Kelly Business Advisors, LLC

I am stoked, really stoked, heck ya! I am pleased to announce that TODAY, my son Thomas Kelly and his business partner Chad Brinker have acquired certain assets of Alpine Sales and Service LLC, a garage door sales and service company, from owner John Overman.

John has been in the garage door business for 45+ years. He is well respected in the industry and has installed more than 5,000 garage doors during his career. In the process of selling his business, John had to make a choice: sell to a large company or sell to an individual. He chose to sell to an individual who would continue his legacy by offering quality doors and service and having the attention to detail and personalized service that owner-operators deliver best.

Chad and Thomas have been preparing for this day for the past several months, setting up everything needed for the business. This included purchasing an additional service van from Dylan Fletcher at Dorsch Ford.

Chad and Thomas have had great support from their families and their transaction team: banker Dustin Gresen from American National Bank, attorney Michael Demerath from Hager, Dewick & Zuengler S.C., and of course, M&A Advisors John Kelly and Kiely Kelly Garcia from Kelly Business Advisors LLC.

Chad and Thomas have completed extensive training and are well on their way to becoming experts in garage doors. As they continue this journey, I hear Chad say almost daily, “We are going to knock it out of the park!” And Thomas says “Heck Ya” and today, a smile comes to his face with ease. They do not say these things just to be positive, but because they realize how well-prepared they are and how good of an opportunity Alpine Sales and Service is for them.

I have advised owners of a variety of businesses through the years, and this is right up there as a perfect opportunity for the two of them. Here’s why. They, are both personable, smart, hard workers, good students of life and the industry, and they have favorable contracts with Clopay, the industry's largest garage door manufacturer, and LiftMaster, the leading garage door opener manufacturer. John, the previous owner, will be helping them along the way, and I also look forward to helping them grow their business.

Most of their garage door projects will be residential replacements and services for homeowners. Additionally, they sell doors, install, and provide service to home builders and apartment complexes.

So, if you know anyone who needs a new garage door, opener, or service in Wisconsin, send them to www.alpinesalesandservice.com, or call 920-465-3400. And… Tell them that one proud dad sent you their way.

So true

Who says small steps don't lead to big success? In Kung Fu training, every small, deliberate movement builds strength, focus and precision for the larger techniques that follow. It's all about mastering the basics first before moving onto the grander moves. So, let's take small steps together and lay the foundation for greatness!

Welding Wholesaler Acquires Metal Man of Appleton

GREEN BAY WI Sept. 11,2023: Kelly Business Advisors LLC of Green Bay, Wisconsin, is pleased to announce the acquisition of Metal Man Work Gear by Techniweld USA. Metal Man Work Gear is an Appleton, Wisconsin, private labeler of welding machines, helmets, carts, and cabinets. The acquisition creates opportunities for the welding wholesaler, Techniweld USA, to add the entire Metal Man product line to its extensive welding-related product line.

Kelly Business Advisors’ owner John Kelly executed the transaction for Dave Anderson, founder and president of Metal Man. Anderson said he appreciated Kelly’s ability to facilitate the sale in a professional and personable manner.

“John Kelly consistently put our needs before his own, educated us on the process, and was relentless in his efforts to get the transaction across the finish line, not to mention, I have made a friend with John for life,” Anderson said.

Hunter Johnson, president of Techniweld USA, noted that the acquisition combines each organization’s strengths and resources to offer customers comprehensive welding solutions.

“I am thrilled Dave Anderson and his entire organization will join the Techniweld USA team,” Johnson said.

Techniweld USA will maintain inventory in Appleton, Wisconsin, and Houston, Texas, to ensure timely and high fill rates. Customers can continue to process their orders through Metal Man.

For information about buying, selling or increasing the value of a business, call Kelly Business Advisors at 920-737-2579 or visit Kellybusinessadvisors.com.

About Kelly Business Advisors: Kelly Business Advisors, Green Bay, Wisconsin, helps clients with revenues of $1M-$50M make mergers and acquisitions decisions based on the best interest of their business, their families, and their future. Owner John Kelly and M&A Advisor Kiely Kelly Garcia journey side-by-side with business owners to reach a successful outcome. Visit Kellybusinessadvisors.com for more information.

"It was time to sell my business for a lot of reasons. I had an employee who was interested in buying it, but I didn’t know how to make the sale happen. John helped negotiate the sale, and my former employee is now doing very well as the business owner. John made the process easy for me."

Steve Vincent
Bayside Printing Inc.
-----
We specialize in selling businesses, even one's with owners who want to sell their legacy to a current employee. Employees who have been with your company through thick and thin know the business inside and out. They already have an established relationship with clients, too. It's a great position for you, as the owner, to have a current employee who wants to take over the business. Get in touch with us to see how we can help guide you through this process. It's our specialty!

The best time to sell your business is when your profitability, sustainable growth, and management team are all performing at a high level. However, retirement and burnout are the top two reasons people decide to sell their business.

