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Recent News
Exit Strategies Group Advises on Ruland Manufacturing’s Acquisition of RoCom Couplings Corp.
April 11, 2025 / in News, Sell a Business / by Al Statz
We are pleased to announce that our client Ruland Manufacturing recently acquired Santa Maria, California-based RoCom Couplings Corp., a company with deep expertise in the design and manufacturing of flexible shaft couplings used in aerospace, medical devices, robotic systems, automated conveyors and all types of industrial machinery. By integrating RoCom’s expertise with Ruland’s manufacturing processes and resources, both Ruland and RoCom customers will be able to select from a broader range of beam couplings and …
How SBA’s New Citizenship Requirement Impacts Business Owners
March 25, 2025 / in Business Strategy, Exit Planning, News / by Adam Wiskind
The U.S. Small Business Administration (SBA) has announced significant updates to the eligibility requirements for its 7(a) and 504 loan programs, effective March 7, 2025. These changes focus on the citizenship status of borrowers and have a major impact on business operation loans and business transactions financed through the SBA loan guarantee program. What’s Changed? Previously, small business owners qualified for SBA loans even if up to 49% of their ownership was held by foreign …
Exit Strategies Group Advises Clayton Controls in Sale
February 24, 2025 / in News, Sell a Business / by Al Statz
Exit Strategies Group recently served as financial advisor to the owners of industrial automation solutions provider Clayton Controls, on their sale to KKR portfolio company Flow Control Group. Effective February 3, 2025, this acquisition adds market coverage, talent and technical services to FCG’s growing industrial automation group. Transaction terms will not be disclosed. Founded in 1967, Clayton Controls is an automation solutions provider serving California, Nevada and Arizona manufacturing clients in several industries. ISO-9001 registered …
A Definitive Approach to Life Insurance and Share Redemption in the Valuation of Family-Owned Businesses
January 20, 2025 / in Business Valuation, News / by Pete Wilson
In June 2024, the US Supreme Court, in a unanimous decision, ruled that proceeds from a corporate (or key person) life insurance should be added to the value of a business. Simple, right? So why is the decision in Connelly v. United States sending shockwaves through the valuation and estate planning exercises that go into an estate valuation? Let’s dive into the case and talk through its impact. Facts: The case involved two brothers, Michael …
Exit Strategies Group Advises Afineol in Sale to ITS
November 12, 2024 / in News, Sell a Business / by Roy Martinez
Exit Strategies Group recently served as financial advisor to the owners of Afineol IT Consulting, a Sacramento area-based managed IT service provider (MSP), on their sale to Intelligent Technical Solutions (ITS), a Tower Arch Capital portfolio company. The acquisition strengthens ITS’ geographic footprint and technical leadership position in the Sacramento region. Terms of the transaction were not disclosed. Afineol’s founder, Michael Strong, said, “We were looking for a strategic partner to build on Afineol’s decades …
Exit Strategies Group Advises Kim Controls in Sale
July 15, 2024 / in News, Sell a Business / by Al Statz
Exit Strategies Group recently served as financial advisor to the owners of Kim Controls, a Minneapolis-based provider of industrial automation solutions, on their sale to Flow Control Group, a KKR portfolio company. Effective July 1, 2024, the acquisition adds talent, technical services, and market coverage to FCG’s industrial automation group. Terms of the transaction were not disclosed. Founded in 1971, Kim Controls is a regional automation solutions provider, serving manufacturing clients in Minnesota and northwestern …
New Faces at Exit Strategies Group
July 15, 2024 / in News / by Exit Strategies
Exit Strategies Group, Inc. is pleased to introduce Pete Wilson, Jason Harris, and Ignacio Ochoa as new members of our growing team. Pete Wilson – Business Appraiser Peter Wilson joins Exit Strategies Group as a certified business valuation expert after many years of investment management and business advisory experience. He has been an active private equity investor in growth companies, helping them scale their technology-enabled businesses. Peter has been an active investor, board member, and …
The Exit Podcast: Tactical Acquisitions and the Importance of Scaling Fast with Tony Westfall
June 19, 2024 / in Business Strategy, News / by Exit Strategies
Exit Strategies Group M&A Advisor Tony Westfall recently was hosted on Flippa’s “The Exit Podcast” where he shared his insights on growth acquisitions and the importance of scaling quickly. Tony stated, “I started my career as a big company corporate guy and then transitioned to being an entrepreneur. I always knew that I really wanted to be involved in deal making though. Even as an entrepreneur, my favorite activities were always acquiring other businesses. When …
Exit Strategies Group Advises Amick Brown in Strategic Sale
May 21, 2024 / in News, Sell a Business / by Mark Harter
Amick Brown LLC, a respected and long-established technology staffing and consulting firm in San Ramon, CA, was recently acquired by Zest LLC, an international technology staffing firm. Exit Strategies Group, Inc. advised the seller in the transaction. Terms of the transaction are confidential. Amick Brown was founded in San Ramon in 2010. The Company provides technology staffing and technology consulting services for government and private sector clients. Customers are located throughout the United States and …
Exit Strategies Group Advises Leap Solutions Group on their Sale to George Petersen Insurance Agency
March 26, 2024 / in News, Sell a Business / by Roy Martinez
Exit Strategies Group, Inc., a California based mergers and acquisitions (M&A) brokerage and business valuation firm, recently advised the owners of Leap Solutions Group, Inc. of Santa Rosa on the sale of their business to George Petersen Insurance Agency. Leap Solutions Group is a business management consulting firm specializing in organizational development, human resources, executive search, and recruitment. Scott Ormerod, Leap Solutions co-owner, said, “Roy Martinez of Exit Strategies was our guide through this process, …