Alternative Approaches to the 4% Retirement Rule

Many people approaching retirement age have worked within the expectation of the 4%-Per-Year Retirement Rule. Nearly 25 years ago, financial adviser Bill Bengen wrote that withdrawing 4% of one’s “nest egg” per year in retirement would be offset by […]

“Industry Expert” vs. “Generalist” Investment Banks

We are often asked whether we are industry experts, and we welcome this question. As you consider hiring an investment bank, this can be an important factor in your decision-making process. While many other elements will certainly influence your decision, we wanted […]

The Benefits of Conducting a Quality of Earnings Study

The key to selling a business is high quality positioning. As your investment banker, we want to tell a clear and accurate story to the market, making sure that the intrinsic and extrinsic elements of value in your business are clearly understood. […]

‘Alternative’ Investments Require Extra Diligence, Caution

Albuquerque Journal

Gary Miller - Sell your businessBy Gary Miller – Managing Director, Consulting Division, SDR Ventures

It is no secret the U.S. economy is performing poorly.

First-quarter 2016 gross domestic product, the broadest measure of […]

Go to Sale Alone, and You’ll Probably Leave Money on the Table

M&A Source

Gary Miller - Sell your businessBy Gary Miller – Managing Director, Consulting Division, SDR Ventures

Last summer, Paul called me to ask if I would help him sell his company. He had built […]

New Financing Opportunities for Owners Seeking ESOPs

Recently, Travis Conway, Managing Director of SDR Ventures explained in CEOWORLD Magazine how new financing options are making employee stock ownership a potentially attractive alternative for those looking to sell their business. In the article, Travis discusses the benefits […]

Marketing Internship Opportunity

SDR Ventures is seeking a Marketing Communications Intern to start in January 2016. Candidates should have very strong writing skills and a firm grasp on professional social-media communications. This is a paid position.

SDR Ventures specializes in mergers and acquisitions (M&A) advisory, private […]

SDR Ventures Named a Finalist for Four M&A Advisor Awards

Sell-Side Advisory Services Highlighted with 2015 Finalists

DENVER – September 2015 – SDR Ventures is pleased to announce its selection as a finalist for the 14th Annual M&A Advisor Awards in four categories. The M&A Advisor Awards have been known for recognizing the […]

DBJ Article Reveals Unique Wage Trends in Denver

Denver Business Journal

SDR’s Chris Bouck Provides Insights into Colorado’s Appeal for Financial Services Employees

As the Denver Business Journal’s Monica Mendoza reports, real-estate agents in Denver are significantly out-earning the national average, while Denver financial services wages are falling below the national […]

Caution: How Exit Advisor Fee Structures May Influence or Change the Business Selling Process in Unexpected Ways

Karl EdmundsBy Karl Edmunds – Director, SDR Ventures

The end game is upon you and you are diligently trying to find just the right exit advisory firm to represent you in the sale of […]