Rollover Equity: What Is It and Why You Should Consider

Two individuals in a business setting with a large computer screen displaying a graph related to maximizing returns, alongside symbols of currency and coins, indicative of financial growth or analysis.

Rollover equity can sometimes be the most important part to consider when selling your business. This potentially lucrative element of an agreement can not only provide stronger assurance of future performance to a buyer but can also generate significant incentives to a seller looking to stay in place with a multi-year commitment. What exactly is […]

Navigating the Due Diligence Maze: A Guide for Business Owners

Illustration of a concept map centered on "due diligence," surrounded by related elements such as analytics, management, files, agreement, exploration, business sales, risks, and a handshake, depicted on.

Embarking on the journey to sell your business or explore private equity investment is akin to steering a ship through uncharted waters. For entrepreneurs who have meticulously built their businesses from the ground up, the prospect of due diligence can be both intriguing and overwhelming. In this article, we delve into the nuances of how […]

Understanding the Importance of Post-Acquisition Integration

A traffic sign on a highway with blurred motion, illustrating post merger integration.

Post-acquisition employee and customer integration is where the rubber hits the road and often determines the ultimate success of the acquisition. I’m a current M&A advisor, having successfully sold my business after 15 years. In my career, I have seen deals that look so good on paper fall apart because the integration of the operations, […]

The Indispensable Benefits of Using an M&A Firm

Two business people from an M&A Firm shaking hands over a desk, discussing the benefits of business transitions.

For entrepreneurs who have poured their blood, sweat, and passion into building a business from the ground up, the prospect of selling or seeking private equity investment can be both exciting and overwhelming. As the decision-makers of their enterprises, many business owners face a pivotal question: Why should they enlist the expertise of a Merger […]

The Case for Curiosity: Maybe Not for Cats, But Definitely for People

A monochrome photograph of an old-fashioned airplane soaring above a rural area.

Someone once called curiosity “the spark behind the spark of every great idea.” Though it is said to have killed the cat, curiosity’s effects on humans and human achievement are altogether different. It inspires, informs and is ultimately the one thing that brings transformation — if we embrace it. Unfortunately, often the amazing is camouflaged […]

Knowledge vs. Wisdom

A man demonstrates the contrast between knowledge and wisdom by standing on top of a head with a plant growing out of it.

“All the riches of the world are yours if only you seek wisdom.” Education can be divided into two facets of learning: one is knowledge, and the other is wisdom.  Knowledge comes from the books, lectures, etc. we have in class. Wisdom is this knowledge put to practice through our life experiences teaching us universal truths.  […]

Keeping it Competitive: 4 Benefits of Competition & 1 Major Threat

A group of competitive business people racing down a path, fueled by the benefits of competition and determined to overcome the major threat.

Everyone likes to win. However, one thing all winners understand is that by competing against those who are better than you, your game improves. It is universally acknowledged — from the classroom, to the playing field, to the marketplace — that healthy competition tends to make things better for everyone. How Does Competition Make Us Better? Competition spurs […]

Critical Decision-Making

A businessman making critical decisions on a winding road.

With greater authority comes great responsibility; the two go hand in hand. Eventually you are working on two things – putting out fires and vision. If you are not careful to protect your time to allow for creativity, the fires quickly overtake vision. In a growing business, your job comes down to a plethora of daily […]

Stay On Target: A Mindset of Clarity

Two businessmen holding phones trying to communicate

He had already won a gold medal and was on the threshold of a historic second gold in the shooting competition at the 2004 Olympic Games in Beijing. Then, the unimaginable happened. American Matthew Emmons, with only his final shot remaining to capture the gold medal, took aim and shot the wrong target. He dropped […]

What Entrepreneurs Can Teach Us

An image of the word entrepreneur, teaching us valuable insights.

“You can have, do, or be anything you want,” states Dr. Joe Vitale, metaphysician marketing specialist, and author of The Secret.  If you know the force that causes all things to happen and how to harness the power for its proper use, you can have the life you desire. We live in the greatest country in […]