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Four Ways to Boost Your Company’s Value

It takes more than luck to sell your company for a premium price. You have to work on these four areas to generate buyer interest. Seneca, a first-century Roman philosopher once observed, “Luck is where the crossroads of opportunity and   preparation meet.” Some business owners believe they’ll be able to “get lucky” and sell...

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M&A Advisor Award Nominees Share Key M&A Trends in Energy, Telecom, Healthcare, Retail and Manufacturing

Since 1998, M&A Advisor has been connecting M&A, turnaround and finance professionals through thought leadership, facilitating connections and honoring the achievements of top deal making professionals. On November 17, the organization will be recognizing the top individuals, deals and firms for 2014 at its 14th annual M&A Advisor Awards in New York City. Allegiance Capital...

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How Much is Your Trucking Company Really Worth?

The bottom line is that your company is worth what a specific buyer in the open market is willing to pay for it. TruckingInfo.com – July 2013WebXclusive By Roger Whittaker, Allegiance Capital Corp. Business valuations are often mythical, based upon hearsay or rumors of the most recent sale in the industry. To learn more about...

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The Black Box Labeled Research

While mingling at a colleague’s company barbecue the other day, a new acquaintance asked the simple question, “So, Bob, what do you do in investment banking?” “Research,” I answered, soon realizing from all the blank stares I was getting that nobody had any idea what I really do on a day-to-day basis. If most people...

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Is There Life After Selling My Company?

What does an entrepreneur do after he sells? First, selling a business is not necessarily what an entrepreneur thinks it is. Sellers are often associated with the company and materially benefit as part of a re-invigorated management team. Generally you can group the outcomes into three groups, but it is actually a spectrum where a...

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Are you Missing an Opportunity to Sell?

A friend asked me to sell his company for him. It was a solid company with some good niche products in an M&A market much like today. He said “I won’t take less than $14 million” because that is the value based on what his country club, golfing buddy sold his company for. As a...

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Does Management Matter?

Recently Steve Jobs, one of the most iconic figures in American business, announced his resignation as CEO of Apple. Although it had been widely anticipated due to health issues, it still sent shock waves through the markets. However, after the initial impact was absorbed, Apple’s stock did not tumble as had been feared. Jobs has...

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Will Your Business Be Ready to Sell When You Are?

Our friends Scott and Susan decided a year ago to sell their very spacious home. The kids had all left, and upkeep was getting to be a burden. Once they made this decision, they started fixing things that hadn’t seemed like a big deal- replacing a leaky faucet, tightening a loose door knob, and so...

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Selling Your Company: A Wise Matchmaker Brings Many Suitors

Selling your business can be painful; it takes a lot of hard work.  It’s a challenging and time-consuming process, equally rife with opportunity as well as pitfalls.  When you consider that you’re embarking on a long courtship process, searching out compatible partners and negotiating mutually beneficial arrangements, it’s not unlike searching for that perfect woman...

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Exit Planning Mistakes

Allegiance Capital is the eighth company David Mahmood built.  As an entrepreneur and an investment banker, I’ve learned from my own mistakes and the mistakes I’ve watched others make. Beware of these pitfalls: 1. Putting off the exit planning exercise I can’t tell you how many times Allegiance Capital has been brought in to help...

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Personal Guarantees for Business Loans

Recently I was interviewed about personal guarantees for business loans by The Electrical Distributor magazine. Most business owners are faced with the decision of whether or not to sign a personal guarantee for a business loan, so I wanted to share the article and some information about the topic here: view the article “Their Money, Your...

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Selling a Family Owned Business: A Construction Company Case Study

Allegiance Capital specializes in representing family owned businesses in the sales process. Here’s an example of how, despite a number of challenges and obstacles, the Allegiance Capital team led the successful sale of a family owned business, a construction company in Arizona. The majority owner and CEO of this family owned business was the founder’s...

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