Introduction As we discussed in Part I and Part II of this series, private equity firms value a number of quantitative and qualitative factors when purchasing a business. In Part III, we will discuss the valuation side of the equation. Because most private equity firms… Read More »Private Equity: Valuation
Overview In Part I of this series, we provided an overview of the private equity market. In today’s article, we discuss some general characteristics of both private equity groups and the ideal private equity investments. Our focus here is specifically on private equity firms who… Read More »Private Equity: Characteristics
Overview One increasingly attractive option for Middle Market business owners is to sell their business interests to private equity. But what is private equity and what do SME owners need to know if they are considering transitioning in the next two to five years? This… Read More »Private Equity: An Introduction
The Top 5 To Check Out In case you missed them, here are the Top 5 stories for 2021 on Velorum’s website. Before we dive headlong into 2022 (and we’ve got a great line of articles to share!), let’s take a walk down memory lane… Read More »Top 5 in 2021
Introduction As we head towards the end of the year, it is a great time to not only reflect on what has transpired in the past year but also what is to come. If you are a business owner, being forward looking is imperative to… Read More »A Year-end Checklist for Owners
Introduction The Value Acceleration Methodology was first developed by Chris Snider from the Exit Planning Institute in the early 2010s as a solution to commonly seen problems: Owners generally don’t prepare for their exits; Owners have a significant amount of their net worth tied up… Read More »Walking Through Value Acceleration
Introduction Since 2013, the Exit Planning Institute (EPI) has been conducting a series of surveys entitled “The State of Owner Readiness”. These reports have been conducted multiple times a year in different geographic regions in the US. Thanks to the pandemic, there was no survey… Read More »The State of Owner Readiness (NYC 2021)
Overview Chris Mercer (founder of Mercer Capital) wrote THIS article originally back in the 1990s. It’s a concept that he carried over into the numerous editions (now three) of his book, The Integrated Theory of Valuation (which I highly recommend and you can purchase HERE).… Read More »The GRAPES of Value
Overview In this video, I went into detail on some of the findings in the Alliance of M&A Advisors (“AM&AA”) 2021 Q2 M&A Report. This article will summarize some of those key findings. Just as a reminder, the AM&AA is an association of M&A advisors… Read More »State of the M&A Market (2021-Q2)
Introduction Today, I am going to share a story of four owners. Each have their own unique objectives and goals. Each is at a different stage in their respective entrepreneurship journeys and each have different priorities in terms of action steps they need to take.… Read More »A Story of Four Owners