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NEWS & INSIGHTS


Navigating Unsolicited M&A Offers: A Seller’s Guide to Retaining Leverage
It happens more often than most owners expect. A private equity firm, strategic acquirer, family office, or independent sponsor calls directly about buying the company. The conversations go well, the buyer is credible, they clearly understand the business, and the number they float is a real number. At that point the owner has a buyer in hand with an offer amount they’ve dreamed of. Why not move forward? That's a fair question, and the honest answer is that finding the buyer
12 min read


How Private Equity Values Lower Middle Market Companies
If you're thinking about selling your business, you've probably wondered one thing more than anything else: "What is my business actually worth?" It's one of the first questions business owners ask, and understandably so. After spending years building a successful company, you want to know how buyers will value everything you've worked so hard to create. The answer, however, isn't as simple as applying a multiple to your revenue or comparing your business to another company t
4 min read


Should I Sell My Business in 2026 or Wait?
For many business owners, deciding to sell isn't just a financial decision. It's a personal one. You may have spent years, or even decades, building your company. You've weathered economic uncertainty, grown your customer base, hired employees, and invested countless hours into making your business successful. When it comes time to consider an exit, one question naturally rises to the top: "Should I sell my business in 2026, or should I wait?" There isn't a one-size-fits-all
4 min read


EBITDA Adjustments: What Buyers Actually Accept
One of the first conversations business owners have before selling their company is about EBITDA. More specifically, they want to know whether certain expenses can be "added back" to increase the company's value. It's a reasonable question. After all, many privately owned businesses include expenses that may not continue under new ownership. But just because an expense appears unusual doesn't automatically mean a buyer will accept it as an EBITDA adjustment. The reality is th
4 min read


Preparing Your Business for Sale: A 24-Month Exit Planning Checklist
Most business owners spend years building their companies, but very few spend enough time preparing to sell them. Many owners decide it's time to exit only after they're ready to retire, pursue another opportunity, or respond to an unsolicited offer. Unfortunately, by then, there may not be enough time to address the issues that can significantly impact valuation. The strongest transactions rarely happen overnight. In most cases, the businesses that achieve the best outcomes
4 min read


The Hidden Costs of Selling Without an M&A Advisor
Many business owners ask the same question when they begin thinking about selling their company. "Why should I pay an M&A advisor a success fee?" It's a fair question. After all, if you've successfully built your business, negotiated with customers, managed employees, and handled difficult decisions for years, selling it might seem like something you can manage yourself. The reality is that selling a business is unlike any other transaction you'll encounter. Most entrepreneur
5 min read


Why Most Businesses Sell for Less Than the Owner Expects (And How to Fix It Before Going to Market)
If you've owned your business for twenty or thirty years, chances are you've imagined what it's worth. Maybe you've done the math based on your annual revenue. Maybe you've heard about a competitor who sold for an impressive number. Or perhaps you've simply assumed that years of hard work will naturally translate into a premium valuation. Then reality sets in. One of the most difficult conversations an M&A advisor has with a business owner is explaining why the business isn't
4 min read


Now What? Your Numbers Are Great, But Are You Ready to Sell?
Your numbers look better than ever. Revenue is up, margins are stable, and the chaos of COVID feels like a distant memory. After years of grinding, you’ve built a company that finally hums the way you always hoped it would. The phone starts ringing, some calls from “interested buyers,” others from friends who’ve sold their own businesses and now spend more time on the golf course than in the boardroom. You start to wonder: Maybe it’s my turn. But selling a business isn’t just
5 min read


Preparing Your Business for a Premium Exit in 12–36 Months
For business owners and entrepreneurs, achieving a premium exit is the ultimate validation of years of hard work and strategic...
5 min read


Building Leadership Depth: The Essential Step to a Seamless Business Exit
Many business owners find themselves indispensable to their operations, a testament to their dedication and hard work. However, this very...
4 min read


Organic vs. Inorganic Growth: What's Best for Your $5–75M Business?
Growing a business is a primary objective for every entrepreneur and executive, yet the path to increased revenue and profitability isn't...
6 min read


Startup Exit Strategies: How Founders Can Build With the End in Mind
Learn how to plan and execute a successful startup exit strategy, from acquisition to IPO, and why understanding these paths early gives founders a competitive edge.
5 min read


Beyond Consulting: The Role of a Fractional M&A Executive
A fractional M&A executive is not simply an external advisor; they are embedded in your leadership team, taking ownership of outcomes and driving transactions forward.
3 min read


M&A in Packaging: A New Era of Consolidation, Technology, and Cultural Reckoning
The packaging industry is in motion—and not just on production lines. A wave of mergers and acquisitions is reshaping the sector, as strategic and financial players seek to gain scale, unlock efficiencies, and weather uncertain global conditions.
3 min read


Navigating Leveraged Buyouts: An Insider’s Guide to Understanding and Maximizing LBO Opportunities
Leveraged Buyouts (LBOs) have long captured attention in the financial world, often portrayed as sophisticated yet controversial investment
4 min read


Choosing Between an Asset Purchase and Stock Purchase Agreement
This article explores the intricacies of these two purchasing methods, providing clarity to facilitate an informed decision-making process.
5 min read


Mergers and Acquisitions Process: Strategies, Pitfalls, and Success Stories
Mergers and acquisitions (M&A) represent some of the most high-stakes strategic decisions a company can undertake.
4 min read


Why Mergers and Acquisitions Fail: Common Pitfalls and Proven Strategies for Success
Discover why mergers and acquisitions fail, with key pitfalls like cultural clashes, overestimated synergies, and poor due diligence. Learn
4 min read


From Buyer to Seller: Lessons from Both Sides of the M&A Table
Discover the dual perspectives of mergers and acquisitions (M&A) in this insightful article.
3 min read


The Importance of Valuation: How to Ensure You Get the Best Price for Your Business
When you're preparing to sell your business, determining its value accurately is one of the most crucial steps in the process.
4 min read
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