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Insights and Peninsula Road News

Insights for Owners

Whether you’re considering selling, raising capital, or passing the business on, you’re not alone. These articles are drawn from real conversations with business owners navigating the same decisions.

No hype. No fluff. Just perspective that helps you think more clearly.

 
Letting Go Emotionally: The #1 Challenge When Selling Your Business

When we asked business owners about their biggest challenge in selling, 60% said it’s the emotional hurdle of letting go. In this article, we explore why it’s so difficult to step away — and how to prepare yourself for this inevitable part of the journey

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Demystifying the M&A Process: A Step-by-Step Guide for Business Owners

This practical guide breaks down the M&A process into six clear steps, from planning and valuation to negotiation and closing. Designed for business owners preparing for a sale, it outlines what to expect at each stage and how the right advisors can help ensure a successful outcome.

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Demystifying the Family Office

In this article, we'll explore the unique characteristics of family offices, their investment strategies, and the diverse range of investment options they pursue. If you’re pursuing an investment and think a family office might be the right partner for you, hopefully this article will shed some light on who they are and how they operate.

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