Entries by Al Statz

Exit Fundamentals: Two ways to Sell a Business

This article introduces the two fundamental methods of transferring a 100% interest in a private business, a) an “Asset Sale” and b) a “Stock Sale”. Asset Sales account for more than 90% of small business transactions. By small I am thinking of businesses with up to $10 million in revenue. Asset Sales In an Asset […]

News of a Recent Event

On March 23, 2013, Al Statz of Exit Strategies presented an advanced workshop – Valuation of Lower Middle Market Companies – at the California Associate of Business Brokers (CABB) annual productivity conference. The workshop focused on … How finance theory relates to M&A transactions Appropriate benefit streams, normalization adjustments, valuation methods, rate of return Transaction […]

2013 Sonoma County Backroad Challenge Ride

Again this year, Exit Strategies will support the Sonoma County Backroad Challenge ride, which will take place on May 18, 2013 in Petaluma, California, one day before the Amgen Tour of California’s OVERALL FINISH next door in Santa Rosa. Visiting cyclists have a rare opportunity to experience the beauty of Sonoma County backroads and the thrill of the Tour of […]

Congress Passes American Taxpayer Relief Act of 2012

During the early morning hours of Tuesday January 1, 2013, the Senate passed a bill that had been heralded and, in some quarters, groused about throughout the preceding day. By a vote of 89 to 8, the chamber approved the American Taxpayer Relief Act, H.R. 8, which embodied an agreement that had been hammered out […]

Insightful Article on Selling Your Company

Here is a link to a recent Inc. Magazine article titled “Selling Your Company: 7 Things You Need to Know”, written by a middle-market investment banker. A quick read, the article provides practical insights into the business sale process.

October 25th Seminar: Maximizing the Value of Your Business

In this fast-paced workshop, business owners learn … Valuation basics Factors that increase enterprise value and marketability Steps to developing your exit strategy Steps in a proven M&A selling process Current market conditions and trends Tax implications and impending changes Answers to many common questions that owners have This is essential information for private business […]

Glossary of Business Sale, Merger & Acquisition Terms

As with most industries, the M&A industry has its own terminology, which can be confusing to the occasional transaction participant. Here we present many of these terms so that you can have a better understanding and comfort level when we discuss the potential sale of your company. Many of these terms are accounting, finance or […]

Engineering the Future

As a father of two budding technophiles, and having my first college degree in electrical and computer engineering, please allow me this opportunity to promote this important profession … As the world’s population nears seven-billion people, mechanical engineers will play a major role in meeting global challenges says a research study conducted by ASME (American Society of […]