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Lessons Learned After Connelly Reflections from the October 2025 BVResources Webinar
November 17, 2025 / in Business Valuation, Buy-Sell Agreements / by Joe Orlando
In January 2025, our firm published a blog on the impact of the Connelly v. United States case and how the court’s ruling has influenced business valuations. In October 2025, I had the opportunity to present at a Business Valuation Resources (BVR) webinar titled “Lessons Learned After Connelly: Valuation, Insurance, and Planning in Practice.” The session brought together valuation analysts, estate planners, attorneys, and advisors to examine how the Supreme Court’s 2024 decision in this …
Using Financial Benchmarking to Maximize Business Performance and Value
November 17, 2025 / in Business Strategy, Business Valuation / by Al Statz
If you want to run a stronger business and ultimately sell it for a premium, you need to know how your company stacks up against peers. That’s where financial benchmarking comes in—one of the most overlooked, yet most powerful, tools for value creation. At Exit Strategies Group, we rely on benchmarking in our valuations and exit assessments because the message across thousands of real-world M&A transactions is clear: businesses with above-average performance and growth earn …
Important Soft Skills That Every M&A Advisor Should Have
October 20, 2025 / in Business Strategy, Exit Planning, Sell a Business / by Al Statz
When business owners evaluate sell-side M&A advisors, most focus on hard skills: financial acumen, deal execution experience, valuation expertise, and a strong buyer network. Those matter. But here’s the truth—hard skills only get you so far. The best advisors also bring soft skills. These interpersonal and leadership traits often determine whether a transaction closes smoothly and maximizes value—or unravels under pressure. Here are 10 important soft skills that every M&A advisor should bring to the …
Exit Strategies Group Delivers Successful Sale of In-Position Technologies
August 28, 2025 / in News, Sell a Business / by Al Statz
Exit Strategies Group is proud to announce the successful sale of In-Position Technologies (IP Tech), a premier automation distributor and integrator, to Flow Control Group (FCG), a portfolio company of KKR. The transaction closed on August 22, 2025. Terms were not disclosed. Founded in 1998 by Neil Jacques and headquartered in Phoenix, Arizona, IP Tech has built a strong reputation for delivering advanced discrete automation solutions across a wide range of industrial applications. Their capabilities …
Exit Strategies Group Advises Tek-Matic in Strategic Sale
July 29, 2025 / in News, Sell a Business / by Al Statz
We are pleased to announce that Exit Strategies Group recently advised the owners and management of Tek-Matic, Inc., a leading lab automation solutions provider, in a structured sale process that resulted in a sale to Flow Control Group, a KKR portfolio company. Terms of the transaction were not disclosed. Tek-Matic, founded in 1983 and based in Rockford, Illinois, is a national lab automation and engineered systems provider serving the biotech, pharmaceutical, diagnostics and advanced manufacturing …
Exit Strategies Group Advises Starr Property Management in Sale
July 15, 2025 / in News, Sell a Business / by Mark Harter
Exit Strategies Group recently served as the M&A advisor to the owners of Starr Property Management, a leading Central California property management company, on their sale to Galaxy Holdings, Inc., a recently formed private equity fund. Mark Harter led the sale process for Exit Strategies Group. The transaction represents Galaxy’s entrance into the national property management industry. Terms of the transaction were not disclosed. Starr, founded in 1998 and based in Sacramento, CA, is a …
Exit Strategies Group Advises Burns Controls Company in Sale
July 14, 2025 / in News, Sell a Business / by Al Statz
Exit Strategies Group has advised the owners of industrial automation solutions provider Burns Controls Company on their sale to Valin Corporation, a subsidiary of Graybar. Effective July 1, 2025, this acquisition adds market coverage and technical services to Valin’s growing industrial automation group. Transaction terms will not be disclosed. Founded in 1971, Burns Controls is an industrial automation distributor based in Dallas, Texas. The company supplies electrical controls, fluid power, motion controls, sensors and modular …
The Art of Waiting: Patience, Policy, and the Market in 2025
June 16, 2025 / in Business Strategy / by Joe Orlando
In the current business and financial landscape, characterized by the rapid pace of information, transactions, and decisions, there is a certain discomfort and even annoyance associated with waiting. Where delay often signals indecision, risk, or a missed opportunity, waiting feels unnatural. Yet, in 2025, the financial markets and those participating in them are collectively doing just that: waiting. Waiting on the U.S. Congress to finalize the “Big Beautiful Bill.” Waiting on the resolution of proposed …
Why Founders Must Strengthen Leadership to Maximize Exit Value
June 16, 2025 / in Business Strategy, Exit Planning / by Al Statz
You’ve built a solid business. It’s profitable, growing, and respected in your industry. But here’s the hard truth: if your company can’t run and scale without you—it’s not as valuable as you think. Overdependence on the founder is one of the most common value-killers in lower middle market companies. Buyers and investors spot it quickly, and when they do, they get cautious or lose interest. It introduces transition risk, limits scalability, and creates headaches in …
Work “on” your business to build transferable value
May 20, 2025 / in Business Strategy / by Al Statz
If you’re a business owner, you know how easy it is to get caught up in the daily hustle and bustle of running the business—I inhabit that space myself most of the time! It’s all too common to find ourselves knuckling down on our inboxes, serving clients, and managing employees, and putting out fires However, this hands-on approach, while often necessary in the early stages of a business, can create a business that’s overly dependent on us as owners. …
Exit Strategies Group, Inc. is a leading provider of business sales and acquisitions, business valuations, and exit planning services for family owned and closely-held companies since 2002.
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