What Actually Affects Your Business Valuation in a Sale?
Understanding business valuation is crucial for entrepreneurs and business owners looking to sell their companies. Many have an unrealistic idea of their company’s worth, leading to potential conflicts during acquisition. The process is complex, influenced by multiple factors, including financial performance. We will explore these key elements, providing insights into the process and helping you […]
Direct-to-Owner Acquisition: How Buyers Approach You First
We specialize in curated, founder-led businesses exclusively for buyers, cutting through the noise in deal flow. By adopting a direct-to-owner acquisition strategy, buyers can source motivated sellers and negotiate deals efficiently. This approach allows buyers to bypass intermediaries, reducing costs and increasing the potential for successful transactions. For buyers looking to expand their portfolios, owner […]
Selling a Business in Westchester — Buyer Appetite Explained
When it comes to selling a business in Westchester, understanding the local market and buyer appetite is crucial. We have found that buyers in regions like Illinois or Michigan look for clean financials, organized documentation, and a clear understanding of the business’s value. To attract the right buyers and achieve a successful sale, you need […]
Middle Market Deal Sourcing — Where the Best Opportunities Hide
As private equity professionals or family office principals, navigating the complex world of middle market investment opportunities requires a deep understanding of the strategies and trends that drive success. We help you uncover the best opportunities by leveraging our expertise in curated deal flow. At the heart of successful deal sourcing is the ability to […]
How Private Equity Finds ‘Hidden Sellers’ Like You
Private equity firms have honed their skills in identifying hidden sellers, and we’re here to share insights into their strategies. By analyzing their due diligence processes and sourcing techniques, we can better understand how they succeed. We know that private equity firms are adept at finding opportunities that others may miss. Their expertise lies in […]
How to Value a Private Business for Sale (Owner’s Guide)
Selling a privately held business is a significant milestone in an owner’s journey. Whether you’re planning to retire, pursue new ventures, or capitalize on the value you’ve built, preparing for a sale or exit requires thoughtful planning and strategic execution. You are not just selling a company; you’re unlocking the value of your hard work […]
New York Lower Middle Market M&A — Deal Trends You Should Know
As we close out 2025, the mergers and acquisitions market, particularly in the $5–$100M deal range, is showing signs of recovery. Improved financing conditions and increased deal activity are driving this trend. We will explore the key trends and insights that business owners need to know to navigate this complex landscape. You can expect a […]
How Buyers Use Cold Outreach to Acquire Businesses
Acquiring businesses can be a complex and challenging process, but with the right strategies, it can be a game-changer for buyers. Cold outreach has emerged as a powerful tool in this landscape, enabling buyers to proactively identify and engage with potential acquisition targets. We have seen firsthand how effective B2B prospecting strategies can be in […]
NYC Founder Exit Planning: How to Leave on Your Terms
For entrepreneurs, a well-planned exit strategy is crucial for protecting wealth, strengthening the business, and ensuring a smooth transition. We understand that planning your exit can be a complex and daunting task, but it’s essential for achieving your goals. A successful entrepreneur exit strategy requires careful consideration of various factors, including financial planning and legal […]