Mergers & Acquisitions – They say selling a business is an art – we’ve turned it into a science
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Buyer’s GuideHere is an overview of the process of buying a business, presented in concise summaries from our experts.
Food and BeverageFrom processing and manufacturing to production and distribution, we’ll give you the advice you need to maximize the value of your company when it comes time to sell.
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Home and Building ServicesMorgan & Westfield serves as a trusted partner to plumbing and HVAC businesses, mechanical and commercial contractors, and other home service enterprises looking to sell.
Exit options – what are your options? Understanding your own goals and the goals of potential buyers is key to achieving a successful sale of your middle market company. Buyer Jude David offers insights into the most common exit options, the differences between financial and strategic buyers, questions to consider in a self-inventory before preparing for the sale, and considerations for deal structure and leveraging M&A expertise to ultimately close your transaction.
“The more you are able to make your business look like what a buyer wants to buy, the more buyers you will attract.”
Jude David
| What are the high-level exit options for middle-market entrepreneurs? [1:30] | |
| How does an ESOP work? Who does this exit strategy benefit, and what are the challenges? [7:35] | |
| How do family offices, independent sponsors, and search funds fit into a financial buyer pool? [11:25] | |
| Is it possible to anticipate the most likely exit option before going to market? [18:18] | |
| How does the due diligence process vary for financial buyers versus strategic buyers? [21:54] | |
| How can preparing a company for sale impact who will ultimately buy the business? [30:15] | |
| Why is a 90-day target to complete a closing an ideal timeframe? [36:10] |
Jude David is Vice President of Mergers & Acquisitions with Final Ascent and Chief Executive Officer of Kin Capital Partners, a small private equity group that focuses on acquiring manufacturing and building material businesses. Jude practiced as a corporate M&A attorney for nearly a decade and transitioned into advisory brokerage with a specialty in the art of the acquisition.
We invested over a decade perfecting every step of the process. The result is a method proven to reduce your risk and maximize your price.
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Fractional CFO | Accountant
What is a fractional CFO? How can they help grow a business? Can they help sell a business? Get all the details on this growing position in the middle market…
International Accounting | CPA
Katrina Nacci, a cross-border accounting advisor, discusses the complexities of converting accounting standards in international M&A transactions. Katrina offers a high-level look at the differences between U.S. and international accounting…
You’ve invested your blood, sweat, and tears into an enterprise that has provided for you, your family and your employees. The moment has finally come for you to start a new chapter in your life. Explore your options now.
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