Business Valuation, Transaction Advisory and M&A
Exit planning is a strategic, long‑term process that prepares a business owner to successfully transition out of their company—whether through a sale, succession, merger, or closure. A well‑designed exit plan protects the owner’s financial future, preserves business value, and ensures continuity for employees, customers, and stakeholders. This report outlines the core components, benefits, and best practices Read More
Mergers and acquisitions make perfect sense in a variety of situations. For example, maybe an opportunity presents itself that requires fast, decisive action. Or maybe a competitive threat compels a defensive move to get bigger, faster. Here are five situations in which mergers and acquisitions have proven useful as a growth strategy: 1 – Fills critical gaps Read More
By Richard Harroch, David Lipkin and Richard Smith. Mergers and acquisitions involving privately held companies entail a number of key legal, business, HR, intellectual property and financial issues. To successfully navigate a sale of your company, it is helpful to understand the dynamics and issues that frequently arise: Valuation is negotiable Deals can take a long Read More
Cuando se trata de vender una empresa, es crucial tener una estrategia que permita a la parte vendedora optimizar el valor de la misma y eliminar todos los riesgos asociados con una transacción de compra-venta al momento del cierre. La mayoria de los empresarios no han estado expuestos a este tipo de transacciones y en la mayoria Read More
El fairness opinion es un informe detallado que representa un análisis profundo del precio, términos y condiciones de la oferta en una transacción de compra-venta y provee una opinión financiera acerca de la razonabilidad de la transacción para la parte vendedora. Entre los tipos de transacción más comunes están la venta de acciones, venta de una Read More
In this exclusive conversation, we talk with Marcus Sullivan, Founder and Managing Partner of Sullivan Consulting, a boutique consulting firm based in Puerto Rico. He specializes in business valuations and M&A and has over 20 years of experience providing financial and business advisory services to privately held, middle-market companies in the Unites States, Puerto Rico and Latin America. Today, we Read More
La valoración de negocios sirve para medir la efectividad de la gestión, planificar estratégicamente y definir un plan de acción que se traduzca en iniciativas concretas y medibles que contribuyan a generar valor a medio y largo plazo. En este sentido, resulta clave conocer el justo valor de mercado de la empresa dado que no se Read More
