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In this episode, Paul Evans sits down with Tim Templeton of TriVest Partners to explore the world of private equity through the lens of business owners considering a deal. Together, they unpack the key differences between majority and minority transactions, what owners can realistically expect from private equity partners, and how deal structures typically work. Tim also highlights the qualities that make a private equity group a strong partner, beyond just the capital, and shares insight into common red flags that business owners should watch for when evaluating potential investors. Whether you’re preparing for an eventual exit or simply curious about how private equity firms operate, this conversation will give you a clear, practical framework for navigating the process with confidence.

Selling your company is a once-in-a-lifetime event—but what happens next can be just as important as the deal itself. In this episode, Paul Evans sits down with Chris Facka from Level Four to discuss how business owners can plan ahead to invest their sale proceeds wisely. From balancing risk and reward, to structuring your wealth for long-term security, to avoiding common mistakes that can erode your hard-earned gains, Chris shares practical insights that every owner needs to hear before signing at the closing table. Whether you’re months away from a potential exit or just beginning to think about the future, this conversation will help you turn your business sale into a foundation for lasting financial freedom.

In this episode, we sit down with Jeffrey Hall of Preferred Legacy National Trust Bank to explore how business owners can protect and grow their wealth after selling a company. Jeffrey shares how private trust services and estate planning can simplify the complex administrative tasks that follow a liquidity event, ensuring assets and values are preserved for generations. We’ll dive into strategies for reducing tax exposure, preparing heirs to be responsible stewards, and aligning wealth with purpose and impact. Whether you’re planning to sell soon or just thinking ahead, this conversation will help you turn business success into a lasting legacy.

In this episode, CRI M&A Advisors' Paul Evans, dives into the essentials of maximizing your company's value. Discover why it's more than just about profitability—it's crucial to understand the factors driving that profit and the risks that come with them.

In this weeks episode, join CRI M&A Advisors' Paul Evans, as he breaks down the general timeframe involved in selling a company once the engagement process begins.

Due diligence is a procedural step involving the verification and investigation of a prospective deal. Its purpose is to validate all pertinent facts and financial information, ensuring the confirmation of any additional details that may have arisen during the course of an M&A process. In this episode, CRI M&A Advisors Paul Evans and Brandon Maddox will cover the danger of diligence and how to prepare yourself.

In this episode, Joel Sikes and Brandon Maddox share the ins and outs of being acquired by a strategic buyer.  What does a 100% transaction look like? Payout and structure? How long to stay on?  What is the strategic acquirer's goal?  Do you really get more $money with a strategic vs a PEG?  What does a healthy walk away look like?

In this episode: Joel Sikes, Brandon Maddox, and Paul Evans discuss the pros and cons of a private equity sale. What percentage of a company are PEGs looking to acquire? Does the owner really lose "control?" How long does a group tend to hold their position before the next transaction? What is the second bite of the apple? Will private equity supply capital for growth? Who is a good fit for a transaction like this?

In this episode, Joel Sikes, Brandon Maddox, and Paul Evans will provide an overview of CRI M&A Advisors and their roles through the process. Learn the range of lower middle market on the sell-side. Gain insight on how to prepare to sell, options available, and what the deal structure may look like.