Merger & Acquisition Insights

Posted on April 28, 2017

5 Reasons Your Ideal Time to Sell Doesn’t Line Up with Your Ideal Buyer’s Time to Buy

The seller’s exit strategy timeline is based on reaching a certain age…a factor that is irrelevant to the ideal buyer or his immediate strategic motivation to buy the seller’s business. The seller’s exit strategy timeline fails to build in a 1-2 year transition/support period following which may be a condition tied to the buyer’s ideal […]

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Posted on February 23, 2017

Guest Columnist – Is an ESOP Right for Your Trucking Business? An Interview with Bill Prevost

How should you exit the trucking industry? One option business owners can consider is an ESOP. We asked Bill Prevost to shed some light on his experience with an ESOP and to address some common confusion related to this topic. Bill is the President and CEO of Paladin Capital, Inc., an ESOP holding company headquartered […]

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Posted on October 26, 2016

Case Study: Highly Profitable Family owned Petroleum Transport Company Suddenly Exits. Why?

Why would an owner, less than 55 years old, sell a highly profitable business that is currently allowing him to enjoy a very comfortable lifestyle and income? This is the question I recently asked as part of serving a client in a buy side advisory role. This is what we learned after digging into the […]

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Posted on May 26, 2016

3 Unintended Consequences of Short Sighted Succession Planning

Transferring business ownership within a family is tough – particularly in a capital intensive industry. Unless the business is being gifted, the family must determine how and when the next generation can pay for the ownership of the business. In many cases, the next generation has worked in the family transportation business his or her […]

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