Category Archives: The liquidity event and beyond

Dave’s note:  For the second time, we invite Basil Peters, author of “Early Exits,” back as our guest – to provide more of his insight into the “when” to exit by selling your business. In future weeks, we’ll add the … Continue reading →

We are pleased to host Basil Peters, perhaps the best known name in the world of early stage company exits.  His groundbreaking book, “Early Exits” has become a textbook for angel groups and entrepreneurs throughout the world.  His Strategic Exits Corporation … Continue reading →

Dave’s note:  We are privileged this week to host a post by Arthur Lipper, a well-respected member of the international financial community since 1954. He has served as advisor to and member of numerous financial exchanges, and was the founder and … Continue reading →

Dave’s note:  Guest author, David Steakley returns to explain his theory of exit valuations.  It’s a short but excellent read… By David Steakley You may recall that earlier in this series, I explained the definition of an inciting incident, using … Continue reading →

Dave’s note: John Huston is founder and past manager of the 300+ member Ohio TechAngel Funds and a past Chairman of both the Angel Capital Association and the Angel Resource Institute.    By John Huston While you are busy building your high … Continue reading →

This is the final posting in this cycle.  Purchase two years of these insights in a single book, ADVANCED BERKONOMICS, for yourself or as a gift.  Here are links to help you find copies: HARD COVER book directly from Berkus.com, … Continue reading →

Now you have worked for months to get this deal to the closing, anticipating the wire transfers to the shareholders that will come any minute.   This could change your life style and give you that much needed pause in your … Continue reading →

Many CEOs have asked me if I felt an investment banker adds value if the buyer has already been identified. Investment bankers sometimes slow the process by requiring a “deal book” to be prepared containing considerable information about a company … Continue reading →

Maybe you have not heard the term, “deal book.”  That’s a comprehensive piece on a company for use by a buyer in determining fit.   A “deal room” is an electronic or physical space dedicated to storing the massive amounts of … Continue reading →

So you’ve found the buyer, received a letter of interest, signed it, and tied your company up for a period to complete the deal.  Everyone on the board is anxious to close this.  You’ve committed time to do whatever is … Continue reading →