This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
Thus far in the last 10 blog posts, we have discussed what M&A is, its success metrics, types of acquirers and value creations, capital structure, debt, and equity. In Blog #02 of the M&A series, we discussed SWOT analysis. and (4) support long-term business strategy. and (4) support long-term business strategy.
Sun Acquisitions is pleased to announce the successful sale of AMIC Global, Inc. Sun also provided advisory services throughout the diligence period. After the sale of the business, Larry noted, “AMIC is an outstanding business built around quality products and will have a strong legacy going forward at CSI.
Sun Acquisitions is pleased to announce the successful sale of Larry’s Cartage Co., After the sale of the business, Matt noted, “Larry’s Cartage Co., We work with clients that are interested in the confidential sale, acquisition, or valuation of privately held companies. Multimodal Group. Larry’s Cartage Co, Inc.
After the sale of this business, Matt Brunstrum noted, “We are pleased to help sell this very successful landscaping business. We work with clients that are interested in the confidential sale, acquisition or valuation of privately held companies. Matt Brunstrum was the lead advisor and managed all aspects of this client engagement.
Whether it’s due to retirement, a desire for a new challenge, or seizing a timely opportunity, the sale of a business is a critical decision that requires careful planning and execution. What do you hope to achieve through the sale? Defining your goals will serve as the compass guiding your decisions throughout the process.
Contemplating the sale of your business is a transformative decision that requires strategic planning and careful evaluation. There are many complexities involved in the effective and successful sale of a business.
It can be a daunting process, but with the help of the right advisory team, it can be a lot easier. The right team can help you prepare your business for sale, find the right buyers, negotiate the best price, and more. In this blog post, we will discuss finding and choosing the right advisory team to help you sell your business.
However, with the right mindset and strategic approach, entrepreneurs can maximize the profitability of their business sales. Strategic Preparation: Lay the Foundation for Success A profitable business sale begins long before the negotiations start. Their expertise can drive a profitable deal and address unforeseen challenges.
In one of our previous posts, we looked at how to sell a business , but in this blog, you’re going to learn how to sell a business privately. Rule #1 Get The Business Ready For Sale At Least 1 Year In Advance. And the initial step is usually getting the business into a state of readiness for sale at least 1 year in advance.
Selling or growing your business requires careful preparation, the right advisory team, and strategic foresight. Business owners often dont know where to start with these steps when considering a sale or investment deal. What are the key terms I should negotiate in a sale or investment deal? How do I handle confidentiality?
CPFD had an extremely bright and capable team, but the company didn’t have the sales and marketing DNA to transform the novel technology into a rapid uptake business model without significant investment, or without finding a buyer that had that expertise. After going through the sale preparation process, what was the outcome for the owners?
Mike brings 25 years of experience in business ownership that includes start-ups, turnarounds, acquisition and sale of companies, specifically within media and IT industries. Mike specializes in establishing strategies for maximizing enterprise value and positioning a company for a sale to a synergistic buyer.
These opportunities include: geographical expansion outside of the Chicago area, implementation of marketing strategies and a sales team, and the expansion of machining services offered to their current loyal customer base. We work with clients that are interested in the confidential sale, acquisition or valuation of privately held companies.
In this Q&A, we discuss how the owners prepared for a sale, which involved untethering two intertwined businesses while also ensuring that the buyers aligned with the Company’s strong culture. What steps did you take to prepare for the sale? Tell me about Alpha Systems and why you were interested in working with the company?
Ken brings over 30 years of experience in executive leadership, sales and operations. After his time as a business intermediary, Ken held several executive leadership positions with expanded sales and operations. Ken’s career began as a business intermediary selling privately held companies to investors.
This month, we share findings from a Tyton Partners survey of K-12 education executives, who offer insight into how their companies performed during the 2024 sales cycle. While companies felt the sharpest pinch from ESSER early in 2024, sales picked up during the latter half of the year as districts addressed delayed purchasing needs.
They offer a range of services, such as advisory, technology, and due diligence services to help business owners through the process. They offer a range of assets, such as Shopify businesses, WordPress blogs, other content sites, and iOS or Android apps. Flippa is an online marketplace that specializes in the sale of digital assets.
We work with clients that are interested in the confidential sale, acquisition or valuation of privately held middle market and main street companies. Our professionals have significant experience and knowledge to thoroughly guide clients through each stage of the sale or acquisition process.
In this blog post, we will explore key strategies and considerations to maximize the return on your privately held business when engaging in M&A activities. Assemble a Strong Advisory Team: Enlisting the support of experienced professionals is crucial in navigating the M&A landscape.
This blog sheds light on the key players you’ll encounter on this journey. By understanding the unique strengths and challenges each stakeholder brings to the table, you can make informed decisions to ensure a smoother, more successful sale. Selling your business is no walk in the park.
Our recent blog posts have covered the private equity boom in insurance brokerages , however, the reality is that the vast preponderance of insurance brokerages (probably over 95%) have revenues under $5 million annually. Stay tuned for the next blog post, which will discuss the anatomy of a transaction – “How Transactions Are Structured.”
