If you’re a founder thinking about selling your business, economic uncertainty can feel like the worst possible time to do it. Volatile markets. Inflation spikes. Interest rate swings. Geopolitical instability. It’s enough to make any …
Introduction When is the right time to hire an M&A advisor? Ask ten founders and you’ll get ten different answers — usually based on hindsight. Some bring in help too late, when deal terms are …
Introduction When most founders hear “exit,” they think of walking away. But not every deal has to be a full departure. Sometimes, the best move is a partial exit — where you sell a stake …
Introduction One of the most overlooked drivers of M&A success is go-to-market (GTM) flexibility. When I built and exited Pepperjam, we didn’t lock ourselves into a single rigid growth model. We were constantly iterating on …
Introduction A well-timed exit can be a masterpiece of strategy. But what happens when one of your key executives — the CFO, COO, or even a co-founder — is planning to retire right around the …
Introduction Not all exits follow a straight line. In fact, many of the most successful M&A outcomes I’ve witnessed — both in my own career and through advising founders at Legacy Advisors — came after …
Introduction No one starts a business expecting it to plateau. We launch with bold visions, fueled by growth curves and scaling stories. But at some point, many founders hit that invisible ceiling — revenue flatlines, …
Introduction It’s the nightmare founders don’t talk about publicly. The deal is lined up. LOI is signed. The buyer is excited. You’re imagining life post-close — wealth, legacy, maybe your next big move. Then it …
Introduction Most founders dream of the day a buyer knocks on the door. But when that day actually comes — especially unexpectedly — it doesn’t feel like a dream. It feels like a test. The …