Exit Checklist | The Portfolio Partnership

Are You a Driver or a Passenger?

by Ian Smith | Nov 8, 2023 | Compelling Stories, Competitive analysis, Saleability Test

As the owner of a private company, are you in charge of your own destiny or are you sitting in the passenger seat? Perhaps you’re tired? Or perhaps you have lost interest in the cause that got you so excited, all those years ago? Whatever the reason it is never too...

An Operational Checklist – 24 Months Pre-Sale

by Ian Smith | Jun 20, 2018 | Exiting your business

Last week MRSI Systems sold to Mycronic AB of Sweden. The purchase price amounted to USD 40.7 million (approximately SEK 358 million) on a cash and debt free basis and is financed with a combination of Mycronic’s own funds and bank financing. Under certain performance...

Checklist for Maximizing Post Tax Exit Proceeds – Required Time, 1-3 Years

by Ian Smith | May 22, 2017 | Exiting your business

The US Census Bureau considers baby boomers to be those born between 1946 and 1964 or aged 53 to 71 in today’s currency! Many of these folk own businesses and will want to realize their life’s work over the next 5 years. A remarkable few will achieve their goal. Below...