Category: Exit and Succession Planning

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

PowerPoint Presentation 15 Market Forces' Impact on Medtech Manufacturers

Exit and Succession Planning / Healthcare / Manufacturing / Medical Technology - MedTech / Mergers & Acquisitions / Private Equity

Should You Invest In or Divest Your Medical Manufacturing Company?

ATTENTION SHAREHOLDERS: Healthcare and Medical Technology Manufacturing Your industry is changing around you. Here are 15 market factors either building or eroding your private company’s value.  You owe it to yourself and family to...

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Exit and Succession Planning / Family Businesses / Private Equity

Family Businesses Series of Six Articles

In addition to investment banking, I write a periodic Business Ownership guest column for News.ThomasNet.com.

I published a series of six articles on Family Businesses in late 2019 (which were tremendously popular, ranking in the top of all articles read that week).

This series is useful and important reading for private company owners considering family succession.

Please see the list and links below.

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Exit and Succession Planning / Family Businesses / Manufacturing / Medical Technology - MedTech / Mergers & Acquisitions

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 the full one-page printable and downloadable summary of key macroeconomic and industry factors affecting medical technology manufacturers. This one-page infographic is geared particularly to Contract Manufacturing Organizations (CMO) and Electronic...

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Exit and Succession Planning / Mergers & Acquisitions / Selling a Privately Held Company / Value Engineering & Enhancement

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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Exit and Succession Planning / Mergers & Acquisitions / Private Equity / Selling a Privately Held Company / Valuation / Value Engineering & Enhancement

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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Exit and Succession Planning / Regulatory Issues / Wealth Planning & Management

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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