Family Office Archives

Bridging the Valuation Gap in Your Next Deal

It’s no surprise the volatile changes in the economy are impacting more than just the cost of eggs. Rising interest rates, limited access to…

Sell-side Due Diligence: Focus on Your Needs with a Quality of Earnings Report

When it comes to selling your company, an audit or review of your financial statements is simply not enough. Rather, focusing on EBITDA, income…

How to Leverage Proof of Cash (POC) to Revenue in Your Next Deal

Have you ever begun the process of buying a company where you felt just a little apprehensive? You can be honest with us –…

M&A and the Looming Potential for a Recession

Where does M&A go from here? When the economy shut down in March of 2020 as a reaction to the pandemic, the government and…

How Did 2021 Change Valuations in M&A?

According to Reuters, global M&A activity reached new highs at the end of 2021 – building on the record-breaking dealmaking streak from the beginning…

4 Reasons Transactions Go Awry (And How To Avoid Them)

While breakups aren’t anyone’s favorite topic, I have to share a cautionary tale that plays out too often in the transaction world. I’m talking…

Will Tax Changes Affect My Deals?

Activity in Washington has ramped up the last couple of months, and if you haven’t checked out the tax changes (and potential changes), we…

Positioning Yourself for a Big Deal

“By failing to prepare, you are preparing to fail.” Yes, Benjamin Franklin knew his stuff (flying kites in thunderstorms notwithstanding). In the M&A world,…

All-in-One Vendor Relationship: How to Choose a Preferred Partner for Your Next Transaction

Ready for the understatement of the year? Mergers and acquisitions can get really complicated really fast. Think of something between solving a Rubik’s Cube…

Your Blueprint to a Quality of Earnings Report

A handy guide to a Quality of Earnings Report and reasons you should invest in one A company’s financial history tells a story. One…

How did 2020 change Valuations in M&A?

To say that 2020 was an unusual year is an understatement. Especially within the transaction world, where it left more questions than answers, like:…

Do you stand out? The value of brand-building for M&A professionals

We get it. You’re busy maximizing deal flow, closing deals and finding ways to boost returns on your current investments. Marketing yourself and your…

Due Diligence the Right Way During COVID-Era Acquisitions

Part One: Technology Questions and Considerations OK we’ll admit, this mug made our team chuckle more than it should have. Maybe we’re just suckers…

Demystifying Due Diligence: The Q of E

Due diligence is a key part of any transaction when buying or selling a business – but also one that can be confusing or…

How Earnouts Prevent Burnouts in Transactions

With a prideful twinkle in their eye, owners often set the asking price for their business fully confident it will shower the buyer with…

What Buyers And Sellers Can Expect To Change In The Financial Due Diligence Process

As both short-term and lasting impacts continue to unfold the further we move through the era of the COVID-19 pandemic, buyers and sellers that…

A Quality of Earnings Report: Where Audits Fear to Tread

You see stellar earnings for a company you’re about to acquire. These figures could be a positive sign—longtime, happy customers behaving as expected, the…

Sikich Series on Business Succession Planning: Key Considerations in Succession Planning

Some business owners do not consider the fact that their largest and most important asset is their business. Of course they are generally aware of the…

Client Spotlight: Illinois Chamber of Commerce

Learn how to take your business to the next level.

The much anticipated overtime rule was finalized today. The Department of Labor (DOL) finalized a rule to update overtime protections so they can help…