FOCUS Managing Director, Jeb Connor, who leads the Sale Prep Advisory practice and Anna Brumby White, Principal in the Business Services group, provide insight into the due diligence process and ways to make it smooth and successful. Anna can be contacted at anna.brumbywhite@focusbankers.com.
When decoupling advice from the sale of products, you should also look at your advisor compensation model to align it to service or advice provided versus products. 1] [link] [2] [link] The post Lead with advice and let products take a backseat appeared first on Accenture Capital Markets Blog.
As an example, for California specific requirements, see our prior blog post Non-Competes for California Employees in M&A Deals: Don’t Fudge It. 280G Gross-Ups in Public Company Sales. To date, we have not seen ISS or Glass Lewis recommend against sale transactions solely because of the inclusion of gross-ups.
A thorough evaluation should include an analysis of your target market, customer base, sales history, and financial performance. This could involve agreeing on an employee retention plan, setting up an advisory board, or getting legal advice on the sale.
Before you begin the sale process, it is critical to think about what an ideal outcome looks like for you and the company. The timing of the second sale will depend on when the platform company achieves the desired growth targets and investment returns, but it typically averages five years. How Do You Envision Life Post-Transaction?
In our strategic advisory business on the buy-side and sell-side, we have advised on nearly 400 closed transactions over the past three years. The amount of the increase is quite striking (nearly 13% over the past 3 years) and has spanned the entire industry, from the sale of small agencies to private equity recapitalizations and mega-sales.
A good case study of why it’s essential to be mindful of who you sell to and the equity you give up can be seen in the following story: In 2006 Greg Alexander founded Sales Benchmark Index (SBI) a growth advisory firm. He gave two of his employees a 25% stake each in the company. When to Sell a Business.
During the transition, I remained the VP of Marketing while a new leadership team, including a CEO, CTO, CFO, and VP of Sales, were brought on board. Many marketing departments work in silos – I encouraged cross-functional collaboration with sales, product development, and customer success.
Senior advisors play a key role in client relationship management, strategic advisory, market research, networking, team collaboration and risk management. I advise them to be realistic about timetables, financial expectations, even the reality that after the sale, they won’t be directly overseeing their employees anymore.
Senior advisors play a key role in client relationship management, strategic advisory, market research, networking, team collaboration and risk management. Prior to the sale of the company to ABRA, now Caliber Collision, he was president and COO, operating 12 facilities encompassing two states, with sales exceeding $30 million.
(Otherwise Known as “How Acquisitions Are Structured”) Our November blog post asked how a smaller agency can take advantage of the tsunami of private equity investment in insurance brokerages. We thought it would be helpful to write a blog post outlining how acquisitions are typically structured in the current environment.
They learned a lot about running a business and making sales. Gia has also taken a unique approach to their advisory business. Whether it is finding a new opportunity, creating a unique advisory business, or simply enjoying the process, thinking outside the box can help us achieve our goals. Abraham is an example of this.
Do not use your company email to discuss anything regarding the sale with anyone. After the sale your email and files will become the property of your buyer. And soon, Baby Boomers are going to a big percentage of all the businesses for sale. 15.4.3 Do not feel uncomfortable to push back.
We have had clients effectively use product advisory councils, focus groups or live sales situations to refine and finalize their price. Conclusion Whether you’re considering a price increase or decrease, taking a rigorous approach following these best practices will ensure your price strategy is an extension of your value proposition.
Introduced by Blueprint Partners, an investment advisory firm in Traverse City, Marsh chose FOCUS to find the best buyer due to their expertise in the automotive sector and their track record of successful transactions. In the end, Marsh found that fit in Serra, another family-owned business. with revenue of more than $3.4
We have had clients effectively use product advisory councils, focus groups or live sales situations to refine and finalize their price. Conclusion Whether you’re considering a price increase or decrease, taking a rigorous approach following these best practices will ensure your price strategy is an extension of your value proposition.
Doing so can increase sales and make marketing campaigns more efficient. Sales and Marketing: Using the information it gathers and analyzes on each individual customer, AI can then generate highly targeted, personalized marketing campaigns, including written content, logos, and other messages, even photos and videos.
Checklist Item #6 Sales and marketing: How does the company conduct its marketing? It will make the work easier for yourself and your M&A advisory team. Checklist Item #5 Growth prospects: Where is the business headed? What does the market look like? What growth opportunities lie ahead? How can you take more market share?
This blog post discusses the critical importance of AI within the SaaS space. Its content assistant tool, powered by generative AI and NLP, aids in content creation for marketing and sales. But, as with any significant change, it introduces a set of challenges and responsibilities. tool, enhancing customer interaction.
Important differences among types of rollover equity can include: How they accrue value, Their priority for payment in a sale or bankruptcy, and Any rights or obligations attached (ability to sell, requirements to remain in practice, etc.).
We organize all of the trending information in your field so you don't have to. Join 38,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content