Mergers & Acquisitions Articles

Keep it in the Family

FAQs About Selling Your Business to Family Members or Employees.

ESOPs Fables

The Disadvantages of ESOPs for Small Businesses.

Internships in M&A, Investment Banking, & Private Equity

Advice & Tips.

  • In addition to M&A articles, I write and design Confidential Business Reviews for Small Business Deal Advisors to help facilitate sales. CBRs are on average fifteen to twenty pages long, and they tell the story of each clients’ business to potential buyers. Confidential Business Reviews feature details about the business’ history, what transfer of ownership will look like, overviews of facilities and equipment, opportunities for growth, and more.

    The business owner fills out a survey of pertinent information about the business' track record and opportunities for growth, and I combine this information with what can be found on the business' website and social media platforms, and format it all into a detailed and comprehensive document. 

    Confidential Business Reviews are privileged information, only available to be viewed by the potential buyer.