Business Owners The Key Elements of the IOI For business owners looking to transact, it is important to have an understanding of the critical documents within an M&A…
Business Owners How to Successfully Plan for Exiting Your Business One of the challenges that business owners face is how to plan for a successful ownership transition. Whether it is…
Business Owners How to Find the Right M&A Advisor Source: Axial Platform Data Finding the right buyer for your business is one of the biggest decisions you’ll ever make. …
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…
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…
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…
Business Owners 3 Must Reads for Business Owners Preparing to Sell Whether you’re looking to sell your business in three years or six months, it is critical to surround yourself with…
Business Owners Three Takeaways for Lower Middle Market Business Owners from Bain’s 2022 Annual M&A Report Bain’s annual in-depth recap of the year in M&A is now out. Because Bain is decidedly “up-market” from the lower…
Business Owners Family Business, M&A, and the Transformation of Nassau Candy My latest guest is Lance Stier, CEO of NC Custom (a division of Nassau Candy). Nassau Candy is one of…
