M&A Bidding War 8 min read Get a Quick Summary -> Here If you hold a signed LOI or you’re one email away from signing one, you don’t need more “interest.” You need leverage. So here’s what leverage looked like in one Southern California manufacturing exit: a $15 million unsolicited offer turned into a $20.2 […]
CASE STUDY: How We Turned a $15M Unsolicited Offer into $20M with an M&A Bidding War Read More »
Rollover Equity in Private Equity Deals 8 min read Get a Quick Summary -> Here If you’re a Gen X owner in California, you’ve probably built value the hard way: through systems, customer relationships, and years of execution. So when a Private Equity group offers $10M, the number hits like a finish line. But then
The Rollover Equity Private Equity Mirage: When Gen X Should (and Shouldn’t) Reinvest Read More »
Purchase Price Allocation 8 min read Get a Quick Summary -> Here Key takeaways ⚠️ Warning: This article is for educational purposes only and is not tax or legal advice. Deal structure and tax outcomes depend on your facts. Always work with your CPA and attorney before agreeing to an allocation. Be Business Sale Ready
Purchase Price Allocation: How Goodwill vs. Equipment Can Change Your Tax Outcome Read More »
Double Taxation M&A 12 min read Get a Quick Summary -> Here If you incorporated your manufacturing business in the 1980s or 1990s, your CPA likely put you in a C-corporation because it made sense back then. But today, if you’re preparing for an exit in California, that old structure can ambush your retirement plan—especially
Double Taxation M&A Risk When Selling a C-Corp Business in California Read More »
Asset Sale vs Stock Sale 10 min read Get a Quick Summary -> Here You signed an LOI for $10M. Congratulations. But the next paragraph can decide whether you keep $8M or $7.5M. That gap doesn’t come from “bad luck.” It comes from the M&A deal structure and shows up in the oldest fight in
Asset Sale vs Stock Sale: The Million-Dollar Tax Difference for California Founders Read More »
Controlled Auction M&A 14 min read Get a Quick Summary -> Here You get a LinkedIn message from a private equity associate. They tell you they “love what you’ve built.” They ask for a call. Then they float a number that sounds bigger than you expected. You feel flattered, and you should. You built something
Running a Controlled Auction M&A Process: How We Create Buyer FOMO Read More »
Selling Business to a Competitor 14 min read Get a Quick Summary -> Here If your biggest competitor in California wants to buy your business, you might feel two things at once. First, you feel the pull of the strategic premium. A strategic buyer (often a competitor) can pay more because they can cut duplicate
Selling business to a competitor: the Strategic Premium, without handing them the keys Read More »
Family Office vs. Private Equity 12 min read Get a Quick Summary -> Here By Vinil Ramchandran, Founder, Dream Business Brokers (CM&AP, CBB, CBI) Association memberships: IBBA (International Business Brokers Association); M&A Source; CBI California Association of Business Brokers (CABB). Last updated: 2026-04-22 Editorial standards: It is educational and not legal or tax advice. Disclosure:
Family Office vs Private Equity: Preventing a Culture Clash in Your Exit Read More »
Who Buys Manufacturing Businesses 12 min read Get a Quick Summary -> Here When you sell a house in California, you put it on the MLS and run showings. When you sell a coffee shop, you might post it on BizBuySell. But when you sell a $15M CNC machining facility in the Inland Empire or