M&A Insights & Strategy

M&A NEO Team

Welcome to The NEO Team — A New Kind of M&A Firm for Mission-Minded Business Owners

A Fresh Approach to Mergers & Acquisitions At The NEO Team, we believe that selling a business—or taking the next big step in its journey—shouldn’t feel transactional. It should feel…

SpencerApril 9, 2024

Exit Planning M&A Sellers

Preparing for What’s Next: A Guide to Business Exits and Strategic Partnerships for Mission-Minded Owners

Starting the Conversation Before the Transition If you're a mission-minded business owner, odds are you haven’t just built a company—you’ve built a calling. Your work has likely created jobs, served…

SpencerSeptember 17, 2019

Exit Planning M&A Sellers

The Most Common Mistakes Owners Make When Selling Their Business (and How to Avoid Them)

When you’ve poured your heart, time, and calling into building a business, selling it is one of the biggest decisions you’ll ever make. At The NEO Team, we’ve walked with…

SpencerJuly 15, 2019

Exit Planning M&A Sellers

How to Know When It’s Time to Exit Your Business — Personally and Strategically

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SpencerApril 21, 2019

Exit Planning M&A Sellers

Building a Legacy: Why Exit Planning Is Really About Stewardship

For mission-minded business owners, selling or transitioning a company is more than a financial event—it’s a defining moment. It’s the capstone of decades of hard work, vision, sacrifice, and leadership.…

SpencerMarch 23, 2019

Exit Planning M&A Sellers

10 Quick Tips for Business Owners Considering an Exit

Stepping into exit planning can feel overwhelming—but it doesn’t have to be. Whether you’re a few months or a few years away from a transition, there are simple, strategic steps…

SpencerMarch 21, 2019

The Most Common Mistakes Owners Make When Selling Their Business (and How to Avoid Them)

Welcome to The NEO Team — A New Kind of M&A Firm for Mission-Minded Business Owners

Preparing for What’s Next: A Guide to Business Exits and Strategic Partnerships for Mission-Minded Owners

The Most Common Mistakes Owners Make When Selling Their Business (and How to Avoid Them)

How to Know When It’s Time to Exit Your Business — Personally and Strategically

Building a Legacy: Why Exit Planning Is Really About Stewardship

10 Quick Tips for Business Owners Considering an Exit

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The NEO Team