Written By: Andrew Gelfand Read By: Christopher McKenna As noted in Part 1 of this two-part series, committing the business owner’s knowledge of the company to a thorough, detailed budget addresses…
Insights
The Benefits of Budgets & Projections in a Sale Process: Part 1
Written By: Andy Gelfand Read By: Christopher McKenna Let’s face it. Preparing a monthly budget and multi-year projection is hard. It can take several years to determine the best way to…
Establishing Your Accounting Credibility Before Selling
Written By: Andy Gelfand Read By: Christopher McKenna Within the bounds of preparing for sale, the preparation of internal accounts is paramount to ensuring that all financial and potential projections are…
Determining Business Value: Important Factors to Consider
Written By: Andy GelfandRead By: Christopher McKenna The relationship between financial planning and the sale of your company helps to outline the importance of completing a business valuation during the…
Carleton McKenna & Co Advises Commercial Fluid Power, LLC in Acquisition by National Tube Supply
Cleveland, OH Carleton McKenna & Co, LLC, a Cleveland-based independent investment bank, acted as the exclusive sell-side representative to Commercial Honing LLC dba Commercial Fluid Power (“CFP”) in its sale to…
Carleton McKenna & Co Advises Cornerstone Industrial Group, LLC in its Recapitalization of Sharpe Engineering & Equipment
Recapitalization set to expand engineering services capabilities across the US Cleveland, OH Carleton McKenna & Co, LLC served as the exclusive financial advisor to Cornerstone Industrial Group, LLC (“Cornerstone”) in its…