Eight Introspective Boundaries for Principals


The notion to write about this comes from the fact that there’s been more merger/acquisition (M/A) activity in this field recently than I’ve ever seen in any six-month period. What’s especially notable is that it’s occurring in a difficult economic climate.

For background, over the last 15+ years I’ve been the lead advisor on nearly 150 transactions, crafting 700+ valuations in the process. (If you’d like to use the valuation formula in your buy/sell agreement, you are welcome to do so for free.)

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