by Shannon | Oct 23, 2026 | M&A
Receiving an offer for your business is an important milestone, but it does not guarantee a successful sale. Even after a buyer and seller agree on preliminary terms, a transaction can unravel during due diligence, financing, legal negotiations, or the final stages...
by Shannon | Oct 16, 2026 | Business Valuation
After years of hard work, long hours, personal sacrifice, and dedication, you may be approaching a point where you’re ready to do something different. Perhaps retirement is calling. Maybe the business has become too demanding, the next generation isn’t interested in...
by Shannon | Oct 9, 2026 | M&A
For a business owner considering a sale, the Letter of Intent—or LOI—is a significant milestone in the transaction process. A Letter of Intent is a preliminary agreement that outlines the principal terms under which a buyer proposes to acquire a business. It...
by Shannon | Oct 2, 2026 | Business Valuation
When business owners think about selling their company, they often ask a simple question: “What are my assets worth?” The answer is important—but it is not always as straightforward as adding up everything the company owns. When a business is sold, the treatment and...
by Shannon | Sep 25, 2026 | M&A
Signing a Letter of Intent can feel like the major milestone in selling a business. In many transactions, however, it marks the beginning of one of the most detailed phases of the process: due diligence. Due diligence is the buyer’s process of investigating...
by Shannon | Sep 18, 2026 | Business Valuation
A business can be profitable, growing, and well managed and still face a valuation challenge if a significant portion of its revenue depends on one customer. Customer concentration risk occurs when a large percentage of a company’s revenue or profit comes from...
by Shannon | Sep 11, 2026 | Business Valuation
One of the most important questions a buyer will ask when evaluating a privately held business is simple: What happens if the owner is no longer there? If the answer is that sales slow down, customers leave, employees cannot make decisions, or day-to-day...
by Shannon | Sep 3, 2026 | Business Valuation
When business owners begin preparing for a sale, they often focus on revenue, profitability, and the company’s estimated value. While those metrics are important, sophisticated buyers want to answer a much deeper question: How reliable and sustainable are the...
by Shannon | Aug 28, 2026 | Uncategorized
Election years often bring a familiar wave of uncertainty. Headlines focus on proposed tax changes, interest rates, regulation, trade policy, labor costs, and the potential direction of the economy. Buyers may become more cautious, sellers may worry about...
by Shannon | Aug 21, 2026 | Business Valuation
If you are considering selling your business, you will likely hear the term EBITDA repeatedly. Buyers, M&A advisors, investment bankers, lenders, and valuation professionals often use EBITDA as a way to evaluate a company’s operating performance and compare...