The New Middle Market: How M&A Advisors Add Value

M&A is finally pulling itself out of the proverbial dark ages. The middle-market CEOs of today benefit from greater transparency, and therefore more insight into relationships and other deal-related information than ever before. Investors and buyers who wish to succeed take a proactive stance, connecting with CEOs to analyze opportunities. CEOs can now meet capital …

Think ‘want,’ not ‘whatever’ in business sale

Think ‘want,’ not ‘whatever’ in business sale By Scott Bushkie – CBI, M&A Advisor One of the key questions we need to ask when planning a business sale is, “How involved are you willing to be (or would you like to be) after a sale?” For some sellers, their knee-jerk response is “Whatever it takes …

For Value, Seek Boundaries Not Burnout

For Value, Seek Boundaries Not Burnout By Jason D Tuzinkewich – CBI, CM&AP Too often, I hear from business owners who “vacation” with their family, only to stay back in the hotel glued to a computer or phone while their spouse and kids have fun without them. Take the time to coach your management team …

Not All Contracts are Created Equal

Not All Contracts are Created Equal By Scott Bushkie – CBI, M&A Advisor What’s the value of a customer when it’s time to sell your business? The short answer: It depends. It depends on the length of your relationship, their percentage of your overall sales, and the contractual nature of the relationship. Contracts typically represent …

Invest in an Audit

Invest in an Audit By Brad Kirkpatrick If your business has sales of $10 million or more, have your financials audited for three years before you go to market. Even smaller businesses may find that an audit makes sense. Consider it an investment. With well-organized financials, audited by a respected firm, you will have a …

5 Easy Strategies for Boosting the Value of Technology Before a Sale

During mergers and acquisitions, apparently inconsequential technological issues can materially impact the ultimate value of the business. So how can you improve the value of your business by driving up the value of its technology? These five simple tips help you navigate the process, but they don’t address more complex issues, like technical debt, undiscovered …

Hire a Specialist

Hire a Specialist By Scott Bushkie – CBI, M&A Advisor I don’t just tell people to use a specialist and then go home and try to do things on my own. I just sold my house, and because of the licensing I need to sell a business, I had the proper credentials to sell it …

Know What You Need

Know What You Need By Jeff Kelling – M&A Advisor Get an estimate of value on your business. Then sit down with a tax accountant and figure out what you’ll net after taxes and fees. Next, meet with a financial advisor and talk about your ideal lifestyle and all the things you want to do …

Market and competition impact sale price

Market and competition impact sale price By Scott Bushkie – CBI, M&A Advisor Previously, I wrote about how to transform your company from one that sells at a three multiple to one that sells at a six. I reviewed some of the top factors contributing to your company’s sale price: customer concentration, quality of financial …

Know What’s Next When it’s Time to Sell

Know What’s Next When it’s Time to Sell By Rodney Ott – M&A Advisor When it’s time to sell, will you be running away or running to something? Selling your business can be a particularly scary time when you don’t know what you want to do next. You have a blank slate you can fill …