In the recent sale of Professional Disability Associates to The Advocator Group, a subsidiary of Brown & Brown, we facilitated a mutually beneficial transaction by helping to manage the deal while the owners kept running the company. Deal or no deal, our eyes...
In the recent sale of a distribution company, we tailored a project that was very different from traditional M&A engagements… and it closed the deal. Issues & concerns 1. Business owner desired investment banking advice and was disappointed that he was...
I recently contributed an article to Business.com offering guidance for entrepreneurs whose personal identity may be tied to their role as business owners. Read the article in PDF. When you run a business, you’re tied to it both financially and personally. The...
I recently penned an article for the Alliance of M&A Advisors’ “MidMarket Talk” newsletter discussing some takeaways from a recent M&A forum that I participated in. Read the original article here. Read the article in PDF. Being an M&A...
The prospect of selling one’s business isn’t something to take lightly. Yet, there are some situations when an offer might merit serious consideration. Jack Rainer recently wrote an article for the Memphis Business Journal examining three situations when a...
Even the most optimistic of us know better than to coast in good times. Yes, there will be periods when the Dow is hitting new highs, unemployment is low and growth is happening, but none of these things can last forever. There are changes that come with growth and...
