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Maintaining Confidentiality in M&A While Empowering Your Team
Many sellers are deeply concerned over confidentiality in an M&A process, and rightfully so. There are several stakeholders that need to be considered in this process, employees, customers, suppliers, lenders, and competitors to name a few. The M&A process is...
How to Avoid Seller’s Remorse in an M&A Deal
Business Valuation, Industry Insights, M&A, Owner Considerations
Many sellers enter the process of selling their private company with value expectations well above market as well as not being properly prepared. Then they wonder why they regret the results of the sale. You can avoid seller's remorse by doing the following things: 1)...
Absolute or Relative Earn-Outs in M&A Deals
Industry Insights, M&A, Owner Considerations, Business Valuation
In an M&A deal, an earn-out is an agreement between the buyer and the seller in which the seller agrees to receive additional payments—usually a percentage of the company's revenue or profits—based on the target company achieving certain financial milestones....
M&A Masters – The Key to M&A Success
Industry Insights, Merger and Acquisitions, Valuation, Education
Joseph Durnford | The Key to M&A Success | M&A Masters with Patrick Stroth from JDMERIT on Vimeo. The real key to a successful M&A transaction is understanding the reasons why the transaction should occur and understanding how to properly position a...
Why would you sell your company – Know your why.
M&A, Owner Considerations, M&A Education & Market, Strategic Advisory, Industry Insights, Selling a Business
Thirty years as a serial and parallel entrepreneur, having started, acquired, and sold 13 of my own companies after adding 22 acquisitions onto those companies (increasing enterprise value along the way) as well as advising hundreds of companies at JD Merit Investment...
Common Blind Spots in Building Business Value
Valuation, Education, Value Creation
Building a business that is transferable or sellable really begins when an owner launches a business with their eventual goals for exit --- do they indeed want to get value out of the business at some point in the future with a sale or do they have a vision for...
5 Reasons Why Most Business Owners Fail to Sell Their Companies
Selling a Business, Managing Risk, M&A, Owner Considerations, M&A Education & Market, Strategic Advisory, Industry Insights
If you're a business owner, you know that retirement is one of the main goals of running a successful company. After all, 75% of business owners equate the sale of their business with retirement. However, many will miss their window based on their state of readiness...
Who Benefits from the Sale of your Company?
Selling a Business, M&A, Owner Considerations, M&A Education & Market
Who benefits from the sale of your company? You! Monetizing your life's work is the penultimate achievement of a CEO / Entrepreneur. Certainly, statistically, most companies will liquidate vs. sell for a multiple of earnings or revenue. Let's look at the shortlist of...
Take Share to Gain Value
Managing Risk, Education, M&A, M&A Education & Market, Exit Planning
Despite most Middle market firms performing well compared to their larger publicly traded compadres, Interest rates, inflation, and other global considerations are pressurizing M&A values. The anecdote for business owners seeking to exit will be creating space...
Managing Emotions in an M&A Deal
Industry Insights, Managing Risk, Education, M&A, M&A Education & Market
When you’re gearing up for—or are in the middle of—the sale or merger of your private company, you are putting yourself into an elite group of entrepreneurs who are achieving what many others have failed to do. Pursuing an exit is hard. It’s even harder when you are...
Questions You Should Ask When Selecting Your Investment Bank
Industry Insights, Education, M&A, M&A Education & Market
This may not be the first time you’ve ever asked yourself, “Is he/she the one?” However, picking the right investment bank and lead investment banker to represent your potential deal to the marketplace is one of the most critical decisions you'll make in your...
20 Questions Prospective Buyers Ask
M&A, M&A Education & Market, Strategic Advisory, Merger and Acquisitions
How Does Your Company Rate? 20 Questions Prospective Buyers Ask Before you put your business up for sale, you need to be prepared to evaluate its status from a number of different perspectives besides your own. Much of what you know about your own company is...