Business owners eager to sell their company are wise to take time to assess their business operations before embarking on the sale process.  Prospective buyers want to understand what they are purchasing, and will consequently scrutinize every facet of your business.  This will include financials, corporate documents, personnel records, contracts, patents, licenses, etc.  Taking pains to perform your own due diligence prior to going to market is the best way to avoid headaches during the buyer’s due diligence phase.

Death, taxes – even divorce – are some of the more sobering circumstances that underscore the need for an independent valuation. Even when the motivation is more upbeat – such as a qualified buyer with a serious offer – the existence of an independent appraisal can provide the parties with a sense of reliability.

When: November 9-10, 2017

When:  September 13 - 15, 2017

When:  September 7 - 8, 2017

As privately held businesses mature and grow in value, the desire for, and prudence of, personal liquidity and diversification grows in importance to business owners.  When much of one’s personal net worth is tied to a highly successful, yet illiquid business, the owners are often faced with the question “how can I personally diversify yet remain in control of my company”?  The use of an Employee Stock Ownership Plan, or “ESOP”, provides business owners a distinct advantage toward personal liquidity.  An ESOP allows the business owner to cash out a portion of his/her business, retain control, while providing excellent tax benefits to both the shareholder and the company going forward.  Furthermore, the benefits an ESOP provides to the company and its employees are significant, which makes the ESOP a triple threat liquidity strategy.

When:  June 21, 2017

PCE Investment Bankers, a leading financial services firm for mid-market companies, offering clients a full range of investment banking, ESOP, valuation, and advisory services, is pleased to announce the sale of Design Display Group (DDG), located in Carlstadt, New Jersey, to Marketing Alliance Group. DDG is a premier display manufacturer for the prestige and fashion brands and retailers. PCE served as exclusive financial advisor to DDG.

WINTER PARK, FL –  PCE Investment Bankers, Inc., a leading financial services firm for mid-market companies, is pleased to announce that the shareholders of Tri-City Electrical Contractors, Inc. (Tri-City) have transferred an interest in the company to the Tri-City Employee Stock Ownership Plan (ESOP) Trust.

As a continuation of PCE’s series of quarterly M&A industry reports, below you’ll find an in-depth analysis of trends in the M&A marketplace that impact your business. These reports provide industry trends, sub-sector performance as well as deliver insight into tendencies of the public companies that operate in your world. The table below breaks down the ten industries which have been provided for 1Q17 as well as their detailed sub-sectors. Click the links below to view the individual reports.