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Why Selling Your Business Isn’t Like Selling Your House: 4 M&A Misconceptions

Beyond the Handshake: Debunking 4 Common M&A Misconceptions A few years ago, I met two brothers—business owners aged 68 and 71—who came to me with a request: they wanted to be out of their business in the next 60 days. They were burnt out, tired, and ready to...

Vital Owner Considerations When Selling Your Company or Bringing on a Growth Partner: Emotional (part 3 of 3)

We started off this series discussing the financial & valuation challenges (part 1 of 3) that can arise from undergoing an M&A transaction. The following post was operational & resource-related challenges (part 2 of 3), and now finally, and not to be...

Vital Owner Considerations When Selling Your Company or Bringing on a Growth Partner: Operational (part 2 of 3)

In part 1 of this series, we covered the financial & valuation challenges that a business owner can face when selling or finding an investor for their business. Other aspects that business owners must consider are the operational & resource-related challenges....

Vital Owner Considerations When Selling Your Company or Bringing on a Growth Partner: Financial (part 1 of 3)

Business owners face a complex and often emotional journey when looking to sell or find an investor for their business. There is no, “one size fits all” approach, which is why you need to go into any process aware of the challenges and have a plan to come up with...

Effective Succession Planning: It Isn’t About Leaving your Business; it’s About Securing its Future

Many business owners delay succession planning, often because they’re focused on the day-to-day operations. However, a well-thought-out plan isn’t about leaving your business; it’s about securing its future. By acting when your business is healthy...

Healthcare Business Owners: Leveraging Strategic Capital to Weather Uncertainty & Stay Technologically Relevant

It’s a challenging time for many in healthcare. You’re seeing increased demand and patient volume, which is great for revenue, but it’s being offset by significant inflationary pressures. From rising labor costs and a persistent talent shortage to...
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