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Check out the latest news on Welch Capital Partners
August 1, 2022
How selling my own business made me think differently about value

“Value is in the eye of the beholder,” some may say. When I sold my valuation business to Welch Capital Partners in 2018, I learned that the concept of “value” is much broader than my theoretical learnings had led me to think.

November 22, 2022
Considerations in a Management Buy-Out – Part 3: Roles & Responsibilities & Shareholder Agreements

Welcome to Part 3 and our final post on the Considerations in a Management Buy-Out series, Roles & Responsibilities & Shareholder Agreements.

November 22, 2022
Considerations in a Management Buy-Out – Part 2: Structure

As a follow up to our blog on “Striking a Balance” in a management buy-out (“MBO”), we concluded that structuring a deal is critical to its success.

November 22, 2022
Considerations in a Management Buy-Out – Part 1: Striking a Balance

A management buy-out (“MBO”) is an effective succession/exit strategy where an Owner wants to reward its core management with an equity stake in the business for the future, while being able to crystalize their own investment.

May 24, 2021
Navigating A Management Buy-Out

We developed a guide that covers topics on the MBO process from both the management and shareholders perspective.

May 24, 2021
Watch Out For Working Capital

The success of the deal now hinges on ensuring working capital targets, and any potential adjustments, satisfy the interests of both the buyer and seller. It doesn’t matter how big the deal is, at some point, and perhaps initially with no apprehension, you’ll encounter a discussion about working capital during the M&A process.As advisors we have routinely witnessed the problems that arise from failing to appropriately negotiate working capital targets early in the process. These problems can limit the ability of both parties to come to consensus in other areas of negotiation and can ultimately have profound impacts on the final sale price of the company.