Series 2 Selling a business is something that most business owners will only attempt once in their career.  With an estimated 70% – 90% of their total net worth tied up in their business, they can’t afford to make a…

Series 1 Selling a business is something that most business owners will only attempt once in their career.  With an estimated 70% – 90% of their total net worth tied up in their business, they can’t afford to make a…

Many business owners support their families through their businesses. If something were to happen to you, such as a sudden death or permanent incapacitation, it may affect both your business and the lifestyles of the people who rely on you….

Earnouts are often used in transactions to bridge the gap between what a buyer is willing to pay up front and what a seller wants in the way of total compensation to complete a deal. Therefore, earnouts are typically constructed…

One might think that calculating net working capital is a relatively simple exercise — current assets less current liabilities. However, this simple exercise can turn into a very complicated calculation during a transaction process. At a time when both buyers…

Over the next 10 years, 4.5 million businesses with over $10 trillion in value will need to transition to new hands. A major source of this shift is the retirement of baby boomers — 10,000 of whom turn 65 every…

How to factor in all the risks in timing the selling of your business    Don’t let your opportunity to sell fly away David was never known as someone who had trouble making decisions, but here he was, swinging in…

By: James Darnell, Partner, KLH Capital, Tampa, Florida. As with many things in life, expectations are key to having a successful outcome to the diligence phase of selling your business. The more you understand of the due diligence process —…

The following article originally appeared in Forbes magazine earlier this year. To hear business owners tell it, a top goal of selling or transferring their business is to get the full value for it so they can fund retirement.  Most…

By: Len Russek Definition:  A Recapitalization or Recap is a financing technique used typically by private equity investors to invest in privately-held businesses that allow the existing owner to restructure the debt and equity of their company to either obtain…