Business Owners 8 Questions to Answer About Your Personal Wealth Before Transacting When transacting or selling, business owners are typically hyper-focused on how the business, its employees, and its customers will be…
Business Owners Selling? Look for a Buyer Who’s Walked a Mile in Your Shoes In 1996, Sheng Yen and Nellie Lin acquired a sandal manufacturing company called Flojos from a family in Guadalajara, Mexico…
Business Owners Founders: What to Look for When Seeking a Partner As a founder, you’ve been with your company since Day 1. You’ve survived the grueling early years, assumed myriad risks,…
Advisors Watch Out — Avoiding IRS Penalties After a Business Sale Any investment banker, wealth manager, or exit planning consultant will tell you that advance preparation is key to a successful…
Business Owners Have You Saved Enough to Sell Your Business? More often than not, the largest asset business owners have is their business. Some may have as much as 90%…
Advisors How 2 Failed Deal Attempts Led One Company to a Successful Sale In some deals, roadblocks seem to crop up around every corner, and in some instances, it can take years to…
Business Owners Why One CEO Put His Faith in Private Equity As a CEO, approaching potential buyers or capital providers is a big step. Finding the right firm to work with…
Business Owners Build Your Business With Your Buyer in Mind CEOs who have never sold a company before often take for granted that if they just focus on building value…
Advisors Avoid Unwanted Surprises During Due Diligence Potential buyers frequently uncover unwanted surprises during due diligence — resulting in downward purchase price negotiations, lower valuation multiples, lenders…
