Transaction & Market Commentary

Don McClain Connects Business Succession With Coordinated Capital Planning

By Don McClain

Don McClain, Founder & Principal of Medro Advisors, has published “The Silver Tsunami Needs a Capital Plan, Not Just a Buyer” on Medium.

Medro’s companion perspective brings acquisition financing, operating liquidity, property decisions and ownership objectives into one transaction review. Identify each cash requirement, its proposed funding source and the conditions still open. Check for resources committed to more than one purpose, and assign responsibility for unresolved decisions before relying on a closing timetable.

The aim is a coherent plan for the ownership change and the business that continues afterward. Financing and transaction terms require individual review. McClain is the author of the forthcoming FUNDED.