Dallas, TX – Bulkley Capital, LLP, announced Meriton, LLC, recently appointed G. Bradford Bulkley as Advisory Board Director. Mr. Bulkley received his MBA in finance from DePaul University in Chicago. Mr. Bulkley founded Bulkley Capital in 1985. He serves as...

Every business owner I know receives multiple calls and emails each week from groups suggesting they – or “someone they are working with” – are interested in buying the owner’s company. It’s nice to be wanted, but it’s likely...

The inspiration to create a blog series on corporate finance topics affecting business owners was spawned by the multitude of questions we have fielded over the last 35 years as a resource to private and closely held companies. Our...

A Great Question Since it Is NOT Business as Usual Engaging an investment banker or financial advisor is often foreign territory to a business owner. Common first-time questions are: a) What do they do? b) When should they do...

Key Takeaways No deal is done until it is done; if not successfully managed, diligence has the potential to reopen negotiation. Nothing substitutes for good preparation ahead of the deal process. Don’t go it alone – make sure you...

Translating headline value to owners’ net proceeds Key Takeaways There is a difference – sometimes a big one – between the headline purchase price of a deal and the cash an owner puts in his or her pocket. Pay...

Key Deal Components Beyond the Economics Key Takeaways: There is a lot more to a deal than the purchase price. Critical pre- and post-closing terms and conditions need to be understood and negotiated up front. Don’t commit to one...

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....

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...

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...

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...