Lake Country Advisors

MAY 9, 2025

Valuing Your Middle-Market Business and Essential Documents Accurate valuation typically involves in-depth financial analysis, benchmarking against similar companies, and assessing intangible assets like brand reputation or proprietary technology. What Post-Sale Considerations Should I Keep in Mind? Others opt for a clean break.

Middle Market 52

Middle Market Business Broker Sale 52

Successful Acquisitions

FEBRUARY 7, 2023

is pleased to announce Brian Goodhart has joined the firm in the capacity of Director, M&A Advisory Services. He is the co-developer of system processes which assess, collaborate, and implement a client’s strategic transition objectives. Brain Goodhart Director, M&A Advisory Services Capstone Strategic, Inc.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Advisory Financial Analysis 52

How2Exit

JULY 3, 2023

Kirk Michie, with his three decades of experience in finance and business advisory, has honed his expertise in mergers and acquisitions, making him well-suited to assist entrepreneurs in navigating these transactions. Matching the buyer with the seller's "why" is not just about financial analysis.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

Peak Frameworks

SEPTEMBER 12, 2023

Investment Bankers M&A advisory is replete with examples of retainer fees. For an investment banker, this could range from due diligence, and financial modeling, to deal negotiations. Deliverables: Clearly outline the outcomes expected, whether it's a detailed financial analysis, a list of potential investors, or a finalized deal.

Finance 52

Finance Finance Mergers and Acquisitions Private Equity 52