Thrilled to share a moment from my presentation with esteemed WATT business owners and leaders. Together, we explored the invaluable insights owners wish they had before selling. By examining various business archetypes (hobby, job, lifestyle, saleable), we discussed the aspirations, reflections, and strategies for a well-timed, informed exit that aligns… Read More »WATT Presentation
We recently enjoyed a fantastic event at Paul Martin’s, where the ambiance was filled with inviting aromas, rich flavors, and meaningful conversations. Special appreciation goes to Daou and Wagner Family of Wines for their amazing wines. Kudos to the team at Paul Martin’s (Anthony, Monique, Stacey and McKaela to name… Read More »Sip, Savor, and Celebrate! 🍷
Thrilled to announce another successful closing at Arizona Escrow & Financial Corporation. A special shoutout to our Escrow champions – Monica May-Dunn, Annette Anderson, and Darci Finsterwalder – along with the steadfast efforts of Tim Collins and lender team. Gratitude to both the buyer and seller for their trust and… Read More »Successful Closing
Lending Environment Remains a Challenge A question on the lending environment revealed widespread concern among respondents. Across all deal value segments, the majority (57-58%) perceived the lending climate to have worsened from Q1 to Q2 this year. Only a small percentage (3-4.5%) reported an improvement in lending conditions, indicating caution… Read More »Q2 2023 Lending Environment Impact On Deals by Size Compared to Q1 2023
Wow! What an amazing WATT meeting this morning! We met new amazing members, had a full house, and learned great financial retirement information (thanks Joyce!), wine education (Thanks Peggy), and moon info & India’s success (thx Elaine).
I attended an amazing early morning Accelerent Roundtable this morning hosted by Benefit Commerce Group! Will Morey provided breakfast and we learned more about our synergistic opportunities to assist other executives. I had the pleasure of spending the morning with following professionals: Will Morey from Benefit Commerce Group, Thomas Earl… Read More »BCG Accelerent Roundtable
Greater Interest from PEGs and Former C-suite Individuals Anecdotal evidence suggested advisors were fielding greater interest from private equity groups (PEGs) as well as individual buyers alike. Interest appears to be peaking among former C-suite individuals who generally have the net worth, the professional network, and the capabilities to consider… Read More »Increased Number of Buyer Inquiries by Deal Size in 1st Half of 2023
How Advisors are Using AI Tools in 2023 Artificial Intelligence (AI) is becoming a game-changer across industries, and the M&A market is no exception. In the Q2 survey, we explored how our industry perceives AI, the current adoption rates of AI-powered tools, and the diverse ways in which AI could… Read More »Advisors’ Views On AI Impact For Industry
It’s not unusual for the children of a business owner to not have any interest in the family business. It can be for many reasons — outdated business, want to move out of town, disagreements with the business philosophy of the parents or just plain not interested. If this is… Read More »Tip #057: Kid(s) don’t want to take over the business?
Another wonderful evening discussing good books and movies with the best book club ever!