How2Exit

FEBRUARY 12, 2024

b' E185: Mid-market M&A Advisory Services in a Changing Economic Landscape with Steve Conwell - Watch Here rn rn About the Guest(s): rn Steve Conwell is a co-founder of Final Ascent, a mid-market M&A advisory firm specializing in exit planning and succession strategies.

M&A 130

M&A Advisory Economics Mergers and Acquisitions 130

Lake Country Advisors

MAY 9, 2025

Selling a middle-market business requires meticulous planning, clear objectives, and a deep understanding of your sector. This guide covers every stage, from defining what qualifies as a middle-market enterprise to finalizing post-sale considerations. What Is Considered a Middle-Market Business?

Middle Market 52

Middle Market Business Broker Sale 52

Sun Acquisitions

APRIL 7, 2022

Sun Acquisitions is pleased to announce the successful sale of AMIC Global, Inc. AMIC Global’s primary business is supplying contract-manufactured metal components to OEM customers, and contract-manufactured supplies to leading RV/Marine industry customers. Sun also provided advisory services throughout the diligence period.

Manufacturing 98

Manufacturing Sale Acquisitions Mergers and Acquisitions 98

iMerge Advisors

APRIL 13, 2025

Summary of: Asset Sale vs. Stock Sale: What Tech Founders Need to Know When a technology company enters M&A discussions, one of the earliest and most consequential decisions is whether the transaction will be structured as an asset sale or a stock sale. Defining the Structures What Is an Asset Sale?

Sale 40

Sale Stock M&A Negotiation 40

How2Exit

JANUARY 8, 2024

b' E175: Financial Advisor Tyson Ray Discusses the Importance of Exit Planning for Business Owners - Watch Here rn rn About The Guest(s): Tyson Ray is a founding partner of Form Wealth, a financial advisory firm that specializes in exit planning for small to medium-sized businesses.

Business 130

Business Sale Accountant IT 130

Align Business Advisory Services

SEPTEMBER 20, 2024

Welcome to our new series on empowering business owners for what’s next: an exploration of topics that many business owners have come to us with during the M&A process, as they begin to contemplate what their life will look like after a sale or merger, which might include continued involvement, a new venture or time.

Business 105

Business M&A Sale Mergers 105

Sun Acquisitions

APRIL 18, 2022

If you’re looking for a guide to selling your business privately, you’ve come to the right place. Selling a business is a complex affair. And Forbes and Bloomberg tell us that 8 out of 10 businesses will not find a buyer. With competition for acquisition so high, it’s no wonder some business owners prefer to sell privately.

Business 98

Business M&A Broker Sale 98

How2Exit

JUNE 16, 2024

E222: Paul Neal Discusses Wealth Building by Owning Business Property - Watch Here About the Guest(s): Paul Neal is a seasoned financial strategist and real estate finance expert with a background in engineering. He is the author of "Unleash Your Business: Unlock Wealth, Autonomy, and Control by Buying Your Building and Firing Your Landlords."

Business 130

Business Book-building Finance Finance 130

How2Exit

FEBRUARY 18, 2024

b' E187: Clint Fiore Discusses the Challenges and Strategies of Buying Businesses - Watch Here rn rn About the Guest(s): rn Clint Fiore is a seasoned entrepreneur with broad experience in the small to medium business acquisitions and mergers sector.

Business 130

Business Mergers and Acquisitions Acquisitions Advisory 130

Sun Acquisitions

JULY 13, 2022

Sun Acquisitions is pleased to announce the successful sale of Larry’s Cartage Co., After the sale of the business, Matt noted, “Larry’s Cartage Co., is an outstanding business built around meeting the needs for continual transportation solutions and will have a strong legacy going forward at US Multimodal Group.

Sale 98

Sale Acquisitions Mergers and Acquisitions Transportation 98

How2Exit

MARCH 31, 2024

b' E200: Buying or Selling a Small Business? Get the Insider Tips You Need to Secure Your Deal - Watch Here rn rn About the Guest(s): rn Patrick O'Connell is an experienced mergers and acquisitions (M&A) advisor with a profound depth of knowledge in buying and selling small businesses valued between one to $20 million.

Business 130

Business Mergers and Acquisitions Securities M&A 130

Align Business Advisory Services

JANUARY 31, 2024

Contemplating the sale of your business is a transformative decision that requires strategic planning and careful evaluation. There are many complexities involved in the effective and successful sale of a business.

