In negotiating M&A fee structures, a business owner should consider the goal he or she seeks to achieve in hiring an advisor. An owner looking to sell a business as soon as possible and an owner willing to wait longer for the highest bidder will...
In this episode, we're walking through the differences between selling-in and selling-out in an M&A deal. If a buyer wants the seller to sell-in, what does that mean for the executive team and why does it benefit the combined entity? If the seller is looking...
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,...