If any of these situations describe you, it may be time to consider selling, family succession, or transitioning out of the ownership role. Selling your business is a financial and emotional task that demands a great deal of consideration before beginning.

Discover answers to common questions that are asked when determining if you're ready to sell your business:
https://kellybusinessadvisors.com/frequently-asked-questions/faq-ready-to-sell/

A good M&A relationship involves two parties with similar visions and operating styles. For example, Kelly Business Advisors’ clients Andy and Stacy wanted to work with an M&A advisor who matched their git-r-done philosophy. Instead of a slow, methodical selling process, they wanted quick responses and fast turn-around time. In this video, Andy tells how Kelly Business Advisors’ speedy, detail-oriented selling process fit his vision and style.

https://www.youtube.com/watch?v=Dd2OUHkFkIY

Read more on what key elements to consider when choosing a Mergers and Acquisitions Advisor here...
https://kellybusinessadvisors.com/frequently-asked-questions/what-are-the-key-elements-to-consider-when-choosing-a-mergers-and-acquisitions-advisor/

How does one select a Mergers & Acquisitions (M&A) Advisor? Choosing an M&A advisor should depend on the answers to these key questions.Does the advisor/firm have the right experience and competence for selling your b...

What are the key elements to consider when choosing a Mergers and Acquisitions Advisor?

You’ve decided to sell your business, and now it’s time to find a Mergers and Acquisitions Advisor who can help you navigate the whirlwind that’s on the horizon. Doing it alone or choosing the wrong advisor can prove to be a frustrating experience. On the other hand, hiring the right M&A Advisor will be one of the smartest business decisions you’ll ever make.

Buying or selling a business can be a multimillion-dollar decision, so you want to choose your Mergers & Acquisitions Advisor wisely. Choosing the right M&A firm and advisor makes all the difference. If you would like to learn if Kelly is the right M&A Advisor for you, give us a call.

Read the full article here:
https://kellybusinessadvisors.com/frequently-asked-questions/what-are-the-key-elements-to-consider-when-choosing-a-mergers-and-acquisitions-advisor/ #

Selling a business is a stressful event. Selling involves a lot of moving parts, and each part needs to fall into place in order for a successful transaction to occur. Business owners do themselves a favor by maintaining realistic expectations for the selling process. When setting financial expectations for a business sale, here are a couple of key points for sellers to remember:

• First, the market will not pay more than a business is worth, so have a third-party expert help you understand the value and market for your business.

• Second, different buyer types will place a different value on the same business.

Learn more about the realistic expectations when selling your business:
https://kellybusinessadvisors.com/frequently-asked-questions/what-are-realistic-expectations-to-have-when-selling-my-business/

"Irish to build life-long satisfaction with our clients that goes beyond the transaction!"
-Kelly Business Advisors

Happy St. Patrick's Day!

So what exactly is EBITDA?

Great question!

EBITDA stands for Earnings Before Interest, Taxes, Depreciation, and Amortization. Increasing EBITDA increases the value of your business. The more valuable the business is, the more buyers will be interested in buying it.

Kelly Business Advisors provide the necessary details to ensure you are able to effectively improve EBITDA before taking the next steps in selling your business.

-------------
LEARN MORE about how to improve the EBITDA here:
https://kellybusinessadvisors.com/frequently-asked-questions/what-are-realistic-expectations-to-have-when-selling-my-business/

What is it that makes the Kelly Team tick?

The answer is simple. It's the satisfaction of helping business owners succeed by overcoming the difficulties of selling or acquiring their companies. Our core values drive our passion and success:

✅ Integrity: Doing the right thing – quickly, competently, and with a degree of candor.

✅ Satisfaction: Complete effort to help clients with the next step in their company’s future.

✅ Process: Following and developing industry best practices to achieve the best outcomes.

✅ Collaboration: Always active in building and maintaining a network of Mergers and Acquisitions experts.

✅ Focus: Laser-focused on helping clients cross the finish line.

John Kelly explains why it's a seller's market and the right time to consider selling your business in his first-quarter M&A market update for 2022. The market is hot, public companies, private equity, and strategic buyers have more cash than ever. Banks are lending, interest rates are low and for businesses with more than $2M in value that 83% of them the seller is in the driver's seat.

Let's talk about the value and market of your business, how you can increase the value of your business, and /or start the process to take your business to market.

Call (920) 737-2579

https://youtu.be/FyPGVXZUAuA

So you've decided that after 30 years in the bread business, it's time to pass the reigns down to the next passionate breadmaker. But what exactly should you expect when it comes to placing a value on everything you've worked so hard for over the years?

Kelly Business Advisors breaks down the realistic expectations for you and walks through the process of how to increase the value of your company before selling.

Read more:
https://kellybusinessadvisors.com/frequently-asked-questions/what-are-realistic-expectations-to-have-when-selling-my-business/

"For several years, Kelly helped me prepare my business to be sold. Kelly is an excellent communicator with having much patience and understanding. When it was time for the sale, I was glad that Kelly was on my side."

