October 2, 2015

How I Would Sell My Company

As an advisor, I watch middle-market sellers go through the emotionally-charged process of finding a representative investment bank to assist them in their company’s disposition. […]
September 14, 2015

Idiot’s Guide to Deal Marketing

Successfully marketing any deal is made much easier when the company and its track record can sell itself. If we have a scenario where we […]
May 15, 2014

Financial Projections: Ensuring the PitchBook is Pitch-Perfect

I had a drawn-out phone conversation the other day with a potential business buyer who was up-in-arms about the financial projections. “They’re much too high […]