Resources
Blog Posts
What often gets overlooked during the M&A process?
I'm on a mission to coin a new term.Not just for the sake of it, but because I strongly believe it's a topic we're not focusing on enough. ππππππ ππππππππ The M&A process is high-stress and emotional, especially for those who are selling their life's work. What...
Cash Proofs: An Essential Test of Financial Accuracy
Can you tell if the financial information you are relying on is accurate or incorrect? Most financial information from small businesses is unaudited, meaning an independent third-party CPA has never validated its accuracy. Even if a company is reviewed, the procedures...
Understanding Quality of Earnings (QoE)
Are you sure that the business youβre trying to buy makes as much money as you think? Are you sure you are selling your business for enough?The best way to find out is to perform a Quality of Earnings analysis (also known as a βQoEβ or βQ of Eβ). Iβm sure if youβve...
Deciphering Net Working Capital and Purchase Price Adjustment in Mergers & Acquisitions
This is the most frequently misunderstood topic I have experienced, not just in M&A but across my entire career to date. Even M&A experts and veterans get confused. If you're transacting in the M&A world, understanding Net Working Capital (NWC) and...
Unlock the Secrets of M&A Mastery: A Step-by-Step Guide to Successful Deals
The best M&A dealmakers all have something in common⦠They run a methodical process to drive a successful transaction. Here is an overview of how it all happens. Mergers and Acquisitions (M&A) have long been a driving force in shaping the business landscape....
Case Studies
What often gets overlooked during the M&A process?
I'm on a mission to coin a new term.Not just for the sake of it, but because I strongly believe it's a topic we're not focusing on enough. ππππππ ππππππππ The M&A process is high-stress and emotional, especially for those who are selling their life's work. What...
Cash Proofs: An Essential Test of Financial Accuracy
Can you tell if the financial information you are relying on is accurate or incorrect? Most financial information from small businesses is unaudited, meaning an independent third-party CPA has never validated its accuracy. Even if a company is reviewed, the procedures...
Understanding Quality of Earnings (QoE)
Are you sure that the business youβre trying to buy makes as much money as you think? Are you sure you are selling your business for enough?The best way to find out is to perform a Quality of Earnings analysis (also known as a βQoEβ or βQ of Eβ). Iβm sure if youβve...
Deciphering Net Working Capital and Purchase Price Adjustment in Mergers & Acquisitions
This is the most frequently misunderstood topic I have experienced, not just in M&A but across my entire career to date. Even M&A experts and veterans get confused. If you're transacting in the M&A world, understanding Net Working Capital (NWC) and...
Unlock the Secrets of M&A Mastery: A Step-by-Step Guide to Successful Deals
The best M&A dealmakers all have something in common⦠They run a methodical process to drive a successful transaction. Here is an overview of how it all happens. Mergers and Acquisitions (M&A) have long been a driving force in shaping the business landscape....