Reading Time: 7 minutesThere are a number of ways you can level up your business in 2024 – the question is whether time or money is more important to you right now. Here are some options organized by your priorities.
Choosing the Right Dance Partner: A Tech Leader’s Guide to Private Equity Offers
Reading Time: 6 minutesIn this guide, we shed some light on the different aspects of a PE firm that should factor into your decision to sell your company to them or not. Because it is not just about the money—it’s about finding the right dance partner.
Choosing the Right Dance Partner: A Tech Leader’s Guide to Private Equity OffersRead More
6 Points to Consider When Choosing Between Multiple Buyer Offers
Reading Time: 7 minutesPrice is only one aspect of deciding between multiple buyers and their offers to buy your company. If you have multiple offers at similar prices (which hopefully you do), you can use these 6 points to help you decide.
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Creating Projections – My Easy 10-Step Guide for Those Who Need Them Fast!
Reading Time: 7 minutesNo one wants to have to create a projection or forecast from scratch, so here are my 10 tips on how to create a quick and easy forecast that even a non-accountant can do easily.
Creating Projections – My Easy 10-Step Guide for Those Who Need Them Fast!Read More
Independent Sponsors vs. Private Equity: What’s the Difference and How Do You Pick?
Reading Time: 5 minutesIf you plan to sell your company, you may end up having your pick of buyer types. So, it’s important to understand the differences. Here are the differences between independent sponsors and private equity buyers, and how you might pick between them.
Independent Sponsors vs. Private Equity: What’s the Difference and How Do You Pick?Read More
The Second Bite of the Apple – Why Wouldn’t You Take It?
Reading Time: 5 minutesWhen selling your company, it’s worth it to negotiate or find a deal that offers equity. Here’s why, including example calculations to show you that “second bite of the apple.”
The Second Bite of the Apple – Why Wouldn’t You Take It?Read More
M&A Lessons From the Forest Floor
Reading Time: 5 minutesMy recent hike near Mount Hood reminded me of some important lessons that I can tie back to my role as a technology M&A advisor. I share them here.
When to Use (and NOT Use) an M&A Advisor
Reading Time: 6 minutesI share my perspective, as a technology M&A advisor, on when it is necessary and when it is unnecessary to use an M&A advisor when selling your company. My answer will likely surprise you!
Doors to The M&A Academy Are Opening Soon!
Reading Time: 3 minutesWe will be releasing my M&A course, Ready…Set…SELL, at the end of July 2023! Get on the waitlist to be a part of the founding class, who will get a variety of perks.
What a PE Firm Looks for in a CEO or Management Team
Reading Time: 6 minutesFor platform or portfolio acquisitions, PE firms look for specific characteristics in the CEO and the management team that will remain in place after the sale. Here is what is needed.
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