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

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. Here are 10 crucial questions to ask to ensure you choose an advisor who aligns with your goals: What experience do you have with businesses in my industry and […]
Adjusted EBITDA: What Is It and Why Does It Matter?

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

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 […]
Rollover Equity: What Is It and Why You Should Consider

Rollover equity can sometimes be the most important part for a business owner to consider when selling their 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 […]
Navigating the Due Diligence Maze: A Guide for Business Owners

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

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

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

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

“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

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 […]