When a Business Broker Caps Your Exit
The Structural Ceiling in Lower Middle Market M&A Most privately-held business owners selling their first company don’t recognize the execution gap between a business broker and an M&A advisor until after their deal closes, often millions of dollars too late. The difference isn’t merely one of scale or sophistication. It’s architectural. Business brokers operate within […]
Why Founders Regret Using Business Brokers
The decision to sell a privately-held business represents the culmination of years, often decades, of capital allocation, operational execution, and personal sacrifice. For many founders, the enterprise they’ve built constitutes the majority of their net worth. Yet when the time comes to monetize that value, a surprising number engage intermediaries whose incentive structures, expertise limitations, […]
How to Value a Dental Practice: Key Methods & Factors Explained
By Jeff Barrington, Managing Director · Windsor Drake Figuring out what a dental practice is worth means digging into revenue, patient base, location, and equipment value. Dental practice valuation is the process of determining the fair market value of a dental practice, weighing factors like location, patient base, equipment, staff, financials, and growth potential. This […]
How to Increase EBITDA Effectively for Sustainable Business Growth
By Jeff Barrington, Managing Director · Windsor Drake EBITDA is just a way to check how much your business is really making once you ignore stuff that isn’t tied to daily operations. It helps you see the real picture instead of getting lost in accounting details. If you want to improve it, go through your […]
Quality of Earnings Report: Key Insights for Buyers and Sellers
When businesses gear up for mergers, acquisitions, or big investments, they need more than just basic financial statements. A quality of earnings report digs deep, evaluating the sustainability and reliability of a company’s reported earnings by looking at where revenue really comes from and flagging any risks or one-off events that might mess with future […]
Healthcare Tech M&A Advisors: Expert Guidance in Dealmaking
By Jeff Barrington, Managing Director · Windsor Drake Healthcare technology companies face some pretty unique challenges when they’re eyeing mergers, acquisitions, or even just a strategic partnership. The regulatory maze, relentless tech innovation, and a buyer pool that’s nothing if not specialized, yeah, it’s a lot to juggle. Specialized healthcare tech M&A advisors provide essential […]
Sell My B2B Software Company: Step-By-Step Process & Value Maximization
By Jeff Barrington, Managing Director · Windsor Drake Selling a B2B software company isn’t something you just wake up and do, it takes careful planning and a bit of grit. You want to maximize value and, ideally, walk away with the best possible outcome. If you’ve built a successful software company, there comes a time […]
Digital Marketing M&A Firms: Strategies, Services & Impact
By Jeff Barrington, Managing Director · Windsor Drake The digital marketing industry’s become a hotbed for mergers and acquisitions, with companies constantly seeking new ways to expand their reach and capabilities. Digital marketing M&A firms step in to facilitate the buying and selling of agencies, tech companies, and service providers, helping businesses make sense of […]
M&A Advisor Founder-Led Business: Expert Guidance for Successful Exits
By Jeff Barrington, Managing Director · Windsor Drake Selling a founder-led business isn’t like your standard corporate transaction, it’s a whole different animal. There’s often a deeply personal tie between the owner and every corner of the operation, from the culture to those critical relationships. M&A advisors who focus on founder-led businesses get the emotional […]
Sell a Bootstrapped Tech Company: Essential Steps and Strategies
By Jeff Barrington, Managing Director · Windsor Drake Selling a bootstrapped tech company is a huge decision. It takes careful planning and a bit of strategic hustle if you want to get the most value out of your hard work. Unlike venture-backed startups with their cookie-cutter exit plans, bootstrapped businesses have to navigate a trickier […]