June 15, 2017

Artificial Intelligence: What It Means for the Future of Investment Banking

“Hey Siri, how’s the weather today?” I said as I woke up from a good night sleep ready to start off my day. Siri responded […]
May 7, 2017

How to Increase Your Business Valuation? Start With the Metrics

Experts often agree that the central issue of finance is determining a business’ value. Considering an entire field of study is devoted to valuation, analyzing […]
January 28, 2017

Can I Sell a Portion of My Business?

Making the decision to sell a business isn’t always easy, especially if you have spent the majority of your life and career putting your heart […]
January 18, 2017

Owner Age Impact on Mergers and Acquisitions

Owner age can play a large role in the inevitable psychology surrounding M&A. I have seen first hand how some business owners simply cannot let […]
June 18, 2016

Earnouts in Mergers & Acquisitions: Pitfalls & Difficulties to Avoid

We have spoken previously of the double-edged nature of most earnout agreements in M&A. While earnouts have some benefits, there remains difficulty in negotiating, crafting […]
May 18, 2016

Planning for a Liquidity Event

The following synopsis and link provide some great info on exit planning from the perspective of some of the financial planners at Morgan Stanley. The […]
May 9, 2016

Understanding and Leveraging the Power of Goodwill in a Business Acquisition

Many businesses underestimate the power of customer relationships today. In a world that is dominated and powered by technology and automation, it seems that human […]
April 15, 2016

Acquisition Financing: Securing Funding from Cautious Lenders

For prospective buyers, price is frequently a first and foremost concern. While a low price may signal a great deal, it can also be a […]
March 21, 2016

Preemptively Preventing Merger & Acquisition Transaction Failure

Over the next few years, thanks to aging and retiring baby boomers, an overwhelming number of businesses will likely be up for sale. This potential […]
March 17, 2016

Reasons to Keep Your Company Private

Many IPOs go well. Google is a good example. Some companies prove their worth even after a botched IPO. Facebook comes to mind here. There […]