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The Knowledge Center on our website is designed to be a valuable resource for both business owners and professionals. We aim to provide insightful information on topics related to business valuation, mergers & acquisitions, succession planning, and strategies for maximizing business value. Whether you're a business owner preparing for an exit or a professional advising clients, you'll find useful articles, guides, and tools to help navigate key business decisions. We welcome your input on what you'd like to see included in our Knowledge Center, as we are committed to making it as relevant and helpful as possible. Please note that the content provided is for informational purposes only and does not constitute tax, legal, or financial advice.
Understanding Tag-Along Rights, Forced Sales, Drag-Along Rights, and Texas Shootouts in Shareholder Agreements
When it comes to owning a business, particularly in a company with multiple shareholders, navigating ownership rights and the terms of...
Lee Henry
Feb 18, 20255 min read
What Makes an Operating Agreement Good? Key Elements It Should Have
An operating agreement is a crucial document for any limited liability company (LLC), as it governs the management and financial...
Lee Henry
Feb 17, 20253 min read
Creating Value for Business Owners: Using Performance-Based Non-Qualified Deferred Compensation Plans to Incentivize Management Teams
As business owners look to grow, scale, and ultimately exit their businesses, one of the most important strategies they can employ is...
Lee Henry
Feb 14, 20254 min read
Understanding the 3 Types of Business Risks and How to Manage Them
Running a business involves facing a wide variety of risks that can have significant impacts on the organization’s performance,...
Lee Henry
Feb 13, 20254 min read
What is adjusted EBITDA?
When it comes to M&A transactions, adjusted EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) plays a crucial...
Lee Henry
Feb 12, 20251 min read
Importance of Navigating Bonds Early with Construction Companies
Navigating Bond Requirements During the Sale of a Construction Company to Private Equity Selling a construction company is a complex...
Lee Henry
Feb 11, 20253 min read
Understanding Earnouts: What They Are, Advantages & Disadvantages, and Key Terms to Negotiate
An earnout is a popular tool in business transactions, especially in mergers and acquisitions (M&A), where part of the purchase price is...
Lee Henry
Feb 10, 20255 min read
The Essential Team of Advisors for a Successful M&A Transaction
Mergers and acquisitions (M&A) are complex transactions that require the expertise of multiple advisors to ensure success. Each advisor...
Lee Henry
Feb 8, 20253 min read
How Cyber Criminals Intercept Emails, Who High-Value Targets Are, and How to Avoid Becoming a Victim
In today’s digital age, email is an indispensable tool for communication. Unfortunately, it has also become a prime target for...
Lee Henry
Feb 6, 20253 min read
Understanding Tail Coverage in M&A Transactions
In mergers and acquisitions (M&A), risk mitigation is a critical consideration for both buyers and sellers. One key element in this...
Lee Henry
Feb 5, 20253 min read
Management Buyout Planning
Planning for a Management Buyout with Non-Qualified Deferred Compensation Plans Planning the future of your business doesn’t just involve...
Lee Henry
Feb 4, 20253 min read
Understanding Reps and Warranties Insurance in Business Transactions
When buying or selling a business, one key component of the deal is the representations and warranties (reps and warranties) made by the...
Lee Henry
Feb 3, 20252 min read
Understanding Buyer Types: Strategic vs. Financial Buyers
When selling a business, understanding the type of buyer you’re engaging with can significantly impact the outcome of the transaction....
Lee Henry
Feb 1, 20252 min read
The Role of Confidentiality in Business Sales
When selling a business, maintaining confidentiality is critical. Revealing sensitive information too early or to the wrong audience can...
Lee Henry
Jan 31, 20252 min read
The Impact of Economic Cycles on Business Valuations
Business valuations are not static; they are influenced by a variety of factors, including the broader economic environment....
Lee Henry
Jan 30, 20252 min read
The Importance of a Strong Management Team in Business Sales
When selling a business, potential buyers don’t just evaluate the financial performance and assets; they also place significant value on...
Lee Henry
Jan 29, 20252 min read
Wealth Preservation with Estate Planning After the Sale of Your Business
The Importance of Estate Planning with the Lowest Defensible Valuation Before Selling Your Business Selling a business is a monumental...
Lee Henry
Jan 28, 20253 min read
Understanding Common Expenses in M&A Transactions: A Seller’s Perspective
Mergers and Acquisitions (M&A) transactions can be exciting but also complex and costly for the seller. When preparing to sell a...
Lee Henry
Jan 27, 20254 min read
Leveraging Market Trends to Maximize Business Value
In today’s competitive marketplace, aligning your business with current market trends can significantly boost its value and appeal to...
Lee Henry
Jan 25, 20252 min read
Post-Sale Transition: Ensuring Business Continuity
Selling a business is not just about closing the deal; it’s also about ensuring a smooth transition that maintains business continuity. A...
Lee Henry
Jan 24, 20252 min read
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