A family-owned business that had been successful for decades was turned over to the founder’s son. While succession planning was a part of the long-te...

A major league baseball team was brought to Denver and the details of how a transaction like this goes forward.  A hyper growth company that was doubl...

A partnership business went from a consistent year over year growth rate to a valuation of zero in a few short years. A family owned 30-location retai...

A medical research company was founded by research PhDs and had a highly complex business model that relied on highly paid professionals which perform...

An ecommerce business that was two businesses in one and how the lack of understanding and accounting of inter-company transfers not only nearly derai...

A founder of an oil rig manufacturing business started meeting with a buyer on his own and his M&A Advisor cautioned him not to negotiate any of the a...

A profitable HVAC company decided to explore selling their business because COVID had escalated valuations in the HVAC sector since more people were s...

An orthopedic footwear manufacturer was able to weather a series of unexpected events, failed closings, and a complete shutdown during the pandemic to...

An e-commerce business where some of the metrics on the financial statements just didn’t seem to add up. One of the issues had to do with the gross ma...

A chemist that solves a problem his wife had with some of her hair and cosmetic beauty products line while working full time. His side hustle turned i...