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.
Skipping the Lattes Won’t Make You Rich, But These Three Tips Will!
Reading Time: 4 minutesAs you work toward your yearly projections, 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
How to Continue North When Your M&A Deal Goes SOUTH
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
What Are M&A Advisor Fees in 2023 – 2024?
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.
Signed an LOI? Why You May Still Need an M&A Advisor
Reading Time: 6 minutesGetting the offer is a big step forward. But seeing its full potential can only be done with an experienced M&A advisor by your side.
Signed an LOI? Why You May Still Need an M&A AdvisorRead More
How to Protect Your Business Sale: 10 Scenarios That Can Delay or Kill Your Deal
Reading Time: 8 minutesHere are 10 common post-LOI scenarios that can kill a deal or delay it significantly, and how you can prevent them in the first place.
How to Protect Your Business Sale: 10 Scenarios That Can Delay or Kill Your DealRead More
How Long Will It Take You to Actually Exit?
Reading Time: 4 minutesSo, how should an IT business owner plan their timing to exit? There are three different parts of most M&A transactions that owners should consider.
The Steps Owners Should ACTUALLY Take to Get Ready for an Exit
Reading Time: 6 minutesA technology M&A advisor’s list of 6 things sellers should do to prepare to sell their company (as opposed to the things they THINK they should do).
The Steps Owners Should ACTUALLY Take to Get Ready for an ExitRead More
From Planning to Profit: A Comprehensive Guide to Successful M&A Transactions
Reading Time: 8 minutesThe most successful M&A transactions happen to those who plan and prepare in advance. But you need to know what to work on, and that is exactly what this checklist provides.
From Planning to Profit: A Comprehensive Guide to Successful M&A TransactionsRead More
The 2025 QSBS Update: How the One Big Beautiful Bill Expands Tax-Free Gains for Founders
Reading Time: 7 minutesHere is how the Internal Revenue Code Section 1202 QSBS Gains Exclusion helps business owners avoid paying taxes on the taxable gains from the sale of their stock, and the requirements to qualify.
The 2025 QSBS Update: How the One Big Beautiful Bill Expands Tax-Free Gains for FoundersRead More