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15 JanProtecting Confidentiality & Finding the Right Buyers


Confidentiality is critical in M&A — learn how to protect sensitive information while effectively targeting the right buyers to maximize interest…

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01 JanMerry Christmas and Happy New Year


We have taken some time off for the holidays, just want to wish everyone a happy holiday season!

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15 DecMarket Timing for a Sale


You can’t control the economy, but you can choose the best moment to sell. Here’s how to spot the right window…

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01 DecKey Performance Indicators (KPIs)


Valuation is about more than revenue — buyers dig deep into performance metrics. Here’s how to track and improve the KPIs…

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15 NovFinancial Records Readiness


The fastest way to lose buyer interest? Sloppy books. Here’s how to prepare your financials so they stand up to scrutiny…

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01 NovBusiness Improvements Before Selling


Small upgrades can lead to big valuation increases — but the real wins come from long-term changes that reduce risk. Here’s…

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01 OctStrategic Considerations Before Buying


Too many first-time buyers zero in on price and financial performance without asking: “Will this deal make my business better?” Strategic…

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15 SepAcquisition Strategy 101: How to Develop a Clear Plan Before Buying


A disciplined acquisition strategy starts with clarifying your objectives. Are you aiming for geographic expansion, product diversification, new talent, or eliminating…

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12 SepUnderstanding Buyer Types: Strategic vs. Financial Buyers


In small business M&A, buyers generally fall into two categories — strategic and financial — and their motivations directly shape deal…

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15 AugJargon Busting: A Beginner’s Glossary of Common M&A Terms


In M&A, unfamiliar terms can slow you down or leave you dependent on your advisors for every interpretation. While you don’t…

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