Prioritizing client education to empower decision makers throughout their transaction

November 14, 2019  

The short answer is no. But it’s really not so simple. You might be running low on time, because there’s a recession coming. It’s just a question of when and how bad. As a business owner, you need to decide what your goal is: sell later, at a potentially higher valuation, or sell sooner and take what you can get for certain. Holding out for a higher price may mean waiting four or five years.

If you’re thinking about moving your company to the next level, you may be considering a partnership with a private equity (PE) firm to strengthen your business. But how do you determine which firm is the best match for your company — the firm that will enable you to achieve your strategic and financial goals? Although the process of finding the ideal partner can be challenging, knowing what to look for will help narrow your search considerably.

There are thousands of firms offering investment banking services in the United States. So how do you choose the right one or BEST one for you? Below, we describe the different categories of investment banking firms and provide a list of widely recognized firms that offer quality services. There are too many firms to list all of them. We used third-party research and have provided website links to the lists. However, these are not comprehensive lists of quality investment banking firms, so the absence of a firm name does not imply that the firm lacks competence.

Selling your business can be stressful and overwhelming, and many factors must be considered in this high-stakes transaction: timing, deal structure, and legacy goals are just a few. However, armed with knowledge and guided by experienced professionals, business owners can expect a profitable and efficient transaction. Be aware of the following preventable mistakes so you can anticipate and prepare for specific issues that may come up during the deal process.

Among the fastest ways for a company to grow entity value is through accretive acquisitions. With a well-executed acquisition strategy, companies can realize significant value in the first year, which often accelerates in the years that follow.

Business owners thinking about transitioning out of their companies must consider factors that help identify and target buyers of choice.  Certainly, active acquirers that consistently demonstrate an ability to pay handsome prices, close deals rapidly and continuously create shareholder value via acquisitions is a winning combination.

Bloomberg reports private equity firms currently have more than $950 billion of capital waiting to be invested in the marketplace.