Insights

A successful business sale depends on more than finding the right buyer — it depends on assembling the right team to get you there. For most business owners, this means engaging an M&A advisor, a lawyer and an accountant, each playing a distinct role. The M&A advisor leads the sale process end-to-end: preparing marketing materials,…

If you’re a business owner considering an exit, then it pays to have a sale readiness plan in place well ahead of time. While shareholder and business circumstances do vary, the types of topics to consider in a sale readiness plan are outlined below. 1. Manage any key person risks If you’re a key person…

While every transaction is different, most sell-side processes follow a similar sequence. Understanding these steps helps business owners know what to expect, and when. 1. Preparation: Before going to market, we work with the business owner to prepare marketing materials, a detailed financial data book and forecast, and address any obvious value gaps, while agreeing…