Monthly eNewsletter

Success Fees When Selling a Business The continual upheavals in the market today have forced many business owners to re-evaluate their expenses. In many cases, those expenditures that are not directly related to revenue are decreased such as marketing, training, and hiring budgets. When it comes to selling a business, it is hard not to

The recent bank collapses have triggered large waves of additional uncertainty throughout our economy, already weakened by increasing inflation and interest rates. While our firm represents primarily lower middle market, privately held businesses, these unexpected shifts in the banking system have had direct impacts on the sale of businesses regardless of the size. Yet, even

Our firm meets regularly with business owners who have had their businesses valued by a 3rd party. While these valuations can provide some good insights, invariably, the valuations often don’t adequately address the intangibles in the business that go beyond the financial statements. Of course, there are exceptions, but too often 3rd party valuations fail

When an offer is presented to a seller, how the buyer plans to address working capital is an important consideration. As the cost of capital has increased over this past year, working capital has become more and more of a negotiation point between buyers and sellers. Without a good understanding of the working capital requirements

As 2022 comes to an end and we look back on the challenging economic turns we’ve had this year, the ability for a business owner to predict trends going forward and to figure out the right time to sell has become even harder. In our conversations with owners, in many cases, the right time is

What a difference a half a year can make! I just returned from the M&A Source conference in San Diego this past week. These valuable biannual conferences bring together M&A advisors from across the nation for in-depth workshops, specialized training, and exclusive education. At our last conference, held back in May here in Denver, the

As we move into the last quarter of 2022, few would argue that market uncertainty has substantially increased to a level that have caused many in the process of buying or selling a business to push away from the closing table and take a “wait and see” approach. Our firm works with businesses across many

With the corporate tax deadline extension of September 15th behind us and many accountants taking a much-needed break, it may be an opportune time to schedule a strategy meeting with your CPA if selling is a consideration in the next 3-5 years. Over the past few months, our firm has experienced a substantial increase in