Successful Planning Starts Much Earlier Than You Think

mattM&A Insights

Many business owners believe they have plenty of time to create a successful plan for the future of their businesses. Most commonly, owners think that if they give themselves a few years, they can transform their businesses into whatever they need them to be: whether that means bigger, more valuable, or more easily sold/transferred. And while each business is different …

Fairness and Equity Among Family Members

mattM&A Insights

If you’re like many business owners, your business plays a large role in supporting your family’s lifestyle. As you plan for your business’ future, you may run into questions about how to treat family members fairly in your plans. This is especially crucial if you have children who work in the business and children who do not work in the …

Affinity Ventures Named One of Top 20 Investment Banks

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Today Axial, a business network that specializes in helping middle-market companies find the right buyers and investors, named Affinity Ventures as one of their Top 20 Investment Banks for Q2 2019. Axial’s award is presented to the investment banks that receive the highest scores across three categories in their quarterly evaluation: – Client Quality – Buy-Side Targeting – Process Effectiveness …