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Last month, I shared the top five seller mistakes that kill M&A transactions. Today we’ll dive deeper into the #1 deal killer—poor financials. Most entrepreneurs with revenues under $15M don’t see a benefit in strong financial reporting. They know their businesses inside and out and run them by gut feel. If there’s sufficient cash in

If you are considering selling your business, now is the perfect time to start preparing. With COVID largely in the rear-view mirror, the Mergers and Acquisitions market is experiencing tremendous activity given the rare confluence of five unique factors. There may not be a better time to sell over the next decade.  The current sellers’

As an M&A Advisor, I am most fulfilled when I help clients exit their businesses on their terms and seamlessly transition into the next phase of their lives. My colleagues at felt a tremendous sense of satisfaction last month when we closed a significant transaction for our clients, owners of a global lifestyle brand.  While

For business owners that have successfully navigated through COVID thus far and a tumultuous 2020, 2021 may be an ideal time to sell.  With fewer quality businesses available for sale and Private Equity groups sitting on over a Trillion Dollars in capital to be put to work, there is a massive amount of capital seeking a home. However,

For buyers seeking acquisition financing, an SBA 7(a) loan can be a fantastic tool. Relative to conventional loans that typically require down payments of 30% or more, buyers utilizing SBA loans can make a down payment of 10-25% (more on this later), and obtain a low fixed rate (a small amount above WSJ prime rate) with

For business owners, the new year is an ideal time to reflect on both long-term goals for your organization and potential exit strategies for themselves. For business owners contemplating selling, 2018 appears to be an ideal time. 2017 was a banner year for M&A and experts see no signs of this thriving market slowing down.  There are