Insights from 
God Bless Retirement

Choose advisors with proven deal experience, industry expertise, strict confidentiality, clear fees, and strong buyer networks to protect value.

Certified valuations prevent family disputes, optimize taxes with DLOC/DLOM, and clarify buy-sell and retirement plans for smooth family business succession.

Practical steps to find and vet international M&A buyers: set objectives, build profiles, use digital platforms, run due diligence, and engage advisors.

How economic cycles shape private equity M&A — effects on deal volume, valuations, financing, private credit, and AI-driven mid-market recovery.

Essential legal checklist for sellers preparing an M&A: corporate records, material contracts, IP, compliance, employment and litigation to avoid delays or price cuts.

Practical steps for family-owned energy companies to prepare finances, governance, and deals that attract private equity while protecting the family legacy.

Compare asset, stock, 338(h)(10) and F‑reorganizations to see how deal structure changes tax liability and strategies to maximize after-tax proceeds.

Don't wait for perfect markets—align market indicators with 12–36 months of exit readiness: clean financials, SOPs, QofE and a strong equity story.

How CRMs and virtual data rooms prevent M&A leaks with role-based access, encryption, audit trails, and automated workflows to protect deal value.

Step-by-step LBO guide for mid-market companies covering planning, valuation, financing, due diligence, closing, and post-close integration.

Centralize deal data and track pipelines, valuations, due diligence, and integration with M&A dashboards that speed decisions and cut errors.

Step-by-step vendor risk assessment for M&A due diligence: map vendors, rank criticality, verify documentation, and bake findings into deal terms and post-close plans.

Clear values, fair pay, career paths and transparent communication keep employees loyal and protect family businesses during leadership transitions.

Practical strategies for private equity fundraising in 2026: navigate longer cycles, higher rates and LP consolidation with hybrid capital, AI and private credit.

Use seven criteria—financials, customer concentration, growth, model fit, operations, and culture—to reduce M&A deal risk.

Analysis of how private equity drives mobile gaming M&A, deal structures, valuation trends, and how studios can prepare with live-ops and SaaS-like metrics.

2025 lower mid-market M&A: deal slowdown, tighter financing, AI-influenced buyers, sector focus, and seller tactics like clean financials and seller financing.

Energy storage M&A is shifting to mature, operational assets—driven by AI demand, tech advances, tax policy, and private equity, with due diligence and integration deciding winners.

Three M&A case studies show how cultural due diligence, leadership alignment, and targeted tactics preserve talent, speed integration, and reach financial goals.

Identify employee risks, hidden liabilities, and retention needs before buying a business with a practical employment due diligence checklist.

US private equity leads AI investing with large infrastructure and mega-deals, while Europe and Asia offer lower valuations and diversified sector opportunities.

Independent valuations guide fair pricing, tax and retirement planning, reduce family disputes, and show how to increase business value before ownership transfer.

Streamline operations, document processes, and cut owner dependence to boost profitability and attract higher offers when selling your business.

Align family, operational, and professional timelines for succession or sale — start 5–10 years ahead, use governance, advisors, and contingency plans.