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DealSource Exit Plan

I provide weekly guides and tips to help business owners prepare for all types of exits, capital structure changes, and operation optimization

Featured Post

Timing: To sell or not to sell

Hey Reader, The million-dollar question I hear most often: "When should I sell my business?" While there's no magic formula, I've broken down the key signals that tell you it's time to consider an exit. Your Personal Compass is Pointing to "Sell" You might be ready if: Retirement is on the horizon Your passion is pulling you in new directions The business has outgrown your comfort zone Life changes (relocation, family expansion) are calling Market Signs Are Flashing Green Smart sellers watch...

polaroid photo describing the value of a picture

Hey Reader, When you're on the inside of your business, you know every nook and cranny of your company. You know the seasonal changes, the distinct differences that must be accounted for, and more than you would even realize. You have probably heard the saying that a picture is worth a thousand words. In business transactions, a good financial forecast is that picture. Buyers and investors will view everything with fresh eyes, digging into everything with questions and skepticism. It's the...

DealSource Gazetter newsletter 11.14.2024

Hey, Great news! the fed funds rate is dropping and pointing towards the soft landing that everyone was hoping for. I don't think it feels soft at the employee level, but for overall options in the capital markets, it is a great sign. We are now down 75 basis points at 4.75% and can expect the rate to even out over the next year. Fed Funds Rate Upper Limit The market has reacted very strongly to both the presidential election results and the anticipated unleashing of dry powder over 2025. The...

Reader, What a wild ride, just think, this time next week, we won't have to deal with all the election noise. The stock market is going to grow in anticipation throughout the next week as the turmoil from the election gives it extra momentum. Then, just before the actual election day, we'll see a slight sell-off as investors temper their emotions. If possible, please go vote, regardless of who you support. Both Chinese and Japanese indicators could point towards an inflection point bouncing...