37th & Moss

Interest rate declines continue to be top of mind for small business M&A participants. Our Q4 2024 summary breaks down key trends, from industry shifts to valuation insights, that matter to both buyers and sellers. #smallbusinesssales #exitplanning #entrepreneurship

Ever wonder what your favorite quick-serve restaurant pays for their internet service? Or how companies manage their employees' devices? There is an entire industry dedicated to inspecting and streamlining these operations and costs. In our latest "Observation" we inspect the Telecom Expense Management industry, including characteristics of the best TEM companies we've come across.

What are the pros and cons of selling a company to competitor? Is it risky to divulge operating details, customer information or technology information to a competitor? Read more below about why sellers should heed caution when approaching competitors for a business sale. #exitplanning #smallbusinesssale #successionplanning

Retirement is the number one reason small business owners elect to sell a company. But what other catalysts could lead to an owner selling a business? In the post linked below we explore four signs that indicate it could be time to sell. #businesssale #exitplanning #successionplanning

What is a quality of earnings report and how can it help small businesses that are considering a sale? As businesses grow, the accounting infrastructure is often a secondary concern behind operations, customer well-being and employee experience. For this reason, working with an outside accounting firm to produce a quality of earnings report can be a great investment for sellers. Our most recent ?? blog post explains why and how sellers should think about the benefit of a QofE. #exitplanning #successionplanning #businesssale

Relative to the excitement associated with mergers and acquisitions, due diligence is hardly considered a glamorous topic. But the importance of this stage of the deal process cannot be overstated. Here is what sellers should know to prepare for a smooth diligence process. #exitplanning #successionplanning #businesssale

Picking an acquisition partner is a critical step in the business sale process, yet many sellers lack familiarity with buyer types and the risks of selecting a low fit partner. In this post we explore a methodology for sellers to vet buyers and in doing so to increase the odds of a successful transition. #exitplanning #acquisitions #smallbusinesssale

Cash flow is a powerful concept for day-to-day operations, but it's equally important for businesses that are crafting a transition plan or full sale. Below we explore why understanding and optimizing cash flow is key to a smooth transition. #successionplanning #exitplanning #smallbusinessownership

The future may feel daunting for a small business owner without a successor. But there are a number of paths owners can take to ensure the longevity of the business while realizing liquidity. In our latest post we cover three practical strategies to help secure the future of your business. ?? #successionplanning #exitplanning #familybusiness #smallbusiness

86% of lower-middle-market M&A intermediaries state that lower interest rates will drive increased deal activity. ?? Here are three considerations for small business owners contemplating succession in a declining rate environment. ?? #successionplanning #exitplanning #entrepreneurship