From Hospitality Excellence to Healthcare M&A: An Interview with John Bergano

John Bergano, Director of M&A Services, West Coast at TREP Advisors, brings a unique perspective to business exits, having successfully navigated his journey from startup founder to strategic acquisition. We sat down with John to discuss his path from luxury hospitality to healthcare entrepreneurship, and how those experiences shape his approach to helping other business […]

Got an Unsolicited Buyer Inquiry? Don’t Respond Until You Read This

Just got an unsolicited offer to buy your business? Before you respond, ask yourself: Is this really your best buyer, or are they just fishing for information?

That unsolicited buyer inquiry might seem flattering, but responding without professional guidance could be costly. If you’re a business owner, chances are you’ve received an unsolicited buyer inquiry – an email or phone call from someone expressing interest in acquiring your company. Whether it’s from an individual or a private equity firm, it can be flattering. It’s […]

Do I Need an Industry-Specific M&A Advisor? Here’s the Truth

A person in a suit holds a magnifying glass over a smartphone displaying digital financial charts and trading indicators, highlighting the detailed analysis an M&A advisor brings to industry-specific transactions.

The most common questions we hear from business owners considering a sale are: ‘Do you specialize in my industry?’ and “Do I need an industry-specific M&A Advisor?” They are logical questions. After all, if you’ve spent decades building a successful business in a market segment that you know intimately, shouldn’t you work with an M&A […]

How to Tell Your Family You’re Selling the Business: A Guide

A group of eight people sit around a table in a modern office, engaged in a discussion about how to sell your business, with papers, notebooks, and coffee cups in front of them.

For many small- to medium-sized business owners, the decision to sell is one of the hardest they’ll ever make. The business may represent years of hard work, a family legacy, or even a core part of your identity. Telling your family you’re ready to sell can feel daunting, especially if they’re emotionally or financially tied […]

4 Essential Business Selling Insights Every Owner Should Know

A sailboat glides across calm water with a city and mountains, including Table Mountain, in the background at sunset—an inspiring scene for business owners seeking essential insights on selling your business.

Selling a business is a significant milestone that can mark the culmination of years of hard work, dedication, and growth. For business owners, the journey ahead is often filled with excitement and crucial decisions that will ultimately shape their future. Understanding the complexities of the selling process is essential, and being well-prepared can make all […]

Navigating the M&A Journey: A Roadmap to Successful Business Sales

A winding road curves through green hills under a bright sunset, symbolizing the journey of successful business sales, with distant mountains representing new M&A opportunities illuminated by golden sunlight.

Selling your business is one of the most significant decisions you’ll make as an owner. Using our M&A process roadmap can help you navigate this complex journey with confidence. At TREP Advisors, we’ve guided countless business owners through these critical phases, and we’re sharing our expertise to help you prepare for your own exit strategy. […]

Scared to Sell Your Business? How M&A Advisors Help Overcome Fears

When it comes to selling their business, owners often face a myriad of fears that can make the process daunting. Here are some of the most common concerns and professional business sale guidance from Rob Chepak, Partner and M&A advisor at TREP: Financial Uncertainty: Fear: Concerns about whether the sale proceeds will support the desired […]

10 Questions to Ask an M&A Advisor When Considering Selling Your Business

10 Questions to Ask and M&A Advisor

Deciding to sell your business is a monumental step, fraught with complexities and requiring meticulous planning. Engaging the right M&A advisor can make all the difference. Asking the right M&A advisor questions is crucial to ensure you choose an advisor who aligns with your goals. Here are 10 essential M&A advisor questions to guide your […]

Adjusted EBITDA: What Is It and Why Does It Matter?

A person in business attire reviews printed charts and graphs with a pen in hand, analyzing Adjusted EBITDA figures, while similar charts are displayed on a laptop screen in the background.

Adjusted EBITDA is a key financial metric that helps assess a company’s true operational performance by excluding one-time and non-cash expenses. This article will explain what adjusted EBITDA is, how it’s calculated, and why it matters for business analysis. Key Takeaways Understanding Adjusted EBITDA Adjusted EBITDA is designed to provide a clearer view of a […]

What is a CIM in M&A: Confidential Information Memorandum

A group of investors sitting around a table looking at graphs.

What is a CIM in the M&A world? A Confidential Information Memorandum (CIM) in mergers and acquisitions (M&A) is a vital resource for both sellers and potential buyers. It encapsulates a company’s key financial and operational details, providing a confidential overview to inform and persuade investment decisions. This article breaks down the essentials and how […]