May 23, 2016

Triangulating Business Valuations Based on Market Multiples

In general, multiples boost the valuation of a business above a typical DCF (discounted cash flow) analysis. Hence, it is always helpful–and I would argue–essential […]
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 15, 2016

What Keeps Business Owners Up at Night?

The following post comes to us from Tim Truebenbach and John Lee of Morgan Stanley’s financial advisory practice. The views expressed here are those of […]
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 […]
May 9, 2016

The Three Main Concerns of Company Sellers

The nuances inherent in each transaction amass quickly. Without appropriate representation, a company seller can get inadvertently bogged-down in minutiae. While much of the detail […]
April 29, 2016

Why Going Public is Not a Good Liquidity Strategy

We receive regular requests from small business owners looking for alternative liquidity options for their private company shares. In many instances, a company owner reaches […]
April 25, 2016

Deal Sourcing: How Investors are Becoming More Savvy in a Crowded Private Equity World

Sourcing investment opportunities can be a difficult task, especially in a world awash in capital and competition. Deal sourcing and deal origination are necessary skills […]
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 […]
April 10, 2016

“Platform” Defined: Why Most Applications Fail to Measure-Up

I have regular conversations with business owners and promoters–including fintech entrepreneurs–who consistently miscategorize what they have built as a “platform” and simultaneously as “the next […]
April 4, 2016

Equity Kickers: Pushing Your Deal Across the Finish Line

Bridging the gap between buyer and seller can be difficult, particularly when the gulf is wide. Numerous tools exist to help provide an incentive sweetener […]