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Investment Bankers vs Business Brokers: Which Do You Need?
A guide to the distinction between investment bankers and business brokers, with a framework for deciding which type of advisor fits your business and your goals.
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A guide to the distinction between investment bankers and business brokers, with a framework for deciding which type of advisor fits your business and your goals.

A guide for Wisconsin business owners pursuing growth through acquisition: types of deals, building a thesis, valuation discipline, financing, and integration.

A guide to the trends, buyers, and valuation drivers shaping middle-market healthcare M&A across Wisconsin and Northern Illinois, including provider retention, payer mix, and compliance.

A guide to the metrics that drive middle-market SaaS valuations: ARR quality, growth rate, NRR, unit economics, and the Rule of 40, with positioning guidance for tech founders.
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A guide to negotiating Letter of Intent terms in middle-market M&A, covering binding provisions, exclusivity, working capital, equity rollover, and the red flags to watch for.

A guide to the valuation drivers shaping M&A outcomes for construction and trades businesses across Wisconsin and Northern Illinois, including service mix, backlog quality, workforce, and platform positioning.