Publications

Entrepreneurs are the most gifted, driven, tenacious, and talented group I have ever known. They accepted the often-imbalanced life of risk/reward, put it all on the line, and have genuinely proven to be the engine that moves the world! 

 

It can be a lonely road, a joyous road, and despite extreme highs and lows, it’s ultimately a fulfilling journey for those that win the game and capture the prize of creating multi-generational wealth, as well as crafting a sustainable legacy for their teams and employees in the process.   

 

As a CEO of an investment banking firm, I have also had the privilege of coming alongside dozens of entrepreneurs, families, and CEOs and walking with them through a very arduous process of M&A and the sale of their “baby.” In this process, I have come to appreciate the joy of creating and capturing generation wealth, fostering new beginnings, and celebrating with them the freedom a great M&A event can provide them as a reward for their hard work.   

 

In the end, I hope this book helps you examine why you may want to sell or keep your business, understand what buyers value, understand how the process works, and share a few success stories of how others like you have captured this version of the American dream. 

 

More specifically, this book is for: Entrepreneurs, CEO, and families who are the backbone of American business. These companies and owners strive for significance in their markets, community and industry, in what’s called the lower middle market ($10MM - $250MM in revenues) and the entrepreneurs, founders or families that run them. If you are a hired gun CEO or an advisor to those middle-market companies, this book is for you too. 

 

This book is not out to impress you with M&A acronyms and confuse you with industry esotericisms but is written in plain speaking, practical application for first time sellers or those that want to unlock the keys to using M&A to unlock the value of their companies and capture the value of their life's work.