Uncategorized

“Re-Trading” is the practice of renegotiating the purchase price after the Letter of Intent (LOI) is signed, usually based on minor or manufactured findings during Due Diligence. Why It Works Once you sign an LOI, leverage shifts to the buyer.…

In the post-COVID world, buyers are hyper-sensitive to supply chain risks. They aren’t just looking at what you sell, but how reliable your ability to produce it is. The biggest red flag we see in this area is the “Personal…

In the vast majority of transactions we handle (Asset Sales), the IRS requires both the Buyer and the Seller to file Form 8594. This form tells the government exactly what assets were purchased. Crucially, both forms must match. If you…

When a Private Equity firm looks at a sales department, they rarely look at the “star performer.” They look at the system. Most small businesses run a “Full Cycle” model: A salesperson finds the lead, closes the deal, onboards the…

For a distributor or manufacturer, high inventory feels like a badge of honor. It means you are reliable. It means you are protecting your clients from supply chain shocks. But when you sell, that “reliability” can cost you dearly. The…

Sophisticated buyers look for transferability. They are asking a simple but scary question: “If the owner gets hit by a bus tomorrow, does the revenue stop?” This is known in the industry as “Key Person Risk.” If the answer is…

When you enter the world of M&A, you will hear two acronyms constantly: EBITDA vs SDE. Knowing the difference—and knowing which one applies to your business—determines how big your check will be at the closing table. Many business owners undervalue…

Why Numbers Alone Aren’t Enough When preparing to sell your business in Texas, the numbers tell part of the story – financials, EBITDA, growth trends. But buyers want more than numbers. Your exit narrative shows the full picture, highlighting your…

For many entrepreneurs, their business is more than just a venture; it’s a key part of their identity and a reflection of years of hard work. The idea of selling can bring a mix of emotions—pride in what’s been built,…