BUSINESS TRANSACTIONS

Diligence: Electronic Versus Onsite Data Rooms

A currently popular question during the merger and acquisition (M&A) diligence process is whether to utilize electronic or onsite data rooms. For a target company, electronic data rooms provide benefits including operational efficiencies. Private equity groups enjoy similar efficiencies but also typically value the communication and culture aspects of the onsite data room. [...]

November 2nd, 2017|BUSINESS TRANSACTIONS, VIDEO|

Succession Planning

A succession plan outlines the process for changing control of a business when the owner(s) step(s) down from leadership while continuing business operations. Watch Michael Scott explain why it's never too early to begin succession planning.

April 19th, 2016|BUSINESS TRANSACTIONS, INDIVIDUAL PLANNING, VIDEO|

Is Your Buy-Sell Agreement Spelling Out Your Next Steps?

A buy-sell agreement plays an important role in the life cycle of any business. Solidly constructed agreements outline how to handle the death or disability of business partners, and define succession planning in exact terms. A buy-sell agreement should be reviewed and updated periodically to ensure that the business is protected. Watch Scott [...]

January 22nd, 2016|BUSINESS TRANSACTIONS, VIDEO|

Taking the Curtain Call: How to Maximize Business Sale and Successfully Exit

They say that luck is the residue of design.  That is typically true for business owners that sell their companies for premium valuations (i.e. the greatest values). They are not only lucky but also reaping the rewards of a well-designed exit strategy. There are countless published tips to maximize business sale, improve the value of [...]

January 1st, 2016|BUSINESS TRANSACTIONS, JANUARY 2016|

Who Are You Going to Call…When It’s Time to Create a Succession Plan

Succession planning is critical to any business’ long-term success. Being realistic and prepared are the keys to the success of a succession plan. Watch David Oliver discuss succession planning and the benefits of being prepared for the unexpected.

June 12th, 2015|BUSINESS TRANSACTIONS, INDIVIDUAL PLANNING, VIDEO|

Be the Ringmaster by Implementing These Six Business Value Drivers

“Price is only an issue in the absence of value.” I wrote this statement down and underlined it as my economics professor emphatically repeated the theory. Even today, I’d claim that this idea is the single most important concept my college education provided. Not only is this statement accurate, but it especially holds true in ongoing valuations [...]

December 1st, 2013|BUSINESS TRANSACTIONS, CRI CAPITAL ADVISORS|