Request a Strategy Call and we will get in touch with you
Sell a Business Insights
A Key Performance Indicator to Improve the Results of your Testing Lab Exit
May 22, 2023 / in Sell a Business / by Intern
When preparing to sell your Testing Laboratory using Key Performance Indicators (KPIs) can help to focus your efforts and resources in the right areas. While numerous KPIs exist, one metric that should be on the radar of all business owners in the testing laboratory industry is the Sales/Employee Ratio. Labor costs make up the largest single expense for Laboratory Testing businesses, accounting for an estimated 38.4% of industry revenue in 2022 (IBIS WORLD July 2022). …
Exit Strategies Group Advises Shepherd Controls in Sale
May 14, 2023 / in News, Sell a Business / by Al Statz
May 2023 – Exit Strategies Group is pleased to announce that it represented Shepherd Controls & Associates, a leading regional supplier of industrial automation products, in a recent sale to Flow Control Group, a portfolio company of KKR. Shepherd Controls & Associates, founded in 1985 by Ron Shepherd and Bill Benko, is headquartered in Allen, Texas. The Company has branch offices in El Paso and Houston and serves the Gulf states and Mexico. It offers …
Exit Strategies Advises IRR Los Angeles & Orange County on their Sale to CBRE
April 17, 2023 / in News, Sell a Business / by Roy Martinez
Exit Strategies, a California based mergers and acquisitions (M&A) brokerage and business valuation firm, recently advised the owners of Integra Realty Resources of Los Angeles and Orange County on the sale of their Southern California commercial property and right-of-way appraisal business to CBRE Group, Inc. IRR Los Angeles co-owner, John Ellis, said, “Roy Martinez of Exit Strategies helped us understand the value of our business and introduced us to resources needed to complete the transaction. …
Cornerstone International Alliance sets new record: $1.3 billion in business transactions
April 14, 2023 / in News, Sell a Business / by Al Statz
Exit Strategies Group is a partner in the Cornerstone International Alliance After a record setting year in 2021, Cornerstone International Alliance members, a consortium of industry-leading lower middle market mergers and acquisitions (M&A) and investment banking firms, shattered that record in 2022, completing 169 deals with an enterprise value of more than $1.3 billion. “2021 was a milestone year with $1.1 billion in deals closed for the first time. So to have another record year …
Pros and Cons of Selling to Family
April 4, 2023 / in Sell a Business / by Al Statz
A business transfer to your children or other family members is a great way to ensure your business culture and legacy remain intact. You get to share a valuable asset with people you love and will probably have ongoing opportunities to stay involved in the business you started. On the downside, your children may not actually want the business and may feel pressured to take on something for which they have no real interest (or …
How to Divest Part of a Company
March 7, 2023 / in Business Strategy, Exit Planning, Sell a Business / by Al Statz
Selling a division or line of business is often more complex than selling an entire company. If you’re like most private business owners, you have never sold a business, let alone carved out and divested part of one. This article shares some of what I’ve learned about planning and executing a successful divestiture during my 20+ years of investment banking. In my experience, most divestitures are intentional efforts to generate liquidity or streamline and strengthen …
Highlight Your Company’s Intangible Assets When Selling
February 28, 2023 / in Business Valuation, Exit Planning, Sell a Business / by Al Statz
Intangible assets represent most of the value in almost all of the companies we sell, so it only makes sense that showcasing the intangible assets that make your company unique and successful can significantly impact your final transaction value. Here are some practical tips to help you leverage your intangible assets in a sale process. Intangible assets are non-physical assets such as contracts, customer lists, proprietary software, databases, designs, recipes, proprietary business processes, well protected …
“In God we trust; all others bring data”: A Due Diligence Survival Guide for Sellers
February 8, 2023 / in Exit Planning, Sell a Business / by Al Statz
“In God we trust; all others bring data” is a famous quote from W. Edwards Deming that emphasizes the importance of data analysis in business decision making. The due diligence process is a critical part of every M&A transaction, and in today’s data-driven world, having relevant and accurate company data has never been more important. Buyer due diligence has become increasingly thorough and wide ranging over the 20 years that I’ve been advising sellers. Contributing factors …
New law exempting M&A Advisors from SEC registration is welcomed by small businesses and those who depend on them
February 7, 2023 / in News, Sell a Business / by Al Statz
The Consolidated Appropriations Act, 2023 (H.R. 2617), signed into law by President Biden on December 29, 2022, includes a provision exempting brokers that facilitate small business M&A (Mergers and Acquisitions) from federal broker-dealer registration. The section on “Small Business Mergers, Acquisitions, Sales, and Brokerage Simplification” amends the Securities Exchange Act of 1934, effectively codifying the SEC’s sweeping 2014 M&A Broker No Action Letter. It benefits businesses who work with M&A advisors because advisors will no …
Better to sell early in consolidation. Here’s why.
February 4, 2023 / in Exit Planning, Sell a Business / by Al Statz
Consolidation is inevitable in maturing industries. As an M&A advisor working with owners of private wholesale distribution, manufacturing and industrial service companies, one of the questions I am often asked is whether it is better from a valuation perspective to sell early in a consolidation phase, or hold off. It depends of course, but generally earlier is better, all else being equal. I’ll explain why, but first I want to point out that industry consolidation …
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.
DRE #01878920
Member of
