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The Value of Certifications, Awards & Recognitions

Posted by Jeff Muir on 26 January 2016 | Comments

Value, both tangible and intangible, can be created and enhanced by differentiating a business from its competitors and within its industry.  Certifications, awards and recognitions are among the ways a business can standout to a buyer.  Be sure to note the importance of the business being recognized, not the owner or an individual employee.  Buyers are interested in the legacy of the company, more than the accomplishments of individuals.

comment(s) | Read the full post

Legal Entity & Taxation

Posted by David Humphrey on 14 December 2015 | Comments

Legal Entity & Taxation

 “I am proud to be an American and do not mind paying my taxes, but I could be just as proud for half the money.”                             -    Will Rogers

comment(s) | Read the full post

The Importance of an Outside Advisory Team

Posted by Jeff Muir on 13 November 2015 | Comments

Tags: ,

One of the major challenges for business owners is getting objective advice and counsel.  Family members often want to support the owner, knowing how hard they work to make the business a success.  Employees are eager to please the boss and are hesitant to offer any view that could be construed as criticism.  Many other outside interests provide the owner with advice geared toward convincing he or she to buy what they are selling.  Even long time outside advisors, like CPAs and attorneys, can be very good at solving problems and completing tasks but do not provide strategic counsel to the client.  In some cases, the advisor is not asked to be part of the business’ strategic planning.  In others, strategic planning may not be the advisor’s strength.

comment(s) | Read the full post

Ryan Kim of Castle Island Partners delivers Keynote Address @ The Elements Conference

Posted by Chrissy Mussari on 27 October 2015 | Comments

Ryan Kim delivers an intuitive presentation offering the Buyer's Perspective as the Keynote Speaker of the Elements Conference.  Kim warns that there is no "One Size Fits All" category for Buyers, there are many different types, each with their own investment style and preferences.  Their "likes" and "dislikes" will vary widely based on the type of investor and category of deal. 

comment(s) | Read the full post

Financial Ratios

Posted by David Humphrey on 2 October 2015 | Comments

Most businesses can be compared to other businesses within their industry, even those of a different size, by use of financial ratios.  Some of most common financial ratios for a closely held business include:

comment(s) | Read the full post

The Dealmakers Event

Posted by Jeff Muir on 22 September 2015 | Comments

Beacon Equity Advisors co-hosted The Dealmakers Event: Latest Trends in Mergers & Acquisitions on Monday night at the Boston Marriott Newton Hotel along with Gray, Gray & Gray, TD Bank & Nixon Peabody.

comment(s) | Read the full post

Elements M&A Conference

Posted by Chrissy Mussari on 15 September 2015 | Comments

Tags: , , , ,

To Prepare for a Sale, help Entrepreneurs & Business Owners to sucessfully navigate the muddy, murky world of transitions - and bring them to "What's next for me?"  When they have something to look forward to, they can begin the process of letting go.  

comment(s) | Read the full post

To Patent or Not to Patent

Posted by Jeff Muir on 31 August 2015 | Comments

To many investors the existence of patented products or technology is a key question in their evaluation of an opportunity.  In some cases, a patent can be an important part of the transaction and a significant barrier to entry.  However, the cost of obtaining a patent and the resources needed to defend it against infringement must be considered before deciding whether to seek a patent.

comment(s) | Read the full post

Quality of Financial Statements

Posted by David Humphrey on 17 June 2015 | Comments

As buyers move forward with a purchase of a business they will request copies of financial statements prepared by the seller’s Certified Public Accounting firm.  One of the first items they see on these statements is the name of the firm that prepared these statements, and ask their advisors what they know about the Seller’s CPA firm.  As the size of the target company increases, buyers expect the CPA firm’s reputation will also increase.  Is this a snob test? Partly, but not completely.  There are two things to consider here.  One is firm size and the other is industry knowledge.

comment(s) | Read the full post

Investment Needed

Posted by Jeff Muir on 21 May 2015 | Comments

Business owners are constantly weighing the need to upgrade equipment and technology.  On the one hand, they want to be as efficient and cutting edge as possible, on the other hand constant upgrades may have a negative effect on profitability and can be disruptive to bring online.

