Deal Notes

An interesting commentary each Tuesday about lessons learned by our team over the past 21 years, selling middle market aerospace and defense companies.

September 27, 2022
Asset vs. Stock Sale
September 20, 2022
Management Succession
September 13, 2022
Controlled Unclassified Information (CUI)
September 6, 2022
After Tax Proceeds
August 30, 2022
Buyer Due Diligence
August 23, 2022
Representations and Schedules
August 16, 2022
DFARS
August 9, 2022
Long Range Sale Planning
August 2, 2022
How to Get a Higher Price
July 26, 2022
Days Inventory
July 19, 2022
Complete Disclosure
July 12, 2022
Working Capital Target
July 5, 2022
Management Presentations
June 28, 2022
Working Capital True-ups
June 21, 2022
Inflation Mitigation
June 14, 2022
Financial Projections
June 7, 2022
Assessing Intellectual Property
May 31, 2022
M&A Acronyms
May 24, 2022
Customer Consents
May 17, 2022
Revenue Analytics
May 10, 2022
The 3 Biggest Mistakes Sellers Make
May 3, 2022
Advisory Boards
April 26, 2022
Sale Preparations
April 19, 2022
Customer Concentration
April 12, 2022
Supply Chain Risk
April 5, 2022
Premium Pricing
March 29, 2022
Seller’s Deal Team
March 22, 2022
Two Types of Buyers: Financial & Strategic
March 15, 2022
Confirmatory Due Diligence
March 8, 2022
Transfer Pricing Risk
March 1, 2022
Rewarding Senior Management
February 22, 2022
M&A Attorney
February 15, 2022
Cybersecurity
February 8, 2022
Audited Financials
February 1, 2022
Agency Risk