Reading Time: 4 minutesOne of the most important questions every business owner should ask themselves in advance of a sale is whether they plan on staying or leaving post-transaction.
From Planning to Profit: A Comprehensive Guide to Successful M&A Transactions
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.
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Doors to The M&A Academy Are Opening Soon!
Reading Time: 3 minutesWe will be releasing my M&A course, Ready…Set…SELL, at the end of July 2023! Get on the waitlist to be a part of the founding class, who will get a variety of perks.
6 Key Points That MUST Be in Your M&A NDA
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.
My Office Just Burned Down to the Ground – The 6 Documents You Should Store In The Cloud NOW
Reading Time: 4 minutesThis was a real text I received from a colleague. Here is a warning on the top documents you should focus on locating and storing in the cloud NOW, so you aren’t left hanging in the case of an emergency!
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.
Top 10 Tips: How to Create Financial Projections or Forecasts
Reading Time: 7 minutesProjections are a critical step in selling your business (especially for top dollar). Here are 10 tips/best practices for creating financial projections or forecasts (as well as a few things to avoid).
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