Blog
Your 11-Step Guide to a Successful Business Sale
The following is adapted from The Exit-Strategy Playbook. You know how you built your business into the successful organization it is today. In fact, when it comes to your company, you’re an expert....
When You’re Selling Your Business, How You Interact With Buyers Can Make or Break the Deal
The following is adapted from The Exit-Strategy Playbook. Selling your business for maximum value is about far more than just showing prospective buyers your financials or highlighting what makes...
How to Choose the Right Financial Professionals When the Time Comes to Sell Your Company
The following is adapted from The Exit-Strategy Playbook. Over the course of building your business, you have undoubtedly sought professional help from accountants and tax advisors. You may even...
Before You List Your Business, You Need to Master This Crucial Concept
The following is adapted from The Exit-Strategy Playbook. After you pour your heart and soul into building your business, you deserve to get maximum value out of it when you finally decide it’s...
10 Steps to a Successful Sale of Your Business
1. Here’s how to decide if selling your business to a financial buyer is the right move Most entrepreneurs who want to sell their business are faced with a very important question: Sell to a...
Owning Your Own Business Real Estate Can Create Challenges When You Sell
The following is adapted from The Exit-Strategy Playbook. Most entrepreneurs I have encountered in my career tend to be on the conservative side when it comes to spending money. They don’t like to...
How to Achieve Organic Growth in a Private Equity-Owned Business
The following is adapted from The Private Equity Playbook. There are strategies in the way private equity is used to help you grow your business. Virtually every company owned by private equity...
Fuel Organic Growth by Finding the Blue Ocean
The following is an excerpt from The Private Equity Playbook. For those of you who have obtained your MBA, you may have heard the term blue ocean, first coined by Professors W. Chan Kim and Renée...
5 Things to Consider Before Selling to a Private Equity Firm
The following is adapted from The Private Equity Playbook. You’ve built a business over many years and have finally decided you’d like to sell your company. You speak to trusted friends and personal...
What Is Private Equity?
The following is adapted from The Private Equity Playbook Defining the Private Equity Fund Let’s start with the concept of a mutual fund. A mutual fund aggregates money from a variety of...
How Consultants Can Help Your Private-Equity Owned Business
The following is adapted from The Private Equity Playbook. When it comes to consultants, my personal opinion has changed dramatically over the last two decades. As a young guy, I used to joke with a...
3 Rankings to Consider Before Making a Private Equity Investment
The following is adapted from The Private Equity Playbook. If you want to invest in private equity, it starts with picking the right partner. Like most things in life, it matters whom you partner...
2 Keys to Margin Expansion in Private Equity Owned Businesses
The following is adapted from The Private Equity Playbook. When a private equity firm purchases a company, it wants that company to grow. Private equity firms rely on a few levers to accelerate that...