5 Mistakes People Make When Valuing a Business

September 20, 2017

As merger & acquisition professionals, we know that much of our job is education. The work we do day-in and day-out is a little bit complicated, a little bit obscure, and a whole lot different than a business owner’s day-in and day-out work. We value and enjoy our role as educators but sometimes we get frustrated when our clients get tunnel vision and choose to focus on any problem but the one that matters. We find ourselves having the wrong conversation over and over.

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What to Do If You Get an Unsolicited Offer for Your Business

May 17, 2017

Not many things are more overwhelming or intimidating than when a business you respect approaches you asking that you consider selling your business. Whether you’re ready to sell or not, there is a rush of emotions: fear, excitement, trepidation, pride. Every fiber of your being wants this to work out for the survival of your business, for your employees, your family, your legacy.

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The Ultimate Guide to EBITDA

February 7, 2017

We talk about EBITDA often in our office. The financial measure is important when valuing a business. Business owners, buyers of businesses and even financial advisors can be at a loss for what EBITDA truly means because it is mainly used in the sale of a business- an event they’ll likely experience once.

There is a heap of questions out there regarding EBITDA. And there is an equal amount of answers. We weeded through the resources out there and found the best answers to your EBITDA questions.

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Top Three Ways to Begin the Business Valuation Process with Your Clients

December 28, 2016

As an advisor, you have your client’s trust and thus, you desire to direct them wisely. When your client is a business owner there is an additional asset to consider- an asset that is hard to put a number on. Each business is unique and requires a careful valuation process. The valuation process can feel complicated and often evokes emotion. Read more

Selling Your Business? The Key Is Preparation

December 15, 2016
You have worn many hats throughout your life- child, sibling, spouse, parent, business owner. To many, the role of business owner may appear to simply be a job title. But to those of us who know better, the role of business owner becomes an integral piece of a person’s life. The time, effort and money put into the business instills a deep care for the business, its people and its future.

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