2019

Episode #12: Interview with Kathryn Hickey | Part 1

Quantive

“When should I contact my M&A attorney?” ” On this episode of “The Deal – Unscripted”, we’re talking about what is involved in the M&A process and the benefits M&A attorneys provide with Kathryn Hickey of PilieroMazza.

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Inadequate Cybersecurity and Data Privacy Due Diligence Alleged in Starwood Deal as UK ICO Fines Marriott $125M for GDPR Violations

Cooley M&A

On July 9, 2019, the UK Information Commissioner’s Office (ICO) publicly announced its intent to impose a £99M (approximately $123M) GDPR fine on Marriott as a result of its acquisition of Starwood and the subsequent discovery and notification of a data breach at Starwood.

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Should You Consider an ESOP as Your Business Exit Strategy?

RC & Co.

ESOP is short for an Employee Stock Ownership Plan and is an employee retirement plan as well as a technique of corporate finance. An ESOP can be used to finance the transition of ownership, raise new equity capital, refinance outstanding debt or acquire productive assets.

FREE Book: When is the Right Time to Sell My Business?

IBG Business

The Most Important Decision a Business Owner Will Ever Make. Sooner or later, as the owner of a privately held company, you are going to sell your business. The thought of it can be overwhelming and confusing.

The Mystique of Business Valuation for Privately Held Companies

Sun M&A

As a Business Valuation and Merger and Acquisition firm, we often receive the following question from entrepreneurial business owners – how do I know what my business is worth? Business owners are commonly looking for an estimate of value for partnership matters, succession planning or to determine if they should consider selling now or sometime in the future. There are many unique factors to consider when valuing any business.

Brazil Contemplates Additional Minority Shareholder Protections in Wake of Corporate Corruption

Appraisal Rights

The Brazilian government proposes strengthening protections for minority shareholders in the wake of corruption scandals, such as Petrobras. The new law would allow minority shareholders the right to seek judicial compensation in the event of misconduct by the company’s board.

Episode #12: Interview with Kathryn Hickey | Part 2

Quantive

“When should I contact my M&A attorney?” ” On this episode of “The Deal – Unscripted”, we’re talking about what is involved in the M&A process and the benefits M&A attorneys provide with Kathryn Hickey of PilieroMazza.

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More Trending

Episode #11: Interview with Daniel Chew | Part 1

Quantive

“What is the impact of a security breach?” ” On this episode of “The Deal – Unscripted”, we’re talking about the potential impact, cost of a security breach and the actions companies can take to prevent attacks with Daniel Chew of CrossCountry Consulting.

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Episode #10: Interview with Sterling Neblett | Part 1

Quantive

“How can entrepreneurs diversify into assets outside of their business?”

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Episode #10: Interview with Sterling Neblett | Part 2

Quantive

“How can entrepreneurs diversify into assets outside of their business?”

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Episode #9: Interview with Jed Fochtman | Part 1

Quantive

“What should business owners consider when taking on debt?” ” We’re talking about the ways small companies find debt financing and the terms and conditions they should be aware of with Jed Fochtman of Capital Advisors LLC. Tune in now! link]. The Deal - Unscripted

Episode #9: Interview with Jed Fochtman | Part 2

Quantive

“What should business owners consider when taking on debt?” ” We’re talking about the ways small companies find debt financing and the terms and conditions they should be aware of with Jed Fochtman of Capital Advisors LLC. Tune in now! link]. The Deal - Unscripted

Episode #9: Interview with Jed Fochtman | Part 3

Quantive

“What should business owners consider when taking on debt?” ” We’re talking about the ways small companies find debt financing and the terms and conditions they should be aware of with Jed Fochtman of Capital Advisors LLC. Tune in now! link]. The Deal - Unscripted

Episode #9: Interview with Jed Fochtman | Part 4

Quantive

“What should business owners consider when taking on debt?” ” We’re talking about the ways small companies find debt financing and the terms and conditions they should be aware of with Jed Fochtman of Capital Advisors LLC. Tune in now! link]. The Deal - Unscripted

Episode #7: Interview with Luke Conger & Derek Winn

Quantive

We’ve got a full house this episode! Luke Conger and Derek Winn are joining us in the studio for a discussion on how insurance can be a valuable asset for a company to have at the closing table. Tune in now! link]. The Deal - Unscripted

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Episode #8: Interview with Daniel Graff | Part 2

Quantive

“When should I start planning for retirement?” On this episode of “The Deal – Unscripted” we’re talking to Dan Graff of Sullivan Bruyette Speros and Blayney about what is involved in developing a retirement plan for entrepreneurs and when they should start planning to exit their business.

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Episode #8: Interview with Daniel Graff | Part 1

Quantive

“When should I start planning for retirement?” On this episode of “The Deal – Unscripted” we’re talking to Dan Graff of Sullivan Bruyette Speros and Blayney about what is involved in developing a retirement plan for entrepreneurs and when they should start planning to exit their business.

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Quantive’s Dan Doran Wins 2019 Exit Planner of the Year!

