Tags : CFA

The Buy-Side of M&A

HOW TO MAKE SUCCESSFUL ACQUISITIONS Photography by Jonathan Garza  In the world of M&A, there are two categories of acquisitions: financial and strategic. In the financial transaction scenario, it’s usually a private equity firm buying a majority stake of a company, placing it in their portfolio, growing it over several years and then selling it […]Read More

Selling Your Business: What Should You Do When Approached By

Photography By Shannon Drawe Out of the blue comes a phone call from a reputable company targeting your business for an acquisition or merger. You are flattered and you are intrigued. You decide the time could be right to sell, but are you prepared to respond to an unsolicited buyer? For David Dodson, Senior Vice […]Read More

How to Increase the Value of Your Business: Preparing for

Photography by Jonathan Garza There comes a time in the life of every business when the idea of selling gains traction. But selling a business is no simple task — it requires about three years of planning and preparation to make the business as robust as possible and get its valuation as high as it […]Read More

Are You Leaving Money on the Table at Closing?

WHY THE COMPETITIVE PROCESS BRINGS A HIGHER SELLING PRICE By Eduardo Berdegué and Roy Graham Many an attorney will likely attest to having been a party to a conversation with a client who called for help having just agreed to sell their business to someone they knew after receiving an offer over the phone! While […]Read More

Taking a Bite of the Apple

RECAPITALIZING IN TODAY’S ECONOMY You’ve got a business. It’s a successful business, but you’re nearing the point where you’d like to lessen your involvement in it. One way to do that would be to recapitalize – sell 60-70 percent of the company to a private equity group. They would increase the value of the company, […]Read More