M&A advisor for technology companies between $3M - $100M in revenue. I have combined my skills as a CEO, CPA, Author and seller of 3 personal companies.
San Diego
Joined July 2009
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Dogs and Cats are Suffering in Ukraine
gofund.me/6fbab26f What Dan Fine is doing is absolutely amazing! Let’s go MICROSOFT partners and all channel partners worldwide!
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Check out the latest article in my newsletter: What is a Platform Acquisition? linkedin.com/pulse/what-plat… via @LinkedIn
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Linda Rose retweeted
This is the single bravest thing I have seen in years. God bless these Pilots. The heroes we need right now 🇺🇸✈️
Linda Rose retweeted
The CEO of Pfizer had to cancel a planned trip to Israel because he was not fully vaccinated.
Let me repeat: BECAUSE HE WAS NOT VACCINATED.
jpost.com/breaking-news/pfiz…
I'm discussing “M&A (Mergers & Acquisitions) made easy! ”. Friday, Jan 22 at 9:00 AM PST on @joinclubhouse. Join us! joinclubhouse.com/event/gPvj…
I'm discussing “M&A (Mergers & Acquisitions) made easy!”. Friday, Jan 22 at 9:00 AM PST on @joinclubhouse. Join us! joinclubhouse.com/event/gPvj…
Linda Rose retweeted
We are delighted to welcome SAP Business One partner @PioneerB1 to the Sapphire group! This acquisition extends our US regional coverage as a leading enterprise software applications and digital operating platform provider.
hubs.ly/H0DG8z60 #TeamSapphire #SAPBusinessOne
#SellforMaximumValue - Tip 100: There is no time like NOW to begin planning for a sale, 1, 3 or 5 years down the road. The longer you spend preparing, the higher the #valuation. Stay tuned for our course on Selling for Maximum Value to be announced shortly.
#SellforMaximumValue - Tip 99: Uncomfortable having the buyer speak to your customers before the deal is done? Get a 3rd-party to pose as a customer satisfaction survey manager & compose questions that the buyer will be comfortable with. Record, & both parties can review after.
#SellforMaximumValue - Tip 98: When negotiating your earn-out, make sure you keep it to revenue or gross profit margins, vs net income or EBITDA. You will have less control over the latter.
#SellforMaximumValue - Tip 97: In anticipation of the new federal stimulus package, we want you to know that California law specifically requires PPP loan forgiveness to reduce deductions. CA doesn't conform to this federal law, which is amended as part of the #stimuluspackage.
#SellforMaximumValue - Tip 96: Distribute all autos, art and other personal property from the business prior to the sale. Now is the time to clean up the balance sheet and remove all non-business assets - even if the car was used for business and its really your personal auto.
#SellforMaximumValue - Tip 95: Happy Boxing Day! Observed in Canada, the U.K. and Commonwealth countries around the world, Boxing Day was traditionally the day employers would give their staff Christmas presents, called "boxes," to celebrate the season.
#SellforMaximumValue - Tip 94: Today, we are thankful for all our blessings, and that we can continue to share important concepts of selling a company with our followers. Merry Christmas!
#SellforMaximumValue - Tip 92: As we rush around for the holidays, the importance of making ourselves redundant is greater than ever, especially if you want to exit shortly after your sale. A year before contemplating a sale, start to turn over key tasks to your management team.
#SellforMaximumValue - Tip 91: If you have a strong management team, engage them in the due-diligence process. This will give the buyers a comfort level that management is on board with the sale.
#SellforMaximumValue - Tip 90: If you work more than 45 - 50 hours a week, that could be viewed as a negative by buyers, particularly if you plan to exit as part of the sale. Buyers will worry that you will need to be back filled by more than one person.