Private Equity & the Lower Middle Market

Pass it down to family members, transfer ownership to key employers, sell to an employee stock ownership plan – these are the most common options available to business owners considering their inevitable transition plans. Another sale option, however, is frequently overlooked or dismissed – private equity. While frequently disregarded, the private equity option is one for many business owners to consider. Discover why in RKL’s e-book, Seller’s Vantage: Understanding Private Equity in the Lower Middle Market.

Complete this form to download your copy today. Inside this e-book, business owners will learn:

• What criteria private equity uses to evaluate buyout candidates
• The benefits and considerations of selling to private equity
• Areas would-be sellers should investigate about interested investors
• Tips to prepare your company for due diligence from a private equity buyer

Before you go:

• Thinking of transferring your business ownership? Learn more about how RKL can help develop the succession plan that’s right for you.
• Ready to sell your company? RKL can support your transaction from deal sourcing to due diligence to closing balance sheet preparation. Learn more.