

Why Acquisitive CEOs Must Network with Bankers
For business owners, working with an investment banker typically comes to mind when preparing to raise capital or exit their companies....


5 Things a CEO Can Learn From an Investment Banker
Most CEOs will tell you they have no need for a banker. Most CEOs are also great liars. The truth is, having relationships with...


Avoiding the Early Valuation — Are You Really Going To Do This With Convertible Debt?
As I am sure entrepreneurs appreciate, fundraising is extremely difficult. Throw on top of the difficulty of just raising capital, the...


How Earnings & Unique Assets Grow Valuations
What if you knew with near certainty which prospects would actually buy and when? And what if the blocking and tackling of revenue growth...


Valuing Intangible Assets
Intangible assets are “assets, other than a financial asset, that lack physical substance.” They are a critical consideration when...


What’s Your Business Worth?
For existing business owners, having a sense of your company’s value is essential for effectively assessing financing and growth...


6 Keys to Writing Great Investment Teasers
In this series we will share our research and high-level best practices on how to prepare the critical written materials required to sell...


Online Banking Fraud: A Devastating New Threat to Your Business
A new breed of cybercriminals is on the loose. These sophisticated hackers precisely target your business and can deplete your bank...


7 Keys to Keep in Mind Between LOI and Deal Close
When selling your business, reaching the letter of intent (LOI) stage is a great indicator of success. But, the process is far from over....


Financing a Business Playbook
As a business owner, the many considerations and choices that come with financing your company can seem daunting. However when we take a...