Strategic and Tactical Considerations of Preliminary Transaction Documents in SMB Interest Transfers – Part 6 in a series. The “active-period” of a Preliminary Transaction Document such as a Letter of Intent or Memorandum of Understanding begins when the buyer and seller sign the document. This active-period can span the days, if not months, from signing [...]

For Immediate Release Phoenix, AZ (July 28, 2011) – MoneySoft, Inc. today announced that a new module called MergerSense™ has been added to its DealSense valuation and business acquisition software system. The new system was released at the Alliance of Merger and Acquisition Advisors’ Summer Conference in Chicago, IL. MergerSense guides a business buyer through [...]

From time-to-time many owners find themselves thinking about selling their business and cashing out. Thoughts of selling can be stimulated by a variety of factors. Regardless of the reason, an owner needs to pause and ask if now is the right time to sell the business. How does an owner determine if the time is [...]

The factors that contribute to M&A failure have been a topic of a growing number of studies conducted over the last few decades. The results of these studies have appeared in the financial press as well as materials prepared by consultants. The source, methodologies used and specifics of these studies are a subject in and [...]

Strategies to Avoid the Overpayment Trap The Overpayment Trap explored how the M&A process is oriented toward getting sellers top dollar for their companies. Becoming mindful of the overpayment trap and deciding to take proactive measures to avoid it are essential first steps. This article provides specific strategies and techniques that you can use to [...]

Although a great deal of time, talent, and money can go into closing an acquisition, an acquisition is not an end in itself. A merger or acquisition is a process. A successful outcome to this process begins with the formulation of your “value drivers” and criteria, and extends beyond the closing until the desired benefits [...]

Mindfulness means being awake, alert, aware, attentive and actually seeing what you are doing and what is going on around you. A “mindful” dealmaker is simply one who approaches the transaction, in sum and in parts, with mindfulness. It means paying attention to the big picture, understanding the continuity of events that brought the transaction [...]

Mergers and acquisitions can be an effective strategy for increasing shareholder value or one’s personal wealth. Unfortunately, research indicates that a majority of M&A deals fail to provide the anticipated benefits. A surprising number don’t build shareholder value and in many cases shareholder wealth is actually destroyed. Here’s a thought: Maybe mergers and acquisitions fail [...]

A number of books have been written on M&A integration, success and related topics. Each offers an overview of the dealmaking process. Many of these books tend to “chunk” the process into 6 or 7 steps. While this may provide a mnemonic advantage for marketing purposes, we have identified 15 key phases that need to [...]