Capstone M&A

Exit Planning – Maximizing Business Value & Ensuring a Smooth Transition Exiting a business is just as important as building one. Whether you're planning for retirement, a family succession, or a sale to an investor, having a well-structured exit strategy is key to preserving value and ensuring a seamless transition. In our latest article, we explore essential strategies to help business owners prepare for a successful exit. Read more: ?? https://lnkd.in/gx7pWHwW

?? New Opportunity Alert ?? ? Capstone M&A has been retained by a self-funded buyer looking to acquire a health & wellness business generating a minimum of $2MM in gross revenue in the greater St. Louis metropolitan area. ??No fee request to business owners ??Ability to fund a purchase up to $15MM ??Confidential process ? If you or someone you know is considering selling a longstanding health & wellness business, let’s connect. Visit https://lnkd.in/eZysazW6 for more details. ?

Capstone M&A Term of the Week: Exit Strategy Every business owner needs an Exit Strategy—a clear plan to transition out of their business while maximizing value and minimizing risk. Whether it’s selling, merging, or passing the business to the next generation, having a strategy in place ensures a smooth and profitable transition. #MergersAndAcquisitions #ExitStrategy #SuccessionPlanning

Your mission statement is more than just words—it’s the foundation of your business. At Capstone, our mission is to create a better process for every client we encounter, driven by the core values of Faith, Education, Community, and Precision. These values shape every decision we make and every relationship we build. In our latest article, we break down why a strong mission statement matters and how to craft one that truly represents your organization. ?? Read the full article in the link below. https://lnkd.in/gmQuhFPx

Capstone M&A Term of the Week: Mission Statement A strong Mission Statement serves as the foundation for an organization's purpose, values, and long-term goals. At Capstone, our mission is clear: to create a better process for every client we encounter, guided by our core values of Honesty, Education, Community, and Precision. How does your company’s mission statement shape its success? Share your thoughts below ??

Capstone M&A's Industry Leader Highlight features Walker Deibel, M&A advisor, author, and creator of Acquisition Lab. “Seller’s who prepare properly for an exit aren’t winning at the expense of a buyer. They’re increasing the value at which the buyer will be acquiring.” –Walker Deibel This philosophy underscores the importance of preparation and mutual benefit in business transactions. Walker emphasizes that well-prepared sellers don’t just maximize their own gains—they enhance business value, creating a more attractive opportunity for buyers. ?? Read the full article here: https://lnkd.in/gtdA6Zbb #MergersAndAcquisitions #IndustryLeaderHighlight #WalkerDeibel #AcquisitionLab #ExitStrategy #CapstoneMA

??New Opportunity Alert | CMA108 ?? Capstone M&A is proud to exclusively represent CMA108, a thriving home healthcare company dedicated to reducing the financial burden of in-home care while prioritizing client well-being. ? Certified by the Centers for Medicaid Services (CMS) ? Provides high-quality health services for aged & disabled individuals ? Demonstrates continuous revenue growth since inception This is an exciting opportunity for buyers looking to enter or expand in the home healthcare sector. ?? Learn more: www.capstonema.com/cma108

Capstone M&A Term of the Week: Teaser ??? ? In the M&A world, a Teaser is a document that provides high-level details about a business opportunity—without revealing its identity. It’s designed to spark buyer interest while keeping the seller’s confidential information protected.? ? A well-crafted Teaser includes key financials, industry details, and growth potential, but omits the company’s name and identifying details until an NDA is signed. ? At Capstone M&A, we generate buyer interest while ensuring that only serious buyers gain access to sensitive information.

?? Capstone is pleased to announce that it has assisted J&J Enterprises in the successful acquisition of A Perfect Touch Limo. This transaction marks an exciting new chapter for both companies, and we are honored to have played a role in facilitating the deal. A special thank you to the dedicated professionals who contributed to this successful closing: ?? Lisa A. Johnson – Amundsen Davis Law ??Tim Dudley – Midwest Regional Bank ??Mark F. Mueller – Mueller Law Solutions ??Jake Halter – True Title Company, LLC ? At Capstone, we are committed to delivering strategic M&A solutions that drive growth and success. Congratulations to all parties involved! True Title Company, LLC Capstone M&A

?? New Opportunity Alert! ?? Capstone M&A is proud to exclusively represent CMA109, a well-established transportation & trucking company, in the sale of its business. About CMA109: ? 30+ years in operation ? Asset-based trucking company ? Located in the Midwest ? Trademarked brand with a strong client base ?? Learn more: www.capstonema.com/CMA109