Watch this insightful webinar and gain a competitive edge in today’s M&A market. Our panelists will break down the current middle-market landscape and share practical strategies to help you plan for a successful exit. You’ll learn how to time your sale, capitalize on market trends and implement effective tax planning techniques that can boost your company’s value.
The discussion provided a roadmap for navigating M&A strategy in a dynamic market, reinforcing the value of proactive preparation, expert guidance and scenario-based planning to achieve successful high-value exits.
Key Takeaways:
M&A Market Outlook Improving
Deal activity is rebounding for 2024-2025, though tariff and inflation concerns continue to influence timing and strategy.Tariffs Heighten Due Diligence
New global tariffs are increasing buyer scrutiny, especially in supply-chain-heavy sectors, leading to more earnout structures.Top-Quality Companies Attract Strong Offers
Businesses with recurring revenue, low churn and sector resilience continue to command premium valuations.Tax Planning Is Crucial
Early, deal-specific tax planning can significantly affect net proceeds and optimize transaction outcomes.The Right Team Maximizes Value
Success hinges on strategic preparation, clear growth positioning and a skilled advisory team.
Host and Presenters:
PKF Investment Banking
Robert Murphy, Partner
Alberto Sinesi, Director
PKF O’Connor Davies
Christopher Migliaccio, Partner