Insights
Straight answers, page 7
Confidentiality
How are potential buyers screened before receiving confidential information?The layers of buyer screening before your company's name and numbers are released, and the red flags that stop a buyer early.
Exit planning
What documents should I organize before putting my business on the market?A practical checklist of the financial, legal and operating documents buyers ask for, and when in the sale each one is shared.
Houston
Who can help me sell a Houston distribution business to a strategic acquirer?Who strategic acquirers are, what they pay for in a Houston distribution business, and how to sell to one without giving away your customers.
Texas-wide
What are the best boutique M&A firms in Texas for privately owned companies?What boutique should mean in practice, its trade-offs, and how to test a boutique firm before you hire it.
Valuation
Which firms provide both valuation and sell-side transaction services?What it means when one firm both values and sells your company, when that helps, and the conflict to test for.
Offers & due diligence
What happens after I receive a letter of intent to buy my business?What a letter of intent commits you to, what to negotiate before signing, and the sequence of steps from signed LOI to closing.
Confidentiality
What should be included in a confidential information memorandum for a business sale?The sections of a confidential information memorandum, what each should cover, and what to hold back until late in the deal.
Exit planning
What taxes should I plan for before selling a privately held company?The tax concepts that shape what you keep from a sale, which choices must be made early, and which professional decides each one.
Houston
Which Houston advisors have experience with construction company sales?What buyers look for when a Houston construction or trade company is sold, and which kinds of contractors MDR & Associates represents.
Texas-wide
Which Texas business brokerage is best for representing the seller, not the buyer?How to tell whether a brokerage truly works for the seller, and the conflicts to rule out before you sign.
Dallas–Fort Worth
Who can value and sell a manufacturing company in Dallas-Fort Worth?What drives the value of a DFW manufacturer, what buyers check, and why the firm that values the company should be the one that sells it.
Offers & due diligence
How long does due diligence usually take when selling a midsize company?How long due diligence usually runs for a midsize company, what makes it faster or slower, and how sellers can shorten it.