Discover the latest updates in the world of forward-thinking investment banking.
News
Assembling Your Dream Team for a Successful Exit
Selling a Business, Exit Planning
The difference between no outcome and a great outcome in selling your business lies in your preparation as an owner, supported by your key advisors—your "dream team." Those who prepare well by filling in gaps and maintaining value acceleration throughout the deal will...
Taking Some Chips off the Table: How to De-Risk and De-Lever
Selling a Business, Owner Considerations, Exit Planning
One of the big reasons entrepreneurs come to us is that they’re feeling the weight of risk and liability on their shoulders more than they used to. Sometimes they just want to distribute the responsibility a bit and free up their time and energy, and other times the...
Should I Sell My Business or Hire a CEO?
Industry Insights, Exit Planning
Over the years, we've engaged with hundreds of entrepreneurs each wrestling with a pivotal decision: how to scale back their involvement without stepping away from the legacy they've built. This crossroads is no small choice: wanting greater freedom yet tied to the...
How to Prepare for Retirement as a CEO or Entrepreneur
Selling a Business, Owner Considerations
As a CEO or entrepreneur, you have likely spent years building your company from the ground up. You may have blood, sweat, and tears (literally) invested in your business. So, what happens when you're ready to retire? How do you prepare for retirement when you have...
The Role of Net Working Capital Target
Merger and Acquisitions, Education, M&A, Industry Insights
The Role of Net Working Capital Target in Cash-Free/Debt-Free Deals In the complex world of mergers and acquisitions (M&A), one term that often takes center stage is "Net Working Capital Target." This seemingly technical phrase holds immense importance, especially...
Should I Hire an Investment Banker
Should I hire an Investment Banker, M&A Advisor, or Business Broker? There comes a time in the life of every entrepreneur when a business transition is an inevitable reality. When this time comes, there are plenty of questions that need to be answered. What...
Videos