Business Information Needed when Ready to Execute your Exit Strategy

You’ve built your business and now ready to execute your exit plan.    When contacting your business consultant, they will ask for the following information to complete an offering memorandum outlining the details of the business. FINANCIALS: Notes/Liens/Liabilities AR Aging Report AP Report CUSTOMERS/VENDORS: Number of Customers in Database/Number of Active Customers/Customer Concentration Number of

What Buyers Look for in a Business Opportunity

You’re ready to sell your business. You assume there’s a buyer out there who will pay you a fair price and then nurture the company with the same attention you have. What’s more, selling the business is a major part of your retirement plan. Buyers look at businesses differently than sellers. So to achieve the

Valuing a Business

Do you know the value of your business? A business valuation lets you know where you are in terms of growth even before you are ready to leave .  Knowing the value of your business helps you in planning your future and having an exit plan when you are ready to sell. You should gather

Now’s the Best Time to Sell a Business

Now’s the time to sell a business and retire, but many baby boomers are waiting. Find out why in the article below featuring Lakes Business Group’s Joe Braier where he explains that “The first step in exit planning is to find an advisor who is highly experienced in working with business owners. Do your due

AI Magazine’s Leading M&A Advisers of the Year

We are excited to announce that we have been chosen as the 2017 winner of Acquisition International Magazine’s “Leading Mergers & Acquisitions Adviser of the Year- USA.” Please read the article below to discover the difference between listing and selling your business. AI Magazine’s “Leading Mergers & Acquisitions Adviser of the Year”  Print Friendly

Why a Business Broker – what do they do?

Most people don’t know what a business broker does.  In fact, it is said 9 out of 10 people have no idea why the role of a business broker is so important in the successful transfer of a business from one owner to another.  So how does having a business broker help in the sale

SOLD! Industrial Controls and Manufacturing Business

Industrial Controls Design & Manufacturing business #1037, serving the southeast Wisconsin area and been in business for 11 years, was recently sold for $643,000. The company generates an annual revenue of approximately $1 million and is growing by engineering and developing over 100 industrial control products for a variety of industries such as food processing,

M&A Expectation in the New Year

Now that the year is coming to a close, what can we expect and hope for in 2017? Will a new administration help mergers and acquisitions in the business world? Some of the post-election chatter is projecting this will be good for domestic M&A. Right after the election, in early November, Bloomberg .com posted that

SOLD! Leading Midwest Inventory Verification Business

Nicole White and Robin Elario represented the owner of an inventory service business and successfully closed the deal to a private investor in the past week.   This service business has been around over fifty years and has 4 office locations in the Midwest. Through marketing, our team pre-qualified 84 interested buyers to find the right

Recently Sold- Hydraulic Tooling Distribution Company

Joe Braier successfully sold a hydraulic tooling distribution company that was located in Southeastern, WI.  The business was approx. 20 years old and the seller was looking to retire after starting it from scratch.  The business had many intangible assets, such as established relationships with vendors, key employees, a deep customer base, and consistent historic