Business 98

Business Sale IT 98

Chesapeake Corporate Advisors

OCTOBER 28, 2024

metropolitan area in its sale of 90% ownership to Sojitz Energy Services LLC (“Sojitz”), a subsidiary of the Japanese general trading company Sojitz Corporation. Freestate joined the Sojitz Energy Solutions & Healthcare Division with Sojitz as a standalone business in the U.S.

Corporation 98

Corporation Investment Banking Healthcare Advisory 98

Lake Country Advisors

AUGUST 7, 2023

In the ever-changing business world, timing is everything, especially when considering the best time to sell your business. In 2023, many business owners may find themselves pondering this very question. The current market conditions and economic landscape have created a fertile environment for business sales.

Business 96

Business Sale Negotiation Mergers and Acquisitions 96

How2Exit

JUNE 9, 2025

E283: Callum on Building Trust, Board Power, and the Agglomeration Exit Strategy for Entrepreneurs - Watch Here About the Guest: Andy Seeley Andy is the CEO and co-founder of Creatively Disruptive—a “revenue growth agency” that helps small businesses scale sustainably. Too many small business owners fly blind.

Profitability 130

Profitability Business Consulting IT 130

Successful Acquisitions

JULY 17, 2023

Why Do Business Owners Sell? While owning a business offers numerous benefits, such as financial rewards and a sense of fulfillment, there comes a time when factors like retirement, burnout, and a shift in risk tolerance prompt business owners to consider selling. As business owners age, their perception of risk shifts.

Business 98

Business Sale M&A Advisory 98

How2Exit

MARCH 23, 2023

Ron Concept 1: Maximize Business Value When Exiting When it comes to exiting a business, maximizing value is of paramount importance. It is essential to ensure that the business is sold for the highest possible price, while also getting the best deal structure. Finally, it is important to have a well-thought-out exit strategy.

M&A 130

M&A Business Book-building Sale 130

Sun Acquisitions

JUNE 11, 2024

In the dynamic world of entrepreneurship, there comes a point for many business owners when the prospect of selling their company becomes a reality. However, with the right mindset and strategic approach, entrepreneurs can maximize the profitability of their business sales.

Profitability 59

Profitability Sale Business Mergers and Acquisitions 59

How2Exit

APRIL 29, 2024

b' E207: M&A Masterclass: Building and Exiting Businesses in Health & Beauty with Tina Bradley - Watch Here rn rn About the Guest(s): rn Tina Bradley is a seasoned entrepreneur with a rich background in various business ventures, starting from her entrepreneurial journey at the age of nine.

M&A 130

M&A Business Mergers and Acquisitions Acquisitions 130

Viking Mergers & Acquisitions

MAY 18, 2023

As an e-commerce business owner, you have likely noticed things run differently than in a traditional, brick-and-mortar organization. However, you may wish to move on to a new opportunity or new field altogether, which means you want to sell your e-commerce business as painlessly as possible.

Business 85

Business Mergers and Acquisitions Broker M&A 85

Global Newswire by Notified: M&A

MAY 1, 2025

May 01, 2025 (GLOBE NEWSWIRE) -- West Technology Group, LLC (the Company or West) has completed the sale of its Notified business to Equiniti (EQ) 1 , a global leader in shareholder services and advisory firm. ISLANDIA, N.Y.,

Sale 52

Sale Advisory Business IT 52

Sun Acquisitions

JULY 20, 2023

As a business owner, selling your business is a decision you may have to make at some point. It can be a daunting process, but with the help of the right advisory team, it can be a lot easier. The right team can help you prepare your business for sale, find the right buyers, negotiate the best price, and more.

Advisory 40

Advisory Business Negotiation M&A 40

How2Exit

AUGUST 12, 2024

With a rich history in building and exiting businesses, Simon successfully bootstrapped his last startup, Gazelle AI, and led it to an acquisition by KKR. The episode also underscores the importance of building strategic partnerships and stresses the need for business owners to start planning for an exit well in advance.

Valuation 130

Valuation M&A Mergers and Acquisitions Advisory 130

How2Exit

AUGUST 8, 2023

Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. It provides a unique opportunity for businesses to leverage their real estate assets to enhance their financial position and facilitate the M&A process.

Sale 130

Sale Mergers and Acquisitions Business M&A 130

iMerge Advisors

APRIL 19, 2025

Summary of: M&A Advisory for SaaS Businesses Under $50 Million: Strategic Considerations for Founders For founders of SaaS companies generating under $50 million in revenue or enterprise value, the M&A landscape presents both opportunity and complexity.

