Insights
Straight answers, page 25
Exit planning
How to Ensure a Smooth Business Sale and Transition into RetirementWhat to put in place so a buyer trusts the handover and you can actually retire after closing, not keep working for the new owner.
Buying a business
SBA Loans for Small Business Buyers: How Acquisition Financing WorksHow SBA-backed acquisition loans work, what lenders look for, how seller notes fit in, and how to keep your loan from stalling the deal.
Buying a business
The Critical Role of Employee Engagement in Business SuccessHow a buyer can judge employee engagement before a purchase, why it drives value, and how to protect it through the sale.
Selling a business
5 Misconceptions About Business Transactions and How to Avoid ThemFive common owner beliefs about selling a company that turn out to be wrong, and what actually happens in each case.
Selling a business
What It Really Means to Be Your Own BossThe daily reality of owning a company, from open-ended hours to personal risk, and the questions to ask yourself before you buy one.
Exit planning
The Sale or Succession of a Family Business: How to Plan Either PathHow a family decides between succession and an outside sale, and the groundwork both paths need: one voice, clear roles, deal-ready advisors.
Valuation
Creative Strategies for Closing the Price Gap in Business TransactionsPractical deal structures that bridge the gap between what a seller wants and what a buyer will pay, with the risks of each.
Selling a business
The Essential Guide to Creating a Partnership AgreementWhat a partnership agreement should cover, from ownership and roles to money, exits and disputes, and how it affects a future sale.
Selling a business
Key Considerations for a Successful M&A TransactionFour things sellers misjudge in an M&A transaction, and how to keep the price from shrinking between the LOI and closing.
Firm news
MDR & Associates sells Party Time Texas as 1st closing of 2025August 15, 2025 For almost 50 years, Party Time Texas has been DFW’s #1 Event/DJ company offering packages for small birthday celebrations all the…
Selling a business
How to Spot a Buyer Who Isn’t ReadyThe warning signs that a buyer is losing commitment or cannot close, and how to protect your time, confidentiality and other options.
Exit planning
Get Ready to Sell: How to Showcase the Strength of Your BusinessHow to find the strengths buyers pay for, prove each one with documents, and handle weaknesses without hurting the price.