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| Fax: (866) 353-0382 | |
| 970 Lake Carillon Drive | |
| Suite 300 | |
| Saint Petersburg, FL 33716 |

Below you will find the M&A Update® Newsletters which provide a wealth of information relative to Mergers & Acquisitions. All newsletter downloads are in PDF format.
| Date | Description | File Size |
|---|---|---|
| June 2013 | The Importance of Analyzing, Recasting and Restructuring Your Financial Statements | 291.1 KB |
| May 2013 | Does Your Business Have Curb Appeal? | 292.4 KB |
| April 2013 | Segregating the Sale of the Business from the Sale of the Real Estate | 289.9 KB |
| March 2013 | Mixing Apples & Oranges in the Sale of a Business | 288.8 KB |
| February 2013 | Avoiding Common Mistakes in Selling Your Business - Waiting Too Long | 287.6 KB |
| March 2013 | Mixing Apples & Oranges in the Sale of a Business | 288.8 KB |
| January 2013 | My Favorite Prayer | 425.6 KB |
[ 2012 ] [ 2011 ] [ 2010 ] [ 2009 ] [ 2008 ] [ 2007 ] [ 2006 ] [ 2005 ]
| Date | Description | File Size |
|---|---|---|
| December 2012 | Win-Win, or No Deal | 306.5 KB |
| November 2012 | The Three Most Important Factors in Valuing Any Business | 324.8 KB |
| October 2012 | WSJ Article: The Economy Stole My Retirement | 406.7 KB |
| September 2012 | How Soon Should You Start Working With A Business Broker/M&A Advisor? | 370.5 KB |
| August 2012 | Maximizing the Selling Price of Your Business - Part 4 | 338.3 KB |
| July 2012 | Maximizing the Selling Price of Your Business - Part 3 | 375 KB |
| June 2012 | Maximizing the Selling Price of Your Business - Part 2 | 371.5 KB |
| May 2012 | Value Drivers To Maximize the Selling Price of Your Business - Part 1 | 403.2 KB |
| April 2012 | Is This The Right Time To Sell Your Business? | 407.6 KB |
| March 2012 | 3 Most Important Questions A Buyer Can Ask When Buying A Business | 194.7 KB |
| February 2012 | Avoiding the Major Pitfalls in Selling Your Business - Time Kills All Deals | 179.4 KB |
| January 2012 | Are You Thinking of Selling Your Business in 2012? | 334.5 KB |
| Date | Description | File Size |
|---|---|---|
| December 2010 | Role & Importance of Seller Financing | 259.8 KB |
| November 2010 | Words of Wisdom from a Business Owner's Death Bed - Part II | 322 KB |
| October 2010 | Words of Wisdom from a Business Owner's Death Bed - Part 1 | 286.1 KB |
| September 2010 | Beware of Being Scammed by Florida Filings! | 882.3 KB |
| August 2010 | What Is Your Game Plan for Retiring from Your Business? | 334.7 KB |
| July 2010 | Funding a Business Acquisition with a Self-Directed IRA | 186.6 KB |
| June 2010 | How Is Goodwill Determined in Valuing A Business? | 619 KB |
| May 2010 | Is This The Right Time To Sell Or Acquire a Business? | 322.8 KB |
| April 2010 | Common Mistakes Made When Selling A Business - Part 2 | 382.2 KB |
| March 2010 | Common Mistakes Made When Selling A Business - Part 1 | 317.8 KB |
| February 2010 | What Do The Various Professional Designations Mean? | 457.7 KB |
| January 2010 | Value Drivers to Maximize the Selling Price of Your Business - Part 4 | 350.3 KB |
| Date | Description | File Size |
|---|---|---|
| December 2008 | Making an Offer To Acquire a Business | 341.2 KB |
| November 2008 | The Role and Importance of Seller Financing | 388.5 KB |
| October 2008 | Why Use A Professional M&A Advisor - Part II | 166.5 KB |
| September 2008 | The Importance Of Confidentiality When Marketing Your Business For Sale | 805.8 KB |
| August 2008 | What's Involved in Due Diligence When I Sell My Business? | 341.8 KB |
| July 2008 | When It's The Right Time To Sell Your Business, Will Your Business Be Ready? | 239.6 KB |
| June 2008 | The Current Window Of Opportunity To Sell Your Business | 179.6 KB |
| May 2008 | The Importance Of A Strong Balance Sheet | 163.5 KB |
| April 2008 | Choosing An M&A Professional | 154.8 KB |
| March 2008 | When Is The Best Time To Sell My Business - Part 2 | 162.7 KB |
| February 2008 | How Long Should It Take To Sell My Business | 185.4 KB |
| January 2008 | When Is the Best Time To Sell Your Business | 302.9 KB |
| Date | Description | File Size |
|---|---|---|
| December 2007 | Avoiding the Common Pitfalls in Selling Your Business: Deal Fatigue | 324.3 KB |
| November 2007 | Why Businesses Fail | 227.9 KB |
| October 2007 | You Can Set The Price If I Can Set The Terms - Part 2 | 202.8 KB |
| September 2007 | Allocation Of Purchase Price | 173 KB |
| August 2007 | Which Standard Of Value Should You Use When Selling Your Business | 143.4 KB |
| July 2007 | Key Factors To Consider In Preparing Your Business For Sale - Part 2 | 122.1 KB |
| June 2007 | Key Factors To Consider In Preparing Your Business For Sale | 133.2 KB |
| May 2007 | When Is the Best Time to Sell Your Business | 117 KB |
| April 2007 | What Is Your Game Plan For Retiring From Your Business | 155.2 KB |
| March 2007 | Win-Win Or No Deal | 189.7 KB |
| February 2007 | 10 Most Common M&A Transaction Mistakes | 228.6 KB |
| January 2007 | ESOP Trusts | 174.4 KB |
| Date | Description | File Size |
|---|---|---|
| December 2006 | Accessing Retirement Savings Plans To Fund A Business Acquisition | 219.1 KB |
| November 2006 | You Can Set the Price If I Can Set the Terms | 199.3 KB |
| October 2006 | Do I Need An Intermediary If I Already Have A Buyer? | 214.2 KB |
| September 2006 | Avoiding Common Mistakes In M&A - Time Kills All Deals | 187.2 KB |
| August 2006 | Avoiding The Common Pitfalls In Buying A Business - If It Ain't Broke, Don't Fix It | 220 KB |
| July 2006 | More Thoughts On Valuing a Business | 206.7 KB |
| June 2006 | Determining The Fair Market Value Of Your Business | 180.2 KB |
| May 2006 | Avoiding Common Mistakes In M&A - Exiting Without A Plan | 208.4 KB |
| April 2006 | Role & Importance Of Seller Financing | 220.2 KB |
| March 2006 | Avoiding Common Mistakes In M&A - Client Confidentiality | 184.7 KB |
| February 2006 | Avoiding Common Mistakes In M&A - Waiting Too Long | 160.1 KB |
| January 2006 | How To Prepare Your Business For Sale | 158.7 KB |
| Date | Description | File Size |
|---|---|---|
| December 2005 | Why Use An M&A Professional - Part 1 | 248.6 KB |
| November 2005 | ESOP Trusts | 157.9 KB |
| October 2005 | Welcome To The Inaugural Edition | 165.3 KB |