Cashing Out – What Advisors Do I Need and What Are Their Roles?
There has been an explosion of consultants who offer some form of Exit Planning advice. Most have some value to add to the process. However to guide you through the landscape of services available to you, I’ve highlighted the key roles to achieve the following:...What Your Investment Bank Can’t Do For Your Exit
I built two investment banks in London both focused at small to mid-market transactions, working approximately, in the $10m to $100m deal range. Prior to that I helped turnaround a division of Thomson Reuters in the 80s and led the disposal project to Reed, for...Exit Strategy Vs. Keep It Strategy
Is there a difference between running a business to ensure you can exit and cashing out one day Vs. running it to keep it forever? Yes there is, the last 24 months. Every owner needs to run a business as if they wanted to cash out one day. The ones who are committed...ESOPs – Issues to Consider for Owners
The WSJ ran an interesting piece this week, on the issues surrounding employee stock-ownership plans. I’ve extracted some points worth considering from the article and added some issues from my own experience. Background As of 2011 approximately 10,900 ESOPs...Exiting Your Business – Acing the Due Diligence Test
As the owner of a private company you may have decided that 2013 is the year you are going to sell out. In previous posts I’ve covered many of the issues running through your mind. For example: How much is your business worth? Staging Your Business For Sale-...Operational Excellence For Exits
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