October 2021
Recruiting, training and retaining the right talent takes focus and intentionality, but it will cost meaningfully if you don’t make it a key discipline.… continue

October 2021
The value of a business depends on its ability to generate returns on invested capital (“ROIC”) which can be explained by its competitive advantage.… continue

October 2021
Most owners want their companies to move towards being healthier and stronger businesses. This involves both moving (execution) and going in the right direction (strategy)… continue

September 2021
Unlike listed public companies, private businesses don’t get a daily ticker tape telling them what they’re worth. But imagine if you did… continue

September 2021
Finding the right buyer or investor will help you obtain premium valuation. However, that person could be a competitor introducing unique risks… continue

September 2021
Most business owners plan to sell their company when they are ready; however there are powerful external factors that should be considered as well… continue

September 2021
A lifestyle company is a business operated with the purpose of providing a level of income or particular lifestyle for its founder… continue

September 2021
Addbacks and adjustments come in many forms, but they can be described as any item on the income statement that is non-core, one-time, or personal in nature… continue

August 2021
There is no larger deterrent to a premium valuation and a smooth closing than messy financials…. continue

August 2021
There are at least five things to consider when selecting an M&A advisor…. continue

August 2021
Founders want to maximize value, but that is generally not their sole focus…. continue

August 2021
It is a complicated question that presents meaningful tradeoffs unique to each company, but there’s a useful trick… continue

July 2021
If you haven’t been asked this question yet, you can certainly expect it if you ever consider any sort of transaction… continue

July 2021
Like the castles of old, your company’s market share and profitability is under constant attack from competitive forces… continue

July 2021
Why are investors and acquirers so concerned about customer concentration? … continue

July 2021
Here are a few things buyers will look for when assessing a company’s revenue streams…. continue

July 2021
“I should have sold when I had the chance”… continue

July 2021
They might have a growth rate of 40%, but they’ve forgotten a key part of the equation… continue

July 2021
The Home Services industry is strategically positioned to transition their operating models to generate recurring revenue… continue

June 2021
Optimism abounds in the 2021 M&A market, priming it for high activity. Companies, across all industries, are looking to grow as a result of increasing competition, record amounts of cash sitting on corporate balance sheets, and low interest rates… continue