The Winning LOI [Vol. 2, Issue 11, No. 14] This is Issue #14 of The Winning LOI, the Axial newsletter that anonymously reveals small business M&A valuation data and…
Business Owners The Anatomy of a CIM The CIM, also referred to as the Offering Memorandum (OM), Information Memorandum (IM), or pitch book, explains in more detail…
The Winning LOI [Vol. 2, Issue 10, No. 13] This is Issue #13 of The Winning LOI, the Axial newsletter that anonymously reveals small business M&A valuation data and…
Business Owners Breaking down the NDA The first document produced and executed for an M&A transaction is typically a non-disclosure agreement (NDA), sometimes known as a…
The Winning LOI [Vol. 2, Issue 9, No. 12] This is Issue #12 of The Winning LOI, the Axial newsletter that anonymously reveals small business M&A valuation data and…
Business Owners 6 tips for writing great M&A investment teasers In sales, it’s the pitch over Zoom or in person. In venture capital, there’s the product demo and 10-slide pitch…
The Winning LOI [Vol. 2, Issue 8, No. 11] This is Issue #11 of The Winning LOI, the Axial newsletter that anonymously reveals small business M&A valuation data and…