How2Exit

OCTOBER 29, 2023

He is also the author of "The Manager's Handbook," a best-selling book in the business space. Dodson also highlights the five key skills that successful managers possess, including the ability to build a team, seek and take advice, be a good custodian of time, set and adhere to priorities, and have an obsession with quality.

Shares 162

Shares Book-building Mergers and Acquisitions Management 162

How2Exit

OCTOBER 9, 2023

She has written several books, including "Small Business Marketing Kit for Dummies," "Branding for Dummies," and "Business Plans Kit for Dummies." rn Getting a business ready for sale involves building a strong team, getting finances off the owner's shoulders, and ensuring clients are comfortable working with someone other than the owner.

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Sale Business Shares Book-building 130

How2Exit

JUNE 16, 2024

E222: Paul Neal Discusses Wealth Building by Owning Business Property - Watch Here About the Guest(s): Paul Neal is a seasoned financial strategist and real estate finance expert with a background in engineering. He is the author of "Unleash Your Business: Unlock Wealth, Autonomy, and Control by Buying Your Building and Firing Your Landlords."

Business 130

Business Book-building Finance Finance 130

How2Exit

MAY 20, 2024

Barnett is also an accomplished author with multiple books on topics related to investing in local businesses, franchising, and buy-sell strategies, with his latest book set to release in the fall. His contributions extend to a YouTube channel dedicated to sharing knowledge on entrepreneurship and business transactions.

Business 130

Business Book-building Equities Acquisitions 130

How2Exit

SEPTEMBER 2, 2024

Building strong business networks: Joining industry groups, such as the Harbor Club, can provide invaluable insight and joint venture opportunities. They didn't have a debtor book. Building Strategic Networks and Collaborative JV Models Both Danny and Cian underscored the value of networking in the M&A world.

Acquisitions 130

Acquisitions M&A Mergers and Acquisitions Book-building 130

How2Exit

AUGUST 1, 2023

rn rn rn Building a sustainable business that can operate without the owner is a key goal. In this article, we will explore the journey of Daniel Lee, an acquisition entrepreneur who recently purchased a premium window and door replacement company in the Kansas City area. But what does it take to successfully buy a business?

Acquisitions 130

Acquisitions Shares Book-building Business 130

How2Exit

OCTOBER 15, 2023

rn Building relationships and networking are crucial in the acquisition space. rn rn Article: rn rn rn rn rn How to Source Off-Market Deals: Insights from a Deal Sourcing Expert rn Welcome to the How to Exit podcast, where we delve into the world of small to medium business acquisitions and mergers.

Business 130

Business Mergers and Acquisitions Media Book-building 130

How2Exit

SEPTEMBER 4, 2023

He highlights the value of clean books and the benefits of getting a quality of earnings report before selling a company. rn Clean books add value to a company and make it more attractive to buyers. rn Clean books add value to a company and make it more attractive to buyers.

Business 130

Business Mergers and Acquisitions Book-building Profitability 130

How2Exit

MAY 20, 2024

rn Key Takeaways: rn rn rn The transition from corporate to Main Street M&A involves a significant emphasis on seller psychology and building rapport with business owners. rn rn rn A novel way of teaching M&A is through storytelling, which Carl explores through his upcoming book that fuses technique and narrative.

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M&A Mergers and Acquisitions Book-building Business 130

How2Exit

OCTOBER 11, 2023

Steven is also the co-author of the book "Humble Alpha: Own Your Presence and Find Your Edge in Life." He emphasizes the importance of building rapport and creating space in conversations with potential buyers or sellers. rn Key Takeaways: rn rn Building rapport and creating space in conversations is crucial in the M&A space.

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Mergers and Acquisitions Mergers Acquisitions M&A 130

How2Exit

JULY 23, 2023

57:31) Listen Here The Story of The Episode-The Art of Mergers and Acquisitions: Insights from John Carvalho In this article, we delve into the world of mergers and acquisitions with John Carvalho, President of Stone Oak Capital and co-founder of Divestopedia. Buyers should make fair offers and be proactive in their acquisition strategies. (57:31)

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M&A Mergers and Acquisitions Acquisitions Mergers 130

Midaxo

APRIL 17, 2023

LLMs get their ‘intelligence’ from being trained on a massive amount of data — basically most of the public internet and a lot of books. Instead of spending time and mental energy on coming up with the building blocks, you can focus on curating and improving the raw materials.

