Jacob Davis

Founder of Capstone Consulting — Sell Side M&A Advisory.

[Jacob Davis @jacobdavis522]

@morgantate_ Bro, seriously. Buyers I’m working with are pickier than ever. I’m convinced they just don’t know what a real business looks like. I blame the influencers.

[Jacob Davis @jacobdavis522]

@CSMusicNut @haydenschott That’s great! When they announced the 9:30 start time, I told my daughter “lock in, we’re going to be here until midnight!” We were both very excited.

[Jacob Davis @jacobdavis522]

@lgsguy @Jaredkotter How’s it going so far? Do you think it was the right move?

[Jacob Davis @jacobdavis522]

@morgantate_ 100%. Simply doing what you said you would with a smile is a huge differentiator.

[Jacob Davis @jacobdavis522]

@MikeBotkin_ Solid plan. Wish I would’ve thought of it first.

[Jacob Davis @jacobdavis522]

Earlier this week while at the @MAsource conference in Phoenix I had the privilege to walk 150 yards down from my hotel room to the @TPUSA HQ to pay my respects to @charliekirk11. It’s one thing to see everything in the news, it’s another to experience this in person. Quite the range of emotions, inspiration not being the least of them.

[CNBC @CNBC]

The Federal Reserve on Wednesday approved its second straight interest rate cut, a widely expected move that came despite little recent visibility on the economy due to the government shutdown. https://t.co/QnGBpR0wvf

[Jacob Davis @jacobdavis522]

I'll be there. Anyone else?

[Jacob Davis @jacobdavis522]

If your broker is getting paid by the buyer, then your broker represents the buyer, not you.

[Jacob Davis @jacobdavis522]

M&A activity is picking up. Here's to 2026 being the year we all hoped 2025 would be.

https://t.co/sTw7znyuh3

[Jacob Davis @jacobdavis522]

Should you time the market when selling your business? I don't think it's necessary.

The process takes time, and there's so many things that can happen that you have no control over.

Get a good valuation, and if the number supports your next goals in life, go for it.

[Jacob Davis @jacobdavis522]

@FortWayneCPA Working on the October budget and improving some language in our Client Agreement!

[Jacob Davis @jacobdavis522]

💭 “I’ve already found a buyer. Why would I need an advisor?”

3 reasons 👇

1️⃣ Finding a buyer is the easy part, structuring the deal is the hard part. Terms like net working capital, earn-outs, holdbacks, & non-competes can change everything.

2️⃣ You’re only halfway there. LOI → Close takes months.

3️⃣ One buyer ≠ best buyer. Value depends on synergy. Multiple buyers ensures the best deal.

[Jacob Davis @jacobdavis522]

God help us.

[SMB Attorney @SMB_Attorney]

What happened today is un-American and pure evil. Praying for this young man and his family.

[Jacob Davis @jacobdavis522]

@charliewrich See if you can get a $500 earnout.

[Jacob Davis @jacobdavis522]

@bbondecpa All I have to do now is go grab a buyer real quick! 😆

[Jacob Davis @jacobdavis522]

I got a call today:

“I want to sell my business. I know what it’s worth, won’t take a penny less, and I’m not showing my books to anybody.”

Okay guy.

[Jacob Davis @jacobdavis522]

These type of memes fail to understand what actually adds value in the market.

[Jacob Davis @jacobdavis522]

My rules for earnouts:

- Never use as Plan A
- Only use to bridge valuation gap in a last resort or to capture near-term upside
- NEVER based on net income