This is not a formality. It is one of the most important early protections a seller has, and skipping it creates risks that are
Due diligence
Your client just signed a letter of intent. They think the hard part is over. It is not. It is just beginning. Due diligence
Forty percent. That’s the share of boutique investment bankers who, in a 2024 survey by SRS Acquiom, identified incomplete information on a target company
Essential Steps to Long-Term Survival For many private companies, the ultimate challenge is building an operation that can thrive independently of its founders. This
How funding decisions made years before a transaction can limit enterprise value, derail deal certainty, and create post-closing instability — and why a capital
If you have ever traveled on the subway in London or the train system in England, I am sure you have heard the phrase
We interview Jeff Swiggett, Business Sale and M&A Advisor as part of our Expert Interview series. Jeff discusses how Buyers look at your business
Program produced by XPX Philadelphia. behind the numbers: Quality of earnings in a transaction Quality of Earnings Reports are becoming a key activity during
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Over the past decade, I’ve had more than 3,500 conversations with founders through podcast interviews, discovery calls, advisory engagements, and coaching sessions. Those conversations
“When times are tougher, you can’t leave. And when times are better, you don’t want to leave.”— Lloyd Blankfein, former CEO of Goldman Sach
When business owners think about exit planning, their attention naturally gravitates toward financial statements, legal structures, operational efficiencies, and tax strategies. Those areas deserve
By the time most founders begin thinking seriously about an exit, they are surrounded by expertise. Attorneys are helping structure the transaction. Accountants are
Can you relate to one of these scenarios? For yourself? For the owners you serve? Sleep is that time when your body and your
Category: Business Value Transfer | Tags: Private company valuation, Exit/Transition Planning, Financial planning, Retirement, Sell side/Divestiture, Advisor Client Relations, Family business, Mediation, Private equity,
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