When and Why to Hire an M&A Advisor Pre-Deal
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 …
Planning for a Partial Exit: Selling a Stake, Not the Whole Business
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 …
Creating Strategic Flexibility in Your Go-to-Market Plan
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 …
Planning an Exit Around a Key Executive’s Retirement
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 …
Pivoting Business Models to Align with M&A Trends
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 …
M&A Strategy When Your Business Is Plateauing
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, …
Contingency Planning: What If a Deal Falls Through?
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 …
Planning for an Unexpected Buyout Offer
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 …