Watermark Advisors, LLC

Avoid the Pitfalls When Selling Your Business. In Part 2 of our series, Hagen Rogers exposes the hidden dangers that can sabotage your exit strategy. Discover how overlooking key areas like strategy, culture, and valuation can lead to significant financial losses. Don't miss this opportunity to learn from the mistakes of others and ensure a successful sale: https://lnkd.in/dFr6MVCE #MandA #business #entrepreneurship #acquisitions #mergers #businessowner #exitstrategy #duediligence

Are you a family business owner looking to maximize your company's value? Join us for an insightful talk on "Mergers and Acquisitions in the Family Enterprise" by industry expert, Hagen Rogers. Sponsored by Kim S. Miller Family Enterprise Institute of South Carolina at Anderson University Event Details: Date: November 7, 2024 Event Time: 8:30am – 2:30pm Talk Time: 11:00am – 11:45am Location: FEISC 2024 Annual Conference “Navigating Change: Mastering Transitions in Family Enterprise” at the University Center of Greenville Registration: https://lnkd.in/dgfGRUEd Don't miss this opportunity to learn from the best and elevate your family business. #familybusiness #MandA #entrepreneurship #businessstrategy #investmentbanking

As M&A practitioners, we have discovered that there are common mistakes that business owners make, absent wise counsel that they then act upon. These mistakes can be costly. In our latest video, Hagen Rogers discusses the difference between "fumbles" and "landmines" and provides real-world examples. Watch now to learn how to avoid these pitfalls and maximize the value of your business sale. #MandA #BusinessSale #SellerTips https://lnkd.in/dAdm7Ekr

Is the Silver Tsunami a myth? 🌊 The anticipated wave of Baby Boomer business sales has been making headlines. But is it as big as we think? Our latest blog post explores the factors that could impact this trend. Want to know more? Check it out: https://lnkd.in/dJb5Qv7M #SilverTsunami #MandA #BabyBoomers #Retirement #BusinessOwners #SuccessionPlanning

The Sahm Rule, created by former Federal Reserve official Claudia Sahm, triggers when the unemployment rate's three-month moving average moves .5% above its 12-month low. It historically has been remarkably accurate in forecasting a recession. This rule was triggered in July in the US. Since 1953, and excluding this latest trigger, the Sahm Rule has flashed 11 times, and in 10 of those 11 times the economy was already in a recession. The only misfire for the rule was in 1959, but even then, a recession started just five months after the Sahm Rule flashed. Survey question: Do you believe that the US is currently or heading into a recession in the next 6 months?  Please share your opinions.

While leading a company takes tremendous business acumen, selling a company requires distinctly different skillsets. In this talk on November 7th titled "M&A in the Family Enterprise" Hagen Rogers will share how owners should factor in various aspects of timing considerations & preparatory steps to position your company to be considered an "elite athlete" in the eyes of acquirers. Fumbles and Landmines unfortunately happen more frequently than you think. Appreciating these missteps early can be a game changer.

Our interns go on to do amazing things! 💼 From our first intern (now a CFO!) to recent grads in NYC, Charlotte, and Nashville, our program launches careers. Curious to know what it's like? Watch our new video featuring alumni & learn how they balanced work & college here: https://lnkd.in/g_XM8X2X.   #watermark #manda #internship #careers #collegelife

Are you aware of the economic impact M&A activity has on your state? Our final report in the series on M&A in the Palmetto State explores the challenges faced by net seller states nationwide, and proposes solutions for states like South Carolina to become net buyers. Read the full report here: https://lnkd.in/dpFc9AZ6  #MandA #EconomicDevelopment #SouthCarolina

Part II of our South Carolina M&A Market Report reveals opportunities for strategic acquirers, financial sponsors, and investors in the Palmetto State. South Carolina's buy-side M&A market shows promise despite lagging regional peers like Florida and Georgia. Download the full report here: https://lnkd.in/dSJTGeiR #SouthCarolina #M&A #Investment #BusinessGrowth

South Carolina's economy is booming, but how does it stack up in M&A activity? Our latest report dives into the intricacies of the sell-side M&A market in the Palmetto State. Discover key trends, industry breakdowns, and expert insights to help you navigate your exit strategy. https://lnkd.in/dAWXpe2P #SouthCarolina #M&A #Manufacturing #PrivateEquity #BusinessGrowth