Promontory Perspective – Building an Experienced Advisory Team to Guide Strategic Growth and M&A
This is part 3 of a five-part series discussing the critical steps a privately held company needs to take to succeed [...]
Promontory Perspective – The “What” and the Role of Setting Acquisition Criteria
This is part 2 of a five-part series discussing the critical steps a privately-held company needs to take to [...]
Promontory Perspective – The Importance of Establishing an Acquisition Strategy
This is part 1 of a five-part series discussing the critical steps a privately-held company needs to take to succeed with [...]
Promontory Perspective – Risks and Rewards of Business Acquisition: A Guide for Privately Held and Family-Owned Companies
A business acquisition can give a privately held or family-owned company access to new customers, capabilities, products, and geographic [...]
Promontory Perspective – Today’s M&A Market: What Midwest Business Owners Need to Know About M&A Trends
M&A trends in Milwaukee, Chicago and the Midwest market continue to reflect a more disciplined environment for owner-led companies. [...]
Promontory Perspective – The Real Purpose of Succession Planning: Protecting Value, Liquidity, and Legacy
Small business succession planning often fails because ownership waits too long, focuses only on the next leader, or treats [...]
Promontory Perspective – Business Transition Plan Guide for Privately Held Businesses
Most owners know a transition is coming long before they know what it should look like. They may be [...]
Promontory Perspective – 5 Common Mistakes in Ownership Transition Planning and How to Avoid Them
For many privately held and family-owned businesses, ownership transition planning is one of the most important decisions an owner [...]
Promontory Perspective – Business Ownership Transfer Strategies
Common Challenges and How to Navigate Them Effectively A business ownership transfer is among the most consequential moments in [...]
