Articles & Publications

Often, business owners approach a valuation with a mix of excitement and anxiety. Will the valuation go well? Will the results match expectations? Before the process starts, though, a reality check may be in order. It’s wise to keep. Read More >>

CRAIN’S CLEVELAND BUSINESS – Best Practices in M&A Issued the week of January 16, 2017 By Mark B. Bober Most studies suggest that 70% to 90% of acquisitions fail to generate the investment returns targeted by the acquirer. M&A. Read More >>

Company valuations today are at the highest levels we’ve seen in years. So if you’re a business owner thinking about a liquidity event, now would be a good time, right? Not so fast. Even though the value of their. Read More >>

Everything may be going according to plan in an M&A negotiation until something suddenly puts the entire deal in doubt. Perhaps the buyer gets cold feet after conducting a round of due diligence or the seller feels insulted by. Read More >>

You think you’ve found it — the right company to buy. You’ve made a bid, signed a letter of intent and have the seller’s financial statements. They look good, but is the seller telling the whole story? Caveat emptor.. Read More >>

Noncompete agreements help businesses retain valuable employees, safeguard inside information and prevent unfair competition. But although they’re designed to protect companies, they can also put them at great risk if they’re not properly structured and maintained. It can be. Read More >>

Approximately 44 million people in the U.S. are age 65 or older. This means a whole generation of business owners will be retiring in the coming years — and their businesses are likely their most valuable assets. Many owners. Read More >>

Business valuations often uncover questions about the choices made by business owners. Unfortunately, sometimes the questions lead to a determination of financial statement fraud. According to the Association of Certified Fraud Examiners (ACFE) Report to the Nations on Occupational. Read More >>

As seen in Crain’s Cleveland Business Issued the week of January 18, 2016 The current M&A market remains a “seller’s market,” both in terms of economics (purchase price multiples), as well as the structure of key deal terms. The. Read More >>

For owners who are considering a future transaction of their business, it is important to know that your “exit readiness” today is essential to have a successful transfer that maximizes value in the deal when you’re ready. From our. Read More >>