Articles

On Friday, December 23, 2022 the U.S. House of Representatives concurred with the U.S. Senate and, together, passed H.R. 2617, the Consolidated Appropriation Act, 2023—funding the federal government for FY2023. The enrolled bill was signed into law by President Biden on December 29th in order to keep the federal government open. Among its many provisions […]

As a business advisor, by now you have undoubtedly come across the concept of search funds, a unique financing model that allows entrepreneurs to raise capital and acquire small businesses. The search fund community is growing rapidly because it offers an attractive path to entrepreneurship that has less risk than bootstrapping a start-up venture. But […]

We have all seen, and been unnerved by, the news stories predicting an economic slow down. This, coupled with the tumult in the stock market, is enough to make anyone concerned. Moreover, the Russian Invasion of Ukraine is likely to continue to disrupt global commodities markets. A whopping 40% of the world’s palladium comes from […]

The M&A world isn’t quite sure what to expect in the next recession. Private equity players weren’t nearly as dominant through the last market downturns. But today those firms have $1.8 trillion in uncommitted capital they need to put to work. With money to spend, and a timeline to do it, private equity may help keep […]

Blue River Financial Group – When middle market business owners place their privately held companies for sale, they soon discover the market is the final determiner of value, not appraisers, CPAs, or even their own opinions. The market can delight or disappoint depending on an owner’s expectations. Disappointment inevitably arises when the highest offers received […]

Much of our value as M&A advisors is found in redirecting your focus, from what your business is worth today, to what it could be worth when it is ultimately ready to sell. When business owners decide to put their company on the market, it’s natural for them to wonder What is my business worth? and What should […]

In an effort to maximize your ROI at the conference in San Diego, here are the key points mentioned in a recent webinar.  You can view the webinar here. EDUCATION Take as many classes and workshops as possible.  This is your opportunity to learn and interact with the experts in M&A, Law, Financing, etc.  Additional classes […]

In an earlier issue of The Bridge, we introduced a new series, Moving on Up. Many of the newer members of the M&A Source found it helpful as they move upmarket in their deal making. In this issue, we address strategies to leverage your M&A Source membership to establish your expertise and source the “bigger” transactions. […]

As the Fall begins and vacations become a far-off memory, you may be getting that back to school feeling about preparing for your first Deal Market at the M&A Source Conference this November. As Director of Business Development at a private equity fund, I get the opportunity to speak with a lot of advisors and have attended […]

With inflation at its highest level in 40 years, business owners are reasonably concerned about how their businesses will be impacted. Knowing the effects inflation can have on the bottom line of a company can be crucial in preparing your clients for the sale of their business. The Consumer Price Index (CPI), which looks at […]