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Advisor Feature: Jimmy Span in the Grand Strand 

Viking Mergers & Acquisitions

He worked with large publicly traded engineering and technology companies, small privately owned businesses, and several government entities. Jimmy left Corporate America to assist business owners in selling their businesses in 2010. This blended influence has served Jimmy well.

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Public SaaS Company Valuations and What They Mean for Private Companies

Software Equity Group

This post will examine the current state of public SaaS company valuations and what it means for private companies. The SEG Index comprises 116 publicly traded companies that primarily offer solutions via the cloud and may have a subscription or transaction-based pricing model. What is the SEG Index?

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Investing Principles: Lessons Learned from 20 Years of Wins, Losses, and Strikeouts

Mergers and Inquisitions

Main Quests and Side Quests: Always focus on your main story quest, i.e., your portfolio of liquid, publicly traded assets, and ignore or deprioritize the side quests, such as becoming a mini-VC or investing in real estate. Market Timing: Almost every expert will tell you its impossible to time the market, but I partially disagree.