Category: Industry Updates

To the untrained eye, two businesses in the same industry will appear nearly identical. They may have similar revenue, org charts, and service offerings, but one concern will command a much higher valuation multiple. Why? Valuation is not singularly measured by revenue size or bottom-line earnings, but is driven by an array of nuanced variables. There are…

Whether a business owner is ready or not, an eventual ownership transition is inevitable and the transactional process; more specifically the core diligence process, is a complicated, thorough, and detailed analysis. Complex diligence and analytical analyses are common in middle market transactions but have become standard practice in privately held small and lower middle markets. …

SBA 7(a) loans are the most common and advantageous for buyers in small market owner/operator and some lower middle market business acquisitions. These loans offer minimal up-front investment and longest payback term possible. SBA loans generally include purchase price consideration and working capital for equipment purchases, growth initiatives, and closing costs They are provided to…

“Business Value” is defined as the sum of all operating assets necessary to derive the company revenue including fixed assets and all intangible assets related to the production of income and cash flow streams. Knowing your business range of value is a vital component of success that can make your operation more efficient and more…

Business acquisition is a powerful mechanism to build long-term wealth, but not all opportunities are created equal. Some acquisition targets present clear upside and long term growth potential, while others carry latent risk that can undermine the due diligence process and prevent the transaction from closing.Qualified buyer candidates evaluate an array of business characteristics throughout…

Well-funded buyers lead serious groups who pay top dollar for valuable holdings. Valuation is key, but the intangibles matter and they are examined in procedural detail during the due diligence component of the transactional process. You and your team built the workforce, management team, clients/customers, and grew the geographic footprint. It is built for the…

Selling your business is a life altering transition that should follow a carefully managed process to minimize stressors and maximize benefit. It sometimes requires an extraordinary shift in perception. We have worked with hundreds of entrepreneurs through a business sale and transition into retirement or a new business venture. For most, after years of grinding…

Getting married, having kids, buying a house, moving, and getting those kids successfully out into the world are a few of the most significant and sometimes stressful adventures you will ever manage. Deciding to sell your business is right up there. Sellers always have an emotional experience when transitioning. It is a lot of change.…