Considering selling your middle market business? Make sure your company’s documents are not just a stack of papers but a clear, accurate, and well-organized representation of your company’s story. Think of these documents as a window for potential buyers, offering them a glimpse into your business’s overall health, performance, and future potential. It’s not just about numbers; it’s about crafting a narrative that showcases the true value and possibilities your business holds for its future owner. In this article, we will dive into which documents you should have in order before presenting you ..read more

Selling your middle market company can feel pretty overwhelming for business owners. It’s a complex journey, filled with challenges like figuring out the value of your company and navigating through negotiations. Even the most prepared entrepreneurs can hit some unexpected hurdles along the way. But don’t worry — with some thoughtful planning and foresight, you can foresee and tackle many of these obstacles. In this article, we’ll dive into the typical issues business owners might face when selling their middle market company and share some down-to-earth advice on how to handle them like a pro ..read more

When it comes to deciding whether to dive into succession planning or sell your business outright, it’s no small matter. It’s a momentous crossroads that could shape your financial future, define your company’s legacy, and impact the lives of your employees. This guide is here to lend a hand by offering a thorough breakdown of both options: succession planning and selling. Our goal is to equip you with the insights you need to navigate this decision-making process wisely. We’ll explore the upsides and downsides of each approach, along with the key factors — financial, legal, and emotional ..read more

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Selling a company is a significant undertaking that requires careful planning and execution. Whether you’re looking to retire, move on to new ventures, or simply cash in on your hard work, there are critical components that business owners must address to sell their company successfully. In this article, we’ll explore the five essential things you need to consider when preparing to sell your business. Clear Financial Records Clear financial records are a must-have when selling your company. These records show what the next owner can expect and how you have led the company until now. Here’s wha ..read more

Mergers and acquisitions are exciting periods, but they do come with their own pros and cons. One of the biggest cons of an M&A is how complex it is and how easy it is to make a major mistake because of something small.  The process itself requires a hefty amount of patience and guidance, but there’s another issue that tends to lead to a lot of confusion: Terminology.  Like most complex processes, M&A uses a lot of technical jargon and lingo. When you don’t understand the M&A terms being used, it’s difficult to fully comprehend what’s going on and what you need to do.&nbs ..read more

Exiting your business after spending years building it is always an exciting time. It’s essentially all your efforts finally bearing fruit. You’re supposed to get the biggest paycheck of your lifetime. However, that can all go to the wayside very quickly.  Exiting a business effectively requires a sound strategy.  If you’ve started the process, but things are getting out of hand, it’s likely that your strategy wasn’t as good as you thought it was.  Today, we’re going to go over some of the common mistakes made and how to improve bad business exit strategies until they meet your ..read more

Mergers and acquisitions are major steps for any business owner. They can completely revamp how your business operates, provide an appropriate and optimal exit for you as the owner, and will generally have a massive impact on the company going forward, with or without you. As such, you should always have a bulletproof plan before you start pursuing M&A options. Having a plan will help increase the chance of you pulling off a successful deal that works out for everyone, keep the process on track, and of course, help you avoid some of the extremely costly and headache-inducing problems that ..read more

Selling a business is a major life decision and a huge financial undertaking. It’s important to understand all of the potential implications of your sale. One factor to consider is the impact of inflation on your sale. Inflation is the general increase in prices and overall decline in the purchasing power of money. When selling your business, it is critical to understand how inflation can affect the sale’s profitability and what strategies you can use to protect your profits. This article will explore the pros and cons of selling your business in an inflationary environment, as well as provide ..read more

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