Business Owners Issuing Convertible Debt? Avoid This Costly Trap Raising growth capital is a known challenge for SMBs. Bank loans can be virtually impossible to get, depending on your…
Private Equity 5 Steps to Close: How Family Offices Review Potential Investments This post is excerpted from The Single Family Office: Creating, Operating & Managing Investments of a Single Family Office.…
Business Owners 3 Steps to Cultivating Enterprise Excellence Every CEO wants to cultivate excellence in his or her company. Enterprise Excellence is a very specific strategy by which…
Business Owners The 4 Phases of a Successful Exit Plan I’ve worked with and observed thousands of entrepreneurs over the last 25 years. One thing that is always surprising is…
Advisors How the Economy of Exclusion Could Affect M&A In 2013, the top 10% of U.S. earners captured a whopping 47.5 percent of the country’s income. Federal Reserve Board…
Business Owners 5 Ways to Fund Your Business With Debt So, you’ve got a solid product and traction. Now, you want to take your business to the next level with…
Advisors How Representations and Warranties Insurance Can Protect Buyers and Sellers in M&A Deals Losses experienced by a buyer of a company can be costly and, in some cases, result in a claim against…
Business Owners Five Tips to Consider Before Selling Your Business There may not be better time to sell a business in the next few years than now. Values are high…
Business Owners Addition by Subtraction: A Formula for Increasing the Value of a Business When it’s time to sell a business, is the whole really greater than the sum of its parts? It may…
