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Advisor Selection

You are here: Home / Archives for Advisor Selection
A business man wearing a football helmet and carrying a football runs down a brightly-lit football field.

How to Tell If Your M&A Advisor Is Actually Leading the Deal

February 19, 2026 //  by Linda Rose

Reading Time: 4 minutesA story about how the wrong advisor can cost you time, leverage, opportunity, and money. And how to know if your advisor is a deal coordinator or a deal quarterback.

How to Tell If Your M&A Advisor Is Actually Leading the DealRead More

Category: UncategorizedTag: Advisor Selection, Buyer Calls, Deal Timing, Due Diligence, LOI, M&A, M&A Advisor, mergers and acquisitions, Net Working Capital, Selling Your Business, True-Up

Why Every Founder Should Know Their Working Genius

November 19, 2025 //  by Linda Rose

Reading Time: 7 minutes(And why mine surprised me). Most leaders are not struggling because they’re “bad” at something. They’re struggling because they’re working outside their natural wiring.

Why Every Founder Should Know Their Working GeniusRead More

Category: UncategorizedTag: Advisor Selection, M&A, M&A Advisor, mergers and acquisitions, Personal Exit Readiness, Prepare to sell, Selling Your Business

The F Reorg Advantage: How Sellers Keep Life Simple in a Complex Deal

September 10, 2025 //  by Linda Rose

Reading Time: 5 minutesAn F Reorganization often gives both seller and buyer exactly what they want in an M&A transaction. But many seasoned buyers don’t know the option exists. Here’s what you should know as a seller.

The F Reorg Advantage: How Sellers Keep Life Simple in a Complex DealRead More

Category: UncategorizedTag: Advisor Selection, CPAs, F Reorg, F Reorganization, ISVs, M&A, mergers and acquisitions, MSPs, Selling Your Business, VARs

The Steps Owners Should ACTUALLY Take to Get Ready for an Exit

July 25, 2024 //  by Linda Rose

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

Category: UncategorizedTag: Advisor Fees, Advisor Selection, Customer concentration, EBITDA, EBITDA Adjustments, Financials, M&A, mergers and acquisitions, Normalizations, Ready...Set...SELL, Selling Your Business, Selling Your IT Services Company, Valuation

From Planning to Profit: A Comprehensive Guide to Successful M&A Transactions

June 24, 2024 //  by Katie Spokely

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

Category: UncategorizedTag: Addbacks, Advisor Selection, Data room, EBITDA Adjustments, GAAP, Get Acquired for Millions, M&A, mergers and acquisitions, Normalizations, Prepare to sell, Selling Your Business, Valuation

Another Transaction Closed…in 23 Days!

February 27, 2023 //  by Linda Rose

Reading Time: 4 minutesHere is the story – and lessons learned – from a transaction that closed in 23 days! To be fair, I was brought into the deal in progress, but we saved it from failure. Here’s how.

Another Transaction Closed…in 23 Days!Read More

Category: UncategorizedTag: Advisor Selection, Balance Sheet, M&A, mergers and acquisitions, Selling Your Business, Selling Your IT Services Company, Successes

Two People Sign and Shake - M&A Advisors RoseBizInc

Selecting a Technology M&A Advisor…Success or Disaster?

November 4, 2019 //  by Linda Rose

Reading Time: 7 minutesSelecting the right M&A Advisor 1 can make the difference between a great sale and a waste of time. Find an advisor that knows your buyers well and not just someone who has an extensive list they procured from some website they subscribe to, that they then use to email blast out your company information.

Selecting a Technology M&A Advisor…Success or Disaster?Read More

Category: UncategorizedTag: acquisition, Advisor Selection, M&A, mergers

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