Business Transfer (9th)

Wedbush Capital Partners — last modified 2007-12-28 11:37

Wedbush Capital Partners is a $120 million private equity fund that focuses on recapitalizations, growth investments, and management-led buyouts of lower middle-market companies. We acquire and build growing companies headquartered in the Western U.S. that have revenues of at least $10 are profitable at the time of the investment. Our preferred initial investment is $2 to $10 million of equity. Since 1980, we have invested in more than 75 companies in industries including consumer products and services, business and financial services and niche manufacturing. Wedbush Capital Partners is an affiliate of Wedbush Morgan Securities, a leading NYSE investment bank with offices across the Western U.S.

Business Owners Choose a Transfer Value — last modified 2006-02-01 23:17

For financial planning to be effective, planners must be able to help clients identify their financial goals, develop strategies that will promote the realization of those goals, and ultimately execute tactics to achieve the goals. Understanding the linkage between transfer motives and business values empowers planners to help clients develop and execute their financial plans. This knowledge also enables planners to leverage existing skills, which creates value for the client and the planner.

AM&AA-Alliance of Merger & Acquistion Advisors — last modified 2007-04-05 15:15

The Alliance of Merger & Acquisition Advisors (AM&AA) is the premiere national organization serving the educational and resource needs of the M&A profession. Its 350+ members are M&A professionals providing intermediary and transaction support services. Most of the members have a CPA, MBA, JD or similar advanced education or an equivalent certification.

The M & A Marketplace — last modified 2006-02-09 10:19

The mergers and acquistions industry is highly fragmented and somewhat chaotic.

Exit Options for Small Businesses: What to do when it is Time to Move On? — last modified 2006-09-28 10:35

Starting your own business is a daunting task. An entrepreneur invests time, sweat and money to build a business that has no guarantee of ever turning a profit. As a business owner myself, I understand that the time and attention an owner dedicates to growing and nurturing a company can easily be compared to a parent raising a child. Therefore selling a company that you founded or have owned for a long time is an emotional process comparable to watching your child leave for college. Many business owners, especially small business owners, are unprepared when the time comes to sell their business. While business owners are skilled at operating their own company, most have not sold a company before and are therefore often overwhelmed by the whole process. This article will outline the various reasons why small business owners sell their businesses, identify goals that owners seek to achieve in an exit, and describe the types of exit alternatives available to small business owners.

ryurick — last modified 2007-07-21 12:38

 

Private Capital Markets: Valuation, Capitalization, and Transfer of Private Business Interests-Book Review — last modified 2006-11-02 17:43

Most of us forget that economists created corporate finance in the 1960’s to explain the financial behavior of large public companies. Since that time, business students have been taught finance as if only public companies exist in the market. In fact, more than 99% of the companies in the United States are privately held. Finally, someone has focused on the financial needs of the private company owner.

Rob Slee's "Private Capital Markets" video presentation — last modified 2006-05-12 16:38

July, 2005 presentation for the Alliance for Corporate Wealth