Post-Acquisition Integration: Turning a Purchase into Long-Term Success

The signing of the purchase agreement is not the finish line—it’s the starting point of a new chapter. For business owners stepping into an acquisition, what happens after the deal closes is just as important as the transaction itself. The post-acquisition phase is where value is realized, relationships are built, and strategy is put into…

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The Role of Working Capital in M&A Transactions

Working capital is a fundamental component of mergers and acquisitions (M&A) transactions, influencing deal valuation, purchase price adjustments, and post-closing operations. Buyers and sellers must align on how working capital is defined, measured, and transferred to ensure a fair and smooth transaction. Misunderstandings around working capital can lead to post-closing disputes and unexpected financial impacts,…

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Financing a Business Acquisition: Exploring Your Options for Growth

One of the first questions entrepreneurs face when considering an acquisition is how to finance it. There is no one-size-fits-all answer. The best financing strategy depends on your goals, your business’s financial position, and the nature of the company you intend to acquire. Selecting the right structure is essential to ensuring long-term success and avoiding…

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Financial Statement Normalization in M&A: Understanding Add-Backs and Adjustments

When preparing a business for sale, one of the most critical steps is ensuring that financial statements accurately reflect the company’s true earning potential. Many private businesses have financials that include discretionary expenses, owner-related costs, or one-time charges that do not reflect the company’s ongoing operations. This is where financial statement normalization comes into play.…

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When to Start Planning Your Business Sale: Timing Matters More Than You Think

One of the most common questions business owners ask is, “How far in advance should I start planning for a sale?” The answer: earlier than you think. While the actual sale process may take six to twelve months once you’re actively in the market, the work that drives valuation and reduces deal friction often starts…

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The Role of Tangible and Intangible Assets in Business Value

When determining the value of a business, buyers look well beyond revenue and profitability. Assets—both tangible and intangible—play a critical role in shaping how your business is perceived and priced. While tangible assets offer a clear sense of what the buyer is physically acquiring, it’s often the intangible elements that drive premium valuations. Understanding both…

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