Reading Time: 6 minutesHere is a scenario I see time and time again…. The owner has been running the company successfully for 20+ years and is now thinking about exiting. They share with the prospective buyers that they want to exit shortly after the sale. Buyer response……. Who is your 2iC and can they run the business?
Top 10 Due Diligence Request List for an LOI or IOI
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.
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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.