Insights Library

Featured Insights

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  Post Closing Life With Montage: Day-to-day

  Find out if anything changes day-to-day post-closing for founders and management teams, and how we maintain regular touchpoints with our partners.

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  Montage Partners 20th Anniversary: What’s Changed in Two Decades?

  Our Managing Partners share what’s changed at the firm and in their own lives over the last 20 years since the firm’s founding.

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  Montage Partners 20th Anniversary: From Our Founders & CEOs

  Hear from current and former founder and CEO partners about our time together as we celebrate this important milestone.

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recent Insights

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  Our Values: Integrity

  The team shares how we strive to live out our value of integrity every day, in every decision we’re making.

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  Our Values: People

  Find out what we mean when we say people is our number one value.

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  What is a Sell-Side Quality of Earnings?

  We’ve teamed up with CLA to explain what a sell-side quality of earnings entails and how it can help ensure a smooth transaction process for business owners.

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  How Investment Bankers Help Business Owners Sell Their Company

  We’ve teamed up with Lincoln International to share four ways an investment banker can add value to owners looking to sell their company

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  SWDP + Montage Partners: A Video Case Study

  Hear directly from the founder of SWDP about what he was looking for in a partner and how Montage Partners helped transform his company.

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  Legal Documentation When Selling Your Business

  We’re sharing common legal documents you may encounter when selling your business, including expert tips on how to navigate them from experienced M&A attorneys.

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  Post Closing Life With Montage: 100-Day Plan

  Learn how a 100-day plan ensures a smooth transition post-closing and why it’s crucial to getting a partnership off on the right foot.

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  What Does Transparency Look Like in a Transaction?

  When selling your business, transparency from both parties is vital for business owners to feel comfortable. Jordan Tate shares how we promote transparency in our transactions, and how to spot if others are being transparent.

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  Why are Disclosure Schedules Important for Sellers?

  What are disclosure schedules when selling your business? When are they drafted? How do they protect sellers?

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