Reading Time: 7 minutesYou may not need an M&A advisor 1,000 days before selling your company, but you should know what to fix while you still have time.
AI Hasn’t Changed What Buyers Want. It’s Changed How Fast We Can Deliver It.
Reading Time: 10 minutesAI is changing M&A, but it might not be in the way you expect. Transaction timelines are shortening and expectations are shifting, but the best sell-side M&A advisors are evolving alongside it.
AI Hasn’t Changed What Buyers Want. It’s Changed How Fast We Can Deliver It.Read More
What the 2026 M&A Advisor Fee Survey Gets Right – And What Every Seller Still Gets Wrong
Reading Time: 7 minutesBusiness owners often spend far too much time asking what an M&A advisor charges and not nearly enough time asking how much value that advisor is capable of creating.
What the 2026 M&A Advisor Fee Survey Gets Right – And What Every Seller Still Gets WrongRead More
How to Tell If Your M&A Advisor Is Actually Leading the Deal
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
Why Every Founder Should Know Their Working Genius
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.
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!
3 Questions to Help You Decide Between an M&A Advisor and Investment Banker
Reading Time: 4 minutesAlthough it doesn’t take much time on Google to find information on the differences between a business broker, M&A advisor, and investment banker, here is a quick recap for you to save you a search. M&A advisors and investment bankers are similar in their offering. Both run a proactive process to sell your company that …
3 Questions to Help You Decide Between an M&A Advisor and Investment BankerRead More
Recap of M&A Panel at NexGen 2021: How MSPs Should Navigate the Red-Hot Mergers and Acquisitions Market
Reading Time: 4 minutesI was part of a diverse panel of M&A advisors and experts at the NexGen 2021 conference, where we discussed how MSPs should navigate the M&A market in 2021 and 2022. Here’s a recap of valuable insights in case you couldn’t make it.
Bumps in the Road…. After the Letter of Intent is Signed
Reading Time: 9 minutesGetting a Letter of Intent (LOI) signed with a company or individual you want to sell to is an accomplishment. Unfortunately, there are almost always bumps in the road before a deal is closed at the price and terms specified in the LOI. Here are some of the most common bumps that can appear, and what you can do to mitigate or avoid them.
Bumps in the Road…. After the Letter of Intent is SignedRead More