Mergers and acquisitions (M&A) are valuable strategies for small and medium-sized enterprises (SMEs) seeking growth and competitive advantage. However, many SMEs fall into traps that can turn promising deals into costly mistakes. Here are five key mistakes to watch out for: Lack of Clear Strategic GoalsMistake: Entering M&A without defined objectives.Impact: Acquiring misaligned companies can… Continue reading M&A for SMEs: Five Common Mistakes and How to Avoid Them
Mergers and acquisitions (M&A) aren't just for corporate giants; small and medium-sized enterprises (SMEs) can use M&A to accelerate growth, enter new markets, and gain a competitive edge. This guide outlines the essentials of M&A for SMEs and its potential impact on your business. What is M&A? M&A consists of two main strategies: Mergers: Two… Continue reading Unlocking Growth Through Mergers and Acquisitions for SMEs
Cash flow normalization is done with the intention of identifying Earnings Before Interest Taxes Depreciation and Amortization (EBITDA) or Seller’s Discretionary Earnings (SDE). These differing measures are not interchangeable but are used by different classes of buyers for different categories of acquisition. Free cash flow is an important measure when calculating the value and price… Continue reading Choosing the Right Cash Flow Measure: EBITDA vs. SDE in Business Valuation
Exit planning is the buzzword for those who consult to Baby Boomer business owners. Business brokers, wealth managers and other professionals are adding “exit planning” to their services. It’s a logical reaction when over 5,000,000 Baby Boomers (about 3,000,000 in 2024) are preparing to leave their businesses. Not surprisingly, when an advisor creates an “exit… Continue reading What is an Exit Plan?
We all have unique “financial fingerprints” – the beliefs and behaviors shaped by our genetics, experiences, culture, and decisions. These fingerprints influence how we share, spend, save, and invest. Often unspoken, these beliefs can quietly drive poor financial choices and impact our overall well-being. A skilled financial planner helps uncover a client’s financial fingerprints to… Continue reading Financial Fingerprints
FPA Owner Transitions 