Entries by Dan Doran

Episode #4: Interview with Nathan Olson

Who knew that family law and business valuation could intersect? Specifically, when the clients are spouses who own a business together. We discuss how a business valuation can come into play when it comes to divorce proceedings and what the timeline looks like for a family law attorney when handling these cases.

You Probably Don’t Know the Actual Value of Your Company

And not knowing is eventually going to cause problems.  Over the course of thousands of client interactions one statistic stands out above all others: entrepreneurs drastically overestimate the value of their company.   It’s not surprising, of course.  It falls right in line with human nature: we all think our house is perfect, no one thinks […]

How Long is a Valuation Good For?

It’s a logical question from business owners: how long is a valuation good for? The short answer:  probably for about a year. The longer answer: it depends. Context is critical Business valuations are always completed for 1) a particular purpose and 2) at a specific point in time. While a valuation will take into account […]

ICYMI: Using Reps and Warranty Insurance to Close the Deal

In case you missed our Exit Planning Institute Chapter meeting this month we’re dropping this recap below.  Great meeting with a ton of valuable content for both those in the “deal world” as well as those considering acquiring / divesting.  This month we focused on reps & warranties insurance (also referred to as “transactional risk […]

Thinking About an Exit? Begin with the End in Mind.

Statistics tell us that for most entrepreneurs and family business owners, their operating business makes up about 80% of their net worth.  What’s more is that most business owners that we work with are what we think of as “business rich and cash poor.”  They’ve built a very valuable – yet very illiquid – asset.  […]

May Deal Announcement

Quantive’s client Marlin Ventures was acquired by Consortium Management Group, Inc. Marlin Ventures, a government contracts consulting firm, is renowned for its commitment to its clients’ success. Marlin Ventures provides a full range of business development and contract administration support “from capture to closeout”. Terms of the transaction were not disclosed. Matt Whitaker lead the […]

Episode #2: Interview with Katy Herr

We sat down with Katy Herr of Audacia Strategies to discuss how she came to be in the communications world and what her best practices are when it comes to helping companies that are going through transitions with investor relations and strategic communications. Be sure to subscribe!

March Deal Announcements

It’s been a big month!  Two deal announcements for closings over the past few weeks.  Big congratulations to Matt Whitaker who advised on both. Deep Learning Analytics acquired by General Dynamics Mission Systems Our client Deep Learning Analytics (DLA) was acquired by GDMS.  DLA has extensive expertise in artificial intelligence including data science, research, machine learning, predictive analytics and […]

What 2019 Means for Exit Planning: Is now the time to sell?

Heading into 2019 we are at a bit of a crossroads. With 36 consecutive quarters of economic growth in the rear view mirror, most experts believe we are in the last throes of a bull market[1].  The M&A market has reflected the health of the economy- it’s been a seller’s market with valuation multiples largely […]