M&A Insights & Industry Articles from BMI Mergers & Acquisitions

Insights

Planning to Sell Your Business in a Time of Uncertainty

Many private businesses survived the pandemic crisis of 2020 and have now stabilized, but for others, the perfect storm is still raging. How can business owners ensure the survival of their businesses and the ultimate positioning of their business for sale? Questions many business owners are asking BMI advisors: Should I sell my business in…

Selling Your Business With a PPP Loan

SBA PPP Loans - M&A
SBA Rules for PPP Loans in Business Ownership Changes Many M&A transactions since April 2020 have involved a PPP loan held by the selling company.  Parties have often been unsure of the impact of a sale or partial sale on the forgiveness of the loan. On October 2, 2020, the SBA issued rules for business…

Positioning Your IT Services Firm for a Successful Exit

Matt Tortora, M&A Advisor with Expertise in Software and Technology Services
I often speak with CEOs and business owners in the IT services space who are beginning to think about an eventual exit plan but are still a few years out from starting that process.  And the question I am often asked is “What are buyers looking for, and how can I best prepare for a…

BMI’s M&A Advisor and Information Technology Industry Specialist Obtains the Series 79

Matt Tortora, M&A Advisor with Expertise in Software and Technology Services
Monday, August 17, 2020 – (Chicago, IL) – BMI Mergers & Acquisitions, an M&A and business brokerage firm, announced Matthew Tortora successfully completed the exams and requirements for the FINRA series 79 (Investment Banking Representative) and 63 (Uniform Securities Agent State Law) registrations. This brings an additional level of professionalism and protection for his clients…

Business Recovery & Exit Planning in Uncertain Times (Part 1):

What Doesn’t Kill You Makes You Stronger When will the market for private business sales rebound? Small business owners who were planning to transition ownership and retire in the next few years are losing sleep over fear that they missed the market. The truth is, private equity groups and other buyers still have plenty of…

Business Recovery and Exit Planning in Uncertain Times (Part 2):

Three Stages to Navigating from Crisis to Success Three to six months of cash to cover business expenses? That ship may have sailed, but it’s not time to panic, it’s time to make a plan. Many business owners have succeeded by trusting their gut, but this is not the time to wing it: it’s time…