affecting M&A transactions and offers strategies for rooting out supply chain risk ahead of, and during, a transaction.
July 21, 2021
Quick prep and deal killers
Bethany Michel, managing director at the Harbour Group; Vic Richey, CEO of ESCO; Bo Butters, principal at CLA; and John Chalus, director – corporate advisory, at BMO Harris Bank; talk about deal preparedness.
May 21, 2020
UBS’ Jerry Johnson sees deals and capital flowing, although with some renegotiation
UBS Managing Director and Market Head Jerry Johnson shares his view of the market and what's happening with capital flow in the M&A space.
January 8, 2020
Successful Integration Requires Upfront Planning
Sean Morris talks about how he prepared Pulse Therapeutics for a merger, and worked to maintain value for everyone involved.
January 2, 2020
Gen Cap America’s Lamar Stanley on finding the right buyer
You have to begin with the end in mind, says Stanley, who sources deals for the Nashville-based private equity firm.
December 18, 2019
Edward Chan on how to achieve just the right level of transaction preparedness
1315 Capital's Edward Chan talks deal prep — who to hire, when not to hire, how to prepare and how not to prepare your company for a sale.
December 4, 2019
Thompson Street's Jack Senneff: The Ins And Outs Of Deal Prep
Thompson Street Capital Partners Managing Director Jack Senneff offers his perspective on deal readiness — what owners should do, and not worry so much about doing — ahead of a potential transaction.
