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A Visual Recap of Global PE Activity in 2Q 2017

With the second quarter of 2017 in the books, we ran the numbers and sifted through the data to recap all the key info on global PE activity during 2Q.  Powered by the PitchBook Platform, our quarter-end datagraphic looks at fundraising (which had a huge quarter), deal and exit activity, top investors and more. To read the full article in PitchBook, click: A Visual Recap of Global PE Activity in 2Q 2017. ...

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How to Talk to Your Clients About Selling a Business

Whether it be retiring, shift in life path, or just moving in a different direction, Financial Planning presents a video on what to discuss with your clients and their all-important decision to sell. To read the full article in Financial Planning, click: How to Talk to Your Clients About Selling a Business. ...

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Avoid These Mistakes When Planning an Exit

Why Valuation isn’t the Only Thing that Matters During an Exit A big mistake that some startup businesses make is doing whatever it takes to maximize their valuation when they exit, writes Michael Morgan, CFO of Tegile Systems.  A single-minded focus on valuation can backfire if the market enters a downturn, he writes. To read the full article in CFO, click: Avoid These Mistakes When Planning an Exit. ...

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Key Questions to Ask the Family Business Owner who Plans to Sell

Advising Your Business-Owner Clients on Transitions As baby boomer entrepreneurs move toward retirement, their advisers should ask a series of questions about their financial and emotional states to help them plan their exit strategies.  Patricia M. Annino, JD, suggests, among other things, advisers should ask about how quickly clients want to sell, how the sale will affect their families, and whether they ...

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Factors Affecting Succession/Exit Planning in the Veterinary Industry

Revenues in veterinary practices continue to climb, but profitability has fallen. The supply-demand currently favoring sellers is about to change, and that is expected to impact sellers. These practices have options—other than selling to a consolidator—and will remain attractive to associates; however, vet practices will need to be proactive to control costs to command a better price. ...

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Building Value from the Inside-Out

Maximizing value by minimizing risk Most private company owners are not aware of the impact of company-specific risk on the value of their businesses. When they are faced with a need to increase the value of their businesses in order to close a value gap, they typically only focus on growing sales, reducing costs, or making an acquisition. None of those strategies are the most effective initial way to incre ...

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Entrepreneurship and Transition Planning

Is there a disconnect between client expectations and advisory services? Valuation professionals are uniquely positioned to help clients identify opportunities and third parties that can take them to a proverbial next level. Business valuation is about more than just benchmarking and deriving a defensible conclusion of value, it should entail understanding the value and interplay of governance, risk, relati ...

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Valuation Impossible

Reality TV offers more than entertainment Reality turnaround TV shows provide valuators lessons that go a long way toward improving their consulting and valuation skills, and client deliverable. Those lessons could result in more opportunities and greater credibility. ...

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Einstein and Valuation: It’s All Relative!

It’s Responsible and Efficient to Begin Appraisals by Granting Certain Assumptions and Respecting Precedent. Here’s Why. All kinds of news, findings, and rulings come out that might affect the work of financial consultants and appraisers every day. When can you know when a precedent is important or something you can ignore? Or, put another way: what information is most important to pay attention to? Rand Cu ...

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Rob Slee Draws Distinctions: Distressed Deals, Healthy Deals, Zombie Deals, and What’s Important to Value Creation —MidasNation

MidasFund Will Not Acquire Distressed Companies; However, it Will Buy Stable Divisions of Bankrupt Companies.  Here's Why.   "Last week’s announcement that MidasFund had started acquiring zombie companies caused a flurry of emails," writes Rob Slee on the MidasMoments blog of the MidasNation site.  "Many of you asked about the differences between acquiring distressed, zombie and healthy companies. Let’s dig ...

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Fight the Nine Symptoms of Corporate Decline —Harvard Business Review Network Blog

Watch Out for Decreases in Communication, Respect, and Aspiration; Increases in Isolation, Negativity, Rifts.  Good News?  It Can Be Cured. Rosabeth Moss Kantor asks on the Harvard Business Review Blog Network:  How do you know a team, company, or country is on the slippery slope of decline and needs a culture shift?  She writes that she found nine universal warning signs of change-in-the-wrong direction in ...

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Middle Market Leaders Weigh in On Fiscal Cliff, Recovery —President & CEO Magazine

U.S. Middle Market Leaders Express Preferences re: Spending, Debt, and Fiscal Cliff  The National Center for the Middle Market (NCMM) recently (early December 2012) conducted a survey of 1,000 U.S. middle market business leaders across all industry sectors and geographic regions to gauge their preferences for the outcome of the negotiations.  Here's what they found:   ...

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Want to Be Sure You Don’t Regret a Business Sale? Think Through These Seven Points

Owners: Don't Exit Before You're Ready, Lock Yourself In, or Count on Future Consulting There is no single formula that will result in a happy retirement for business owners. Over 75 percent of business owners say they regretted selling their companies a year after the sale, according to a PwC study entitled “Whose Business is it Anyway?” But there are ways to improve the chances that consultants can help o ...

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ESOPs in 2028

The Future Will Probably Include Not Only More ESOPs, But More High-Percentage (70-100%) ESOPs. Here’s Why What will happen with Employee Stock Ownership Plans and Trusts over the next few decades? Many authorities estimate that as many as one out of every two businesses will change hands over that time period as baby boomers enter retirement age and look to transition their long held businesses. Where does ...

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A Business Plan Needs an Exit Plan from the Very Start

There are Lots of Exit Options Owners Can Plan for, but Putting Together a Plan is Essential Business owners need to plan the sort of exit they hope for early on and treat exit options explicitly as part of their initial business plan. Whether owners are looking to sell outright, be acquired by another company, go public, choose simply to liquidate, or let the business run dry matters. Here’s why. ...

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Book Review: Middle Market M&A: Handbook for Investment Banking and Business Consulting

40 Percent of the U.S. GDP is in Privately Held Businesses. Here’s What You Need to Understand and Operate in This Market. Performing business valuation and mergers and acquisition work requires understanding a number of core discipline areas. With the expanded understanding of middle market finance, it is helpful to have a roadmap to complete any successful transaction or engagement.  ...

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