San Diego Investment Banking - Articles for Business Owners

These articles were written for business owners. They are informational and not to be construed as financial advice. For more information or discussion of any of these, please contact us.

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Building Business Value Now for Successful Exit Later

Topics: Wealth generally comes from exiting a business, not earnings; planning for value

Appeared in the San Diego Business Journal

Building Value Through Strategic Acquisitions

Topics: How strategic acquisitions can play a key role in maximizing value

Appeared in the San Diego Business Journal

Avoid Common Mistakes When Selling Your Business

Topics: The things that make a business owner successful when launching and building a business - healthy ego, self-confidence, strong will and keeping their own counsel

Appeared in the San Diego Business Journal

The Company as Product: Building Your Business to Sell

Topics: A new model of entrepreneurship; building to sell

Appeared in the San Jose Business Journal

Consider a Strategic Partner to Fund Your Venture

Topics: An alternative to venture capital to fund business growth

Appeared in the San Diego Daily Transcript

Do You REALLY Want To IPO

Topics: Weighing an IPO vs. a strategic sale of the business

Appeared in the San Diego Daily Transcript

How to Build a Business to Sell: A New Model for Creating Wealth

Topics: Steps to take to make a business salable

Appeared in the San Diego Daily Transcript

How to Gain the Benefits of IPO

Topics: There are alternative ways to accomplish the objectives of most IPOs

Appeared in the San Diego Business Journal

IP Is Hidden Treasure in Any Business

Topics: Intellectual property is a hidden treasure buried in virtually every business

Appeared in the San Diego Daily Transcript

Mergers and Acquisitions

Topics: A profile of Phil Currie, Shoreline's managing partner

Appeared in the San Diego Daily Transcript

Mistakes Your Clients Should Avoid In Selling Their Business

Topics: How to avoid common mistakes when selling a business

Appeared in the Personal Financial Planning

On a Roll, With No Signs Of Slowing

Topics: If you ask Timothy Malott to describe himself in one word, he will reply, "energetic." When you get to know him, you understand why.

Appeared in the San Diego Business Journal

Personal Success Requires Same Strategic Planning as Business Success

Topics: How a personal strategic plan is just like a business strategic plan

Appeared in the San Diego Business Journal

Reinvention Through Acquisition: How WD-40 Dealt Its Way to Strategic Long-Term Value

Topics: How acquisitions can increase long-term value

Appeared in the M&A Today

Selling a Company for What It Is Worth: The Multiple-Buyer Process

Topics: How to get the maximum value when selling your business

Appeared in the San Diego Business Journal

Sell Your Company More Than Once

Topics: How selling part of your company now and the rest later has huge upside potential

Appeared in the San Diego Business Journal

Should Children Get the Family Business?

Topics: Reasons why a family business should not go to the children

Appeared in the San Diego Daily Transcript

Top 10 Mistakes Made When Businesses are Sold

Topics: Mistakes when selling your business can cost millions

Appeared in the San Diego Daily Transcript

Turbocharge Your Company's Value: The Three-Step Installation Guide

Topics: Ways to increase your company's value prior to sale

Appeared in the Financial Advisory Practice

Understand Who Could be a Potential Buyer

Topics: How to identify who might buy your company and why

Appeared in the San Diego Business Journal

When Time is Right, Consider Selling the Business

Topics: At some point, every business owner will contemplate selling his or her company and wonder whether the time is right.

Appeared in the San Diego Business Journal,