Transaction Support

Transaction Support

3 Business Valuation Considerations for Owners

Posted on May 9, 2022 by

Ruben Ramirez
According to the U.S. Chamber of Commerce, business valuation is defined as “the process of determining the economic value of a business.” The valuation process gives owners, potential buyers, or other interested parties a reliable way to understand what a business is worth at a specific point in time.  A complete business valuation looks at all aspects of the business – things like the overall balance sheet picture, key personnel, market value of physical assets and intellectual property, and a forecast of potential revenue.

Transaction Support

Considering a Sale? Financial Reporting Matters

Posted on April 20, 2022 by

Tim Hilligoss
Ben Smith
Having the right financial statements in place is vital for many reasons, but especially when you may be considering the potential sale of your business. When it comes to financial reporting, buyers and sellers frequently have different priorities in mind so they may be looking for different things when reviewing financials.

Transaction Support

Do You Have a Personal Balance Sheet?

Posted on April 11, 2022 by

Margaret Amsden
A personal balance sheet provides an overall snapshot of your wealth at a specific period in time. If you are a business owner, a balance sheet can help you manage your business by identifying concentrations of certain assets, and when you might have too much of one thing or not enough of another to run your business.

Transaction Support

It’s Time to Plan Your Business Exit Strategy

Posted on March 15, 2022 by

Tim Hilligoss
Ben Smith
Selling your business ownership stake at the right time – and for the right price – can be a challenge. To make matters even more uncertain, today’s buyers are more sophisticated than ever – especially with rising private equity influence. The earlier you start crafting an exit strategy, the better.

Transaction Support

Buy-Sell Agreements Pave the Way for Your Future

Posted on March 3, 2022 by

Margaret Amsden
Having a properly structured buy-sell agreement in place is a best practice for long-term business success. Also known as a buyout agreement, the right buy-sell plan provides vital financial protection for shareholders or partners and their families. It also helps to ensure the continuity of the business for employees and customers.

Transaction Support

Avoiding Common Transaction Mistakes

Posted on February 15, 2022 by

Ben Smith
Jim Biehl
Most M&A deals go through a number of steps involving a team of accountants, lawyers, and potential buyers analyzing the business through careful assessment of everything from financial records to contracts to intellectual property. Even if your manufacturing business isn't for sale yet, it's critical to understand the M&A process and plan now to avoid common transaction mistakes.

Transaction Support

Inflation’s Impact on Market Transactions

Posted on December 9, 2021 by

Ben Smith
As Covid variants continue to challenge the economy, apprehension and marketplace anxiety continues alongside re-opening in some areas.  Re-openings provide more opportunities for consumers to spend money from stimulus payments and low-cost debt.  Many believe this will lead to inflationary environments, pointing to the Bureau of Labor Statistics recent reported rise in inflation of 6.2% over the year ending October 2021. These price increases either get passed on to consumers, which inevitably turns some away from a product, or passed on to investors.

Transaction Support

Business Transaction Basics: You’ve Closed the Deal, Now What?

Posted on September 30, 2021 by

Ben Smith
Margaret Amsden
Selling a business takes months of preparation, hundreds of phone calls, and seemingly endless decisions before all is said and done. But for sellers, even after signing on the dotted line, there’s plenty more to do. Here are some important post-closing considerations.

Transaction Support

Business Transaction Basics: It’s All About Due Diligence

Posted on September 28, 2021 by

Ben Smith
Tim Hilligoss
You’ve been talking to buyers for months and have a letter of intent in hand. So, what comes next? Before taking on tens of millions of dollars in new assets, buyers will undergo a thorough check to understand exactly what they are purchasing. Here's what you need to know about due diligence to make the process as smooth as possible.

Transaction Support

Business Transaction Basics: Why Having the Right Team Matters

Posted on September 9, 2021 by

Ben Smith
Tim Hilligoss
Many new obstacles and questions come into focus when you decide to sell your business. Where do you find firms interested in buying? How much is your company worth? How do you find a good partner? Bringing on an experienced M&A team can help ensure you get the full value of the company you’ve built.

Transaction Support

Business Transaction Basics: Are You Ready to Sell?

Posted on August 17, 2021 by

Ben Smith
Tim Hilligoss
Even if your business isn’t for sale yet, knowing what’s involved in a transaction and understanding what buyers value most is a great way to ensure your business can receive the best valuation possible for when the day comes – often faster than you anticipate.

Manufacturers & Distributors, Transaction Support

Transaction Basics for Business Owners: Post Closing…Now What?

Posted on June 28, 2021 by

Clayton & Mckervey
Wondering what happens after a business deal closes? While it may seem like completing a transition is enough – it’s not quite done. Watch this recorded live video event for tips on preserving your investment post-sale.

The Sound of Automation Podcast

Industrial automation businesses are the driving force behind Industry 4.0, and Clayton & McKervey is here to help.

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