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Jul 13, 2017 11:30:00 AM

A Checklist to Prepare for Growth By Merger or Acquisition

Many of us rely on lists and step-by-step instructions to get us through some of the simplest tasks in life, like grocery shopping. And yet, when it comes to something as complex as the sale or acquisition of a business, many entrepreneurs and executives are willing to “wander the aisles” aimlessly trying to figure a transaction out instead of doing the basic planning that they use to make a trip to the supermarket successful. If your business plan calls for a merger or acquisition, here’s a suggested checklist to keep your transaction on track.

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Topics: Merger & Acquisition

Apr 13, 2017 10:30:00 AM

Shifting Your Focus Toward Long-Term Growth

If you ask a dozen executives if their goals for their companies include long-term growth, you would probably get a unanimous “Yes” from the group. If you then asked them to define what long-term growth looks like at their companies, you might get a dozen different answers. In order to prepare a business for long-term growth, the first step is to understand what exactly needs to grow.

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Topics: Growth, Merger & Acquisition

Feb 18, 2016 11:00:00 AM

2 Lessons to Learn from M&A Mistakes

Lesson #1 – Never Underestimate the Value of Relationships

I recently witnessed the sad decline of a once powerful company, and I can trace many of its problems to mistakes made just after the company was sold. This company was a giant in its industry. Its team seemed to do everything right, and its standing in the marketplace seemed unassailable. At least, that’s what the buyers believed – nothing could shake this company’s position in the marketplace. 

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Topics: EBITDA, Merger & Acquisition

Oct 1, 2015 11:00:00 AM

Transition Strategy? Do NOTHING After the Acquisition!

You’ve closed the deal, and the new company is yours. You’re excited and ready to start putting your plans into action. What should you do first?

My advice? Do NOTHING.

Don’ t get me wrong. You’ll be doing a great deal while you’re doing nothing, but you shouldn’t immediately start making major changes or implementing your profit, marketing and employment plans in the first few weeks after the deal closes. Instead you should have two goals – get to know the business and get to know the people.

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Topics: Merger & Acquisition

Sep 24, 2015 10:30:00 AM

Who Will Handle Your Acquisition Accounting?

In a recent blog, Josh Edwards mentioned that it’s easy to overlook transition plans in the busy weeks after an acquisition. Senior staff members are setting the direction for the new business while they manage the details of day-to-day operations, and everyone is working hard. All too often, departments postpone tasks that aren’t required immediately, with the intention of handling them later, and finance is no exception. 

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Topics: Accounting, Merger & Acquisition

Jul 23, 2015 11:00:00 AM

Prepare Your Company for Sale

Anyone who tried to sell a home during the Great Recession had to work harder than usual to make a good deal. It was a buyer’s market, flooded with inventory, and old tactics just didn’t sell houses. I think the lessons we learned in a recession-era housing market are valuable now in mergers and acquisitions. Here’s why.

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Topics: Merger & Acquisition

Jun 17, 2015 12:51:23 PM

M&A Transactions: Lost in Transition

Let’s admit it – mergers are exciting. You get to realize your company’s strategic plan and grow the company. The intricacies of negotiations can occupy all of your attention, and getting the deal right is incredibly important. But often, transition plans for managing the resulting company are lost in the process.

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Topics: Merger & Acquisition