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Beyond the Balance Sheet: The Evolving Role of CFOs in Mergers & Acquisitions
In today's dynamic business landscape, mergers and acquisitions (M&A) have become a crucial strategy for companies seeking growth, market...

What are the Advantages of Hiring an Outsourced CFO for Your Business?
Outsourced CFO services can be a game-changer for businesses looking to thrive in a competitive marketplace.


The Importance of a Quality of Earnings Analysis in Transactions
A Quality of Earnings is an analysis of a company's financial performance that goes beyond the review of traditional financial statements.

Mergers & Acquisitions Report - Q3 2024
Click below to download our quarterly M&A report.


Benefits of Obtaining a Business Valuation before the 2026 Estate Tax Changes
The 2017 Tax Cuts and Jobs Act significantly increased the federal estate tax exemption, but these changes are set to expire at the end...


Why Hire an M&A Advisor?
Selling a business is one of the most significant financial decisions you’ll make in your life. While it may be tempting to handle the...


Understanding "Cash-Free, Debt-Free" Transactions
In the complicated world of Mergers and Acquisitions (M&A), the term "cash-free, debt-free" is a critical concept that both buyers and...


What is an Earnout and why are they used in a Transaction?
An earnout is a contractual provision in a business transaction where the seller agrees to receive additional future payments based on...


What is a Confidential Information Memorandum?
The Confidential Information Memorandum (CIM) is a critical document that plays a pivotal role in the process of selling a company. The...


Our Crystal Ball: M&A Predictions for 2024
We hope your New Year is off to a great start. Stepping into the new year, the Mergers & Acquisitions (M&A) landscape for Middle Market...


What is a Quality of Earnings Analysis and why is it performed with a Transaction?
A Quality of Earnings (QofE) refers to the sustainability, reliability, and transparency of a company's earnings. A QofE Analysis...


The Emotional Rollercoaster of a Transaction
It is crucial to have a comprehensive understanding of the distinct phases that shape the sale process.


The Personal Side of Personal Goodwill
An Overview on what is Personal Goodwill and how it is calculated.


Maximizing Value: Preparing for a Sale
Before beginning the process of selling a company, it is critical for the owners to review their personal and professional goals and...


How is the value of my business calculated?
Whether you are a business owner planning for expansion or considering selling your business, understanding its true value is paramount....


Navigating the Working Capital Target in a Transaction
Working capital represents the funds necessary to keep a business operational, covering day-to-day expenses such as inventory, accounts...


Do Rising Interest Rates Lead to Lower Business Valuations?
When interest rates rise, it generally leads to an increase in the discount rate used in business valuation. The discount rate is...


Who’s On-Deck? The Importance of Management Succession Planning
In Baseball, the concept of being “On-Deck” refers to being the next person in line to bat. In Business, determining who is “On-Deck” to...


Why Hire An M&A Advisor to Sell Your Business?
As a business owner, you have worked hard to build your company. That’s why when it is time to transition the company to its next owner,...


Seven Tips For Successful Mergers And Acquisitions
Originally published September 22, 2022 by Forbes Business Council. Written by Marius Silvasan. As recently as 2021, mergers and...
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