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Intellectual property (IP) can be one of the most valuable assets in a lower middle market business. It can also become a major source of risk during a transaction if it is not properly protected…
Legal due diligence can make or break a deal. It’s one of the most scrutinized aspects of any transaction, and for good reason: buyers want to know they’re acquiring a business with clean legal standing,…
Customer retention carries more weight than acquisition when preparing for an exit. New customer growth can drive short-term results, but buyers focus on stability. They want to see recurring revenue, long-term relationships, and consistent engagement…
