Reading Time: 4 minutesThis due diligence request list will help you understand what documents are required for due diligence and when a buyer is requesting too much info.
Top 10 Due Diligence Request List for an LOI or IOIRead More
Wait or Sell? Capital Gains are Your Answer.
Reading Time: 4 minutesBiden’s proposal for taxing capital gains as ordinary income has the potential to have a huge impact on investors, especially those with a relatively big investment in the stock or bond markets.
What is the difference between an Add-on, Bolt-on and Tuck-in? | Types of Acquisitions Part II
Reading Time: 4 minutes the majority of acquisitions today (and last year) for technology service providers have been either tuck-in or bolt-on acquisitions. More on those in a minute. But what about an Add-on acquisition?
What is a Platform Acquisition? | Types of Acquisitions Part I
Reading Time: 4 minutesI thought it would be worth talking about the different types of acquisitions we are seeing in the marketplace with technology service providers. Platform, Add-on, Tuck-in, Bolt-on
What is a Platform Acquisition? | Types of Acquisitions Part IRead More
4 Risky Types of High Concentration in Business | Avoiding Overconcentration Part 2
Reading Time: 4 minutesThere are forms of concentration such as vendor, geographic, industry and employee concentration that can also affect valuations depending on your size. Let’s take a look at them in detail.
4 Risky Types of High Concentration in Business | Avoiding Overconcentration Part 2Read More
The Risks of High Customer Concentration – Avoiding Overconcentration Part 1
Reading Time: 5 minutesHigh customer concentration occurs when a single customer or client accounts for 10% or more of your revenue, or when your largest four to five customers account for 25% or more of your revenue. Find out why this is bad and how to avoid it.
The Risks of High Customer Concentration – Avoiding Overconcentration Part 1Read More
Quality of Earnings Report – Why You Will Want One of These!
Reading Time: 8 minutesListen up, if you are really serious about selling your company for the highest price, then you really need to understand what a Quality of Earnings Report is (also known as Q of E). I didn’t do this for the sale of my previous company, and wish I had.
Quality of Earnings Report – Why You Will Want One of These!Read More
How Long Does an M&A Transaction for an IT Business Really Take?
Reading Time: 5 minutesHow Long Does an M&A Transaction for an IT Business Really Take? Honestly, I get this question a lot! And my answer is….. it depends on who the buyer is and how well you know them. Find out more.
How Long Does an M&A Transaction for an IT Business Really Take?Read More
5 Tips for Negotiating Earn-Out Agreements
Reading Time: 3 minutesGetting ready to sell your company? 90% of transactions I’ve worked on in the last two years have included an earn-out. Here are 5 tips to help you get the best possible terms and create a win-win for you and your buyer when finalizing your sale agreements.
Why Pay for an M&A Advisor if you Already Have a Buyer?
Reading Time: 6 minutesI didn’t hire an M&A advisor, but in hindsight it was probably one of the worst mistakes I made! Why didn’t I engage an advisor? I didn’t want to pay out any more of my proceeds and I was already paying a good chunk in legal fees.
Why Pay for an M&A Advisor if you Already Have a Buyer?Read More