Jason Wilcox

7 min read

What Investors Look for in a Business — Straight From a Principal

Business owners often assume investors and buyers evaluate companies primarily through historical financial performance. Revenue growth, EBITDA margins, and profitability certainly matter, but sophisticated investors rarely stop there. In most...

Read More

7 min read

Succession Playbooks for Founder-Led Businesses: How to Build Value Beyond the Founder

For many middle market business owners, the company is far more than a financial asset. It represents decades of risk, sacrifice, relationships, and...

Read More

5 min read

What Good Business Transition Planning Actually Looks Like (And Why It Matters)

Many Business Owners Think About Transition Too Late

Read More

6 min read

Beyond Valuation: What Buyers Really Pay Attention To in a Business AcquisitionValuation Is Only the Starting Point

Business owners often approach a potential sale with a singular question in mind: What is my business worth? It is a reasonable place to start, but...

Read More

5 min read

The Founder’s Guide to Strategic Liquidity Planning

A Practical Framework for Middle-Market Business Owners Preparing for Transition For many founders, liquidity planning is not an urgent issue. The...

Read More