Touchstone University
Touchstone University
At Touchstone, our goal is to provide education and resources for business owners and managers. Our M&A service should be a last resort, and we do everything we can to keep you in the game. By registering for a webinar or signing up for an event, you can obtain the knowledge to take your business to the next level.
Articles
June 24, 2025
Published by controller on June 24, 2025
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As a business owner, I’m focused every day on keeping things running—solving customer problems, managing employees, dealing with vendors, and putting out fires. With everything on […]
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June 24, 2025
Published by controller on June 24, 2025
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One of the most important—and often underestimated—steps in any successful merger and acquisition (M&A) process is the creation of a targeted list of potential buyers.
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May 7, 2025
Published by controller on May 7, 2025
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And How to Answer Them with Confidence. Selling a business is a major life and financial decision. Whether you’re retiring, moving on to your next venture, […]
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April 24, 2025
Published by controller on April 24, 2025
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No two businesses are alike. And that’s exactly what makes yours valuable. Your story—built over years of hard work—is what separates you from the competition. It’s […]
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April 4, 2025
Published by controller on April 4, 2025
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I recently spoke at an M&A conference about the role of marketing materials in business sales, emphasizing a crucial yet often overlooked principle: “Going Ugly Early”. […]
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March 19, 2025
Published by controller on March 19, 2025
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First, what is a Search Funder? A Search Funder is an entrepreneur who seeks to acquire and manage an existing business rather than starting one from […]
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March 4, 2025
Published by controller on March 4, 2025
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Over the years, the role of an M&A advisor has been given many titles—broker, investment banker, business broker, and more. But as I sat watching the […]
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February 12, 2025
Published by controller on February 12, 2025
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At Touchstone Advisors, we often see rollover equity as a common component of M&A transactions, especially when the buyer is a private equity (PE) firm. It […]
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January 27, 2025
Published by controller on January 27, 2025
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Buyers of businesses are smart, professional, and goal-oriented. They are crafting their own stories of success and see your achievements as the foundation for their next […]
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