Business Lessons We Have Learned From Our Clients

Business Lessons We Have Learned From Our Clients

As investment bankers, we often find ourselves in the position of teaching our clients about how to sell their company. One of our (many) jobs is to dispense valuable advice to sellers with whom we work throughout all stages of the sale process. (You can read more...
10 Attributes of a Great Client (Part 2)

10 Attributes of a Great Client (Part 2)

In our last article, we discussed five of the 10 attributes that we believe typify a great client. We acknowledge these characteristics may be somewhat subjective — our version of a great client may differ wildly from that of another business advisor — but we have...
10 Attributes of a Great Client (Part 2)

10 Attributes of a Great Client (Part 1)

Over the years, we have assisted numerous business owners in selling their companies. As in any business, we have encountered all different types of clients and come away from completed and failed transactions having learned some valuable lessons about their...