Mergers and Acquisitions for Technology Providers
Reading Time: 5 minutesBefore you sell your company, make sure your CPA is M&A-ready. Here are the key questions to ask to ensure you have the right accountant for the M&A process.
What to Ask Your CPA Before Going to Market (Hint: It’s More Than Just Tax Returns)Read More
Reading Time: 5 minutesThat capital gains tax hit that’s looming after you sell your company? It’s no small thing. Learn how a Deferred Sales Trust (DST) can help. Discover key benefits, how it works, and whether it’s right for your exit strategy.
Selling Your Business? Here’s How to Defer the Tax Hit and Keep More of Your WealthRead More
Reading Time: 3 minutesThe goal as a seller is to end up with at least two great offers that are so close in price and terms that the decision is no longer about money (a great sell-side M&A advisor can help with this). So, how do you decide between them?
Reading Time: 5 minutesNo, this is not clickbait. There really is such a thing as “naked tail” in M&A. And I have had more than one occasion where a seller is in need of naked tail insurance.
Reading Time: 6 minutesHaving the right kind of insurance during and after an M&A transaction is key to keeping yourself protected as a seller. Here, I break down two types of insurance that come up often: tail insurance and representations and warranties insurance.
Reps and Warranties Insurance Versus Tail InsuranceRead More
Reading Time: 4 minutesOne of the most important questions every business owner should ask themselves in advance of a sale is whether they plan on staying or leaving post-transaction.
Reading Time: 6 minutesWhat are the key components you should look for in a letter of intent? Here are the 15 most common items included in LOIs.
Reading Time: 4 minutesAs you finalize your projections for 2025, you want to consider more than just increasing top line revenue. Here are 3 tips to implement immediately to help increase your bottom line without adding even one more customer.
Skipping the Lattes Won’t Make You Rich, But These Three Tips Will!Read More
Reading Time: 5 minutesSo, your M&A deal died. What do you do now? Here is why most deals fail, and 10 things you should do after it does to keep moving forward stronger than ever.
How to Continue North When Your M&A Deal Goes SOUTHRead More
Reading Time: 6 minutesWhat do typical M&A fees look like? And how have they changed? I summarize survey results and takeaways from my personal experience as a technology M&A advisor.
