Succession Planning

Tips on How to Sell Your Business

By Connie Mahmood on September 19, 2012 / Allegiance Capital Insight, Entrepreneur, Exit Planning, Mergers and Acquisitions, Selling Your Business, Succession Planning / 2 Comments

Tags: Business Valuation Services, Buying And Selling A Business, Dallas Investment Banks, Exit Strategy, Middle Market M&A, Sales Process, succession planning, Tips & Tricks

Tips on How to Sell Your Business Selling your company is a big decision. Here’s how to manage the process and get to a successful sale. It’s almost the fourth quarter, that time when business owners take stock of the past year and start planning for

How to Make Your Company Disaster-Proof

By Jessica Lonsdale on July 25, 2012 / Allegiance Capital Insight, Business, Entrepreneur, Exit Planning, Family Owned Business, Succession Planning / Leave a comment

Tags: Exit Strategy, Flexibility, Leadership, Middle Market M&A, Palm Trees, Planning, succession planning

How to Make Your Company Disaster-Proof When starting a company or running one, take a lesson from the resilient palm tree: bend, don’t break. It turns out that palm trees are not actually made of wood. Who knew? Bear with me for a quick trip back to

Spotlight on Construction, Part Two: How to Position Your Construction Company for a Successful Sale

By Jeff Flick on June 12, 2012 / Allegiance Capital Insight, Construction M&A, Exit Planning, Selling Your Business, Succession Planning / Leave a comment

Tags: Business Valuation, Buying And Selling A Business, Exit Strategy, Family Business Consultation, M&A Advisory Firms, Private Investment Banking Firm, selling a company

[This article is the second of a two-part series focusing on the construction industry. Part One, “The State of the Industry,” can be found here.] Spotlight on Construction, Part Two: How to Position Your Construction Company for a Successful Sale There’s a talent gap in construction

Finding the Right M&A Advisor

By David Mahmood on May 24, 2012 / Allegiance Capital Insight, Business, Entrepreneur, Exit Planning, Family Owned Business, Investment Banking, Private Investment Banks, Selling Your Business, Succession Planning / Leave a comment

Tags: Buying And Selling A Business, Exit Strategy, M&A Advisory Firms, selling a business

Has the term “investment banker” ever conjured up a more distasteful image than it does these days? As an investment banker who does mergers and acquisitions in the middle-market, I’m pretty annoyed with the Wall Street guys for ruining the term for the rest of us! Bankers

Why It Makes Sense to Sell Your Company in 2012

By Pam Ragon on January 3, 2012 / Allegiance Capital Insight, Exit Planning, M & A Today, Succession Planning / Leave a comment

Tags: Holy Grail, selling a company, US

2012 could be the best year since the start of the global recession for business owners looking for an exit. For one thing, many signs point to further improvement in the US economy, despite lingering high unemployment and the Eurozone crisis. Increases in consumer confidence and higher

Does Management Matter?

By Pam Ragon on September 7, 2011 / Allegiance Capital Insight, Exit Planning, Family Owned Business, Selling Your Business, Succession Planning / Leave a comment

Tags: Buying And Selling Businesses, Exit Strategy, Retirement, selling a company

Recently Steve Jobs, one of the most iconic figures in American business, announced his resignation as CEO of Apple. Although it had been widely anticipated due to health issues, it still sent shock waves through the markets. However, after the initial impact was absorbed, Apple’s stock did

Will Your Business Be Ready to Sell When You Are?

By Pam Ragon on August 16, 2011 / Allegiance Capital Insight, Family Owned Business, M & A Today, Selling Your Business, Succession Planning / Leave a comment

Tags: Allegiance Capital Corporation, Buying And Selling A Business, How To Sell My Company, sell a company, selling a business, selling a company

Our friends Scott and Susan decided a year ago to sell their very spacious home. The kids had all left, and upkeep was getting to be a burden. Once they made this decision, they started fixing things that hadn’t seemed like a big deal- replacing a leaky

You Too Will Die, But It’s Not the End of the World

By David Mahmood on August 4, 2011 / Allegiance Capital Insight, Exit Planning, Family Owned Business, Selling Your Business, Succession Planning / Leave a comment

Tags: Dallas Investment Banks, Exit Planning, Family Business, Family Owned Business, Sell a business, selling a business, succession planning

At 73, I’m allowed to talk about death and the problems that occur if we don’t face it and plan for it. If we’re honest with ourselves, few of us can imagine a world without us in it. But the truth is, life will go on without

What an Entrepreneur Is…and Is Not.

By Jeff Gross on May 17, 2011 / Family Owned Business, M & A Today, Selling Your Business, Succession Planning / Leave a comment

Tags: Acquire a Company, Acquisition Merger, Acquisition Strategy, Business Advisory Firms, Business Valuation, Business Valuation Services, Buy Out Management, Buying And Selling A Business, Buying And Selling Businesses, Capital Strategy, Dallas Investment Banks, Exit Strategy, Family Business Consultation, Investment Bank, M&A Advisory Firms, Mezzanine Financing, Mid-Market, Private Equity Group, Private Investment Bankers Dallas, Private Investment Banking Firm, Private Investment Banking Illinois, Private Investment Banks, Private Investment Banks Chicago, Strategic Acquirer, Texas Private Investment Banking, Venture Capital

In the January 2011 issue of Fast Company magazine, Bill Taylor said “too much entrepreneurship is a bad thing.” I read that same quote in 1999 from a leading venture capitalist, who was chastised for saying it in The Industry Standard. I agree with both of them, but think

Family Business Succession Planning and Your Exit Strategy: Be Sale Ready

By Pam Ragon on April 12, 2011 / Allegiance Capital Insight, Exit Planning, Family Owned Business, Selling Your Business, Succession Planning / Leave a comment

Pam Ragon, Senior Vice President, talks about Allegiance Capital Corporation’s unique operations and details the importance of succession planning in an exit strategy. Being “Sale Ready” means more than just considering exit strategy options, Ragon says, instead you have to have a well-rounded plan with lots of lead