This due diligence request list will help you understand what documents are required for due diligence and when a buyer is requesting too much info.
Top 10 Due Diligence Request List for an LOI or IOIRead More
What is the difference between an Add-on, Bolt-on and Tuck-in? | Types of Acquisitions Part II
the majority of acquisitions today (and last year) for technology service providers have been either tuck-in or bolt-on acquisitions. More on those in a minute. But what about an Add-on acquisition?
4 Risky Types of High Concentration in Business | Avoiding Overconcentration Part 2
There are forms of concentration such as vendor, geographic, industry and employee concentration that can also affect valuations depending on your size. Let’s take a look at them in detail.
4 Risky Types of High Concentration in Business | Avoiding Overconcentration Part 2Read More
The Risks of High Customer Concentration – Avoiding Overconcentration Part 1
High customer concentration occurs when a single customer or client accounts for 10% or more of your revenue, or when your largest four to five customers account for 25% or more of your revenue. Find out why this is bad and how to avoid it.
The Risks of High Customer Concentration – Avoiding Overconcentration Part 1Read More
How Long Does an M&A Transaction for an IT Business Really Take?
How Long Does an M&A Transaction for an IT Business Really Take? Honestly, I get this question a lot! And my answer is….. it depends on who the buyer is and how well you know them. Find out more.
How Long Does an M&A Transaction for an IT Business Really Take?Read More
5 Tips for Negotiating Earn-out Agreements
Getting ready to sell your company? 90% of transactions I’ve worked on in the last two years have included an earn-out. Here are 5 tips to help you get the best possible terms and create a win-win for you and your buyer when finalizing your sale agreements.
Why Pay for an M&A Advisor if you Already Have a Buyer?
I didn’t hire an M&A advisor, but in hindsight it was probably one of the worst mistakes I made! Why didn’t I engage an advisor? I didn’t want to pay out any more of my proceeds and I was already paying a good chunk in legal fees.
Why Pay for an M&A Advisor if you Already Have a Buyer?Read More
Top 5 Predictions for M&A in the Technology Service Provider Industry
Predictions for M&A. Don’t be surprised if the volume of calls from PE firms increases. CEO’s are ready to move forward with their future plans. Valuations will increase even more for companies who did not see a drop in revenue in 2020. Large mega (international) conferences are dead for the near future.
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Biden’s Election Doesn’t Mean You Have to Sell in 2020
The question most sellers are concerned about which is Capital Gains and the likelihood that they will increase under the Biden administration, or more immediately in 2021.
Biden’s Election Doesn’t Mean You Have to Sell in 2020Read More
The importance of understanding “Adjusted EBITDA”: Revised for COVID 19
UPDATED A couple of years ago, after selling my last company, I wrote this post on “adjusted EBITDA”. In my initial blog post, contained herein, I listed a number of adjustments to EBITDA as it pertained to my business and typical adjustments in general. Fast forward a couple of years, and a few transactions I …
The importance of understanding “Adjusted EBITDA”: Revised for COVID 19Read More