Deal breakers vs. deal makers: know the difference!

Capstone Business Advisors


Once a decision has been made to affect a transaction, a business owner’s objectives are at risk of being lost due to the various elements and complexities of transactions. There are tax, timing, cash flow, transaction structure and general ego issues (among other things) that can derail business transactions. As with negotiations, smaller organizations may have limited experience with various business transactions. This inexperience alone can negatively impact a transaction, its pricing and possibly result in a failed transaction altogether.

When seeking assistance in the marketplace, beware: “advisors” who are better known as deal breakers than deal makers add unnecessary risks and complexities to transactions.

We at CAPSTONE believe in creating situations where our clients can realize their personal objectives through various business transactions. This emphasis on personal objectives is tantamount to the approach CAPSTONE takes with clients. In other words, the impact on our clients’ personal finances and “life after the transaction” are critical elements to us.

We bring years of business transaction experience to the table on behalf of our clients. Our role in transactions is dictated by the client. This role can be simply serving as a sounding board to the client, or providing advice on specific elements of a transaction, or negotiating on the client’s behalf with parties already at the table, or taking lead in managing the entire process (clarifying target criteria, creating opportunities, performing valuation(s), negotiations, due diligence assistance, etc.) to closing and beyond.