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Recent News
Exit Strategies Group Celebrates 20th Anniversary
January 7, 2022 / in Exit Planning, News / by Al Statz
I’m proud to announce that 2022 marks a new milestone for Exit Strategies Group – our 20th year in business! I really appreciate those entrepreneurs and professional advisors who put their faith in us in those early days, and I thank the hundreds who have relied on us since. We have grown slowly and steadily since 2002 through an interesting range of market conditions. Today we have a team of 14 accomplished professionals committed to …
Exit Strategies Group Announces Successful Sale of AAP Automation
December 24, 2021 / in News, Sell a Business / by Al Statz
(Englewood, CO) Exit Strategies Group, Inc. is pleased to announce that it recently served as exclusive M&A advisor to the shareholders of AAP Automation on their successful sale to Ohio Transmission Corporation (OTC), a portfolio company of Genstar Capital. OTC is one of the largest industrial distributors and service providers in the United States. AAP Automation will operate under OTC’s Industrial Products Group segment. Financial terms of the transaction were not disclosed. Founded in 1982 …
Exit Strategies Group Announces Successful Acquisition of Exoskeleton Maker suitX
November 9, 2021 / in News, Sell a Business / by Al Statz
(Berkeley, CA) – Exit Strategies Group, Inc. is pleased to announce that it recently served as exclusive M&A advisor to the shareholders of US Bionics, Inc., dba suitX, on their successful acquisition by Ottobock. SuitX is a VC, industry and government funded company spun out of the Robotics and Human Engineering Lab at the University of California, Berkeley that produces advanced accessible exoskeletons for industrial and medical markets. Germany-based Ottobock is a global innovator of …
Exit Strategies Group Announces Successful Acquisition of Tri-Phase Automation
October 27, 2021 / in News, Sell a Business / by Al Statz
(Milwaukee, WI) – Exit Strategies Group, Inc. is pleased to announce that it recently served as exclusive M&A advisor to the shareholders of Tri-Phase Automation, IMAC Motion Control and i-Tech (“Tri-Phase”) on their successful sale to Flow Control Group (FCG), a portfolio company of KKR & Co. Tri-Phase is a leading regional automation solutions provider in the upper Midwest. The acquisition expands FCG’s geographic footprint and custom control panel capabilities in the industrial automation segment …
Exit Strategies Group Advises Shaltz Automation in Sale
October 18, 2021 / in News, Sell a Business / by Al Statz
(Flint, MI) — Exit Strategies Group, Inc. recently served as the exclusive financial advisor to Shaltz Automation, a leading regional industrial automation solutions provider, in its acquisition by Flow Control Group (FCG), a portfolio company of KKR & Co. Inc. Deal terms were not disclosed. Headquartered in Flint, Michigan, Shaltz Automation provides advanced industrial automation products from many global manufacturers. Final mile assembly, manufacturing, engineering services, system integration, application know-how and technical support feature prominently …
Biden tax plan driving business owners to market
March 17, 2021 / in Business Strategy, News, Sell a Business / by Al Statz
During his campaign, President Biden proposed tax changes that could have a significant impact on business owners. Any business owner contemplating an exit in the next few years should consider how potential tax changes could reduce their net proceeds from a sale. If Biden’s tax plans come to fruition, the capital gains tax rate could effectively double, from 20% to 39.6% for income exceeding $1 million. Right now, that means business owners need to shift …
Exit Strategies Advises Vege-Kurl on Sale to Private Equity group
March 12, 2021 / in News, Sell a Business / by Al Statz
Exit Strategies Group is pleased to announce that its client Vege-Kurl, Inc., a manufacturer of high-quality personal care products, has been acquired by private equity group Hemingway Capital. Founded in 1959, Vege-Kurl Inc. and its subsidiary Joar Labs is a private label contract manufacturing partner and formulator of high quality organically certified efficacious cosmetic, cosmeceutical, health & beauty, and household products. The company provides a wide variety of products such as shampoos, conditioners, hairsprays, serums, …
SBA Covers 3 Months of Payments on New Loans
March 4, 2021 / in Business Strategy, Business Valuation, News / by Al Statz
As part of the Economic Aid Act that passed in December, the Small Business Administration will make borrowers’ payments for three months on new SBA 7(a) and 504 real estate and micro-loan programs. These incentives were available last summer under a stimulus program that expired in September 2020. Now the program has been revived and enhanced. The SBA will make the first three months of payments (principal and interest) on new loans approved between Feb. 1 and Sept. 30, 2021. To be clear, these payments …
March 2021 – Now may be the time to sell your business
March 4, 2021 / in Exit Planning, News, Sell a Business / by Roy Martinez
It typically takes 6-12 months (or more) to sell a business. So… if you want to sell your business in 2021, you really need to start now. Selling a business has many steps: 1. Assess the business to establish probable selling price and validate your decision to sell 2. Create a plan 3. Build a business sale team – intermediary (Exit Strategies), attorney, CPA, others 4. Develop market materials – NDA, Executive Summary, CIM (confidential …
M&A Financing During the Pandemic
February 16, 2021 / in Acquire a Business, News, Sell a Business / by Al Statz
The pandemic has put lower middle market business sales and acquisitions on somewhat of a roller coaster ride. Deal volume declined sharply in Q2-Q3 and came back strong in Q4. Valuations have remained strong throughout the pandemic, at least for COVID-resistant businesses. Though there was a slight Covid-effect in Q2-3. In terms of M&A financing, capital structures shifted to slightly more less debt during 2020, before edging back up to pre-pandemic levels in Q4. To …
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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