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Define Your Goals Before You Sell

market companies grow from the heart, soul, and wallet of an individual entrepreneur, there is often a transition that takes place at some point in the growth period of a successful middle market company to bridge the company from individual ownership to a more institutional company.

Depending on whether your goal is one of these reasons or a combination of the two (partners of unequal ages, family transitions, etc.), you’ll want to carefully consider what you are trying to accomplish with a transaction before diving into the M&A process.