Monthly eNewsletter

Despite growing market uncertainties in the backdrop as our nation braces for another presidential election, our firm has seen an increase in business owners receiving unsolicited offers for their business. The changing M&A landscape (especially with technology and now AI) has produced many avenues for these types of offers making it more important than ever […]

With 2024 in full swing, we can reflect back on why 2023 was so challenging and better understand the primary factors that caused many transactions to fail. The M&A industry is very broad in terms of deal size, but according to Bloomberg Law the number of successful transactions in 2023 was the lowest year on

It’s that time of year again when business owners start reflecting on the past year while looking to the next, knowing in the back of their mind that they’re yet another year closer to the ultimate goal: transitioning the ownership of their business. Regardless of market conditions, more than half of owners of companies valued

The recent M&A Source fall conference in Charlotte, NC was well attended and provided some valuable insights into the current state of M&A. Despite the cost of capital remaining high this past year, activity continues to be healthy, but buyers remain cautious while they persevere in their search for quality businesses that are well prepared

Our firm frequently meets with business owners who are not ready to sell today but will need to sell over the next decade. The majority of these owners will be the last of the baby boomer generation who will want to retire in the next 5-10 years. It’s understandable, with high inflation and a looming

With market uncertainty increasing, when to engage with a Merger & Acquisition(M&A) Advisor is becoming even more important. Our firm often comes across business owners who could have made key strategic changes years ago that would have made the ownership transition much smoother and more profitable at the closing table. Because market and industry conditions

In the evolving world of business transactions, there remain 3 general types of professionals who play a critical role in facilitating successful transactions: Business Brokers, M&A Advisors (Mergers and Acquisitions Advisors), and Investment Bankers.  While these professionals often work in similar areas, they differ significantly in their roles, expertise, and the types of transactions they

In an uncertain economy, selling a business can be a challenging endeavor. One critical factor that can significantly impact the sale process is the pricing strategy. Overpricing a business in the hopes of the numbers “catching up” with the asking price may seem tempting, but it can lead to adverse outcomes.  The following are the potential negative