From automating initial deal sourcing to enhancing due diligence and forecasting financial outcomes, AI empowers dealmakers to make faster, more informed decisions with unprecedented accuracy. 

Keeping a Stake in Your Business: Risks and Rewards Explained 

Beware of earn-outs when selling your business. They may be structured so you end up receiving far less than expected.

Stock-based compensation can change how your EBITDA looks and affect your company’s value when selling. This is especially important for tech and life sciences startups. In our latest update, our founder, Kirk Michie, explains why it’s crucial to factor in and how it impacts your deal.

As you consider the future of your business, one key aspect that can enhance its value and ensure long-term success is succession planning. Whether you're thinking about selling, transitioning leadership, or preparing for the unexpected, having a solid plan in place provides both peace of mind and financial benefits.

A Letter of Intent (LOI) is a crucial step in the process of selling a business. It's typically a non-binding document that outlines the value and terms a buyer is offering to purchase the company.

When selling a business, an Indication of Interest (IOI) is an informal offer from a potential buyer that gives an initial valuation range after reviewing basic financial information. It's a key tool to ensure the buyer is serious, helping business owners avoid wasting time with those who aren't truly interested in purchasing.

Non-disclosure agreements (NDAs) and non-circumvention clauses are essential tools in business deals involving confidential information.

A non-disclosure agreement (NDA) or confidentiality agreement is essential when sharing sensitive information about your company with a potential buyer or partner.

When selling a business, having all your ownership paperwork in order is crucial. This includes documents such as your cap table, which shows ownership distribution, and proof of past ownership transfers, especially if you’ve bought out partners or gone through significant changes like divorces.

There are two main ways to purchase a private company: through a stock purchase or an asset purchase.

An asset purchase is a common buyout structure where the buyer acquires specific assets and liabilities of a company rather than the entire business, allowing them to pick and choose what they want.