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Teresa Davis-Shefer

Author: Teresa Davis-Shefer

What is an Offering Memorandum?

by Teresa Davis-SheferDecember 15, 2019
Transaction Management
Business owners who are considering selling their businesses within the next 5 years should become acquainted with the Offering Memorandum. The Offering Memorandum (OM), also known by other industry names, is a data rich marketing document designed to highlight your company’s positive attributes to a prospective buyer. Businesses…
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Signs you are ready to expand your business

by Teresa Davis-SheferDecember 9, 2018
Growth
Are you finally pushing profit margins into the green? Great! But don’t jump on the expansion wagon just yet… Take a breather, reassess and make sure that your business ticks the boxes (or at least most of them) that signal you are ready for growth.…
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