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 …