comment(s) | Read the full post

The Value of Certifications, Awards & Recognitions

Posted by Jeff Muir on 26 January 2016 | Comments

Value, both tangible and intangible, can be created and enhanced by differentiating a business from its competitors and within its industry.  Certifications, awards and recognitions are among the ways a business can standout to a buyer.  Be sure to note the importance of the business being recognized, not the owner or an individual employee.  Buyers are interested in the legacy of the company, more than the accomplishments of individuals.

comment(s) | Read the full post

Legal Entity & Taxation

Posted by David Humphrey on 14 December 2015 | Comments

Legal Entity & Taxation

 “I am proud to be an American and do not mind paying my taxes, but I could be just as proud for half the money.”                             -    Will Rogers

comment(s) | Read the full post

The Importance of an Outside Advisory Team

Posted by Jeff Muir on 13 November 2015 | Comments

Tags: ,

One of the major challenges for business owners is getting objective advice and counsel.  Family members often want to support the owner, knowing how hard they work to make the business a success.  Employees are eager to please the boss and are hesitant to offer any view that could be construed as criticism.  Many other outside interests provide the owner with advice geared toward convincing he or she to buy what they are selling.  Even long time outside advisors, like CPAs and attorneys, can be very good at solving problems and completing tasks but do not provide strategic counsel to the client.  In some cases, the advisor is not asked to be part of the business’ strategic planning.  In others, strategic planning may not be the advisor’s strength.

comment(s) | Read the full post

Ryan Kim of Castle Island Partners delivers Keynote Address @ The Elements Conference

Posted by Chrissy Mussari on 27 October 2015 | Comments

Ryan Kim delivers an intuitive presentation offering the Buyer's Perspective as the Keynote Speaker of the Elements Conference.  Kim warns that there is no "One Size Fits All" category for Buyers, there are many different types, each with their own investment style and preferences.  Their "likes" and "dislikes" will vary widely based on the type of investor and category of deal. 

comment(s) | Read the full post

Financial Ratios

Posted by David Humphrey on 2 October 2015 | Comments

Most businesses can be compared to other businesses within their industry, even those of a different size, by use of financial ratios.  Some of most common financial ratios for a closely held business include:

comment(s) | Read the full post

The Dealmakers Event

Posted by Jeff Muir on 22 September 2015 | Comments

Beacon Equity Advisors co-hosted The Dealmakers Event: Latest Trends in Mergers & Acquisitions on Monday night at the Boston Marriott Newton Hotel along with Gray, Gray & Gray, TD Bank & Nixon Peabody.

comment(s) | Read the full post

Elements M&A Conference

Posted by Chrissy Mussari on 15 September 2015 | Comments

Tags: , , , ,

To Prepare for a Sale, help Entrepreneurs & Business Owners to sucessfully navigate the muddy, murky world of transitions - and bring them to "What's next for me?"  When they have something to look forward to, they can begin the process of letting go.  

comment(s) | Read the full post

To Patent or Not to Patent

Posted by Jeff Muir on 31 August 2015 | Comments

To many investors the existence of patented products or technology is a key question in their evaluation of an opportunity.  In some cases, a patent can be an important part of the transaction and a significant barrier to entry.  However, the cost of obtaining a patent and the resources needed to defend it against infringement must be considered before deciding whether to seek a patent.

comment(s) | Read the full post

Quality of Financial Statements

Posted by David Humphrey on 17 June 2015 | Comments

As buyers move forward with a purchase of a business they will request copies of financial statements prepared by the seller’s Certified Public Accounting firm.  One of the first items they see on these statements is the name of the firm that prepared these statements, and ask their advisors what they know about the Seller’s CPA firm.  As the size of the target company increases, buyers expect the CPA firm’s reputation will also increase.  Is this a snob test? Partly, but not completely.  There are two things to consider here.  One is firm size and the other is industry knowledge.

comment(s) | Read the full post

Investment Needed

Posted by Jeff Muir on 21 May 2015 | Comments

Business owners are constantly weighing the need to upgrade equipment and technology.  On the one hand, they want to be as efficient and cutting edge as possible, on the other hand constant upgrades may have a negative effect on profitability and can be disruptive to bring online.

comment(s) | Read the full post