Reading Time: 6 minutes A 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 minutes Here 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 minutes If 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 minutes When 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 minutes Technology 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 minutes Here 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 minutes A 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.
The Unsolicited Offer – Three Do’s and Don’ts You Should Know
Reading Time: 3 minutes If 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
Observations on IT Deal Flow for Q1 – Global Market Down 23%
Reading Time: 3 minutes Here’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 minutes During “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