Articles

Are You a Business Owner or an Entrepreneur?

You may not think this makes much difference, but there are distinctions, and they can affect the success of your business exit. Of course, you might fit both categories, but usually when you’re looking to sell your business or retire, deciding which “hat” fits you the best can help define your goals and educate your […]

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Can Private Equity Help You Diversify Your Business?

One of the most common business owner objectives is the diversification of wealth. It has been said, “To get rich, you need to own a lot of one thing; to stay rich, you need to own a lot of different things.” There is certainly truth to this old adage. For most business owners, the business […]

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Using OPM for Partial Buyouts or Recapitalizations

Most of us think about Private Equity buyouts as being an “all or nothing” proposition.  But this is not true. Although many PEGs are only interested in 100 percent buyouts, many will consider partial buyouts.  These partial buyouts—which may take the form of a recapitalization—provide opportunities for those entrepreneurs who are not ready or willing […]

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Using Other People’s Money to Exit Your Business

If you are the owner of a mid-sized business, you may think you have no reason to consider Private Equity when planning for your business exit. I understand why you might think that. Private Equity has received quite a bit of media coverage over the last few years, due to Mitt Romney’s bid for President. […]

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ESOP Article in the Wall Street Journal

As some of my readers may know, I am a member of Pinnacle Equity Solutions. Pinnacle is an international Exit Planning organization. Recently, our founder John Leonetti was quoted in the Wall Street Journal. The article is about ESOP’s, one of the many possible Exit Strategies for business owners. If you would like to read […]

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Should You Sell Your Business to a Family Member?

If you’re a business owner who has family members working in your business, you’ve likely had the following thought: “When I retire, wouldn’t it be nice to sell the business to my __________ (insert favorite family member here)!” If you have, you’re definitely not alone. Keeping your business in the family seems like a great […]

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Is Private Equity the Path to Exiting Your Business?

There is a side of Private Equity that doesn’t usually show up in the media, so you may not be familiar with it. That is that every day, Private Equity Groups (PEGs) are purchasing part or all of small to mid-size companies – very likely just like the business you own and are looking to […]

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How Do Private Equity Groups Make Money?

So, let’s talk about how private equity groups make money, then next post we’ll look at how they can help you make money from the exit of your business. I think you’ll see that private equity is a very interesting business – one that would make any capitalist smile.

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Private Equity – What’s In It For You? Part 2

If you’re a business owner, you may or may not have had dealings with private equity firms, but it’s a good idea to know all you can about potential buyers and investors in your business. And PEGs (private equity groups) are all about investing in businesses. Let’s dig a little deeper into the world of […]

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Private Equity – What’s In It For You? Part 1

Private equity (PE) firms are in the spotlight right now due to Presidential candidate Mitt Romney’s history with Bain Capital, a PE firm based in Boston. A lot of my clients are unfamiliar with what private equity is, and how PE transactions could benefit them. In my next few blogs, therefore, I’m going to be […]

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