Merger & Acquisition Focus

Showing 49–64 of 244 results

  • Ask the Advisor – Q: I want to sell, but my co-owner doesn’t — what should we do?

    February / March 2016
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 426

    Abstract: One owner wants to sell the business, the other doesn’t. It’s a scenario that’s challenging, but fairly common. This article suggests ways — including getting a prospective buyer involved — to resolve disagreements between owners with different visions of their company’s future.

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  • Ready to sell? Make retirement and estate plans first

    February / March 2016
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 636

    Abstract: For owners, part of preparing to sell a business is making arrangements for a reliable retirement income stream and planning how they’ll pass wealth on to their heirs. This article discusses such issues as succession planning, determining available retirement income and which accounts to tap first, and establishing trusts to transfer wealth.

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  • Why operations belongs on your due diligence checklist

    February / March 2016
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 657

    Abstract: Carefully reviewing a target company’s working operations — production facilities, administration and human resources — is essential to making a profitable acquisition. This article explains how operational due diligence enables buyers to confirm that the seller is capable of producing what it has promised. The article also explains what buyers should do when they find deal-threatening issues.

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  • Higher rates are here – What this might mean for M&As

    February / March 2016
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 721

    Abstract: U.S. interest rates are on the way up, and companies considering a sale or acquisition in the near future need to factor these economic circumstances into their plans. This article covers the anticipated effects of higher rates on the M&A market and explains why certain types of buyers — foreign and private equity — are more likely to retreat. A sidebar argues that, because rates are falling in China, Chinese cross-border acquisitions may actually increase.

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  • Ask the Advisor Q: What’s a disclosure schedule and when should my company prepare one?

    Year End 2015
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 409

    Abstract: This column discusses disclosure schedules, which are included in typical acquisition agreements to supplement facts stated in the agreement’s representations and warranties. Sellers are encouraged to be thorough in their disclosures and reveal any legal, operational or financial liability that a buyer might consider important.

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  • How “selling” your customers can help you sell your business

    Year End 2015
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 608

    Abstract: For many business buyers, expanding their customer base is a primary acquisition objective. This article advises sellers that, while it’s possible to market their customer base to buyers in general, it’s easier to sell customers to a particular buyer whose objectives are known. Sellers are encouraged to examine the buyer’s business, particularly its customer list and its strategic plans.

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  • Bridge your financing gap with a mezzanine loan

    Year End 2015
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 643

    Abstract: Buyers facing a gap between the financing they’ve lined up and the financing they’ll need might want to consider a mezzanine loan. This article explains how mezzanine debt is structured differently from traditional loans, which companies are likely to qualify for it and what a mezzanine loan will cost.

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  • Hot market dilemma – Push up a planned sale or wait until you’re fully prepared?

    Year End 2015
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 825

    Abstract: The M&A market has been on a hot streak, but all good things must come to an end eventually. This article answers questions on many sellers’ minds: “Should we push up a planned sale to take advantage of a strong market? Or should we wait until we’re fully prepared to sell and risk facing fewer and more frugal buyers?” A sidebar provides sellers who’ve decided to go full steam ahead with tips to execute an M&A transaction faster, such as being flexible about financing and getting due diligence done early.

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  • Ask the Advisor – Q: How should I handle an unsolicited offer for my company?

    October / November 2015
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 412

    Abstract: Some business buyers are taking a direct route these days by cold-calling businesses that match their acquisition criteria. As this column explains, before they consider this type of offer business owners need to assess their company’s value and research recent sales of similar companies.

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  • Ensure your company’s secrets remain that way

    October / November 2015
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 645

    Abstract: Several solutions are available for keeping private information from falling into the wrong hands during the M&A process. This article discusses two — the nondisclosure agreement (NDA) and the “clean team.” NDAs are used in most deals and provide the foundation for a transaction’s successful execution. Clean teams are less common, but these neutral third parties can facilitate the sharing of sensitive information.

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  • Using your failed M&A deal constructively – How past mistakes can strengthen new initiatives

    October / November 2015
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 633

    Abstract: Analyzing what went wrong with a failed M&A deal can help companies avoid making the same mistake twice. This article poses questions that both buyers and sellers can ask themselves, such as “What caused the deal to fail?” and “Who was responsible for what?” After performing a deal assessment, some parties may decide they want to try to rekindle the relationship. However, they must ensure that the conditions that doomed the first deal really have changed.

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  • Are you in it for the long term? Consider making a strategic alliance

    October / November 2015
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 824

    Abstract: Companies often enter into strategic alliances to pursue mutually beneficial goals, such as increased sales or lower costs. Such relationships can bear fruit in the short term and provide the perfect merger partner down the road. This article explains how an alliance enables parties to envision what a permanently combined organization might achieve — and smooth the way to an M&A deal. A sidebar discusses how to keep an alliance on track.

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  • Ask the Advisor – Q: What’s the “walk-away” price and how do I determine it?

    August / September 2015
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 416

    Abstract: This article advises both business buyers and sellers to set a “walk-away price” before beginning deal negotiations. For sellers, anything below the walk-away price grossly undervalues the company’s assets and earnings. A buyer’s walk-away price indicates that the acquisition no longer makes financial sense to the buyer given expected costs and synergies.

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  • Why buyers need to pay attention to employee benefits

    August / September 2015
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 572

    Abstract: If handled poorly, the process of transferring and restructuring employee benefits can complicate — and even doom — a business acquisition. This article examines potential risks associated with retirement, health care and other benefits. Buyers are encouraged to make a benefit transition plan and to anticipate and budget for penalties or liabilities that may result from changing or terminating programs.

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  • It’s about time – Keep your deal moving — but not too quickly

    August / September 2015
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 634

    Abstract: Once a business buyer and seller agree to merge, the deal can take anywhere from six to 18 months to conclude. But as this article explains, many factors, including financing difficulties and regulatory holdups, can all affect timing. Parties to an M&A are urged to map out a loose timeframe for their deal, but to retain some flexibility and be wary of shortcuts.

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  • Decision to divest – Robust market makes partial sales more attractive

    August / September 2015
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 846

    Abstract: Selling a business unit, or taking it public and subsequently spinning it off, can be a smart strategic move when the market is brimming with potential buyers. But it takes more than a hot market to make a divestiture work. This article discusses the best candidates for a divestiture and the types of transactions available (such as a complete sale or business alliance). A sidebar urges business sellers to spend time identifying potential buyers.

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