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

Focus Investment Banking

JULY 8, 2025

Breaking Down the FOCUS Sell-Side Process FOCUS Investment Banking is a leading sell-side advisor serving middle market companies. On the financial side, we complete in-depth financial analysis (usually a full quality of earnings) that breaks down a practice’s financial statements and rebuilds them on an adjusted accrual basis.

Healthcare 52

Healthcare Investment Banking Negotiation Financial Statement 52

Focus Investment Banking

DECEMBER 4, 2023

The buyer negotiates critical price reductions after finding issues in the internal financial statements. At a base level, buyers want to get as much comfort from the financials before submitting an offer and closing the transaction. A sell-side QofE can also help expedite due diligence.

Valuation 52

Valuation Financial Statement M&A Food 52

iMerge Advisors

APRIL 9, 2025

Discounted Cash Flow (DCF) : A more theoretical approach, used less frequently in lower middle-market deals due to its complexity and sensitivity to assumptions. While financial metrics provide the foundation, qualitative factorssuch as customer concentration, churn, and IP defensibilitycan significantly influence the final number.

Valuation 40

Valuation M&A Profitability Discounted Cash Flow 40

Focus Investment Banking

MAY 22, 2023

In due diligence, potential buyers will review your company's financial and legal documents, operations, and other aspects of the business. You should be ready to provide accurate, detailed and up-to-date financial statements, key performance metrics, tax returns, contracts, employee records, and many other important documents.

Business 52

Business M&A Sale Valuation 52

Lake Country Advisors

JANUARY 13, 2025

Whether you’re a small business owner or managing a middle-market company, aligning with the right expertise can make all the difference in your transaction’s success. Develop a Marketing Plan A well-crafted marketing plan ensures your business captures the attention of serious buyers while maintaining confidentiality.

Broker 52

Broker M&A Business Negotiation 52