The DAK Group – Middle Market Investment Bankers

The DAK Group Launches Lessons Learned Business Owners Guide

Lessons Learned

The DAK Group Launches Business Owners Guide: “Lessons Learned In Buying & Selling Closely Held Businesses”.

A Leading US Investment Bank, The DAK Group, has just released a complimentary business owner’s guide “Lessons Learned in Buying & Selling Closely Held Businesses”. The Guide is designed to help middle-market business owners learn first-hand what steps are needed to sell or acquire a closely held business – pitfalls to avoid and brilliant moves. All from business owners that have successfully navigated these types of M&A transactions.

Rochelle Park, NJ – June 12, 2017 – The business owners guide “Lessons Learned In Buying & Selling Closely Held Businesses” recounts real–world stories shared by five business owners that recently sold or acquired a company. This is hands-on practical advice from active business buyers and sellers.

All five business owners assembled on the Panel Discussion at the conference by the same name where they shared true stories, antidotes and advice. Readers may be surprised by the five key takeaways:

  1. When to start preparing the business
  2. How to look at the business
  3. What to do during the sale process
  4. What success is dependent on, and
  5. What kind of mindset is imperative.

Alan Scharfstein, President of The DAK Group states, “This guide provides middle market business owners with real insider information, on events that actually happened during a business buying or selling process. These true stories give insight that is not available anywhere else.”

The Panelists shared their true stories on topics like: What actually triggered the decision to part with the company they had built. You will read about how the grandson of a founder that started the company in 1898 had to deal with his mother. And, how an entrepreneur with a masterplan made six acquisitions in order to pull the right business components together, and how, when it was time to sell, he had 25 initial offers!

Learn what goes into building a deal team, who needs to be part of the team, and who needs to know about it. All sellers are looking to generate the maximum amount for their business. These former owners shared their secrets on what they did to increase multiples prior to the sale.

This short but powerful guide provides business owners with information they can use years in advance of making an acquisition or selling their company. The information shared is aimed to help owners prepare their company the “right” way to earn the maximum value for all their years of hard work.

Interested business owners can obtain Lessons Learned in Buying & Selling Closely Held Businesses at or by calling 201-712-9555.

About The DAK Group

The DAK Group is a leading investment bank for mid-market, privately held businesses. Our exclusive focus is on helping entrepreneurs and family business owners navigate financial options for growth and expansion, as well as to pursue successful exit strategies. We support client M & A needs in the areas of: full or partial sale of a business, mergers/acquisitions, recapitalizations, financial restructuring, valuations and fairness opinions. Our proprietary process ensures that each transaction meets the goal of maximizing the value of our clients business. The DAK Group is headquartered in Rochelle Park, NJ with offices in Philadelphia.

Team Contacts

Joan McGeough – Chief Marketing Officer