Investment Grade Advisory

Investment Grade Advisory We help business owners prepare for one of the biggest moments of their life, selling their company.

Entrepreneur Media provides an insightful point of view into the question we've discussed this week: what's more importa...
10/07/2021

Entrepreneur Media provides an insightful point of view into the question we've discussed this week: what's more important: strategy or ex*****on?

*****on

If you had to choose, would you say a sound business strategy is better than a successful ex*****on -- or vice versa?

President and COO of Founders Advisors, Wesley Legg, shares insights into how to navigate the question of "On which area...
10/06/2021

President and COO of Founders Advisors, Wesley Legg, shares insights into how to navigate the question of "On which area should a company focus: strategy or ex*****on?"

*****on

"Weak leadership will destroy the finest strategy - while forceful ex*****on of even a poor strategy can often bring victory." - Sun Tzu, The Art of War

10/05/2021

LITE Assessment Tip of the Week: Create a documented sales process (including a defined funnel and pipeline terms and definitions). This provides revenue forward visibility giving you time to adjust operations before revenues decline. Tracking KPIs and maintaining a clear sales funnel is key to growing an Investment Grade business.

09/30/2021

Hear Zane Tarence explain what the IGA LITE Assessment is and how it can give business owners confidence that they have built an enduring company. For companies that are not well prepared, it can provide valuable insights by revealing key areas for growth.

Unlike listed public companies, private businesses don’t get a daily ticker tape telling them what they're worth. But im...
09/30/2021

Unlike listed public companies, private businesses don’t get a daily ticker tape telling them what they're worth. But imagine you did. While we know public company CEO’s don’t always agree with the market’s perception, the good ones are focused on increasing value for their shareholders and know ultimately the ticker tape is the scorecard.

Private company owners regularly ask us, "What is my company worth?" Perhaps there is a better question: am I enhancing or hindering the value of my business?

Read president of Founders Advisors, Wesley Legg's article sharing keys to enhancing the value of your company:

Unlike listed public companies, private businesses don’t get a daily ticker tape telling them what they're worth. But imagine if you did...

Finding the right buyer or investor will help you obtain premium valuation. However, that company could be a competitor ...
09/22/2021

Finding the right buyer or investor will help you obtain premium valuation. However, that company could be a competitor introducing unique risks. Managing Director Zane Tarence provides practical steps to mitigate risks while navigating a sale to a competitor:

For many owners, deciding to sell their business is one of the biggest decisions they’ll make in their lifetime, and the value represents their life’s work.

09/13/2021

Most owners focus on internal factors when determining when to sell their company: owner energy, business performance, business lifecycle, retirement, personal needs of the shareholder, etc. However, external factors can meaningfully impact valuations and the ability to sell a company.

What is the most important external factor to consider when selling a business?

J. Wesley Legg, President of Founders Advisors, explains addbacks and their impact on a company's valuation.
09/01/2021

J. Wesley Legg, President of Founders Advisors, explains addbacks and their impact on a company's valuation.

Often owners run personal/non-company related revenue or expenses through the business or to expense certain items that would normally be capitalized.

LITE Assessment Question of the Week: Is the Company is a lifestyle business for its owner(s)?When operating a business ...
08/31/2021

LITE Assessment Question of the Week: Is the Company is a lifestyle business for its owner(s)?

When operating a business as a lifestyle company, it is common to run personal expenses through the company to minimize taxes. Though these expenses can be added back later, they muddy the company's financials and can turn off a potential buyer.

Discover today if your company is Investment Grade:

The Investment Grade LITE Assessment contains over 90 targeted questions refined over years of investment banking experience.

Address

2400 5th Avenue South
Birmingham, AL
35233

Alerts

Be the first to know and let us send you an email when Investment Grade Advisory posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Investment Grade Advisory:

Share