Reading Time: 4 minutes Most owners don’t pay themselves a market rate salary. So when it’s time to sell their business , they run into a decision of how to determine their post-sale salary. Here are thoughts and strategies to maximize your take-home value.
Indemnification Escrows, Holdbacks and Baskets
Reading Time: 4 minutes What you should know and expect when it comes to indemnification escrows, holdbacks, and baskets (tipping baskets and true deductible baskets) for M&A transactions. These offer security against reps and warranties.
Reps and Warranties – Time to Tell It All
Reading Time: 5 minutes What are representations and warranties? This is a part of the M&A process that can go under the radar, leading to an end-of-process scramble. Learn all you need to know about the process of documenting reps and warranties, including examples and when to start.
6 Key Points That MUST Be in Your M&A NDA
Reading Time: 7 minutes I often see sellers question what to include in an NDA for an M&A transaction. Hint: you can’t just use your standard day-to-day NDA. Here are 6 things that must be in your NDA with a prospective buyer.
Is the Rise in Interest Rates Impacting M&A in the Technology Sector?
Reading Time: 4 minutes U.S. middle-market PE firms have seen decreased deal count and value in 2022. Let’s look specifically at M&A activity in the IT sector, and what sellers could expect going forward.
Is the Rise in Interest Rates Impacting M&A in the Technology Sector?Read More
The Unsolicited Offer – Three Do’s and Don’ts You Should Know
Reading Time: 3 minutes If you own a business, you’ll likely get unsolicited offers to buy your company. While random phone calls may make you roll your eyes, an unexpected offer from an acquaintance or peer may pique your interest. Here are three do’s and three don’ts that I think every owner should know about unsolicited offers.
The Unsolicited Offer – Three Do’s and Don’ts You Should KnowRead More
How to Compensate Your Team When Selling Out
Reading Time: 7 minutes You sold your company – now how much should you compensate your non-shareholder management team or key employees? I think this falls into two categories: a sale bonus and a retention bonus.
Is an Individual or Management Team Buyout Right?
Reading Time: 5 minutes Many times, owners don’t want to look to the outside to sell their company or they have been approached by employees to purchase the company. It’s important to understand the challenges that come with this (called a management buyout or MBO), and how you may want to approach the situation.
Observations on IT Deal Flow for Q1 – Global Market Down 23%
Reading Time: 3 minutes Here’s a breakdown of what lower middle market M&A deals looked like in Q1 of 2022. While global M&A took a hit due to a variety of market factors, you may be surprised by lower mid-market trends.
Observations on IT Deal Flow for Q1 – Global Market Down 23%Read More
My Office Just Burned Down to the Ground – The 6 Documents You Should Store In The Cloud NOW
Reading Time: 4 minutes This was a real text I received from a colleague. Here is a warning on the top documents you should focus on locating and storing in the cloud NOW, so you aren’t left hanging in the case of an emergency!