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If a business owner thinks a sale to management is a good idea please have them read this email first. The following represents the tip of the iceberg in what a management led buyout may include: A direct conflict of interest exists since management will want to drive down the price or value of the business so that they have to raise less capital. That allows management to get a bigger percentage ownership interest based on the limited equity they will invest as compared to the third party capital required. Management will not control the company after the sale since [...]

The late Daniel Patrick Moynihan once said: "You are entitled to your own opinion, but not to your own facts."  Many people do not want to take the time or spend the energy to learn the facts, but have no problem expressing their opinion.  Willful ignorance is a real danger to our country.  There is a myth that higher tax rates on the rich increases tax revenue.  The following presents some basic facts as to why lower tax rates lead to greater tax revenues and economic success for all. LESS TAXES AND MORE TAX REVENUE “The best way to promote [...]

The M&A Process includes: Selecting the right transaction analyst; Managing the preparation of seller diligence to properly prepare the business for sale; Assisting in making sure the data room is fully populated with information buyers will request; Nationwide search for appropriate investment banker with specific industry and business experience; Guiding the client through the interview process to select the right investment banker; Working with the investment banker to compile the marketing material and undertake the marketing process; Vetting and approving indications of interest and letters of intent based on a specific template that requires all key deal terms to be [...]