Buy-Side Discipline: What to Verify Before You Fall in Love with a Deal
Most acquisitions that go wrong don’t go wrong at closing. They go wrong in the six weeks before the letter of intent, when a buyer
Most acquisitions that go wrong don’t go wrong at closing. They go wrong in the six weeks before the letter of intent, when a buyer
In 25 years as a CFO and Corporate Director (C Dir), I have never seen a wider gap between “Accounting Value” and “Strategic Reality.” As
When you expect growth, a family trust can create future flexibility with minimal complexity. The idea is straightforward: separate fixed-value preferred shares from future growth
A “number” without judgment can cost you real money. Thoughtful valuations do four things well: (1) start from the business model, (2) normalize with evidence,
Owner-occupied manufacturing isn’t a strip mall. Yet many models treat the plant as “redundant” real estate and plug in a market rent to make the
Blog 4: Evolving Capital Structures in Family Businesses: Why Professional Valuation is Essential Introduction Family businesses often encounter scenarios that require changes in their capital
Blog 3: Untangling Mixed Cash Flows: Valuing Real Estate and Operating Businesses Separately Introduction Family businesses often mix real estate assets with operating businesses, creating
A Comprehensive Guide to Understanding Business Valuation and Preparing for a Successful Exit Introduction: Why Selling a Business is More Complex Than It Seems For
Blog 2: Balancing Family Dynamics: Structuring Businesses to Meet Individual Goals Introduction Family businesses often face a unique challenge: balancing the diverse goals and interests
Blog 1: The Need for Professional Valuation in Succession Planning: Navigating the Complexities of Family-Owned Businesses Introduction Family-owned businesses are the backbone of many economies,