Post-Acquisition Integration: Turning a Purchase into Long-Term Success
The signing of the purchase agreement is not the finish line—it’s the starting point of a new chapter. For business owners stepping into an acquisition, what happens after the deal closes is just as important as the transaction itself. The post-acquisition phase is where value is realized, relationships are built, and strategy is put into…
Read MoreOwner Involvement in M&A: Striking the Right Balance for a Successful Sale
One of the most common questions business owners ask when preparing to sell is: “How involved will I need to be?” The answer, while nuanced, is simple at its core—your involvement is critical to the success of the transaction. A Demanding but Focused Role The M&A process is complex, requiring your attention, decision-making, and presence…
Read MoreHow to Increase the Value of Your Business Before a Sale
Selling a business is a major financial and strategic decision, and the steps taken before going to market can significantly impact valuation and deal outcomes. Buyers evaluate businesses based on profitability, risk, and growth potential, and sellers who proactively address these areas are more likely to command a higher purchase price and close deals efficiently.…
Read MoreHow to Attract Multiple Buyers and Maximize Competition in an M&A Sale
Generating interest from multiple buyers is one of the most effective ways to maximize valuation and improve deal terms in an M&A process. When multiple parties are competing to acquire a business, sellers gain leverage in negotiations, often leading to a higher purchase price, better deal structures, and improved closing conditions. Conversely, a sale process…
Read MoreHow Often Should You Value Your Business?
Understanding the value of a business is essential for decision-making, yet many owners only seek valuations when they are ready to sell. While that is a critical moment, valuation is not just about an eventual exit—it is a tool for strategic planning, financing, tax planning, and measuring overall business health. So how often should a…
Read MoreHow Market Conditions Influence Business Valuation—and What You Can Do About It
Business valuation isn’t determined in a vacuum. While internal factors like financial performance, customer concentration, and recurring revenue are critical, market conditions play a major role in how your business is perceived—and what a buyer is ultimately willing to pay. Interest rates, buyer demand, capital availability, and industry trends all shape the environment in which…
Read MoreHow Business Value is Determined: Key Drivers in M&A
Understanding the value of your business isn’t just a financial exercise—it’s a fundamental step in strategic decision-making. Whether preparing for a sale, seeking investment, or planning long-term growth, business valuation is a nuanced process influenced by financial performance, market conditions, and intangible factors. Ultimately, valuation translates potential into price, ensuring that business owners, investors, and…
Read MoreFinding the Right Business to Acquire: Building a Strategy for Successful Growth
Acquiring the right business is one of the most impactful decisions a company can make. Done well, it can accelerate growth, open new markets, strengthen capabilities, and create lasting value. But without a clear strategy, the acquisition process can quickly become reactive and misaligned with your long-term goals. Start with Strategy Before engaging with targets,…
Read MoreFinancing a Business Acquisition: Exploring Your Options for Growth
One of the first questions entrepreneurs face when considering an acquisition is how to finance it. There is no one-size-fits-all answer. The best financing strategy depends on your goals, your business’s financial position, and the nature of the company you intend to acquire. Selecting the right structure is essential to ensuring long-term success and avoiding…
Read MoreFinancial Statement Normalization in M&A: Understanding Add-Backs and Adjustments
When preparing a business for sale, one of the most critical steps is ensuring that financial statements accurately reflect the company’s true earning potential. Many private businesses have financials that include discretionary expenses, owner-related costs, or one-time charges that do not reflect the company’s ongoing operations. This is where financial statement normalization comes into play.…
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