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Twenty Reasons to Know the Value of Your Company
February 22, 2017 / in Business Valuation / by Al Statz
Private company owners and shareholders seek independent business valuations at various times for various reasons. Here are twenty situations in which you may want to obtain a business valuation: An owner has passed away and a valuation is required to settle the estate per IRS regulations An owner is getting divorced and needs to have the company or their fractional interest valued to settle the marital estate An owner wants to gift shares to his …
Employ a Recurring Revenue Model to Increase the Value of Your Business
February 15, 2017 / in Exit Planning / by Adam Wiskind
Businesses with recurring revenue are generally more attractive and more valuable to buyers. Recurring revenue, simply stated, is the portion of a company’s revenue that is highly likely to continue in the future. An effective recurring revenue model creates a “stickier” relationship between the provider of a product or service and the consumer. Those businesses don’t have to spend as much time and money acquiring new customers. Effective recurring revenue business models: Consumable -The original recurring revenue …
Economic indicators help put the current U.S. economic climate in perspective.
January 25, 2017 / in Business Strategy, News / by Louis Cionci
I have four common gauges of U.S. economic activity that deserve a few moments of your attention today: stock market, interest rates, inflation and unemployment. Let’s look at graphs of each of these measures for a visual perspective on the state of our economy. Stock Market. The Wall Street Journal, Equities pg. B17, January 25, 2017 reported the DJIA rose 100 points amid expectations of increased government spending on infrastructure projects. The DJIA crossed the 20,000 mark …
Exit Strategies Grows Up!
January 16, 2017 / in News / by Al Statz
Time flies when you’re having fun selling and appraising businesses. 2017 marks our 15th anniversary. I founded the firm in January 2002, in the wake of 9/11, coming off a 15-year management career in the industrial automation technology industry. Relying on my corporate merger and acquisition experience, financial training, and a passion for strategic deal-making; the founding was a classic case of spotting an under-served market and filling the needs in a better way. In the early years, we were primarily …
Early-Stage Tech Company Exits
January 11, 2017 / in Exit Planning, Sell a Business / by Exit Strategies
You’ve built a world-class software solution, delivered to customers as a SaaS application or web service. You’ve recruited a team and created intellectual property. Customer retention is strong and the buzz is growing in your vertical market. Each new customer acquisition represents incremental recurring revenue that falls directly to your bottom line – and the company is closing in on cash flow positive territory. Could this be the right time to sell the company? You may be thinking, I’ve barely …
U.S. Manufacturing Gears Up
January 4, 2017 / in News / by Al Statz
Here is some good news to start your year. The Institute for Supply Management announced yesterday that its PMI national manufacturing index came in at 54.7 for December 2016, which is up from 53.2 in November and is the highest monthly reading of 2016. (Any reading over 50 signals growth.) This latest Manufacturing ISM® Report On Business® shows new orders, production and employment growing, inventories contracting, and supplier deliveries slowing. The PMI is based on data compiled from …
Ten Exit Planning Benefits
December 28, 2016 / in Exit Planning / by Al Statz
Someone’s sitting in the shade today because someone planted a tree a long time ago. — Warren Buffett Few would argue that a successful retirement takes more planning for a business owner than it does for other people. Whether you intend to transfer your business to family, management or a third party, an exit plan is usually intended to produce a more successful exit and retirement. Here at Exit Strategies, an “Exit Plan” (or succession plan) …
Rising Interest Rates and Investment
December 21, 2016 / in Business Strategy, Business Valuation, News / by Exit Strategies
Since July, the benchmark interest rate, the US 10-year treasury bond, has risen from 1.35% to over 2.55%. That’s a very big move in a short-period. Post-election day the rising rate trend accelerated. We saw a similar spike in 2013, only to see rates retreat. Is it different this time? Valuation Building Block Markets seem to believe that current rates are sustainable and can keep rising given the lower tax and infrastructure spending pronouncements coming …
Exit Strategies Sells Aldetec, Inc. to Private Equity Backed Strategic Buyer
December 10, 2016 / in Exit Planning, News / by Jim Leonhard
Sacramento, California – Exit Strategies is pleased to announce the acquisition of microwave electronics manufacturer Aldetec, Inc. by U.S. Technologies, a portfolio company of Cornerstone Capital Holdings. Sold To: Aldetec, Inc. designs and manufactures integrated microwave assemblies and RF amplifiers for the commercial, military and space flight industry sectors. US Technologies (UST), of Fair Lawn, New Jersey, provides quality electronics design, manufacturing, engineering, testing, repair and refurbishment services, from complete finished units down to the …
E-commerce Business SocksRock.com Sold to Strategic Buyer
December 7, 2016 / in News / by Al Statz
San Francisco, CA – Exit Strategies is pleased to report the sale of E-commerce company SocksRock LLC to a strategic buyer. Sold To: SocksRock, LLC established in 2008, is an e-commerce business selling customized athletic gear to sports teams and to corporations for identity programs. It has a track record of revenue growth, a website with intuitive product configuration and dynamic imaging capability, and superb customer satisfaction. SZ Ventures is a Texas-based aggregator and operator …
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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