M&A 130

M&A Mergers and Acquisitions Consulting Book-building 130

How2Exit

DECEMBER 11, 2023

Devin emphasizes the importance of building rapport with sellers and the value of education in the acquisition process. Peterson Acquisitions provides comprehensive education and resources for both buyers and sellers, including tools, books, and a unique methodology called QSI (Quality, Scalability, and Investability). 2021, March 10).

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

IBG

DECEMBER 15, 2023

That excerpt from a long-ago IBG Business article recently came to mind when one of our M&A advisors discovered and began quoting from Michael Gerber’s 1988 best-seller, The E-Myth: Why Most Businesses Don’t Work and What to Do About It. Solutions in Print.

Business 52

Business Book-building M&A Management 52

How2Exit

AUGUST 27, 2023

." - Sam Razati rn "The skills you may or may not have in managing people are far more important to searchers than any book has written about." - Sam rn Razati rn rn rn rn Article: rn How to Succeed in the ETA World: Insights from Sam Razati rn Note: The following article is based on a podcast interview with Sam Razati, founder of Pursuant Capital.

Business 130

Business Acquisitions Funds Shares 130

How2Exit

DECEMBER 22, 2023

rn rn Article: rn How to Navigate the Small Business M&A Landscape: Insights from Eric Pacifici rn Introduction rn In the world of small business mergers and acquisitions (M&A), there are numerous challenges and opportunities that entrepreneurs need to navigate. rn "I love entrepreneurship through acquisition.

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M&A Business Mergers and Acquisitions Acquisitions 130

How2Exit

DECEMBER 18, 2023

rn The importance of deal sourcing and building a network of business brokers and investment bankers. Despite not having a formal business education, he immersed himself in personal finance books and stumbled upon the concept of leveraged buyouts. rn The role of independent sponsors in structuring deals and attracting capital.

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Mergers and Acquisitions Mergers Acquisitions M&A 130

Mergers and Inquisitions

JANUARY 10, 2024

Some of these client differences relate to the distinction between private wealth management and private banking; for more on that, you should review the the private banking article. This is not the case in IB until you reach a very senior level (for more on all these points, see the article on investment banker salaries ).

Investment Banking 59

Investment Banking Management Bank Banking 59

The Deal

JULY 18, 2023

Anderson expects to continue to keep the train rolling at a healthy pace over the next several years as he pursues the goal of building his company into a $150 million to $200 million-in-Ebitda business in the next five years. The firm has more than doubled its head count since 2020. “They know what’s in my head,” he said.

Mergers 52

Mergers Mergers and Acquisitions Private Equity Equities 52

TM Capital

AUGUST 8, 2024

Reflecting on her impressive career, Fitt shared candid anecdotes, hard-won lessons and actionable advice on forging a fulfilling career, taking risks, building resilience, developing mentor networks and supporting other women. In this article, we share our key takeaways from the event.

Book-building 52

Book-building Financial Services Finance Finance 52

Mergers and Inquisitions

JUNE 5, 2024

We cover many of the trade-offs in the earlier wealth management vs. investment banking article , but in short: Investment banking has better exit opportunities at all levels. There are so many articles, guides, and resources about IB interview questions that you have no excuse to be caught unprepared.

Investment Banking 59

Investment Banking Management Bank Banking 59

Wall Street Mojo

JANUARY 18, 2024

Article Link to be Hyperlinked For eg: Source: Trial Balance (wallstreetmojo.com) At the end of the financial year, the balances of all the ledger accounts are extracted. At the end of every accounting period the accounting books are to be closed and preparing the trial balance is the first step towards it.

Accountant 98

Accountant Book-building Financial Statement Financial Modeling 98

Focus Investment Banking

MAY 23, 2024

To familiarize yourself on the process, I encourage you to read my book “Buy, Build, Fix, Sell.” So instead, build rapport with your buyer by being honest and transparent. This article was previously published on Modern Tire Dealer. Certified public accountants are useless here other than for tax planning. (To

Business 52

Business Book-building Profitability Sale 52

How2Exit

OCTOBER 2, 2023

She highlights the ease of buying profits compared to building them and encourages listeners to work smarter, not harder. rn It is easier to buy profits than to build them, and the key is to leverage other people's money through leveraged buyouts (LBOs). rn rn Quotes: rn rn "Easier to buy profits than it is to build them."

Book-building 130

Book-building Profitability Acquisitions Business 130

Growth Business

AUGUST 3, 2023

Pre-seed funding is there to build the foundations of your business before you move on to your subsequent funding rounds. It can give you a boost to develop early-stage versions of your product and/or build your team, as well as giving you some steer with the strategy in your firm’s infancy. “I How much could I raise?

