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September 2017 Newsletter

HEADLINES
Small Business Owners Are Retiring and Millennials May Not Fill The Gap on America’s Main Street
Manufacturing Firms Top List of Lower Middle-Market Businesses Bought in Q2 2017
How to Regain Control of the Family Business When Siblings Fight

August 2016 Newsletter

Headlines Top Retirement Strategies: Small Business Owners First Half of 2016 Small Business Transactions Up Slightly Over 2015 Jobless Claims Fall 4,000 to One-Month Low of 262,000 Top Retirement Strategies: Small Business Owners As a small business owner, you are completely responsible for your own retirement planning. Unless your small business is just a side

July 2017 Newsletter

Headlines While many deals fell through in 2016, observers expect strong 2017 Indicator of the Quarter: Construction Spending M&A Trends Report 2016, Year-End Edition Real Gross Domestic Product Increased at an Annual Rate of 3.5% in the Third Quarter of 2016 While many deals fell through in 2016, observers expect strong 2017 Two of the

April 2017 Newsletter

Headlines Indicator of the Quarter: Consumer Price Index Record Number of Small Businesses Were Bought & Sold in America in 2016 2016 Global Private Equity Investment Activity Record Number of Small Businesses WereBought & Sold in America in 2016 Annual small business transactions reached record levels in 2016, topping 2015’s totals by 8.6 percent and

January 2017 Newsletter

Headlines Number of Small Business Transactions Jump in Early 2017 Mid-Market Pulse: Manufacturing Deals to Skyrocket After-Tax Profits and Sales, First Quarter 2017 Number of Small Business Transactions Jump in Early 2017… While Median Revenues, Cash Flow Reach Record Levels A total of 2,368 closed transactions were reported in the first quarter of 2017, a

While many deals fell through in 2016, observers expect strong 2017

By Brendan Releigh, Contributing writer Two of the biggest deals in Central Pennsylvania over the last year were deals that were never completed. And they both involved organizations in Derry Township. In October Penn State Health Milton S. Hershey Medical Center gave up on its plan to merge with Harrisburg-based PinnacleHealth System. Two months before

April 2016 Newsletter

Headlines How Long Does a Business Exit Take? Businesses and Tax ID Theft U.S. Inflation Rates: 2006-2016 How Long Does a Business Exit Take? If you are desperate, you can likely exit your business within a year. But leaving in style – with adequate cash and having achieved whatever other goals they ‘ve set–takes time,

February 2016 Newsletter

Headlines U.S. Small-Business Owners’ Optimism Again Edges Downward Small Business Transactions Down Slightly As Market Stabilizes From Robust 2014 Activity 10 Reasons Family Businesses Are Not Staying in the Family U.S. Small-Business Owners’ Optimism Again Edges Downward U.S. small-business owners continue to be less optimistic about their financial situations in the fourth quarter than they

Woodworking Industries

Summit Advisory with its time-proven processes have brokered deals for successful woodworking industry businesses like the ones shown. The two-intermediary system, Strategic Transaction Process™, and invaluable experience working with woodworking companies produced win-win results on both sides of the transaction. See what some woodworking business owners have to say about Summit Advisory, click here. Whether

A supporting cast is key

By Rebecca Hanlon, Contributing writer While buyers and sellers play the starring roles in any merger or acquisition, they are each supported by a cast of professionals who dive into the details of a deal to make sure their clients get the most out of the process. These advisers include business brokers, attorneys, accountants and appraisers who navigate