M&A Access

M&A Access: January 20

This week’s M&A Access features Brett Hickey, Founder & CEO, Star Mountain Capital. He examines how a business’s goals and needs—strategic personnel, knowledge, relationships, and resources—are key factors to weigh when making an acquisition. Hickey also highlights what providers of this value-added capital look for in their analysis, including...Read More

M&A Access: January 13

This week’s M&A Access features Richard Wright, Owner, Accounting Done Wright CPA. Under the incoming Biden administration, Wright advises business owners to expect an increase in the corporate tax rate. He also urges buyers to do their due diligence and ensure the seller has done everything needed to ensure the PPP loan is forgiven, while sellers need to...Read More

M&A Access: January 6

This week’s M&A Access features Bill Wiersema, Principal, Miller Cooper & Co. He examines the major provisions of the new stimulus and how the new round of PPP loans differ from the initial installment. Wiersema also covers the additional remedies that have become available to businesses due to COVID-19, including more access to relief and the employee...Read More

M&A Access: December 30

This week’s M&A Access features Rahsaan Freeman, CM&AA, Managing Director and Scott Lundt, CMAA, MSFE, Director-Corporate Analysis and Strategy of Freeman Lundt. Lundt addresses the importance of understanding leverage and the opportunities it presents in the lower middle market during these challenging times. Meanwhile, Freeman details strategies...Read More

M&A Access: December 23

This week’s M&A Access features Robert Burger, Partner, B2B CFO®. Burger uncovers the two major considerations in deciding on an inside sale—the ability to run a business successfully and ensure continuity as well as a clear path to fund the transition. Burger also urges business owners to think through all considerations at the front-end of a sale, before...Read More

M&A Access: December 16

This week’s M&A Access features Allen E. Amun, President, Amun Industries. Amun articulates how IT contributes and preserves value in the integration process of an M&A deal as the “nervous system of modern business.” Amun also highlights the risks and threats buyers face if not accurately assessing a seller’s IT readiness, including...Read More

M&A Access: December 9

This week’s M&A Access features Christopher Roden, Partner, Eagle Private Equity. Roden expresses how good leaders and management of small businesses have found little ways to innovate their businesses and practices in order to survive the pandemic. Also, Roden illustrates the role projected new policies may play in the recovery efforts. Read More

M&A Access: December 2

This week’s M&A Access features Robert Hutchins, Founder, Ellavoz Impact Capital. Hutchins defines his firm as a social impact private management firm and discusses what that entails. Hutchins also explores the client benefits of this type of investment, including the ability to create sophisticated capital stacks that greatly reduce the dilutable portion...Read More

M&A Access: November 25

This week’s M&A Access features Jim Friesen MBA, CPA, CMA, CM&AA, Partner, Portage M&A Advisory. Friesen surveys the buy and sell sides in the lower middle markets. Also, Friesen covers what potential clients should know about the divestiture—a critical process that requires planning and having a strong “deal term.” Read More

M&A Access: November 18

This week’s M&A Access features Kim Clark Pakstys, Board Member & Interim CXO. Pakstys outlines why M&A deals fail to reach their expected value, including poor identification of goals, leadership teams, and culture. Pakstys also details how to maximize success and value creation when making a deal. Read More