Category: Exit and Succession Planning

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

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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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Considerations for Selling a Company to Its Employees via Employee Stock Ownership Plan (ESOP)

Last week’s Wall Street Journal ran an interesting article in the U.S. print edition, titled “Founders Cash Out, but Do Workers Gain?” (April 18, 2013)  The article discusses Employee Stock Ownership Plans, also known...

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