Jude David
Exit Options
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…
Mergers & Acquisitions – They say selling a business is an art – we’ve turned it into a science
Schedule a ConsultationExit Options
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…
Retirement Planning | Wealth Advisor
Thinking about retirement is different for a business owner. You want to ensure you continue living life with purpose and intent to make sure you are happy once you sell…
Investment Banking
Is it possible to time the sale of a middle-market company to optimize returns? How do current market conditions impact the timing and the company’s value? Dan Shea offers expert…
Corporate Development, Divestitures
Why does a $5 billion company sell some of its business units? What can you learn from them? Russell Iorio was the former Senior VP of Corporate Development at Leggett…
CPA, CSP
What is the difference between succession planning and planning your exit strategy? The distinction is important, particularly if you decide not to sell your company outright. Knowing who, specifically, will…
Attorney and Certified Valuation Analyst
In this podcast, we talked to Peter C. Brehm, attorney and certified valuation analyst at the Business Law Center in Minneapolis. He has a Master of Law and Taxation and…
President at MWM & Associates
In this podcast, we talked to Michael Meagher, the founder and president of MWM Associates in Edina, Minnesota and a certified business appraiser. Mr. Meagher has over 30 years of…
Business coach and founding partner at KLO Partners
As much as you may love what you do, you also have to get away and recharge. And one day, you will want to walk away once and for all.…
CFA
With several exceptions, most of us have no interest in selling our businesses immediately because we have so much more we want to achieve with our companies. However, the simple…
Founder, Business Consultant, Motivational Speaker, Published Author
If you plan to retire within the next five years, this series is for you. As a business owner, there are steps you can take now to save you stress,…
Author of NACVA’s Valuation of Family Limited Partnerships Seminar
Who you want to sell your business to is one of the most important considerations you’ll make as you begin to think about selling or transitioning your company. It can…