Investment Banker Articles

1). Business Sellers - Beware of the C Corp Asset Sale By : Dave Kauppi
If you are selling your business and it is a C Corp, the tax consequences of an asset sale as opposed to a stock sale can be punishing. All else being equal, push for the stock sale. This article discusses the tax treatment of both transaction forms.
Article Related to: business broker chicago illinois, sell business, merger acquisition, investment banker, venture capital

2). Selling Your Business - What Would Sam Zell Do? By : Dave Kauppi
Sam Zell, multibillionaire founder of Equity Residential (EQR) has approached the sale of his business the right way. Sellers of privately held businesses can learn a great deal from his approach. This article explores his process.
Article Related to: business broker, merger and acquisition, sell a business, succession planning, investment banker, m&a

3). Merger and Acquisition - A Strategy for Corporate Growth By : Dave Kauppi
This article discusses how a properly executed strategy of mergers and acquisitions can dramatically enhance growth and company value.
Article Related to: merger, acquisition, business sale, business broker, investment banker

4). A Major Concern for Business Sellers - What Happens to My Employees By : Dave Kauppi
One of the biggest concerns of business sellers is what will happen to their loyal employees when the new owner takes over. There is a common misperception that the new owner will come in and slash and burn in order to hit their profit targets. The reality for the family business could not be farther from the truth.
Article Related to: business broker, merger and acquisition, sell a business, succession planning, investment banker, m&a

5). Looking to Sell a Healthcare Company - Consider an M&A Advisor By : Dave Kauppi
If you are considering the sale of your healthcare business, engaging an M&A Advisor can help you drive the maximum transaction value with the least amount of risk.
Article Related to: merger acquisition healthcare, business broker healthcare, m&a, sell, investment banker, venture

6). Business Sellers - Beware of Potential Changes in the Capital Gains Tax By : Dave Kauppi
If You are a business owner thinking of selling in the next few years, pay particular attention to the talk on capital hill about where they plan on getting the $800 Billion that will be lost by the repeal of the Alternative Minimum Tax. I think it will come right out of your pocket.
Article Related to: business broker, merger and acquisition, sell a business, capital gain tax, investment banker, m&a

7). Selling Your Business - Prepare for the Buyer Visit By : Dave Kauppi
A buyer visit is a very important step before receiving a letter of intent. Do not view it as a simple show-and-tell corporate tour. It is your chance to position your company in the best light to drive purchase price. It is also your chance to gather valuable information on the buyer in order for you to make yoru selling decision.
Article Related to: business broker, merger and acquisition, sell a business, succession planning, investment banker, m&a

8). Business Brokers - Bad Practices from the Big Boys By : Dave Kauppi
The business broker profession has earned a poor reputation with attorneys and accountants. This is largely the result of a few national firms that use questionable marketing practices. This article analyzes a real case and exposes the practice.
Article Related to: business broker, merger and acquisition, sell a business, succession planning, investment banker, m&a

9). The First Himss Venture Fair -2007 By : Dave Kauppi
The biggest disappointment in the recent Healthcare Information Systems Venture Fair was that the big healthcare technology vendors were not in attendance. Instead of resisting the introduction of new technology, these giants should be supporting and investing in these emerging companies.
Article Related to: business broker healthcare information technology, merger acquisition, sell, investment banker, m&a

10). Business Broker Versus Merger and Acquisition Advisor - The Monthly Fee Objection By : Dave Kauppi
This article discusses the selection criteria for a business seller in hiring either a business broker or an M&A Advisor.
Article Related to: business broker, merger and acquisition, sell a business, succession planning, investment banker, m&a

11). Selling Your Business - Groom or Hire Your Successor By : Dave Kauppi
One of the biggest mistakes that business sellers make is not having a capable successor in place as they try to sell their business. This results in huge discounts to their selling price.
Article Related to: business broker, merger and acquisition, sell a business, succession planning, investment banker, m&a

12). Selling Your Business - Should It Be a Do It Yourself Job? By : Dave Kauppi
Business owners are often too emotionally tied to their business to act on their own behalf in negotiations with a potential buyer.
Article Related to: business broker, merger and acquisition, sell a business, succession planning, investment banker, m&a

13). Before You Sell Your Material Handling Business By : Dave Kauppi
This article discusses the steps you should take well in advance of the sale of your company. Implementing these recommendations could result in a far superior result.
Article Related to: business broker material handling, merger acquisition, investment banker, lift truck, sell

14). Prepare to Sell Your Material Handling Business By : Dave Kauppi
This article discusses the steps you should take well in advance of the sale of your company. Implementing these recommendations could result in a far superior result.
Article Related to: business broker material handling, merger acquisition, investment banker, lift truck, sell

15). Sell a Company - How is the Selling Price Determined? By : Dave Kauppi
Business valuations are a valuable tool to set a range of prices when you sell a business. The only true way to determine value, however, is to present the business to the universe of buyers in a true open market bidding process.
Article Related to: business broker, merger and acquisition, sell a business, succession planning, investment banker, m&a

16). How Business Buyers Value Your Business - Ten Key Factors By : Dave Kauppi
Certain qualities of a business make it quite valuable to potential buyers and others are viewed as big detractors of value. This article discusses what those value drivers are and steps you can take to make your business sell for maximum price.
Article Related to: business broker, merger and acquisition, sell a business, chicago illinois, investment banker, m&a

17). Healthcare Information Technology - Business Valuation By : Dave Kauppi
Business valuations for healthcare information technology companies is more of an art than a science. Ultimately a competitive market bid situation is the only true method. We attempt to quantify the important valuation elements in this article.
Article Related to: business broker healthcare information technology, business valuation, sell, investment banker

18). Not Invented Here is Not an Option for The Large Beverage Companies By : Dave Kauppi
The innovation in the beverage industry is coming from a group of entrepreneurs known as the new rule makers. This article discusses an approach to form equity partnerships between these start-ups and the beverage industry giants.
Article Related to: business broker food beverage, merger acquisition, investment banker, venture capital, investment banker

19). Food and Beverage Industry Private Equity - Consider the Smart Equity Alternative By : Dave Kauppi
If you are an entrepreneur with a small food or beverage company looking to take it to the next level, this article should be of particular interest to you. Your natural inclination may be to seek venture capital or private equity to fund your growth, but that might not be the best path for you to take.
Article Related to: business broker food beverage, merger acquisition, investment banker, venture capital, private equity

20). Healthcare Private Equity - Consider the Smart Equity Alternative By : Dave Kauppi
Many entrepreneurs seek private equity as a way to take their company to the next level. Consider the smart equity alternative of having a large healthcare company take an equity stake in your company. This article discusses why that is a superior alternative.
Article Related to: private equity, healthcare information technology, venture capital, sell, investment banker, m&a

21). How to Increase the Selling Price of Your Company By : Dave Kauppi
This article discusses how large corporate buyers look at making strategic acquisitions. The better you can position your selling company in these key areas of value creation, the greater your business selling price.
Article Related to: strategic value, valuation multiples, sell business, business broker, investment banker, m&a

22). Private Equity May Be Your Best Business Exit Strategy By : Dave Kauppi
This article discusses the dynamics of private equity investments into family owned businesses and under which circumstances they may be the best business exit strategy.
Article Related to: private equity, exit strategy, sell a business, exit planning, merger acquisition, investment banker