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Baby Boomers and Their Businesses

In one of our latest blog posts, we discussed the impact that the Baby Boomer Generation has and will continue to have on our economy. This is especially true when it comes to their retirement. A study from Lindquist shows that since 2011, 10,000 Baby Boomers are turning 65 every day. This trend is set […]

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Private Equity 101: New Platforms vs. Add-Ons

Over the past several years, private equity firms have been increasingly interested in investing in add-on acquisitions, rather than platform companies. While the current economy has solid footing, more businesses are returning to the mergers and acquisitions marketplace. This opens the door for acquiring new platforms and broader possibilities for supporting add-ons. What are Platform […]

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Baby Boomers in Their Golden Years

“Baby Boomers,” those born between 1946 and 1964, have played a significant role in shaping the economy. So much so, in fact, that economists from Wells Fargo recently released a report analyzing the impact that the retirement of this generation will have on the economy in the near-future and beyond. Ultimately, the effects will be […]

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Succession Planning for Family-Owned Businesses

Succession planning is the process of identifying and developing new leaders to replace current leaders when they leave or retire. This is crucial for all businesses, but especially for family-owned businesses, which typically need to consider the family legacy and values they want the company to sustain in the future. Succeeding with Succession Family-owned businesses […]

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2017 Deal Update

Symmetrical Investment Group is pleased to announce a new platform investment, one portfolio add-on acquisition, one divestiture of a division, and two strategic real estate acquisitions of properties supporting operating companies. In February, Symmetrical backed an operating partner in the acquisition of Graboyes Commercial Window Company, a US Top-50 regional commercial window installer specializing in […]

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Maximizing Value in a Transaction

As every business owner knows, there comes a time to sell. Whether it be years after starting your business or months after purchasing it, one of the main outcomes owners hope for is a high-value sale. While this may be a typical desire, many owners fail to put in the due diligence necessary to take […]

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EBITDA – At a Glance

If you are considering selling your company or investing in another, you are likely familiar with the term “EBITDA,” which stands for earnings before interest, tax, depreciation, and amortization. In simplistic terms, EBITDA measures a company’s operating performance, including its ability to generate cash flow. EBITDA is almost always the key investment consideration, but it […]

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What You Should Know About Self-Directed IRAs

You don’t need someone to tell you the critical role that financial planning plays in your future. Evaluating various retirement options and making investments now, no matter your age, will allow you the opportunity to build your wealth over the years to come. It is key to speak with your friends, partners, and advisors to […]

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Build Your Business with Your Buyer in Mind

Shareholders, employees, clients – these are all important individuals to keep in mind at every stage of a business – but you should also be thinking about your buyer. When it comes time to sell your business, you want to be prepared. Investors expect to be given a clear vision for your exit, including when, […]

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Business Loans vs. Business Line of Credit – What You Need to Know

Whether you’re in need of start-up funds for a new business, capital to expand a current company, or money to get you through the next quarter, knowing the difference between business loans and business lines of credit is key. Typically used to finance the purchase of a major asset, business loans allow you to add […]

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