Reading Time: 6 minutesAnd why it matters if you’re considering selling your business to a PE firm or a business backed by private equity.
How Long Do Private Equity Firms Hold MSPs and Tech Service ProvidersRead More
What Are M&A Advisor Fees in 2023 – 2024?
Reading Time: 6 minutesWhat do typical M&A fees look like? And how have they changed? I summarize survey results and takeaways from my personal experience as a technology M&A advisor.
Signed an LOI? Why You May Still Need an M&A Advisor
Reading Time: 6 minutesGetting the offer is a big step forward. But seeing its full potential can only be done with an experienced M&A advisor by your side.
Signed an LOI? Why You May Still Need an M&A AdvisorRead More
The Steps Owners Should ACTUALLY Take to Get Ready for an Exit
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
The Best Tax Loophole is Still Available for IT Companies
Reading Time: 6 minutesHere is how the Internal Revenue Code Section 1202 QSBS Gains Exclusion helps business owners avoid paying taxes on the taxable gains from the sale of their stock, and the requirements to qualify.
The Best Tax Loophole is Still Available for IT CompaniesRead More
Independent Sponsors vs. Private Equity: What’s the Difference and How Do You Pick?
Reading Time: 5 minutesIf 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
Mind Your Margins!
Reading Time: 5 minutesWhen it comes time to sell your company, buyers look very closely at vendor margins. Here are the main factors that they focus on.
Top Three Options When Selling Your Company: Strategic Sale, Merger and Roll-up to Private Equity
Reading Time: 8 minutesTechnology companies have so many more options when it comes time to sell. Here are the top 3 options I see IT owners presented with when selling their company.
Another Transaction Closed…in 23 Days!
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.
What Made This Latest Deal So Successful
Reading Time: 4 minutesA behind-the-scenes look at my most recently-closed IT M&A deal, that yielded a very high multiple, a short earnout period, and lots of cash at close.