Adamy advisors serve and support countless business owners from startups, mom and pop shops, Main Street businesses, lower-market, middle-market, upper-market, all the way up to public companies. We can safely say a shared experience of all business owners is the...
Insights
Can Your ESOP Be Too Successful?
For most employee stock ownership plan (“ESOP”) companies, increasing the value of the business is an obvious objective. Whether it comes from strong revenue growth, expanding margins, paying down transaction debt, or simply consistent cash flow generation, all of...
Your Baby is Probably Ugly
Here's a dirty M&A secret: Most businesses that go to market never sell. Various sources estimate that 60-70% of businesses marketed for sale never close. What does that mean for most business owners? Two big things: 1.) Talk of "market multiples" reflect a huge...
The Big One: Why Selling Your Business Isn’t Just About the Numbers
As a business owner, there are decisions to be made every day. The scope of these decisions is massive, ranging from personnel changes and vendor relationships to process improvements and go-to-market strategy. And then there is the Big One – the one that shapes not...
The Emotional Side of Exit Planning
Your Business is Ready for a New Owner, But Are You? My dad once told me, "Nobody says on their deathbed, 'I wish I had spent more time at work." So, why do so many business owners hang on long after they could comfortably retire? For many of us (myself included),...
Designing a Business That Runs Without You
How Owner Independence Separates Those Who Own Their Business from Those Whose Business Owns Them Many business owners share a similar story. The business performs well, clients are loyal, but the owner remains at the center of every key relationship, decision, and...
A Graceful Goodbye
You’ve spent years, maybe decades, building and growing your business. You’ve weathered recessions, built processes and teams, and grown something with lasting value. This article is written to show you that it is possible to make a graceful exit, and that one size...
Laying the Foundation for a Contractor’s Exit
Construction is a cornerstone of America, as are the individuals who devote their careers to this vital profession. In an industry characterized by fragmentation, high turnover, and volatility, the exit options for a business owner are often limited. Proactive...
Valuation Discounts in Estate Planning: Navigating Control, Marketability, and Market Volatility
Business valuation discounts play a critical role in determining the value of business interests, particularly in estate planning. These discounts arise from two key factors: lack of control and lack of marketability. This paper explores these discounts, the influence...
Beyond the Partnership: New Models of Professional Service Firm Ownership
Experts have estimated that 10,000 baby boomers retire each day, with the full generation expected to have largely retired by 2030. According to the Pew Research Center, the pandemic accelerated this generation’s exit from the labor force, with 3.2 million Boomers retiring between 2019 and 2020 alone.
