Elevator Stories - Secrets of Success
June 2016
Monthly News & Updates from The M&A Source



The 2016 Fall M&A Source Conference & Dealmakers Expo is November 14-17, 2016.

DoubleTree Tempe
Tempe, AZ  

Joe Lindsey, M&AMI, CM&AP, CBI
Chairman: The M&A Source Board of Directors

Let me start by saying that the M&A Source's 47th Conference and Dealmakers Expo was a fantastic experience!  We offered seven continuing education courses and nine panel discussions.  All of our instructors and subject matter experts received high marks.  The only negative, if you can call it that, was that we offered too much material in too little time.
How to Create Value with Acquisitions
Richard Mowrey, CBI, CBA, CVA, CMA
President, Management Services & Development, Ltd.

By most measures the majority of acquisitions do not realize their objectives. To improve these results, a clear focus on the objectives and value creation is a must.

There have been many studies of mergers and acquisitions that unfortunately offer limited insight into:

What to do!   and   Why to do it!

Bridging the Value Gaps
Gary W. Ampulski, PhD
Managing Partner of Midwest Genesis

(This is the first in a series of articles on how owners can identify and close the value gaps that exist in the sale of their businesses BEFORE entering into the actual sale process. Future articles will feature critical topics and several subject matter experts that will focus on the identification and options where gaps can exist and how sellers can achieve alignment between perception and reality.)
                               
There is nothing more disappointing when selling a business than realizing the gap between what you, as the seller want to put in your pocket and what potential buyers are willing to pay. But in a sale process there are more gaps than you might imagine. Many more.

5 All Too Common Balance Sheet Red Flags That Could Impact Saleability
Kevin Ramsier, Contributing Writer
Article reprinted courtesy of Divestopedia
 
Takeaway: Taking a hard look at your balance sheet will help identify potential red flags that could send a buyer running the other way.
 
A balance sheet is often referred to as a snapshot of the health of a company. Assets, liabilities and ownership equity are all shown here. The purpose of the balance sheet is to give users an idea of the company's financial position along with displaying what the company owns and owes. A simple way to look at the balance sheet is that assets equal liabilities plus owner's equity.

10 Key Questions to Ask Before Choosing a Private Equity Partner
Prospect Partners

It's time for the next stage of business ownership: Bringing on an investment partner. Finding the right fit is an inexact science - some combination of due diligence, reference checks, and "gut feel." These 10 questions can help sellers find the right match for their personality, business style, and future goals.

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