This afternoon, Lisa collaborated with fellow members of Accelrent in the Accelerent/Benefit Commerce Group Business Engagement Subgroup hosted by Benefit Commerce Group. The meeting was attended by professionals and yielded great discussion. Allison Taylor of Accelerent Brian McKay of BPM Companies, LLC Lisa Riley of Delta Business Advisors Greg Brown of Expense… Read More »Accelerent Business Engagement Subgroup
One of our mantras is: “Go ugly early.” When offering a business for sale, don’t hesitate to disclose potential challenges immediately, be it a recent customer loss, fluctuating backlog, or maxed-out operational capacity. You might wonder, “Won’t this deter potential buyers before they recognize the value of my business?” It might,… Read More »Go Ugly Early!
Another great discussion at M&A Source as the conference is on its last day. A session was led by Jeff Snell, who moderated a discussion featuring Cress V. Diglio, Kyle Madden, Steve Mariani, and Evan Ottaviano as panelists. The main focus of the session revolved around add backs, which are… Read More »Workshop Add Backs Unveiled: Unraveling the Impact of Adjustments in M&A Transactions
An integral part of many Lower middle market business sales are private equity firms. They provide the necessary capital and expertise for these businesses to grow and thrive. Additionally, private equity firms often have extensive networks and resources that can benefit the companies they invest in. This partnership between private… Read More »Workshop Inside the PrivateEquity Investor’s Mind
Attending the M&A Source conference has proven to be highly beneficial for Lisa, as it equips her with a significant advantage in representing the sale of businesses in the lower middle market. With an extensive network of industry professionals at her disposal, Lisa is able to tap into a wealth… Read More »M&A Source Conference in Charlotte
Attending the M&A Source Conference offers numerous advantages, including the opportunity to participate in informative sessions like Jim Cumbee’s valuable workshop on effectively managing an M&A auction in the lower middle market. In addition to attending these classes, the conference allows for valuable networking and conversations with fellow professionals involved… Read More »M&A Source Courses
If you are a business owner and would like to attend let us know Meridith Elliott Powell, sales strategist, leadership expert and award-winning author, will explain her proven strategies to thrive by turning uncertainty to competitive advantage. This is the perfect time of year to consider her insights and plan… Read More »Turning Uncertainty into Competitive Advantage — Breakfast Nov 17th
The M&A Source conference is currently underway in Charlotte, NC, presenting an exceptional chance to connect with industry leaders, expand knowledge, and stay updated with the latest trends in the M&A industry. Here, Lisa is participating in Course 465 at M&A Source, which is focused on Corporate Finance in Lower… Read More »M&A Source Conference
On Saturday, Lisa participated in the pre-conference organized by the CIA, Nick lead a great Conference. The event focused on topics such as Brand, Deal flow, and deal valuations. The presentation was excellent and provided an opportunity for valuable discussions with other CIA members, contributing to ongoing learning. It was… Read More »CIA’s Charlotte Conference
After a demanding and productive week, we sought respite during our Friday afternoon at Jalapeño Inferno Takeout and Cantina, conveniently located just across the road from our office. As we indulged in their delectable Mexican cuisine and reveled in the cozy ambiance, we were attentively served by Jimmy, and plan… Read More »Friday Afternoon Club