Kata Capital Partners

03/13/2017

Many people ask when they should consider selling their business. Pamela Wasley, CEO at Cerius Executives, shares her three criteria: Business Value, Tired of Risk, and Time for Change. Proper preparation will allow you to act when the timing is right to realize maximum value for your business. At KCP, we'd love to see if we are the right partner for you when that time comes.

Owners who ponder over selling their business do not always do so out of financial desperation or trouble but usually because they are looking for the next opportunity.

03/06/2017

Planning early is crucial when preparing for an ownership transition. Michael Schwerdtfeger gives owners a few things to consider as they plan. We stand ready to help you in this process no matter what stage you are in. We'd love to see if we are the right partner for the company you have built.

“A good plan, violently executed now, is better than a perfect plan next week.” - George S. Patton Most every successful entrepreneur understands and implements General Patton's wisdom by planning and acting early rather than waiting to plan, but they do so with one unfortunate exception. In my expe...

02/27/2017

https://boss.blogs.nytimes.com/2012/10/10/deciding-to-sell-the-family-business/?_r=1

Barbara Taylor of the NY Times shares a story about one family's decision to sell a three-generation family business. As evaluate the future of your closely-held company we are happy to work with you on evaluating your options and seeing whether we would be a fit.

It can take months to decipher everyone’s feelings about what should be done with the family business.

02/21/2017

https://www.washingtonpost.com/news/on-small-business/wp/2017/01/13/a-record-number-of-small-business-owners-are-selling-their-companies/?utm_term=.9c18ee21099f

As more babyboomers retire and more millennials look for opportunities a record number of businesses are changing hands. Further healthier businesses give a new owner a great starting point for continued growth.

We'd love to partner with you in a transition to continue to grow the company you've built.

Economic conditions are pushing business owners to cash out.

02/10/2017

Deciding to sell your business can be tough. Especially with multiple stakeholders - your employees, family, partners, etc - that may be counting on you to get a favorable outcome. At Kata we'd love to help you explore the options available to you and offer a flexible solution that fits your needs and desires for the future.

Forbes' Kate Harrison shares a few thoughts on whether the timing is right.

http://www.forbes.com/sites/kateharrison/2013/12/13/how-do-you-know-when-it-is-time-to-sell-your-company/

A month ago I had an epiphany - it was time to sell my company. To tell the truth, the idea had been brewing for a while. A year at least, if I am honest with myself. But I was determined to keep working as long as my investors were [...]

02/03/2017

http://www.marketwatch.com/story/5-retirement-planning-tips-for-small-business-owners-2017-01-10

Thinking about Retirement after selling your business can be daunting but necessary. Here are a few tips from Marketwatch. At Kata we are happy to work with your investment adviser on how to set you up best for retirement. Further with our deep networks in wealth management we can connect you with an adviser if needed.

Only a fraction of America’s entrepreneurs are prepared for retirement. Here’s how small-business owners can ramp up their savings

11/30/2016

We've moved offices and are now at 1204 Broadway, 3rd Floor, New York, Ny 10001. Still in Midtown Manhattan a few blocks away from our old 349 5th Ave. address. Come pay us a visit at our new space.

11/23/2016

Small business continues to be the backbone of our economy. Survival rates of main street businesses just reached a-three decade high, achieving levels not seen since 1984. Today, nearly half of newly founded companies in America makes it to the fifth year. At Kata Capital Partners we are committed to buying a small business, continue its legacy and growing it further. We'd love to get in touch with you.

http://www.inc.com/leigh-buchanan/kauffman-foundation-main-street-index.html

The Kauffman Foundation finds that Main Street businesses are experiencing levels of longevity not seen in three decades.

10/20/2016

http://www.forbes.com/sites/chrismyers/2016/10/07/the-future-belongs-to-the-fortune-5-million/

We believe small business will continue to be the engine of our economy. Today, small business accounts for 50% of US GDP and an even higher percentage of new jobs (75%). At Kata Capital Partners we are committed to buying a small business, continue its legacy and growing it further. We'd love to get in touch with you.

I believe the 21st Century will be dominated by "small giants." Here's why.

10/08/2016

http://hbswk.hbs.edu/item/managing-the-family-business-preparing-to-sell

Exploring a sale of your family business can be daunting. However a well planned transition can unite the family around new goals. We have a background in family wealth management and can provide solutions not only for your business but for your family estate post liquidity. We'd love to explore working with you.

Most families are loath to sell the legacy business, but there are good reasons to do so, says John A. Davis. The key is making the right family preparations and proper wealth planning.

09/30/2016

https://www.entrepreneur.com/article/225984

This article addresses some of the key questions business owners have when considering selling their company: 10 Question to Ask Before Selling Your Business: is my business ready to sell, how is a buyer going to value my business, is the time right to sell, and more.

Selling a business should never be a spur-of-the-moment decision. Here's what you need to think about to figure it out.

09/20/2016

http://www.nytimes.com/2016/07/14/business/smallbusiness/lifting-the-second-generation-curse.html?ref=smallbusiness&_r=1

The role of the second generation is more important than ever as business owners start to plan for retirement. We would love to collaborate with you as you explore the next step in your family business.

Founders of family-run businesses need to bring on the next generation and let it experiment, as well as know when to let go, experts say.