Learn from the past, Value the future. Past performance is only meaningful in so far as it provides insight into future potential performance. Accurately valuing future potential is critical in prioritizing strategic decisions.

Warning Signs Abound. The purpose of this memo is to share LockeBridge’s current perspective on the potential shift in economic trends and the impact such trends may have on middle-market business valuations.

A recapitalization provides owners the opportunity to sell a portion of their company while still maintaining a significant ownership stake., thereby providing liquidity today, while setting the stage for a second “payday” down the road.

A recapitalization provides owners the opportunity to sell a portion of their company while still maintaining a significant ownership stake., thereby providing liquidity today, while setting the stage for a second “payday” down the road.

As a general rule of thumb the larger and further away the acquirer, the higher the offer you can expect to get. That stated, the billion dollar acquirer has most likely bought and sold many companies, so expert representation is imperative.

Unfortunately less than 1 out of 5 Business Owners we speak with have an appropriate succession or estate plan, and most of these owners will lose 50% or more of the value of their business if the plan is not amended.

All else being equal, the value of small businesses will decrease when the Federal Reserve increases interest rates. This article discusses why and how much the value of your Company will decrease upon a raise in interest rates.

Most Buyers are significantly larger then the Seller, have executed numerous deals and have a team that is well coordinated and trained in all relevant areas of merger and acquisitions.

When selling a business to a strategic buyer, the objective is to capture the value created by the synergies. Accurately estimating the incremental profit resulting from the synergies will result in a stronger negotiating position.

While working with business owners one of the issues we most often find them struggling with is “When Should I Sell My Business?” Often times the question is, “Do I sell today or bet on another year of growth?”

I never met an owner who wanted to pay a retainer, especially at a an industry success rate of less than 50%. How will you address this when it is time to sell your business?

The investment banking industry refers to a retainer as a fee paid up front which is generally credited against a success fee, but foregone if a transaction is not consummated.

For most private sellers, potential “C” Corp. benefits such as the right to have foreign shareholders or the ability to carry large amounts of revenue from one year to the next without negative tax implications, are neither relevant nor material.