The Conversation Most Owners Start Too Late
You hear the questions before we do. Most business owners don’t start with an exit plan. They start with questions. What is my business actually worth? Who could take it over? What would I walk away with? Am I ready? They rarely bring those questions to an M&A advisor first. They bring them to you […]
Helping Business Owners and Their Families Prepare Early for Better Exit Outcomes
For many business owners, an exit is not just a financial event. It is a personal and family decision. The business often represents decades of effort, identity, and sacrifice. It may also be a primary source of family wealth, future security, and legacy. When the time comes to consider a transition, owners typically turn first […]
What the 2026 Spring Economic Update Means for M&A
The federal government released its 2026 Spring Economic Update this week. After reviewing the details, the headline for those of us in M&A is clear: This is a stable, no-disruption update. No major tax changes. No structural shifts. No urgency being created by policy. And in this market, that’s actually a positive. When governments step […]
Private Equity Isn’t Broken — But the Exit Door Is Jammed
If you’ve been following the headlines, you’d think private equity is underperforming. The reality, however, is more nuanced — and far more interesting. At its core, private equity follows a straightforward model: buy, professionalize, sell, return capital, and repeat. Right now, the challenge isn’t with that strategy itself. The issue is that the “sell” step […]