Modern M&A strategies for business buying

The Survey:

In 2018 Deloitte surveyed the Investment Banking industry.  The survey asked Investment bankers, “What are the strategic drivers motivating your purchases this year?”  In other words, what are you looking for in your next business investment?  The top 5 results:

  1. 20% - Technology Asset Acquisition*(see note:)
  2. 19% - Expanding Customer Base
  3. 16% - Expanding product or services lines
  4. 12% - A Successful Digital strategy
  5. 9% - Talent Acquisition

*Note: This is up from 16% in 2017

Numbers 2 & 3 have been traditional strategies for buying a business. 

Topics: IT Due Diligence Business buying strategies Business Transition Due Diligence

Vision 2.0 “Center of Influence” Strategy

Centers of Influence (COI) is a new term for an old business networking strategy. We want to use traditional concepts that worked well before technology, then discuss how to use information and business technologies to take the traditional concept to the next level.

Topics: Centers of Influence Business Networking Vision 2.0 Business Transition Customer Aquisition

Organizational Transformation into a Vision 2.0 Model

Why do some businesses thrive (about 3%),

....some survive, (about 95%) and...

....others fail? 

A successful business is a complex system, where small changes can make or break the company.  Successful organizations are made up of seven business subsystems.  Each business subsystem is made up of a set of business processes. 

Topics: Business Transition Vision 2.0 Business Model Business Development Organizational Transformation Business Transformation Next level of business

Capital Gains and Selling Your Business!

The original title for this article was going to be: "You mean I have to pay taxes on this?" This was inspired by conversations with a number of business brokers, because someone who has owned a business for 30 years, just might forget.  If you own a business, chances are that someday will want to sell your business.  What some owners forget is that when they sell their business (and not everyone can), capital gains taxes will be due!  This article was written for owners as a reminder of how important it is to  'think early'.  

Topics: Planning Business Transition Exit Planning Sell Business