Business Insights

A library of resources for buyers, sellers, and entrepreneurs

A curated collection of expert advice and tools for those ready to buy, sell, or grow their enterprise.
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Our Transactions
Optics Capital Advisors Participates in Acquisition of RTI Medical Systems, Inc., as Minority Shareholder

Optics Capital Advisors is pleased to announce its participation as a minority shareholder in the acquisition of RTI Medical Systems, Inc., finalized in October 2024. RTI, a leader in the sales, service, and rental of X-ray and CT equipment across the Southeast, entered a new growth phase under the management team’s ownership transition. Optics Capital Advisors, initially engaged for advisory services, recognized a strong synergy with RTI’s vision and now provides ongoing fractional CFO and strategic consulting services.

Matthew Sullivan
Matthew Sullivan
Oct 22, 2024
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Our Transactions
Facilitating the Successful Sale of Furniture Manufacturing Company in Gadsden, AL

Optics Capital Advisors is excited to announce the successful sale of a leading furniture and case goods manufacturing company based in Gadsden, AL. Finalized in July 2024, the transaction secured the continued growth of the business while preserving valuable relationships with employees, distributors, and clients.

Matthew Sullivan
Matthew Sullivan
Oct 22, 2024
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Our Transactions
Optics Capital Advisors Successfully Advises Sale of Huntsville-Based Food and Beverage Concept to Local Entrepreneur

Optics Capital Advisors is proud to announce the successful sale of a Huntsville-based independent food and beverage business to a local entrepreneur in September 2024. Known for its unique focus on both in-store dining and specialty catering, the company’s strong community presence and loyal customer base were key factors in ensuring a smooth transition. Optics Capital Advisors acted as the exclusive advisor, matching the seller with a buyer who shared a passion for the business and its future growth.

Matthew Sullivan
Matthew Sullivan
Oct 21, 2024
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Our Transactions
Ideal Match: Buyer Acquires Family-Owned Building Materials Business

A well-established family-owned building materials business was acquired by a fitting buyer, overcoming delays to achieve a strategic match aligned with expertise and values.

David Grahn
David Grahn
May 1, 2024
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Our Transactions
Sports Equipment Retailer’s Seamless Acquisition

A well-established sports equipment retailer was acquired in a strategic deal, achieving a 4x earnings multiple. The seller retired, and the buyer pursued a new strategic interest.

Will Pouncey
Will Pouncey
Apr 23, 2024
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Our Transactions
Quick Turnaround: Efficient Sale of Fast-Casual Restaurant to Family Operator

An experienced operator acquired a fast-casual restaurant franchise, aligning with his goal of establishing a family restaurant group. The deal closed in just three months with minimal issues.

Will Pouncey
Will Pouncey
Apr 22, 2024
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Our Transactions
Luxury Door and Window Designer's Full Acquisition

An established home finishings company in Mobile, Alabama was successfully acquired, highlighting the benefits of thorough preparation and clear documentation. A perfect fit for a retiring seller and a new entrepreneur.

Will Pouncey
Will Pouncey
Apr 17, 2024
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Our Transactions
Smooth Acquisition of a Beloved Fast-Casual Franchise

A long-standing fast-casual franchise in Alabama was successfully acquired in a full acquisition, achieving a seamless transition thanks to a strong culture fit between the seller and the entrepreneurial buyer.

Will Pouncey
Will Pouncey
Apr 11, 2024
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Our Transactions
Wood Products Manufacturer's Strategic Acquisition in 12 Months

A family-owned wood products manufacturer was successfully acquired in a strategic move, facilitated by our expert brokerage, achieving a 3.5x earnings multiple in just 12 months.

Will Pouncey
Will Pouncey
Apr 3, 2024
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For Sellers
Should You Sell Your Business?

There comes a time when every entrepreneur wonders if it's the right time to sell their business. Deciding the right time for your business requires a balanced evaluation of personal, financial, and market reasons.

Matthew Sullivan
Matthew Sullivan
Oct 23, 2023
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Our Transactions
Paving the Way to Entrepreneurial Freedom: A Transition to Business Ownership in 7 Months

Explore how we guided a client through the full acquisition of a longstanding paving and sealing company, achieving a 3.1x earnings multiple. This case study delves into our strategic approach to identifying and correcting financial discrepancies, realigning deal valuations, and navigating operational due diligence to secure a deal that fulfilled our client's dream of business ownership and autonomy.

Will Pouncey
Will Pouncey
Oct 16, 2023
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For Sellers
5 Factors that Determine Your Business’s Valuation

When you're considering selling your business, one of the first questions you'll have is "How much is my company worth, and why?". Naturally, you want the highest price since you've spent years of time and hard work to create a successful business. If you understand these 5 factors of business valuation, you'll be well prepared to capture the true value of your business.

Will Pouncey
Will Pouncey
Oct 9, 2023
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For Sellers
M&A Essentials: Crafting a Solid Deal Structure

Structuring the sale of a business is as crucial as the sale itself. The deal's framework can significantly influence the financial implications, legal obligations, and future commitments for both buyer and seller. As the world's premier business broker, we dive deep into the different methodologies to structure business deals, highlighting key considerations that could impact the outcome. This comprehensive guide aims to equip business owners with the knowledge to forge a structure that aligns with their objectives, mitigates risks, and optimizes rewards.

Will Pouncey
Will Pouncey
Oct 2, 2023
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For Sellers
What To Expect When Selling Your Business

This article delves into what sellers should anticipate during this journey, offering insights into preparations, valuations, buyer interactions, negotiations, and the eventual transition. By setting realistic expectations and understanding the roadmap, business owners can position themselves for a successful, profitable, and smooth sale.

Will Pouncey
Will Pouncey
Sep 25, 2023
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Our Transactions
Brewing The Perfect Deal: Local Coffee Shop Acquired In Just 5 Months

Discover how we advised a local coffee shop owner through a full acquisition in just 5 months, securing a 3x earnings multiple. In this case, you'll learn about our approach to aligning buyer and seller objectives, how we navigate the financial landscape, and how we ensure a smooth, swift transition.

Will Pouncey
Will Pouncey
Sep 13, 2023
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