Build the Right Team for Your Transition: M&A Requires Specialists

Selling your business will be the biggest transaction of your life, more important than launching your company or anything that happened in-between. Why? Because not only is your exit the culmination of all of your business decisions, it also sets the foundation for your financial well-being in retirement.

family business, exit strategy, business broker, selling your business, Sabre CapitalTrip HolmesFebruary 4, 2020M&A, M&A specialists, M&A advisors, business broker, transaction attorney, due diligence, middle market family business owner, estate attorneys, CPA, accountants, tax accountant, shape your legacy, control your destiny

Who Will Buy Your Business?

As an advisor to middle-market family business owners, I routinely help founders plan for their eventual exit and retirement. There are many elements to building and executing on an exit strategy. You need to develop goals that are aligned with those of your estate plan, you need to plan for the growth of your business over time, and you need to develop succession and transition plans as well.

exit strategy, selling your business, family businessTrip HolmesNovember 21, 2019middle-market family-owned businesses, founders, estat plan, next generation family business owners, National Center for the Middle Market, middle market business owners, children of business owners, employee stock ownership program, employee ownership, private equity, individual investors, competitors, exit strategy, business planning, Sabre Capital

Taking Control When Selling Your Business

The last thing you want is to feel this way when you’re looking to exit your business. Selling a business is stressful—it’s one of those high-priority events in our lives, , like getting married, the birth of our children or starting the business. It’s inevitable that these events in our lives all lead to stress, but that doesn’t mean you can’t control it!

family business, exit strategy, business broker, selling your businessTrip HolmesSeptember 26, 2019taking control of selling your business, middle-market family-owned businesses, business planning, exit planning \, exit strategy, succession planning, business bankers, personal bankers, wealth managers, accountant, estate planning attorney, business attorney, Sabre Capital

Succession Planning versus Exit Planning

A couple of the services we offer on a routine basis are succession planning and exit planning. Among the general public, these services are sometimes unclear. Let’s take a look at both succession planning and exit planning to promote a greater understanding.

exit strategy, succession planningTrip HolmesJuly 23, 2019Sabre Capital, middle-market family-owned businesses, business valuation, succession planning, exit planning, estate planning, financial planning, leadership and management replacement, identify the right buyer, professional goals, personal goals, retirement income, finances, human resources, capital investments, target valuation

Planning the Sale of Your Business is Essential

You can sell your business to the first unsolicited buyer if you wish – but if you want to ensure a fair sale, one that yields all the profits you deserve and meets all of your goals, planning on your part is absolutely essential.

exit strategy, selling your businessTrip HolmesJuly 12, 2019Sabre Capital, unsolicited buyer, planning the sale of your business, fair sale, startups, growth stage company, mergers and acquisitions, business broker, accountants, corporate attorneys, acquisition planning, family-owned businesses

Making Your Business Attractive to Buyers

Let’s talk about enhancing value and maximizing the return for family business owners. To get the most money and get the most people interested in buying your business, you need to plan in advance. This is where we do our best work on the planning side of our business, setting up owners for greater success, months and years ahead of the actual exit transaction.

business broker, exit strategy, Sabre Capital, selling your businessTrip HolmesApril 24, 2019selling your business, investment banking, business consulting, enhancing business value, exit strategy, exit transaction, Trip Holmes, Sabre Capital, succession planning, marketplace differentiator, business fundamentals, recurring revenue

Estate Planning and Business Planning Go Hand-in-Hand

Some businesses fail to survive after the death, incapacity, or retirement of the controlling family members. Family business founders must balance the challenges of running any business with those related to family dynamics. Many of these challenges may be addressed by a cohesive approach to transition planning and estate planning, culminating in an exit strategy.

2019 Is Your Year! Transitioning Your Family Business to the Next Generation

This year should be unprecedented with regard to the number of Baby Boomer business owners, both in small businesses and the middle market, looking to move on to retirement. There are a variety of factors that have converged to make this seller’s market one of the better ones we’ve seen in the modern era, but it can’t last much longer.

selling your business, exit strategyTrip HolmesJanuary 16, 2019family businesses, family business owners, middle market family owned businesses, financial consulting, Baby Boomer business owners, business owner retirement, exit strategy, selling your business to your children, applicable federal rate, IRS, AFR, seller's market, non-family buyer, succession planning