The success of your business depends on relationships. You connect people with the things that solve a problem for them....
A well designed and executed sell-side M&A strategy will enable the process of being acquired, not the process of...
Starting with a blank slate and a very important task at hand? Let me explain how I can help...
Writing an investor presentation is one of the most demanding parts of investor relations. It is where you can...
How to Get Valuable Financial Planning and Analysis Results in Less than 3 Months Without Adding Employees
Financial planning and analysis is the most fundamental tool every business can leverage to improve productivity and profitability.
7 Insightful Questions Investor Relations Must Answer Publicly traded companies have investors. Typically lots of them, and they all...
Confidential Information Memorandum Tips: 9 Pointers to Maximize Value The best buyer for your business has a problem. Only...
A Confidential Information Memorandum (CIM) is the recipe for your company's value to prospective buyers. Done properly, it will...
How to Reach Your Full Potential with an Alignment Map Many businesses suffer from inefficiencies and a lack of...
Every M&A sale process needs to lead with a written Confidential Information Memorandum (CIM). Want to attract investors for...
When was the last time you overhauled your investor presentation? I mean the entire deck. The format, style, content...
Change takes courage. Wanting better results for yourself, your organization or your business is only an idea. Improving results...
The business valuation spectrum enables a seller to understand the lower and upper limits on what a buyer values.
Despite the financial impacts caused by the Covid-19 pandemic, economic recovery is inevitable. We’re humans, we figure things out...
The buy-side M&A process is difficult at best. It’s one thing when sell-side M&A advisors constantly serve up nicely...
Not having the right team is one of the top three reasons businesses fail. The other two are “no...
“Will I be glad I selected this M&A advisor?” “Will this M&A advisor’s process get me the results I...
Uncover Cash Flow Killers with These 4 Processes When we recently asked CEOs what their companies most lacked when...
How to Best Position Your Company for Recovery As you begin to consider what the next phase of your...
How to Assess Performance Weakness with an Alignment Model Many businesses suffer from inefficiencies and a lack of productivity....
