A Business Owner’s Guide to Middle-Market M&A
Selling your middle-market business is a significant decision that requires careful preparation and execution. Your business is your most valuable asset, and selling it is a once-in-a-lifetime opportunity that requires careful planning and execution. Our guide introduces you to the M&A fundamentals and is divided into the following sections:
- Introduction to Middle-Market M&A
- Middle-Market M&A Valuation
- Consideration and Deal Structure
- Preparing for a Sale
- The Marketing Process
- Common Pitfalls to Avoid
Get to Know Jeff Lewis
Jeff is a Partner and the Team Leader of the firm’s Investment Banking and Transaction Advisory Services team, which has closed over $1 billion in M&A transactions over the last ten years. With over 25 years of experience, he assists business owners in exiting their businesses and advises clients on all aspects of buy-side and sell-side M&A transactions.
What Our Clients Have to Say
“Bonadio did a fantastic job when it came time to sell my business. They thoroughly explained the process, helped me see my business from a buyer’s perspective, and helped implement changes before going to market. They also made sure I was in the loop and that my goals were being met. They executed flawlessly and I couldn’t be happier.”
Past Successes
For sell-side M&A, the price is just one piece of the puzzle. At Bonadio, we understand that a well-structured deal can make all the difference in achieving your objectives and maximizing after-tax proceeds. That’s why we work closely with our sell-side clients to consider every deal aspect carefully. With over $1 billion in completed M&A transactions, we have the experience and expertise you need to make the most of your sale. Let us help you get the results you deserve — contact us today.
