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Displaying 8 results for "Jim Lisy". Start a new search

July 13, 2022 Jim Lisy

M&A Essentials White Paper: The Sale of a Privately Held Company

Businesses are sold for many reasons, but typically issues of timing, liquidity and emotions take center stage. One of the most common drivers of a sale is the need for a succession strategy within family owned companies. Often the decision is purely financial — private companies are highly illiquid...

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May 03, 2022 Jim Lisy

M&A Industry Set for More Capital, More Opportunity in 2022

There’s no shortage of events focused on mergers and acquisitions, but the premier event this year was ACG Intergrowth® 2022. After a busy week at the Las Vegas conference, it was clear the M&A market is alive and well. Nearly 600 private equity professionals and more than 400 investment bankers...

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September 30, 2021 Jim Lisy

M&A Essentials White Paper: The Purchase Price Adjustment

You recently sold your company. Your advisers have been paid, you’ve taken a long overdue vacation and the burdens of deal-making are behind you. Then, surprise! The buyer is claiming you have to “give back” a million dollars of the proceeds from the sale because the assets of the company were below...

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February 23, 2021 Jim Lisy

Taking Shape: What Will the Deal Market Look Like for Private Companies After the Pandemic?

If we are now truly able to see the light at the end of the COVID-19 tunnel, what will the M&A landscape resemble when we emerge from our pandemic bunkers? It’s likely that fundamentals for a healthy M&A market will not change — willing sellers, buyers with capital to invest and an intersection...

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November 15, 2019 Jim Lisy

M&A Essentials: The Sale Process Part II — The Key Stages

In this installment of our “M&A Essentials” series — offering a fundamental understanding of the concepts, issues and processes every business owner should be familiar with when considering and conducting the sale of a business — we focus on the nuts and bolts of each stage in the sale...

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September 12, 2019 Jim Lisy

M&A Essentials: The Sale Process Part I — Cast of Players

In this installment of our “M&A Essentials” series — offering a fundamental understanding of the concepts, issues and processes every business owner should be familiar with when considering and conducting the sale of a business — we focus on the main people you’ll encounter and need throughout the...

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July 25, 2019 Jim Lisy

M&A Essentials: 3 Key Considerations When Preparing to Sell

In this installment of our “M&A Essentials” series — offering a fundamental understanding of the concepts, issues and processes every business owner should be familiar with when considering and conducting the sale of a business — we talk about key areas to address when preparing a company for...

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April 11, 2019 Jim Lisy

M&A Essentials: Understanding Purchase Price

Selling a business is a complex endeavor. As advisors to business owners and shareholders of private companies, we have helped companies to navigate the process from beginning to end. We are excited to share those experiences and insights in this new series, “M&A Essentials.” The series will offer a...

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