Decisions a C-Suite would make for M&A Advisory & Growth Strategy
Vendor comparisons that are honest about where each tool falls short, plus a plan for doing the work yourself. Where we quote a benchmark, we show its source.
15 guides for M&A Advisory & Growth Strategy of 1,000
Why Success Fees Are the Wrong Base for M&A Advisory Debt
A deal expected to close in one quarter can slip or collapse, leaving staffing sized for revenue that never arrived. See what to base financing on.
Ironclad vs LinkSquares for M&A Advisors: Managing Fee Tails
How M&A advisory and growth strategy firms should weigh Ironclad against LinkSquares for deal-contingent fee tails, exclusivity windows, and live-deal NDAs.
Governance for M&A Advisors Handling Material Nonpublic Information
M&A advisory and growth strategy firms handle material nonpublic information as routine business. Criteria for choosing between Diligent and BoardPro.
Bizee vs. Doola for an M&A Advisory Firm
Entity setup for an M&A advisory or growth strategy firm: your own minute book, the broker-dealer question, conflicts of interest, and Bizee vs. Doola.
Vouch vs Embroker for M&A Advisory and Growth Strategy Firms
A pitfall checklist for M&A advisory and growth strategy firms comparing Vouch and Embroker for professional liability coverage.
Mercury vs Relay: Banking for an M&A Advisory Boutique
M&A advisory and growth strategy boutiques earn large, irregular success fees. A comparison of Mercury and Relay for that specific cash pattern.
Promoting Your First Partner? Here's the Equity Runbook
A step-by-step runbook for granting equity when a boutique strategy or M&A advisory firm promotes its first partner, and where Pulley and Carta fit.
Deel vs Remote: Surviving Diligence on Your Own Firm
A worked example for M&A advisory and growth strategy firms on why Deel vs Remote matters most when diligence turns to the firm's own delivery team.
PEOs for an M&A and Growth Strategy Advisory Firm
Deal-based bonuses and heavy confidentiality shape how an M&A or growth strategy firm should compare Justworks and TriNet. Here's what actually matters.
M&A Advisory: Planning Cash Around Lumpy Success Fees
Deal-contingent success fees make revenue wildly uneven quarter to quarter. Q&A on the fractional CFO vs controller decision for an M&A advisory firm.
Building a Cash Cushion Around Lumpy M&A Advisory Fees
M&A advisory success fees are large but unpredictable. Here's a worked example of building a cash cushion, since venture debt and RBF rarely fit this model.
Carta vs Forge For An M&A Advisory Boutique
M&A advisory and growth strategy boutiques already know the mechanics of a deal. Here is how Carta and Forge actually differ for their own equity.
A Worksheet for Hiring an M&A Advisory Partner
A worksheet an M&A advisory or growth strategy firm can use to choose between a search firm and an executive marketplace for its next hire.
Selling an M&A Advisory or Growth Strategy Firm
Decision criteria for M&A advisory and growth strategy firms weighing Acquire.com against Flippa, including a licensing question most sellers miss.
Optery vs DeleteMe for M&A Advisory Partners
A rollout plan for M&A advisory and growth strategy partners choosing between Optery's automated removal and DeleteMe's human-run service.