Starting with a blank slate and a very important task at hand? Let me explain how I can...
How to Best Position Your Company for the New Year As you begin each new year or new phase...
Buy-Side M&A Strategy: Financing an Acquisition The buy-side M&A process is difficult at best. It’s one thing when sell-side...
“Will I be glad I selected this M&A advisor?” “Will this advisor’s M&A process get me the...
Investor Presentation Tips: 11 Steps to Writing an Effective Investor Deck Writing an investor presentation is one of the...
Sell-Side M&A Strategy: 5 Tactics to Maximize Value Most, if not all, owners of privately held businesses will consider...
Outsourcing Rationale: What Work Should You Outsource? Not having the right team is one of the top three reasons...
How to Conduct a Brand Audit with an Alignment Map No matter what business you are in, your brand...
The Purpose of a Confidential Information Memorandum Every M&A sale process needs to lead with a written Confidential Information...
How to Reach Your Full Potential with an Alignment Model Many businesses suffer from inefficiencies and a lack of...
How to Leverage a Focused Approach to Corporate Finance Advisory We’re now on a focused approach to corporate finance...
How to Assess Performance Weakness with an Alignment Model Many businesses suffer from inefficiencies and a lack of productivity....
The Business Valuation Spectrum If I am considering selling my company how do I approach valuation? My business has value....
Uncover Cash Flow Killers with These 4 Processes When we recently asked CEOs what their companies most lacked when...
Confidentiality is top priority when embarking on an M&A process! When preparing your business for sale, or for any...
Three Leadership Pillars Every Company Can Master No matter what business you are in or how long you have been...
Don’t Confuse Loyalty With Talent Loyal employees are rarely talented employees. There I said it. The strongest, most successful organizations...
7 Ways to Boost Investor Relations with Social Media The time and resources needed to be effective with investor...
Is Inbound Investor Relations Right for You? Build on a solid foundation, set a clear path and don’t allow...
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