How To Improve Valuation Prior To A Sale
If you’re even considering selling your business, you’ve probably wondered what you can do to increase your valuation before going to market. While no single tactic is guaranteed to boost your valuation, there are a few predictable ways to position your business for a stronger outcome. In this week’s newsletter, we’ll break down: 3 key […]
What To Do With Off-Market Offers?
If you own a successful company, odds are you’ll eventually get a call or email about acquiring your business. In this week’s newsletter, we’ll unpack how to strategically approach unsolicited offers with: 3 common traps owners fall into 2 frameworks to evaluate the opportunity 1 action you can take now to regain control 3 Mistakes […]
Lack of Accurate and Defensible Financials: The #1 Deal Killer
Messy books are one of the most common and costly reasons deals fall apart. Even if your business is thriving, unclear or inconsistent financials can erode buyer trust, stall negotiations, and shrink your valuation. In this week’s newsletter, we’ll cover: 3 reasons investor-ready financials matter more than you think 2 frameworks to assess your financial […]
Beyond Profit: What Buyers Really Want From a Deal?
When owners think about selling, they tend to focus on profit. But while profitability matters, it’s rarely the deciding factor. In many cases, buyers are looking at a variety of factors when assessing your value. In this week’s newsletter, we’ll unpack: 3 factors buyers value even more than profit 2 frameworks to help you assess […]
How to Build Your Deal Team for a Clean Exit
A clean exit starts with the right team. Even the most successful founders need help navigating the complexity of a sale. But many owners wait too long, or rely on advisors who aren’t built for M&A. In this week’s newsletter, we’ll cover: 3 truths about why the right team makes or breaks the deal 2 […]
How We Run A Competitive Process
One of our guiding philosophies is: “We don’t tell the market what your business is worth. We structure a process that makes buyers show us.” Now, this might sound counterintuitive. Many people reach out to an M&A advisor because they want to know how much their business is worth (ie, what’s the price). This week’s […]
What an M&A Advisor Actually Does
You might assume an M&A advisor’s main job is to find a buyer. But the best advisors do far more than make introductions. A great advisor guides you through the entire exit process, from preparation to close. In this week’s edition, we’re unpacking what an M&A advisor actually does. 3 surprising insights about the advisor’s […]
Deal Structure – Understand How You Get Paid
Most owners focus on the purchase price when thinking about a sale. But that “headline number” rarely tells the full story. In M&A, deal structure (ie how and when you get paid) can have a bigger impact on your outcome than price alone. In this week’s issue, we’ll break down: 3 insights that could change […]