Successful Acquisitions

JULY 17, 2023

In this article, we will delve into key insights shared during our recent webinar series, examining the factors that make business owners decide to sell. The transition or sale of the business can help resolve this paradox, remove the wedge between family relationships, and simplify estate and financial planning.

Business 98

Business Sale M&A Advisory 98

Successful Acquisitions

FEBRUARY 21, 2023

Introducing Your Selling Equation By Brian Goodhart, Director of Capstone’s M&A Advisory Services Your Sales Equation = ∑ (V, I, T, O, S) Recently I was re-reading Successful Acquisitions , by Capstone CEO David Braun and I happened across his comment that “All businesses are for sale, if you have the right equation.”

Sale 52

Sale Business M&A Advisory 52

Successful Acquisitions

JUNE 22, 2023

Satisfying Personal, Professional, and Financial Needs When discussing a potential sale, attorneys should consider the personal, professional, and financial needs of the business owner. It is also important to assess whether the current team members possess the specialized expertise required for the transaction.

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Business Accountant M&A Advisory 52

Software Equity Group

APRIL 4, 2023

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.

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Sale Book-building Business M&A 52

Devensoft

AUGUST 24, 2023

Use webinars, tutorials, or guides to showcase the value of using products/services together. Collaborative Sales Teams: Foster collaboration between sales teams from different entities. Collaborative Sales Teams: Foster collaboration between sales teams from different entities.

Business 52

Business Collaboration Mergers and Acquisitions Management 52