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Family Offices are Alive, Well, and Investing

Family offices are appearing in the news more and more often. Savvy investors and businesses need to pay attention. What is a family office? Family offices are full-service private wealth management firms that serve just one family or a small number of ultra-high-net-worth families. These firms offer basic financial services, as well as customized concierge […]

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The Best Deals Are Thoughtful Deals

To an outsider, mergers and acquisitions sometimes seem like they happen overnight. Offers are made, negotiated, and closed before the employees even know something is going on. Each team pulls long hours for a few weeks and then the deal is done. Insiders know this is rarely the case. The best M&A deals have been […]

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Uncertainty is Expected in 2020 M&A Market

If there is one word that sums up how top executives seem to feel about new deals in the new year, it would be “uncertain.” CFO.com recently published results from an annual study conducted by Dykema Gossett. As we think about merger and acquisition activity in 2020, here are the survey results that caught our […]

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What You Need To Know About Small Business Loans in 2020

Recently, the Small Business Administration (SBA) made a few changes to the approval process for SBA loans that are combined with Rollovers for Business Start-ups (ROBS) as the equity injection. All newly originated SBA loans that use Rollovers for Business Start-ups must be sent through the general SBA approval process to secure the guarantee of funds, […]

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For The Third Year, Symmetrical Gives Back To Chester And Montgomery Counties

Symmetrical Investments is proud to support local Chester and Montgomery County families. For the third year in a row, Symmetrical Advisory, Waste Management, and UnitedHealthcare donated $37,500 through the Educational Improvement Tax Credit (EITC) program. The EITC program makes preschool more affordable for many local families. Click here to learn more about the program.

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No Need to Fear the No-Shop Period

If you are a buyer, you love them. If you are a seller, they might make you nervous. In our experience, understanding how “no-shop” periods work is a critical aspect of understanding the merger and acquisition (M&A) process. What is an exclusivity period? During this period, the seller agrees to deal exclusively with only one […]

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The 5 Cornerstones of M&A Due Diligence

We’ve all heard the phrase, “Do your due diligence.” Or the cautionary tale, “They didn’t do their due diligence.” Due diligence is simply research. An investigation to confirm all of the facts before a business transaction takes place. This investigation should be undertaken by both parties – the buyer should confirm all of the facts […]

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How M&A Can Drive Inorganic Growth

Sixty percent of Middle Market companies report that inorganic growth is a key part of their growth strategy, according to research by the National Center for the Middle Market. Each year, approximately 20 percent of Middle Market firms acquire a company and roughly five percent sell or divest part of their organization. The executives of […]

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High Private Equity Demand for Specialty Medical Practices

It is a great time to be the owner of a small- to mid-size specialty practice who is looking to sell. Over the last few years, and particularly within the last 12 months, demand for orthopedics, urology, gastroenterology, radiology, ophthalmology, dermatology, and dental practices among private equity firms has grown, causing a strong increase in […]

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Beyond Valuation: What does an Attractive Offer Look Like?

There is no question that Valuation plays a huge role in considering the right transaction for you. After all, a transfer of assets is occurring, so price certainly matters. That said, the most promising offers incorporate a comprehensive view beyond just price and include elements that are less tangible such as the following three points: […]

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