Net Working Capital Peg M&A Get a Quick Summary -> Here Key Takeaways Be Business Sale Ready Start engineering your exit – the way you want it The 11th-Hour Escrow Ambush You ran the marathon. You negotiated the multiple, and you signed the Letter of Intent (LOI), so you started picturing life after the sale […]
Net Working Capital Peg M&A: A California Service-Business Seller’s Guide Read More »
How to Scale a Service Business for Acquisition Get a Quick Summary -> Here Key Takeaways Be Business Sale Ready Start engineering your exit – the way you want it The “Third Quarter” Plateau Isn’t a Revenue Problem — It’s a Founder-Capacity Problem If you built your service business from zero to $5 million, you
The Phantom Billable: Redefining Utilization Metrics for Private Equity Buyers Read More »
Employee Retention After Business Sale Get a Quick Summary -> Here Key Takeaways Be Business Sale Ready Start engineering your exit – the way you want it The Fourth-Quarter Priority Shift As founders move into the third and fourth quarters of life, their priorities change. They still care about price, and they still care about
The Key Employee Cliff: Employee Retention After Business Sale Read More »
The U.S. Small Business Administration (SBA) has announced one of the most significant lending changes in years — and it could have a major impact on business acquisitions, expansion plans, and company valuations. Beginning July 4, 2026, the SBA will increase the combined borrowing capacity of its 7(a) and 504 loan programs from $5 million
SBA Doubles Loan Limits to $10 Million: What Business Owners Need to Know Read More »
Thinking about selling your business in Southern California? This guide breaks down the realistic timeline from preparation to closing — and explains what speeds up or delays a sale in the $1M–$50M market. If you’ve started thinking about an exit, one of the first questions that comes to mind is simple: how long is this
How Long Does It Take to Sell a Business in Southern California? Read More »
M&A Tax Attorney in California 8 min read Get a Quick Summary -> Here If you interview business brokers in California, you’ll hear the same promise: “We’ll get you top dollar.” But price only matters if you keep it. A buyer’s LOI can lock in the structure, the allocation, and the earn-out language that decides
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
Rollover Equity in Private Equity: Should Gen X Reinvest? 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 »