How Do I Learn More About Selling My Company?

Posted by Carl Doerksen on February 5, 2016 at 8:30 AM

One of the most important business, financial, and personal decisions you will ever make if you own a privately held company is deciding what to do with it. You will eventually need to transition the business to new owners unless you plan to close the doors, lay off the employees, and liquidate the assets. Sadly, for some of you this will be the preferred course of action. And if so, the orderly liquidation of your assets and the dissolution of the business can be a wise option.

For many, though, your investment of time, capital, sweat, and familial sacrifice will demand a far better course: the transfer of the asset to a third party. This can take many forms and that is where the challenge comes in. The many options facing you can (and will) be daunting.

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Topics: selling a business, selling your business

Your M&A Team and You

Posted by Carl Doerksen on February 3, 2016 at 8:30 AM

A few days ago we discussed the qualifications you should look for in your M&A advisory team. As we examined that topic, we were reminded that in reality, your team should not only include an experienced M&A advisory firm but should also include a qualified M&A attorney, CPA, and for your own financial sake, an experienced wealth manager to manage your new found liquidity.

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Topics: selling a business, selling your business, M&A advisors

Hiring An M&A Advisor: Key Things To Look For

Posted by Carl Doerksen on February 1, 2016 at 8:30 AM

One of the most important business relationships company owners will ever establish is the one with their M&A advisor. Unfortunately, it tends to be one of the least understood, neglected relationships in the business world. Far too often a business owner reaches out to an M&A firm only after being contacted by a buyer or even worse, after already signing a letter of intent or some other promissory agreement.

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Topics: selling a business, exit planning, M&A advisors

What Are the Most Common Mistakes Business Owners Make?

Posted by Carl Doerksen on January 29, 2016 at 8:30 AM

The great benefit of being in the middle-market M&A business for so long is that we have tabulated and calculated the common issues that we see business owners encounter all too often when selling their businesses. These mistakes are so common that we thought it would be a good idea to document them so that if you are eventually trying to find a buyer for your business, you will avoid these mistakes (if you can).

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Topics: selling a business, selling your business

Closing an M&A Transaction – Listen to Your Advisor’s Wisdom

Posted by Carl Doerksen on January 27, 2016 at 8:30 AM

Despite all the recent good news we have seen regarding record M&A activity in 2015 and expectations in 2016 (another great year), there are a number of folks who track deal activity that are growing concerned about the pipeline of deals that are starting to move through the process of finding buyers.

This topic was covered in a recent webinar entitled “Why Businesses Aren’t Selling: How Valuations Can Help.” Hosted by Sageworks, a financial information company, the focus of the discussion was on how to help M&A advisors and investment banks enhance deal volume and velocity. It was conducted from the perspective of professionals in the industry helping other professionals work through the reasons why deals are not closing right now despite it being a “seller’s market.” Even though the focus and data provided was tailored to advisors, some of the information shared also pertains to business owners.

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Topics: deal activity, selling a business, exiting your business, selling your business

Good News for Business Owners: 2015 Was Record M&A Year

Posted by Carl Doerksen on January 25, 2016 at 8:30 AM

The headlines from a number of publications during the end of 2015 clearly outline what our dealmakers have been saying for months:

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Topics: m&a activity

Private Equity’s Involvement in the Middle Market

Posted by Carl Doerksen on January 22, 2016 at 8:30 AM

Last month The Mergermarket Group (a leading M&A intelligence provider) in conjunction with Firmex (a virtual data room provider) released a study entitled, “Mid-Market: North American M&A 2016 Outlook.” The document examines the overall health of the M&A market, especially as it relates to middle-market-sized companies, which we define as companies with revenue below $200 million.

The piece was based on a roundtable discussion that Mergermarket and Firmex hosted. One of the questions and the responses by Jerry Black, partner with Akerman, and David Horing, managing director with American Securities, caught my attention:

MM: What are the opportunities and challenges for mid-market PE in 2016?

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Topics: middle market, private equity firms

2015 Was Record M&A Year, According To The Wall Street Journal

Posted by Carl Doerksen on January 20, 2016 at 8:30 AM

This is a great time of year for analysts focused on M&A research because the tallies for the year are starting to be compiled. This allows researchers to develop an idea of where the market for companies is and where it is heading.

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Topics: m&a activity

Optimal Value: How To Exit Your Business Profitably

Posted by Carl Doerksen on January 15, 2016 at 8:30 AM

I recently came across a great article about how to obtain an optimal value for your company. This is really the crux of the issue that every small business owner will eventually face. Attendees at our M&A conferences often come up to us at the breaks and say, “I would like to find a buyer for my company but I am really concerned because I don’t know where to start.”

The article I am referring to, entitled “How to Sell Your Business for Top Dollar” by experienced organizational consultant Pamela Dennis who sold her company, effectively covered a number of issues relating to this question quite well. One of the most important concepts she covered is this: Do a full “operational audit” on your business BEFORE approaching buyers.

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Topics: enhancing value, selling your business, valuation

What To Expect At A Generational Equity Exit Planning Seminar

Posted by Carl Doerksen on January 13, 2016 at 8:30 AM

Even though we try to do a thorough job of educating business owners regarding what to expect when they attend a Generational Equity M&A seminar, quite often we get feedback that it was even more valuable than the attendees had anticipated. In a few short hours, we provide a significant amount of critical information about exit planning, valuations, finding buyers, and closing deals. Most folks enter the meetings with little knowledge on these topics and exit with a tremendous set of insightful, helpful ideas.

If you are considering attending but are on the fence, here is a rough overview of what you can expect if you do go to one of our meetings:

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Topics: generational equity, selling a business, exiting your business, selling your business, exit planning

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