Quantive

This year at Exit Planning Institute‘s 2019 Excellence in Exit Planning Awards, Dan Doran was awarded Exit Planner of the Year! This award is named after EPI cofounder, Peter Christman, and is the highest honor that you can receive in the exit planning industry.

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Episode #6: Interview with Greg Smith

Quantive

On this episode of “The Deal – Unscripted” we’re talking about the lending environment as well as the process and procedures that go into putting together a transaction with Greg Smith of M&T Bank. You won’t want to miss this one! The Deal - Unscripted

It’s 4Q and We’re Coming in Hot! What to Expect from Quantive

Quantive

Hey folks! Checking in as we turn the page into 4Q19- and it’s a busy quarter we have coming up! Like you we’re wrapping up loose ends, grinding on big projects, and buckling down to hit revenue targets.

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Aligning Shareholder Intent: Buy-sell, Managing Partners, and Adding Value

Quantive

A group of operating shareholders can add strength and bench depth to a company. However, we’ve also seen the horror stories that stem from shareholders that have different ideas on the direction of the company, growth, or their own roles and workload within a company.

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Episode #5: Interview with Adam Nalls

Quantive

Today’s episode is featuring our interview with Adam Nalls as we dive into the best practices when working with your banker and the ins and outs of the lending process as a whole. Check it out! The Deal - Unscripted

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Dan Doran and Bob Moskal on Williams Mullen Govcon Perspectives Podcast

Quantive

Quantive’s Dan Doran and Bob Moskal recently joined Kevin Pomfret on the “Williams Mullen Govcon Perspectives” podcast episode titled: “Will You Be Ready to Sell Your Government Contracting Business?”

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Quantive Welcomes Susan Trivers!

Quantive

We are so pleased to announce that Susan Trivers has joined the Quantive Team! Susan brings 20 years of experience working with small to medium business owners to help them increase the financial value of their company.

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Episode #4: Interview with Nathan Olson

Quantive

Who knew that family law and business valuation could intersect? Specifically, when the clients are spouses who own a business together.

How Long is a Valuation Good For?

Quantive

It’s a logical question from business owners: how long is a valuation good for? The short answer: probably for about a year. The longer answer: it depends. Context is critical Business valuations are always completed for 1) a particular purpose and 2) at a specific point in time.

ICYMI: Using Reps and Warranty Insurance to Close the Deal

Quantive

In case you missed our Exit Planning Institute Chapter meeting this month we’re dropping this recap below. Great meeting with a ton of valuable content for both those in the “deal world” as well as those considering acquiring / divesting.

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Episode #3: Interview with Scott Taylor

Quantive

Our guest this week is Scott Taylor of SmolvenPlevy! We’re discussing how the market played out for his firm in 2018 and what the M&A market is looking like for 2019. Be sure to tune in and subscribe! The Deal - Unscripted

Thinking About an Exit? Begin with the End in Mind.

Quantive

Statistics tell us that for most entrepreneurs and family business owners, their operating business makes up about 80% of their net worth. What’s more is that most business owners that we work with are what we think of as “business rich and cash poor.”

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May Deal Announcement

Quantive

Quantive’s client Marlin Ventures was acquired by Consortium Management Group, Inc. Marlin Ventures, a government contracts consulting firm, is renowned for its commitment to its clients’ success.

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Episode #2: Interview with Katy Herr

Quantive

We sat down with Katy Herr of Audacia Strategies to discuss how she came to be in the communications world and what her best practices are when it comes to helping companies that are going through transitions with investor relations and strategic communications. Be sure to subscribe!

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March Deal Announcements

Quantive

It’s been a big month! Two deal announcements for closings over the past few weeks. Big congratulations to Matt Whitaker who advised on both. Deep Learning Analytics acquired by General Dynamics Mission Systems Our client Deep Learning Analytics (DLA) was acquired by GDMS.

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What 2019 Means for Exit Planning: Is now the time to sell?

Quantive

Heading into 2019 we are at a bit of a crossroads. With 36 consecutive quarters of economic growth in the rear view mirror, most experts believe we are in the last throes of a bull market[1].

Dual-Track Processes: How to Turbocharge Your Exit

Cooley M&A

Exiting an investment is an inherently uncertain process. Even for a thriving business with a viable equity story, committed stakeholders and the right advisers, the final deal terms and valuation are typically guided by factors beyond a company’s control.

Episode #1: Interview with Chris Snider

Quantive

I had a chance to chat with Chris Snider of the Exit Planning Institute out in Cleveland to kick off Quantive’s new podcast series: “The Deal – Unscripted” We discussed exit planning as a whole, where the market is in regards to exit planning and what that means for CEPAs across the country. Check it: […].

Antitrust Trends in 2019: Enforcement Watch List for the Year to Come

Cooley M&A

As 2019 kicks off, the Cooley antitrust group highlights 10 recent developments and trends corporate counsel should be aware of – from the US Supreme Court and lower courts, the Department of Justice and Federal Trade Commission and enforcers around the world – that are likely to impact businesses this year and beyond. Read full article.

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How Shareholder Compensation Affects Value

Quantive

Question: What’s the going rate to hire a business owner these days? Or put another way… how much should an owner-operator pay themselves? In some privately held companies that may be a question that is answered by the Board of Directors.