Funds 52

Funds Investors Investment Business 52

Mergers and Inquisitions

MARCH 8, 2023

This article from PIMCO and the correlation data sum it up quite well: Included within commodity trading are the following firms and groups: Commodity trading desks at oil, gas, mining, power, and agricultural companies. The downside is that it takes a long time to get your own book, which creates a lot of market/cyclical risk.

Funds 119

Funds Finance Finance Trading 119

Sun Acquisitions

OCTOBER 5, 2022

If you came to this article it’s likely you are looking to sell your business fast. If the business is indeed in trouble, it’s key that you first attempt to raise its profile by boosting sales, building a stronger client base, and accruing regular revenue. But what is the timeline for a fast business sale? Timing is everything.

Business 52

Business Broker Valuation Sale 52

How2Exit

AUGUST 28, 2023

We have over 25 different options for what someone can select for different types of due diligence." - Roman Beylin rn rn Article: rn Roman Beylin: Revolutionizing Due Diligence with DueDilio rn In this thought leadership article, we explore the innovative platform DueDilio and its founder and CEO, Roman Beylin.

Mergers and Acquisitions 130

Mergers and Acquisitions M&A Business Acquisitions 130

Growth Business

JULY 11, 2023

First, speak to your landlord and ask whether they have plans to install smart meters in your building. 2 – Set an appointment for installation Your energy supplier will arrange a date and time for the installation in the same way you might book a plumber or electrician. If not, discuss the potential for doing so.

Business 40

Business Broker Book-building Securities 40

How2Exit

APRIL 24, 2023

Through the resources and articles available, business owners can learn about the process of buying and selling a business. Additionally, business owners can book follow-up sessions with small business attorneys to ensure that their documents are properly prepared. This can help them get the best deal possible for their sale.

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M&A Business Broker Sale 130

Focus Investment Banking

OCTOBER 30, 2023

Lower margins, in many cases, make these businesses unattractive to all but a small handful of financial investors like private equity groups, who look to invest, build a company up and then often sell to a larger private equity group. This article was previously published on Modern Tire Dealer.

Debt 52

Debt Retail Private Equity Business 52

How2Exit

SEPTEMBER 4, 2023

rn Overall, Richard Parker's insights provide aspiring entrepreneurs with a comprehensive understanding of the key factors to consider when buying a business, including the importance of knowledge acquisition, due diligence, and building strong relationships with sellers. rn Don't expect the perfect business; it doesn't exist.

Business 130

Business Mergers and Acquisitions Education Broker 130

RKJ Partners

AUGUST 6, 2017

For the purposes of this article, we will focus on valuation from the perspective of a merger and acquisition transaction, and specifically from the viewpoint of a buyer evaluating a business for sale. The method assumes leveraging, whereby the cash flow of the company is used to pay-off the debt—ultimately building equity.

M&A 40

M&A Valuation Mergers and Acquisitions Discounted Cash Flow 40

FineMark

JANUARY 20, 2023

These periods are now known as “Minsky Moments.” 2022: One for the Record Books These days, words such as “unprecedented” or “extraordinary” seem overused in our daily vernacular, however, they do feel appropriate when describing 2022. As a result, this normally stabilizing counterbalance, instead contributed to additional portfolio losses.

Economics 52

Economics Portfolio Equities Investors 52

Beyond M&A

SEPTEMBER 8, 2023

Common Findings in Tech Due Diligence I published an article in 2022 that listed the common issues found during Tech Due Diligence. Most teams, driven by a commercial mindset, build solutions tailored to their immediate customer needs. Our methodology isn’t drastically different from the targets we assess.

Architecture 130

Architecture Mergers and Acquisitions Book-building Investment 130

How2Exit

OCTOBER 2, 2022

Here is the quick version of how I select a VA: Write down all the tasks you need to be done (see 40 things to let VAs do at the end of this article). You pay them separately and they take nothing from the VA. As a side note, I don’t outsource everything: What should stay local to your state, country, etc?

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Book-building Management Media Business 100

Peak Frameworks

MAY 17, 2023

In this blog article, we will explore the basics of VBA for Excel, its importance in the finance industry, and how mastering VBA can help you stay ahead in your career. For example, in 2013, JPMorgan used VBA to build a custom model to forecast loan losses, which helped them save time and improve accuracy.

Financial Modeling 52

Financial Modeling Financial Models Finance Finance 52