Tag: succession planning

Blog, Private Equity & Business Buying

The Importance of Succession Planning in Small Business Acquisitions

In small business acquisitions, leadership transitions can make or break the deal. I’ve seen companies unravel when succession planning wasn’t addressed. That’s why I make it a top priority in my due diligence. In this article, I share why succession planning matters, how I evaluate it before buying, and what steps I take to ensure a smooth leadership handoff.

November 18, 20252 min read
Blog, Private Equity & Business Buying

How I Approach Negotiating Seller Transition Periods

Transition periods are some of the most delicate parts of acquisitions. Sellers often underestimate the importance of staying involved long enough to transfer relationships, knowledge, and credibility. In this article, I share how I negotiate seller transition terms, balance timelines with incentives, and ensure that the business doesn’t lose momentum during the critical handover phase.

November 6, 20254 min read
Blog, Private Equity & Business Buying

Why I Focus on Transferable Value in Every Deal

A business isn’t truly valuable if it only works with the current owner. That’s why I focus on transferable value in every deal. I study whether systems, processes, and customer relationships can survive and thrive without the founder. In this article, I share how I evaluate transferable value, why it shapes what I’m willing to pay, and how it protects long-term success after acquisition.

November 5, 20254 min read
Blog, Private Equity & Business Buying

How I Decide Whether to Keep or Replace Existing Management After a Purchase

One of the toughest calls after buying a business is deciding whether to keep or replace existing management. I’ve learned to evaluate not just skills, but also alignment with culture, systems, and long-term goals. In this article, I share my framework for making this decision, how I assess leadership fit, and why getting it right is critical to post-acquisition success.

November 1, 20254 min read
Blog, Private Equity & Business Buying

Why I Avoid Businesses With No Clear Succession Plan

A business without a succession plan is a ticking time bomb. I’ve seen deals collapse because there was no clear path for leadership or continuity after the owner left. That’s why I avoid businesses without strong succession planning in place. In this article, I share how I evaluate succession risks, why they matter so much, and how they directly impact valuation and long-term success.

October 17, 20254 min read
Blog, Private Equity & Business Buying

How I Evaluate Management Teams Before Buying a Business

A business is only as strong as the team leading it. Before I buy a company, I study the management team closely—their leadership, alignment with culture, and ability to grow the business beyond its current stage. In this article, I share my approach to evaluating management teams, the red flags I watch for, and why this step often determines whether I move forward with an acquisition.

October 7, 20255 min read
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