Reading Time: 7 minutesI often see sellers question what to include in an NDA for an M&A transaction. Hint: you can’t just use your standard day-to-day NDA. Here are 6 things that must be in your NDA with a prospective buyer.
The Unsolicited Offer – Three Do’s and Don’ts You Should Know
Reading Time: 3 minutesIf you own a business, you’ll likely get unsolicited offers to buy your company. While random phone calls may make you roll your eyes, an unexpected offer from an acquaintance or peer may pique your interest. Here are three do’s and three don’ts that I think every owner should know about unsolicited offers.
The Unsolicited Offer – Three Do’s and Don’ts You Should KnowRead More
How to Compensate Your Team When Selling Out
Reading Time: 7 minutesYou sold your company – now how much should you compensate your non-shareholder management team or key employees? I think this falls into two categories: a sale bonus and a retention bonus.
Is an Individual or Management Team Buyout Right?
Reading Time: 5 minutesMany times, owners don’t want to look to the outside to sell their company or they have been approached by employees to purchase the company. It’s important to understand the challenges that come with this (called a management buyout or MBO), and how you may want to approach the situation.
Observations on IT Deal Flow for Q1 – Global Market Down 23%
Reading Time: 3 minutesHere’s a breakdown of what lower middle market M&A deals looked like in Q1 of 2022. While global M&A took a hit due to a variety of market factors, you may be surprised by lower mid-market trends.
Observations on IT Deal Flow for Q1 – Global Market Down 23%Read More
Top 3 Questions Every Seller Should Ask on a Chemistry Call
Reading Time: 5 minutesDuring “chemistry calls,” I always recommend sellers be prepared to ask buyers specific questions. Because time on these calls can be limited, here are the 3 most important ones, and what you should look for in their responses. You’ll also find the link to my full list of questions you should prepare to ASK and ANSWER.
Top 3 Questions Every Seller Should Ask on a Chemistry CallRead More
When Waiting for the “Right” Buyer Pays Off
Reading Time: 5 minutesWe know that “time kills all deals.” But does it make sense to wait for the “right” buyer if they’re dragging their feet? Here’s my take on when it’s right or wrong to wait for a buyer (based on a real deal).
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
It’s Time to Ditch the Women Owned Business Certifications
Reading Time: 6 minutesThis article is about the lesser-thought-about issues that arise when trying to sell a business with women owned business certifications, and how to mitigate those issues.
It’s Time to Ditch the Women Owned Business CertificationsRead More
When an Asset Purchase Can Be a Stock Sale
Reading Time: 6 minutesAn F Reorganization is a tool that allows for a stock sale to be treated as an asset purchase by the buyer, with added benefits for the seller. Here’s a high level view of what an F Reorganization is, why you might want it as a seller (or buyer), and a step-by-step breakdown of how it works.