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Ken Heuer | How Core Principles Guide Your Thinking

In M&A, having a set of core principles to guide your thinking is essential… Ken Heuer of Kidd & Company is here to share the firm’s 3 core principles and how they make business decisions simple. We also discuss ● What Kidd & Company brings to the table for the lower middle market ● The […]

A Close Look at Deal Drivers for 2023

When looking ahead at 2023, it’s clear there are economic headwinds out there impacting deal-making, including inflation and the threat of recession. Big tech companies are entering a period of austerity, with giants like Google and Microsoft laying off tens of thousands of employees recently. They over-hired during the pandemic, and they are now having […]

Alan Clark | Why This Major 2023 Prediction is Wrong

When your small business owner client is in a room full of MBAs, they can feel out of their depths… So how do you keep your client’s emotions in check during a high-stakes sale? Alan Clark is here to share his perspective as a sell-side advisor helping clients exit their businesses.Alan also reveals why he […]

Co-Op Fire Safety: 5 Tips

Living in a co-op can be a rewarding and affordable experience, but you still need to make sure that you are mindful of fire hazards. Many residents live the majority of their lives in the co-op, and you want to maintain the building and your unit to the highest standards so that everyone is safe. […]

Top Tips for Managing Windows and Doors in a Co-Op

Co-ops are a great way to get into real estate with limited funds, but they can also be a challenge to maintain. That’s because they’re yours, but they’re also part of a much larger community with a maintenance team. What’s yours to fix and what’s not? The good news is that you can do many […]

Whole vs Term Life Insurance: What’s the Difference?

While whole life insurance is considered the more valuable and of the two, it offers more than a lifetime of protection for a single premium. Term life insurance, however, simply has the insurance company will pay a large sum of money to the beneficiary—if the insured dies. Whole life insurance can be a good option […]

TLPE Case Study: Buyer Uses TLPE to Win Auction on Desirable $13M Tech Company

For many years, it was standard practice for Sellers in M&A deals with leverage to insist that Buyers forgo escrows as part of the terms of their deal and instead use Representations and Warranty (R&W) insurance. However, there is a catch … This process works only if the target’s pricing is above the Buy-Side R&W […]

Clint Tripodi | How to Set a Strategy And Execute It

As we prepare for the new year, it’s time to set your strategy… “What strategy?,” you might think, “We just need to make more money.” But a business without a strategy is destined for failure. Especially in today’s changing world, where an unexpected crisis could derail your business. And it’s not enough to set a […]