Category: Exit and Succession Planning

Considerations for owners of privately held companies who will immediately or “someday” exit the business — by choice or otherwise

Medtech Contract Manufacturers: Plan Your Next 5-8 Years Using This Tool for a Deeper Understanding of Your Market’s Drivers and Conditions

Click this link for a one-page printable and downloadable summary of key macroeconomic and industry factors affecting medical technology manufacturers (OEMs) and the contract manufacturers and electronic manufacturing services which serve them. Summarizes dynamics...

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Is Your Company Even Saleable? (at Reasonable Price and Terms)

Many owner-operators of small to mid-sized established companies take a “someday I’ll” approach to the idea of divesting their interest in the business, meanwhile contentedly dealing with the comfortable, day-to-day routines of running it....

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Does Your Company Have What It Takes to Interest Private Equity Investors?

Daily, I am contacted by at least one private equity (PE) investor seeking deal flow.  What sort of companies do they seek?  Below is a good, generic example of a middle market private equity...

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Outsourced Investment Banking for Financial Advisors to Offer Their Business Owner Clients

Since Mid-Market Securities does not conduct any retail stock brokerage business or hold customer accounts (cash or securities), we offer a complementary investment banking service to the practice of independent and affiliated Registered Representatives...

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Be Wary of the Guy Who Says He Wants to Buy Your Company (Part 1)

Almost invariably, private company owners say that they have had a call from someone who has expressed interest in buying the company.  While the inquiry may flatter, probably every owner or majority shareholder of...

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