Reading Time: 4 minutes Here are a few tricks and tips on how to not let your employees, customers, and competitors know that you’re selling your company.
Life After a Sale – 3 Common Paths
Reading Time: 5 minutes Life after selling your company may not look how you expect, and not having a plan can hold you back. Here are the three most common paths sellers take post-sale, and how to make sure you are ready.
How to Level Up Your Business in 2024
Reading Time: 7 minutes There 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 minutes In 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 minutes Price 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.
6 Points to Consider When Choosing Between Multiple Buyer OffersRead More
Creating Projections – My Easy 10-Step Guide for Those Who Need Them Fast!
Reading Time: 7 minutes No 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 minutes If 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 minutes When 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 minutes My 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 minutes I 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!