Scaling your business is a vital component of fiscal vibrancy. The operating leverage created in your business, and its profit and loss (P&L) statement, at scale, is financially rewarding. One path to scaling your business is certainly Mergers & Acquisitions (M&A). This is a story about getting to scale and fiscal vibrancy through M&A. Shortly…
The first of the year is right around the corner. If you haven’t already done so, developing your business plan is vital for the success of your business and the focus of your leadership team and company. Engaging your leadership team early in the business planning process is crucial. The age-old practice of handing your…
Our decades of experience have enjoyed hundreds of successful brokerage, lender and technology firm mergers and acquisitions. That said, we can’t remember two that were exactly the same. We celebrate the wins and we learn lessons along the way. The most important advice we can share is a reminder that we are in the people…
A business’ growth can be dramatically accelerated through mergers and acquisitions. If this is a path your business will pursue—and you are expanding to a new geographic market—it is very important to first analyze the target market before approaching acquisition targets in the new market. Ideally, you can grow into a contiguous market, but that…
Preparing your business for sale is a strategically important exercise. It is something that you should do all of the time. Being ready to sell is important, regardless of your interest in selling. It is a basic discipline of owning a business. You must know and monitor the street price of your company to inform…
There are around 20 million veterans in the United States. Are you equipped to help them achieve their homeownership dreams? Learn more.
