Blog

Exploring the Offering Memorandum

December 30, 2019 By
Are you a business owner who is interested in selling?  If so, there are some strategies you should undoubtedly use.  At the top of the list is the all-important offering memorandum.  The offering memorandum, often referred to as a selling memorandum, is a straightforward but highly effective way to help you obtain the highest possible selling price. Shaping the Executive Summary The offering memorandum must be factual.  However, at the same time, this memorandum allows for a bit of business
Read More

Effectively Utilizing Confidentiality Agreements

December 30, 2019 By
Every year countless great deals, deals that would have otherwise gone through, are undone due to a failure to properly utilize and follow confidentiality agreements.  A failure to adhere to this essential contract can lead to a myriad of problems.  These issues range from employees discovering that a business is going to be sold and quitting to key customers learning of the potential sale and taking their business elsewhere.  Needless to say, issues such as these can stand in the
Read More

Five Factors to Consider When Interviewing an M&A Advisor

October 29, 2019 By
When you undertake a merger or acquisition, you’re basically taking on another full-time job. If you’re like most business owners, you likely already work long and hard hours, and just don’t have the time you need to devote your full attention to the sale. A DIY approach is almost always a bad idea because there are many complex moving parts associated with the sale of even smaller businesses. An M&A advisor can help you shepherd the transaction along, support negotiations,
Read More