Monthly Archives: November 2017

How to Avoid Low Valuation with Succession Planning

While there are many things that need to be taken care of to prepare for a successful business sale and exit one of the one’s most founders and owners neglect is to have a strong well thought out Succession Plan in place well in advance of putting the company up for sale.  While a strong auditable balance sheet, good product and service mix, good backlog are all-important the most valuable asset many companies have are their people.  With a strong...

Private Equity at the Gates

A Great Opportunity for Private Companies and Owners to Transition Today many private companies and family owned businesses are faced with the hard facts of demographics.  The baby boom generation is entering their prime retirement years.  So many company Founders, family owned business CEO’s and private company heads want to retire.  In many cases the struggle for capital has grown harder and the ability or willingness of their heirs makes leaving the company to them a poor option.  Yet, many of...