When a business owner is considering a sale, financial statements are often the first point of contact with a potential buyer. Before any discussions commence regarding strategy, growth potential, or culture, buyers are going...more
4/6/2026
/ Accounting ,
Acquisition Agreements ,
Business Succession ,
Business Valuations ,
Buyers ,
Corporate Finance ,
Due Diligence ,
EBITDA ,
Exit Strategies ,
Financial Reporting ,
Financial Statements ,
Merger Agreements ,
Non-GAAP Financial Measures ,
Private Equity ,
Private Equity Firms ,
Risk Management ,
Sellers
For many middle-market business owners, 2026 could present an ideal window to explore a sale. With financing markets improved and private equity (PE) sitting on significant amounts of dry powder, strategic buyers are in a...more
3/2/2026
/ Acquisition Agreements ,
Business Strategies ,
Business Succession ,
Business Valuations ,
Buyers ,
Corporate Governance ,
Corporate Sales Transactions ,
Due Diligence ,
Exit Strategies ,
Middle Market ,
Private Equity ,
Private Equity Firms ,
Rollover Equity ,
Sellers ,
Selling a Business ,
Tax Planning ,
Valuation
While much of the exit-planning conversation has centered on Baby Boomers approaching retirement, Millennial and Gen X founders are also a growing segment of today’s middle-market sellers....more
2/2/2026
/ Acquisition Agreements ,
Business Strategies ,
Business Succession ,
Business Valuations ,
Due Diligence ,
Earn-Outs ,
Entrepreneurs ,
Exit Planning ,
Exit Strategies ,
Financing ,
Investors ,
Merger Agreements ,
Middle Market ,
Private Equity ,
Private Equity Firms ,
Rollover Equity ,
Selling a Business ,
Small Business ,
Strategic Planning ,
Valuation
As we begin 2026, we find ourselves right in the middle of “Peak 65,” the period of time between 2024 and 2027 when approximately 4.1 million Americans will turn 65 each year....more
1/7/2026
/ Acquisition Agreements ,
Business Succession ,
Business Valuations ,
Buyers ,
Closely Held Businesses ,
Contract Terms ,
Corporate Sales Transactions ,
Due Diligence ,
Earn-Outs ,
Escrow Accounts ,
Exit Strategies ,
Family Businesses ,
Private Equity ,
Risk Management ,
Sellers ,
Selling a Business ,
Share Sale and Purchase Agreements (SPAs) ,
Small Business ,
Succession Planning ,
Valuation
As 2025 ends, the merger and acquisition (M&A) market, especially in the $5–$100M deal range, is closing out the year on firmer footing than it began. After two years defined by higher borrowing costs, valuation gaps, and...more
12/2/2025
/ Business Valuations ,
Buyers ,
Debt Financing ,
Due Diligence ,
Earn-Outs ,
Financing ,
Interest Rates ,
Lenders ,
Loans ,
Private Equity ,
Private Equity Firms ,
Rollover Equity ,
Sellers ,
Small and Medium-Sized Enterprises (SMEs) ,
Small Business ,
Syndicated Loans ,
Valuation
It is estimated that 75 million baby boomers could retire by 2030. Many of these boomers have built successful businesses over decades, and they are now ready to sell as they move into the next phase of their lives. This is...more
11/5/2025
/ Acquisitions ,
Big Law ,
Business Succession ,
Client Communication ,
Client Services ,
Corporate Sales Transactions ,
Family Businesses ,
Law Firm Partners ,
Mergers ,
Middle Market ,
Private Equity ,
Relationship Development ,
Selling a Business ,
Succession Planning
For many first-time buyers, the initial instinct in M&A transactions is to scrutinize every financial detail, prolonging the diligence process until they have an answer to every single question. This is certainly...more
10/7/2025
/ Acquisition Agreements ,
Acquisitions ,
Business Strategies ,
Buyers ,
Contract Terms ,
Due Diligence ,
Letters of Intent ,
Merger Agreements ,
Mergers ,
Representations and Warranties Insurance ,
Risk Management
When it comes to today’s deal market, no two buyers approach acquisitions in the same way. For companies exploring a sale, or for boards weighing offers, understanding the distinct perspectives and motivations of private...more
9/11/2025
/ Acquisitions ,
Business Strategies ,
Buyers ,
Exit Strategies ,
Financing ,
Investment ,
Mergers ,
Private Equity ,
Private Equity Firms ,
Sellers ,
Selling a Business ,
Strategic Planning ,
Valuation
After a rocky past six months, there is cautious optimism that merger and acquisition (M&A) activity is beginning to unfreeze. For much of the past year, there have been mismatched expectations around valuations and limited...more
8/5/2025
/ Acquisitions ,
Buyers ,
Capital Markets ,
Debt ,
Due Diligence ,
Financial Markets ,
Lenders ,
Letters of Intent ,
Mergers ,
Private Equity ,
Purchase Price Adjustment ,
Sellers ,
Transparency ,
Valuation
If there is one thing that is certain in today’s business landscape, it is that we are in a time of extreme volatility. Markets are fluctuating daily, tariffs are on and off, interest rates remain high, and there is global...more
7/3/2025
/ Acquisitions ,
Business Strategies ,
Due Diligence ,
Exit Strategies ,
Financial Markets ,
Interest Rates ,
Market Volatility ,
Mergers ,
Private Equity ,
Small Business ,
Venture Capital
Entrepreneurs represent a unique type of client for attorneys. They thrive on uncertainty, they move fast, and they see opportunities where many others see red flags. They often have a much higher risk tolerance, and they are...more
6/2/2025
/ Artificial Intelligence ,
Business Development ,
Business Entities ,
Entrepreneurs ,
Innovation ,
Investment ,
Legal Advice ,
Regulatory Oversight ,
Risk Management ,
Small Business ,
Startups ,
Technology Sector
I recently wrote about the “Gray Tsunami” and the mass numbers of Baby Boomers that will be retiring over the next few years. For Boomers, there are specific considerations that must be addressed if sale is their exit option....more
M&A over the last number of years has been “hot.” Despite slower-than-expected first quarter, we are anticipating another strong year for sell-side M&A. With stories of success, however, certain assumptions tend to follow.
...more
While many felt that 2025 might finally be the year of the rebound for mergers and acquisitions (M&A), the M&A landscape has hit turbulence as we take off into the new year. In just the first few months, the new...more
There is a significant demographic shift headed our way known as the “gray tsunami,” as a very large portion of the American population will reach retirement age and eventually exit the workforce. In fact, we are at a peak...more