Articles
A pre-engagement framework for knowing when to walk away, before you invest 60 hours in a deal that was never going to close. I once spent six months working a listing that checked every box on paper. Profitable service business, clean books, motivated seller, reasonable asking price. We went to market, fielded fourteen NDAs, and […]
Articles
The business brokerage and M&A advisory profession is going through a quiet but significant shift in how deals are packaged, marketed and executed. Buyers now expect a level of presentation that a decade ago would have been reserved for major sell-side mandates. Sellers are more attentive to confidentiality and want to know exactly who has […]
Articles
A Practical Guide for Business Brokers Most brokers I talk to are not short on deals. They are short on hours. The listing copy, the buyer follow-ups, the research before a pitch, the notes after every call. That work has to get done, and it eats the time you would rather spend in front of […]
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