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June 1, 2020

Hiding in Plain Sight: Management Buyouts

Internal Ownership Transitions Have Many Advantages A management buyout (MBO) can generate fair value and achieve many other important objectives, which include reducing the risks inherent to an outside sale. Key Takeaways MBOs reward long-time, loyal and deserving employees....

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April 27, 2020

What’s the Deal with Private Equity?

Key Takeaways: Private equity represents a viable source of liquidity for middle market companies. Life with an investor is different but can lead to greater opportunity for companies and teams. Equity groups are not all created equal, each bringing...

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April 27, 2020

Diversifying Wealth: The Equity Recapitalization

Navigating the Continuum of Ownership Key Takeaways: It is wise to take steps to diversify your net worth and create a personal nest egg. It is possible to achieve personal wealth diversification while staying with your company. There are...

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April 27, 2020

Selling or Raising Capital? It’s a Process, Not An Event

How Preparation and Momentum Create Value Key Takeaways Customization is required – there is no such thing as a cookie cutter approach. Comprehensive preparation is essential. Auctions of private companies can do more harm than good. Yes, really! Previous...

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April 27, 2020

You Can’t Spell Succession Without SUCCESS

Strong Succession Planning Supports Continuity & Company Value Key Takeaways Lack of clarity about the company’s future diminishes enterprise value. Succession planning is a process, not an event. (Independent) board participation is crucial. Strong, well-communicated plans facilitate business continuity...

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