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 founder says, […]
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 value creation. […]
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, conducting a comprehensive […]
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 importance, the process […]
By Sean Sullivan
Billy Joe and Bobbie Sue have spent most of lives building their business, Miller Enterprises (an S Corporation), but weren’t necessarily ready to sell. Now it’s caught the eye of a private equity firm, which has made an […]
By Jim Plomer
Applying integration best practices to M&A transactions can significantly improve a deal’s chance of success. Ineffective integrations can lead to a deal failing to achieve intended benefits and result in a potential loss of value. According to BDO’s […]
By Jason Reading
Many entrepreneurs struggle with the process of finding a good capital partner. As if nailing the perfect pitch and generating investor interest wasn’t enough work, there are a host of considerations when evaluating potential partners beyond just valuation […]
By Patrick McMillan
Strategic growth keeps businesses alive. Sometimes, your strategy requires something dramatic, like merging your business with another entity. But mergers and acquisitions can get ugly if done incorrectly. Fortunately, there are simple steps you can take to avoid […]
By Matt Castleberry
2021 saw historic acquisitions, IPO’s, mergers, and investments. Many companies saw historic growth. Some investment funds we’ve spoken with experienced average organic growth trends from ~24% to ~90%, whereas other companies grew by acquisition. What are some of […]
By Layne T. Smith & Niels A. Bybee
Business owners who are looking to successfully exit from their business through a merger or sale transaction face many important decisions that can affect the tax treatment of gains from an exit transaction. Decisions that […]