We are continually reading books and periodicals that relate to business transition, business development and business sales. Among the many we have found helpful are those listed below. Each of the publications listed offers insights related to different stages of your business. Some relate more to those just trying to find their way, while others venture into the topic of preparing for a sale. If you have books not on this list that you feel we should consider adding, please send a note to John Howe. If we haven’t read it yet, we will take a look and consider adding it to our list. If you’d like to discuss things, drop a note via email or give us a call at one of our offices. We love to talk about business.

Burlingham, Bo. Finish Big: How Great Entrepreneurs Exit Their Companies on Top. London: Portfolio Penguin, 2014. Print.Finish Big, Bo Burlingham

Carpenter, Sam: Work the System,

Warrillow, John. Built to Sell: Creating a Business That Can Thrive without You. New York: Portfolio Hardcover, 2011. Print.

Tatum, Doug. No Man's Land: What to Do When Your Company Is Too Big to Be Small but Too Small to Be Big. New York: Portfolio, 2007. Print.

Tatum, Doug. No Man's Land: A Survival Manual for Growing Midsize Companies. New York: Portfolio, 2009. Print.

L., Badaracco Jr. Joseph. Managing in the Gray: Five Timeless Questions for Resolving Your Toughest Problems at Work. N.p.: Harvard Business Review, 2016. Print.

Gomes-Casseres, Benjamin. Remix Strategy: The Three Laws of Business Combinations. Boston, MA: Harvard Business Review, 2015. Print.

Gerber, Michael E. The E-myth Revisited: Why Most Small Businesses Don't Work and What to Do about It. New York: CollinsBusiness, 1995. Print.

BTS News

  • M&A among top priorities of CEOs

    M&A among top priorities of CEOs

    CEOs in wide range of sectors are optimistic about the current business environment and significant segment listed mergers and acquisitions among their top priorities.

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  • Preparing next gen leadership for transition

    Preparing next gen leadership for transition

    Advance preparation can be helpful in creating a smooth transition in ownership, particularly for manufacturers owned by Boomer founders seeking retirement.

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  • Acquisition trend continues with sale of NH company

    Acquisition trend continues with sale of NH company

    Evidence continues to mount that companies are buying other companies to grow, and that does not necessarily solely involve mega mergers or equate into a dismantling of founder-run operations.

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  • MarketPulse survey sheds light on buying trends

    MarketPulse survey sheds light on buying trends

    A theme emerged in the most recent MarketPulse survey of intermediaries in the lower mid-market: companies continue to expand through acquisition, to gain market share and to add qualified personnel.

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  • Good Options for Owners: ESOP versus Third Party Sale

    Good Options for Owners: ESOP versus Third Party Sale

    Taking the ESOP route is not an all or nothing approach to business ownership transition.

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  • Private Equity Trends

    Private Equity Trends

    More and more PE firms are searching for smaller transactions. The reason for this is simply competition

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  • Using a Specialist in M&A

    Using a Specialist in M&A

    While using an industry specialist to market a company may save a few days in preparing the offering materials, there is the danger of a cookie-cutter approach.

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  • Legal Breakfast Series: How I Sold My Company - A Case Study

    Legal Breakfast Series: How I Sold My Company - A Case Study

    Attorney Peter Burger and John Howe of Business Transition Strategies will be the featured speakers during the latest Orr & Reno Legal Breakfast Series on Wednesday, June 14 at the Orr & Reno offices

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  • What's Next Really Matters

    What's Next Really Matters

    The book explores the exits of owners ranging from the good to the bad, from the joyful to the ugly...Often overlooked is the reality that after the closing, everything will be different.

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  • Staying Current to Help Clients

    Staying Current to Help Clients

    Twice a year we attend a deal expo with private equity groups and strategic buyers...Connections made at this event broaden our list of people who will take our calls, answer our questions, help when

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Case Studies

  • Precision Machining Company

    Initially, liquidation was a serious consideration. It would offer a quick exit but would hurt loyal employees and disrupt the customers who had come to rely on its quality production.

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  • Green Product Company

    Our client owners could dig in for the long haul…However, this would take five years or more. Owners simply lacked the horsepower to do it.

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  • Water Purification Company and Young Buyers

    Owners decided they wanted to retire. They also wanted to be fair to the staff who had been loyal to them. Could the company be sold, the staff retained and the facility remain in use?

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  • Magnetics Company with High Profile Customers

    (T)he manufacturer would need to focus on growing EBITDA to capture interest from major strategic buyers and achieve a higher multiple of earnings.

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