In this episode we're covering how to handle multiple offers when you're selling your firm. If you're working with an advisor that has done a great job with outreach, hopefully as a seller you will have multiple offers to consider at the same time -...
In this episode we're diving into the timelines for an M&A deal and what to expect if you're considering the sale of your IT services business. We'll cover readiness, pipeline development, LOIs, and due diligence from the seller's perspective. Listen to Shoot the Moon on Apple Podcasts or Spotify. ...
In this episode we're talking about the keys to successful deals + learnings, bringing in our own findings from recent transactions. We'll walk through a few recent deals: what worked well, what didn't, and ultimately how the deal got closed....
Taking a step back as a business leader, even if it is only for a one to two week vacation, seems unimaginable. Today’s podcast is intended to provide some perspective from one of Mike’s recent “steps” back. How the break helped Revenue Rocket, the team...
We often start our business meetings with the proverbial “do we have an NDA in place” but when it comes to having discussions surrounding potential business combinations it goes beyond sharing trade secrets. Listen as we dive into the importance of NDAs when entering into...
An ongoing inorganic growth strategy is what best-in-class firms do. In this episode we talk about what it means to have an ongoing program, how to create that program, and how to implement an inorganic growth strategy as part of your overall business plan....
We wanted to talk about a phase in business combinations known often as the 11th hour. The final phase before definitive agreements are signed and proceeds are distributed. This segment of time in the overall deal process is short but it comes with a...
In this episode we're diving into disclosures in M&A. Disclosure schedules are required to be attached to an asset or stock purchase agreement. These are essentially the lists of everything required to be disclosed to the seller prior to the Purchase agreement. On the surface,...
Proof of funds take many shapes and sizes, but it's important to know the buyer has the proof. When selling your company you need to ensure the buyer has the resources to close the transaction. Cash, stock or a combination thereof. It's common practice for...
The ability for a seller to obtain adequate comfort and assurances around the substance, value and longevity of an M&A transaction varies greatly based on the industry, motives and terms of a transaction but the basic and fundamental facts surrounding these assurances are almost always...