How a Skilled Due Diligence Team Protects Your Bottom Line
When evaluating a potential acquisition, having a clear and accurate understanding of the business is crucial. Without the right expertise, it’s easy to overlook red flags, miscalculate risks, or even overpay for a business that isn’t as strong as it appears. A solid due diligence team ensures you get the full picture, protecting you from […]
Understanding Add-Backs and How They Impact a Deal
When evaluating a business for acquisition, one of the most critical aspects of financial due diligence is understanding add-backs. These adjustments can make a business look more profitable than it actually is – or, in some cases, reveal hidden value. Either way, if you don’t know how to analyze add-backs properly, you could end up […]
What to Look Out for Before Submitting an LOI
When evaluating a business acquisition, the period before submitting a Letter of Intent (LOI) is critical. This is your chance to conduct high-level due diligence, assess deal viability, and ensure you’re not about to buy a business held together by duct tape and wishful thinking. Buyers at all levels should approach this stage with a […]
Why Some Deals Fall Apart in Due Diligence and How to Keep Yours on Track
Mergers and acquisitions (M&A) are high-stakes ventures, with nearly half of all deals failing before closing. Research shows that up to 50% of M&A transactions don’t make it to the finish line. The biggest stumbling block? Due diligence. This phase is where financial, legal, and operational realities come to light sometimes derailing deals entirely. But […]
3 Ways to Identify an Exceptional SMB Due Diligence Provider
When diving into the world of small and medium-sized business (SMB) acquisitions, one of the most crucial steps is selecting the right due diligence provider. Their insights and analysis can make or break a deal, and finding someone exceptional can greatly influence the outcome. So, how do you spot a truly outstanding due diligence provider […]
Two Secrets to Growing Your SMB: Delegation and Automation
Building or acquiring a business is a thrilling journey, especially in the first year. Yet, it often means sacrificing vacations and being deeply involved in daily operations. Entrepreneurs find themselves wearing many hats, handling everything from marketing to customer service, leaving little room for relaxation. This level of involvement, while necessary initially, can become unsustainable. […]
How to Balance Persistence and Adaptability in SMB Acquisitions
Acquiring a small or medium-sized business (SMB) is a significant challenge. From the initial search to the final deal, the journey can be full of challenges and setbacks. Based on experience working with numerous searchers, the key traits that distinguish successful searchers from those who eventually give up are their ability to persist and pivot […]
One Critical Component That Is Often Overlooked in SMB Deals
In small and medium-sized business (SMB) deals, it’s not uncommon to come across prospectuses and Confidential Information Memorandums (CIMs) that paint a vivid picture of a company’s potential. These documents are full of untapped opportunities, giving us an exciting look at what could happen if the right strategies are implemented. They speak of doubling revenue, […]
What To Do When Your SMB Deal Falls Apart Post-LOI
Anytime a deal falls apart well into the post-LOI (Letter of Intent) period, it’s tough for everyone involved. It’s not just about the lost opportunity—there’s a lot of time, effort, and money that’s been invested by all parties to get to that stage. It sucks, and there’s no getting around that. Whether you’re a buyer, […]
