June 2026
The New M&A Due Diligence
What Buyers Really Want to Know in Today's Uncertain Market Introduction: A Market Reset, Not a Pause The M&A market has changed in a real way. After the surge in 2021, deal activity has recalibrated [...]
Preparing for Exit: What Deal Professionals Should Be Guiding Years Before a Transaction
The strongest exits are rarely built in the year of sale. They are constructed years earlier through disciplined financial infrastructure, leadership depth, and scalable growth systems. Every deal professional has seen this moment before. A [...]
Preparing For Bank Capital
Financing for Momentum: A Middle-Market Playbook for Securing Bank Capital For growth companies across the Mountain West, access to bank capital is more than funding—it is a strategic tool that enables scale, resilience, and long-term [...]
The Deal Audit: A Critical First Step Before Taking Your Company to Market
Proper planning and advance preparation is essential for any M&A transaction. Whether you are contemplating selling your company in the near future or simply want to ensure your business is positioned for an eventual exit, [...]
May 2026
Estate Planning: Value Preservation Before the LOI
For many business owners, the sale of a company represents the most significant financial event of their lives. Often built over decades—and sometimes generations—this transaction brings their life's work to a single culmination. Despite its [...]
Unlocking Healthcare Financial Freedom: Dr. Stephen Neeleman’s Healthcare Movement
Dr. Neeleman is the founder and vice chairman of HealthEquity, the nation’s largest provider of Health Savings Accounts. The company manages over $36 billion in assets across nearly 18 million accounts, is publicly traded, and employs roughly 3,000 people.