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FMI Quarterly

Synchronizing Business Strategy with Ownership Transition Objectives

Synchronizing Business Strategy with Ownership Transition Objectives

Transitioning ownership to the next generation of your company’s leaders requires extensive planning. When it comes to addressing the financial needs, capital requirements and your long-term business direction, finding the perfect balance is challenging but necessary. Discover tips and strategies to help you ensure you're positioning your business to create sustained value.

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August 17, 2025 By Matt Godwin and David Edwards Strategy, Strategic Planning, Investment Banking, Financial Advisory
Why Now is the Right Time to Prepare for a Possible Sale

Why Now is the Right Time to Prepare for a Possible Sale

In an environment marked by uncertainty and disruption, now is the ideal time for business owners to prepare for a future sale, or simply build a stronger, more resilient company. By tightening financials, documenting operations and delegating key responsibilities, owners can reduce risk, increase value and gain greater control over their strategic options.

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May 21, 2025 By Kyle Coleman Strategy, Strategic Planning, Investment Banking
Private Equity Can Win in the Built Environment — If You Know How to Buy

Private Equity Can Win in the Built Environment — If You Know How to Buy

Explore how private equity can unlock value in the built environment by targeting scalable, midsized firms and evaluating five critical areas: client selection, scope expansion, pricing, project controls and strategy. Learn how diligence and hands-on value creation drive superior returns in this fragmented, opportunity-rich industry.

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May 12, 2025 By Will Gruy and Paul Giovannoni Strategy, Strategic Planning, Private Equity

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