Dawn Tarcsay
Tarcsay Enterprises

-----

Whether the sale process takes 6 months, or multiple years, we're here for you every step of the way ready to offer professional advice, tips and so much more. At the end of the day, you're part of our Kelly Business Advisors family and there's nothing else we appreciate more than being able to help, guide, and mentor you through this process.

When selling your business and going through the selection process, let's focus on the top 3-5 buyers. Kelly brings you through a process that allows you to narrow down your decision to the two buyers that you believe are the best fit.

Can't make a decision on what offer to accept when selling your business?

Don't shy away from getting to know the potential buyers on a personal yet professional level. Really grasp why they are passionate about investing in what you've started and taking the business to the next level. Rest assured, we'll be here to help you through every step of the process.

Business owners who receive multiple offers face a demanding and fast-paced negotiation. Kelly leads clients through this process, focusing on the client’s best interests and what it takes to close the transaction. As experienced M&A advisors, the Kelly team helps business owners overcome any challenges en route to a satisfying outcome.

Receiving multiple offers from buyers for your business might be overwhelming, but don't feel overwhelmed!

Andy and Stacy had multiple offers for their business, they had the luxury of being choosy. They evaluated each buyer’s values, portfolio, reputation, industry-related knowledge, and experience. Additionally, they evaluated the terms of the sale for each offer. The provisions of the multiple offers varied, making an apples-to-apples comparison difficult. Because of this complexity, Andy and Stacy couldn’t just go with a single provision, like the highest offer on the table. In the end, they chose the buyer that was the best fit for their business.

Read more:
https://kellybusinessadvisors.com/frequently-asked-questions/the-leverage-and-luxury-of-multiple-offers/

It happens all the time; someone asks about buying your business. Most business owners are ill-prepared to handle this question. As a result, they miss out on a golden opportunity to sell. In contrast, business owners equipped with solid answers can better respond to buyers’ questions. If the circumstances are right, the buyer and seller agree to a mutually beneficial transaction.

Read the latest on how to handle this question, should it ever happen to you...
https://kellybusinessadvisors.com/frequently-asked-questions/buy-your-business/

One week from today we're having a M&A Annual Forum! Join us, September 22nd at The Automobile Gallery & Event Center.

How do you register? It's easy! Visit our website and press "click here to register", https://kellybusinessadvisors.com/annual-forum/.

One more day! Don't forget to visit our website and register by September 15th, https://kellybusinessadvisors.com/annual-forum/. Our M&A Annual Forum is held on September 22nd at The Automobile Gallery.

👉 Learn first hand structured sale process, why owners are selling, what businesses are selling, who's buying, and so much more.

There's still time to register! Visit our website, https://kellybusinessadvisors.com/annual-forum/ and register before September 15th.

Join our team, September 22nd for our M&A Annual Forum at The Automobile Gallery & Event Center in Green Bay, WI!

Stay up to date on why owners are selling, valuation trends, how long does it take, and more. See you there!

14 more days! Mark your calendars. September 22nd at The Automobile Gallery & Event Center we are hosting a M&A Annual Forum from 7:30AM-10:30AM.

Breakfast, networking and special guest Andy and Stacy Remus. Register by visiting our website, https://kellybusinessadvisors.com/annual-forum/.

September 22nd join Kelly Business Advisors! We are hosting a M&A Annual Forum at The Automobile Gallery.

Breakfast, M&A update, networking, talk a walk in the shoes of a seller, and more!

Register by following the link, https://lnkd.in/eXqDRzXw.

Mark your calendar! Join Kelly Business Advisors on September 22nd, at The Automobile Gallery & Event Center for our M&A Annual Forum.

• Breakfast will be served at 7:30AM
• Followed by a 30 minute M&A market update
• Take a walk in the shoes of a seller with special guests, Andy
and Stacy Remus who will share their journey selling RapidAir,
while maintaining CEO role!

Visit our website to register, https://kellybusinessadvisors.com/annual-forum/.

https://www.youtube.com/watch?v=bZ0ZZzIWDUE

Kelly Business Advisors 2021 M&A Forum Invite. To learn more go to https://kellybusinessadvisors.com

Take a walk in the shoes of a seller. Join Kelly Business Advisors, September 22nd at our M&A Annual Forum located at The Automobile Gallery in Green Bay, WI.

Agenda:

7:30AM Breakfast and Networking
8:30AM M&A Market Update
9:00AM Q&A with Andy and Stacy Remus
10:00AM Networking
10:30AM Adjourn

Hear about the journey of how Kelly Business Advisors sold RapidAir, told by owners Andy and Stacy Remus. Learn why business owners are selling, what businesses are selling, whos's buying, valuation trends, how quickly they are selling and the Kelly Business Advisor sales process and outlook on mergers and acquisitions in a three-hour fast paced breakfast forum. Designed for attorneys, accountants, financial advisors, commercial lenders and any professional who may directly influence businesses. Sign up for this M&A Event, September 22nd from 7:30 a.m. to 10:30 a.m. at the Automobile Gallery in Green Bay, WI. Sign up here. https://kellybusinessadvisors.com/annual-forum/