Business Owner’s 7-Point Check List
Preliminary Guide: Preparing for the Sale of Your Business
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Resources
The Newton Knowledge Podcast: M&A Transaction Considerations
DAK’s Managing Director, Steve Raymond joins Steve Target and Mark Singer of Newton One Advisors, on a recent episode of the Newton Knowledge Podcast to discuss the M&A marketplace and planning considerations for business owners interested in selling. This episode aims to provide listeners with an overview of the process, including considerations before selling, steps
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2024 Outlook for Founder-Owned Business/Middle Market M&A
Director Derek Zacarias joins Greg Hawver, host of the Deal-by-Deal podcast for an insightful exploration into the potential trajectory of mergers and acquisitions (M&A) over the next 12 months. Their dynamic conversation delves into the outlook for M&A involving founder-owned businesses, transactions backed by private equity, and the broader middle market. From macroeconomic trends to
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DAK Launches The New Jersey M&A Trends Report – “Jersey Strong” Normalizes
Rochelle Park, NJ – The DAK Group, a leading investment bank specializing in middle market mergers, acquisitions, and strategic advisory, proudly announces the release of The New Jersey M&A Trends Report. This comprehensive report covers the first three quarters of 2023 and offers insightful projections for the year 2024. Ari Fuchs, Managing Director at The
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Succession & Future Planning for Your Business
What we learned at Total Tech Summit: Succession & Future Planning for Your Business, was a recent panel discussion at the Total Tech Summit, conference in Las Vegas. Over 300 business owners from the nation’s largest and most progressive integration companies attended to listen to the experiences of two colleagues who had already navigated the
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Everything You Need To Know For A Successful Liquidity Event
Stellar Investment Banker Alan Scharfstein Reveals Everything You Need To Know For A Successful Liquidity Event
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Max Value For Your Client’s Largest Asset
In the world of mergers and acquisitions, trusted advisors such as attorneys, accountants, and wealth managers play a pivotal role. Their expertise is sought after not just for routine services but also during significant events like the sale of a company. However, a common challenge arises: Clients often approach these advisors only after they’ve already
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Delving into the Value Quest: 3 Proven Tips for Business Owners Eyeing Legacy or Exit
The economy is in a pivotal period today especially for business owners running medium-sized privately held companies. The pandemic, although far in the rear-view mirror, created disruption that has spurred owners into reevaluating their personal and business goals, and the path to achieve them. A recent conversation with Steve Oatway, a Principal at The DAK
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Selling a Family Business: Legal, Financial, & Estate Planning Considerations
DAK’s, Managing Director, Michael Richmond, joins Shenkman Wealth Management’s President Jonathan I. Shenkman, as a panelist for their Fall Webinar Series. Michael, along side Bernadette Kasnicki, Esq., LL.M, Partner, Rivkin Radler, LLP and Avi Sinensky, Esq., Partner, Rivkin Radler, LLP cover the business, legal, and estate planning issues that arise when selling a family business.
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3-Part Framework: How to decide to sell your business or expand?
In today’s business climate, standing still is rarely a recipe for success. This reality has spurred considerable mergers and acquisitions activity across the Region. More than 155 business owners here opted to sell since 2020, representing almost 20% of Indiana’s total transaction volume. A notable 75% of this occurred within three counties: Elkhart, St. Joseph
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