Yearly Archives:2026

Real Estate in a Business Sale: Sell, Lease, or Hold?

Real estate can strengthen a business sale, or it can complicate it. The difference comes down to structure, location, and how the property supports daily operations. When positioned correctly, real estate adds stability and predictability.…

Tax Planning for a Profitable Business Exit

Selling your business can be one of the most rewarding financial milestones of your life. But without careful planning, taxes can quietly take a major bite out of your proceeds. In many cases, the difference…

Working Capital: Why It Matters in Deal Negotiations

Working capital adjustments are one of the most misunderstood and often underestimated parts of M&A deal negotiations. Sellers naturally focus on valuation, purchase price, and overall deal structure. Buyers, on the other hand, pay very…

Cleaning Up the Books: Financial Hygiene Before a Business Sale

When preparing to sell your business, few things matter more than financial transparency. Buyers aren’t just reviewing numbers, they’re assessing credibility, risk, and future potential. Clean, well-prepared financials help establish trust, support valuation, and keep…
Steven Pappas,
Partner, M&AMI Advisor
Steven Pappas,
Partner, M&AMI Advisor

EP 2: Financial Preparations Impact Business Value

In this episode, the conversation dives into the world of mergers and acquisitions through the lens of patience, process, and precision. The guest shares lessons on why shortcuts backfire, how attention to detail can make or break success, and what it really takes to achieve the best outcome in business transitions. It’s a candid discussion about discipline, resilience, and the mindset required to navigate big changes.