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23 Oct

BABY BOOMERS: REALLY READY TO EXIT?

  • Posted by Clear Rock
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Great article the other day in the NY Times about baby boomers exiting their busineses. We’ve heard many times about the “10 trillion dollar opportunity” – all those baby boomers getting ready to retire and in many cases sell off their company.  But are they really ready? From the article: While I’ve never seen a statistic
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23 Sep

DEAL KILLERS: 5 “DO NOT’S” FOR SELLING A COMPANY (PART 3)

  • Posted by Clear Rock
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Deal Killers: 5 “Do Not’s” for Selling a Company (Part 3) So we agree, we’ve been negative nellies recently with this “do not” series. This is it! This is our third and final segment in our series on “Deal Killers.” What are Deal Killers? Things that we’ve seen time and again that keep a business
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23 Jul

DEAL KILLERS: 5 “DO NOT’S” FOR SELLING A COMPANY (PART 2)

  • Posted by Clear Rock
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Deal Killers: 5 “Do Not’s” for Selling a Company (Part 2) This is our second part in our series on “Deal Killers.” What are Deal Killers? Things that we’ve seen time and again that keep a business owner from existing their company. See Part 1 here. Picking up where we left off… QUESTIONABLY OR UN-DOCUMENTED
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23 Jun

WHY PIPE’S (AND REVERSE MERGERS) SUCK

  • Posted by Clear Rock
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Why PIPE’s (and Reverse Mergers) Suck About once a quarter we are approached buy a client that has some verison of “so and so suggest that I do a PIPE or a “reverse merger.” Do you think its a good idea?” Our resounding answer: hell no. And here’s why. FIRST, DEFINITIONS WHAT IS A PIPE?
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23 May

DEAL KILLERS: 5 “DO NOT’S” FOR SELLING A COMPANY (PART 1)

  • Posted by Clear Rock
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Deal Killers: 5 “Do Not’s” for Selling a Company (Part 1) We spend a lot of time talk about what TO do when you are considering the sale of a company. In this article we focus on the opposite: deal killers. We discuss some of the most frequent “deal killers” we see in working with
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01 Mar

Deals up in 2013

  • Posted by Clear Rock
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This NYT DealBook article grabbed our eye this morning: 97 percent of deal makers in a Brunswick Group survey indicated they thought the M&A market would grow this year. I know what you’re thinking: “97% of attorneys and M&A guys agreed on something? Nonsense.” But its probably not.  The financial markets are improving, and most
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02 Jan

GET YOUR COMPANY READY FOR A SALE

  • Posted by Clear Rock
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Get Your Company Ready for a Sale Thinking about selling? One of the biggest things that we see that depresses value is owner’s that are unwilling or have not prepared well in advance for a sale. Here are a few items to consider: Have financial statements audited. Try to reach the magic number of $1mm
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01 Nov

FACTORS THAT INFLUENCE VALUE

  • Posted by Clear Rock
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Factors That Influence Value ALTHOUGH EVERY BUSINESS HAS ITS OWN UNIQUE SET OF CIRCUMSTANCES, BUYERS TYPICALLY EVALUATE POTENTIAL ACQUISITIONS IN A SIMILAR MANNER. BASED UPON CLEAR ROCK’S EXPERIENCE WITH TRANSACTIONS INVOLVING PRIVATELY HELD COMPANIES, THE FOLLOWING ARE THE MAJOR FACTORS CONSIDERED BY PROSPECTIVE ACQUIRERS WHEN DETERMINING A COMPANY’S WORTH: Recast Earnings. With rare exception, a
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01 Nov

EXPLAINING VERTICAL VS. HORIZONTAL INTEGRATION

  • Posted by Clear Rock
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We recently had a discussion with a client regarding vertical vs. horizontal integration- in his case, vertical really wasn’t an option.  From an M&A perspective, we typically look at the pros and cons of each variety on a case by case basis. Nonetheless, here is a quick video that goes over the difference between the
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01 Aug

SAMPLE DUE DILIGENCE CHECKLIST

  • Posted by Clear Rock
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Sample Due Diligence Checklist Note: the following due diligence checklist is only a sample, and may differ from the actual list you receive during your deal process. Some of the information may not be relevant to your situation, and will not be required by the buyer. At the beginning of the process, you should expect
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