M&A 40

M&A Advisory Business Valuation 40

Focus Investment Banking

MAY 15, 2023

In this Q&A, we discuss how the owners prepared for a sale, which involved untethering two intertwined businesses while also ensuring that the buyers aligned with the Company’s strong culture. It evolved to be a healthcare electronic records translation and management services SaaS business.

Sale 52

Sale Business Healthcare Management 52

Focus Investment Banking

FEBRUARY 4, 2025

Selling or growing your business requires careful preparation, the right advisory team, and strategic foresight. Business owners often dont know where to start with these steps when considering a sale or investment deal. What are the key terms I should negotiate in a sale or investment deal?

Sale 52

Sale Negotiation Business Private Equity 52

Sun Acquisitions

JUNE 13, 2024

In the dynamic world of business, there comes a time when entrepreneurs contemplate the prospect of selling their ventures. Whether it’s due to retirement, a desire for a new challenge, or seizing a timely opportunity, the sale of a business is a critical decision that requires careful planning and execution.

Sale 59

Sale Mergers and Acquisitions Negotiation Business 59

Solganick & Co.

MARCH 10, 2025

March 10, 2025 — Solganick is pleased to announce that it served as the exclusive M&A advisor to Kavaliro for the sale of its Salesforce consulting division to Accordion. This sale reflects our commitment to focusing on areas where we have the greatest potential for growth and innovation, said Mark Moore, President of Kavaliro.

Consulting 40

Consulting Sale IT M&A 40

Sun Acquisitions

AUGUST 2, 2022

After targets are identified and screened, Sun provides advisory services including valuation, drafting and negotiating offer letters, and due diligence support. We work with clients that are interested in the confidential sale, acquisition, or valuation of privately held middle market and main street companies. About Sun Acquisitions.

Acquisitions 98

Acquisitions Mergers and Acquisitions Advisory Middle Market 98

Solganick & Co.

OCTOBER 6, 2023

Completing the Sale of a Technology Business: A Step-by-Step Summary by Aaron Solganick, CEO, Solganick & Co. Selling a technology business can be a complex endeavor, laden with multiple stages and crucial decisions. Due Diligence: Allow potential buyers to scrutinize all aspects of the business.

Sale 52

Sale Business Valuation M&A 52

PCE

APRIL 11, 2025

Owner dependency is one of the biggest hidden risks when selling a business. Many successful businesses are held back by one critical risk: owner dependency. When everything runs through a single individual, it limits scalability, disrupts continuity, and can significantly impact the companys valuation in a sale.

Sale 52

Sale Business Valuation Shares 52

Sun Acquisitions

AUGUST 21, 2024

Schaumburg, Illinois – August 21, 2024 – Sun Acquisitions, a leading mergers and acquisitions firm headquartered in Chicago, is pleased to announce the successful sale of Petersen International Furniture to Commonwealth Initiatives LLC. Considering Buying or Selling a Business?

Sale 59

Sale Acquisitions Mergers and Acquisitions Food 59

The TRADE

JUNE 28, 2023

New York-based independent prime broker Clear Street is set to launch a new investment banking business named Strategic Advisory Services. The new business line will offer strategic advisory, transaction and creative capital solutions to emerging growth companies, subject to regulatory approvals.

Investment Banking 64

Investment Banking Broker Bank Banking 64

Align Business Advisory Services

SEPTEMBER 19, 2023

Selling an HVAC (Heating, Ventilation, and Air Conditioning) or Home Services business is a significant life event that requires thoughtful planning–and strategic execution–to maximize your returns. For many business owners, this sale is the culmination of years or even decades of (very) hard work.

Sale 52

Sale Business 52

Align Business Advisory Services

OCTOBER 14, 2024

In this installment of our series on empowering business owners for what’s next, we’re taking a look at serial entrepreneurship. For some people, once they’ve built a successful business and navigated the complexities of a sale, they find themselves itching to dive back into the entrepreneurial world and start something new.

Business 105

Business Sale 105

Sun Acquisitions

APRIL 4, 2023

Sun Acquisitions is pleased to announce the successful sale of Custom Cylinders, Inc. Through the confidential marketing of the business, Sun Acquisitions generated nearly 150 interested buyers, which led to multiple bids for Custom Cylinders, Inc. Sun also provided advisory services throughout the diligence period.

Sale 52

Sale Acquisitions Mergers and Acquisitions Advisory 52