News & Resources

Check out the latest news on Welch Capital Partners
June 1, 2023
Three External Options for Selling Your Business

Selling a business is a critical decision, and it's essential to explore various options to maximize value and achieve your desired outcomes. There are three external options for selling your business, reacting to an unsolicited offer, creating an auction process, or reaching out to a limited buyer list (usually strategics). Each option brings with it their pros and cons.

June 1, 2023
Negotiation – Should you Go First?

It is important to consider the specific dynamics of each negotiation and the unique characteristics of your business when deciding whether to provide a purchase price or wait for the buyer's offer. Assess your goals, market conditions, and seek expert advice to make an informed decision that aligns with your objectives.

May 19, 2023
The Importance of Working Capital from an M&A Perspective

From a mergers and acquisitions perspective, net working capital is important, as it can either increase or decrease the purchase price of a transaction at close or within a reasonable period post close.

May 4, 2023
Finding ROI: The Right Acquisition Approach

With a basic Google search, it would not be hard to learn about acquisitions that have failed to generate the return on investment (ROI) that was expected post-acquisition.

May 4, 2023
Confidential Information Memorandum (CIM)

The Confidential Information Memorandum (CIM), also known as an Offering Memorandum, is a confidential document used in the mergers and acquisitions (M&A) process to provide detailed information about a company to potential buyers or investors.

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.