Business Owners How Are You Funding Your Middle Market Growth? You’ve grown your middle market business from nothing and nurtured it through years of ups and downs. Suddenly, though, you…
Advisors 5 Taboo Topics to Avoid at the Holiday Table Heading home for the holidays? Any time you assemble a group of generationally and politically diverse family members around the…
Business Owners 5 Questions Investment Bankers Ask CEOs on the First Call To a CEO who has never sold a company or raised capital, the prospect of speaking with investment bankers and…
Business Owners CEO Weekly Outlook U.S. companies are having a hard time maintaining “exploration” — a crucial part of success — as they grow, reports…
Business Owners 4 Questions to Consider After Being Approached by a Buyer So you’ve been approached — a strategic partner, a private equity firm, or even a competitor has proposed the idea…
Business Owners 7 Ways to Build a Winning Team for Long-Term Success Many business owners struggle with one of the most important aspects affecting the success of their companies: hiring, training and…
Business Owners CEO Weekly Outlook What can strategic acquirers learn from a teenager selling baseball cards? Turns out quite a lot. One key takeaway: Don’t overcomplicate things.…
Advisors Free DCF Excel Template: Discounted Cash Flow Valuation Model Whether you’re selling, acquiring, investing in, spinning off, or advising a business, there’s one number that transcends all others in…
Business Owners The Risks and Rewards of Convertible Debt In recent years, convertible debt has become the most common security used by entrepreneurs to fund early stage companies, particularly…