How2Exit

DECEMBER 11, 2023

Their team is experienced in M&A, and they hire the best talent available. rn Visit [link] rn _ rn About The Guest(s): rn Devin Craig is an acquisition entrepreneur and broker with Peterson Acquisitions. Devin emphasizes the importance of building rapport with sellers and the value of education in the acquisition process.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

How2Exit

MARCH 21, 2023

Additionally, it is important to ensure that any personal expenses are removed from the books before the business is put up for sale. Additionally, it is important to ensure that any personal expenses are removed from the books before the business is put up for sale. Due diligence is a key factor in any business transaction.

Business 130

Business Accountant Book-building Negotiation 130

How2Exit

AUGUST 28, 2023

Their team is experienced in M&A, and they hire the best talent available. rn Summary: Roman Beylin, founder and CEO of DueDilio, shares his journey into the world of mergers and acquisitions (M&A) and the inspiration behind creating DueDilio. b' Revolutionizing Due Diligence with DueDilio W/ Roman Beylin - Watch Here.

Mergers and Acquisitions 130

Mergers and Acquisitions M&A Business Acquisitions 130

How2Exit

JUNE 26, 2023

10 Thinks To Learn About The Process Of Selling Your Business with Coach Wendy Dickinson Here is what my team and I learned from this interview: (These are notes from team members, writers, sometimes AI, and even listeners who submitted what i learned loosely edited and shared here) - If it seems a bit unrefined, you're reading our notes, so.

Business 130

Business Sale Broker Mergers and Acquisitions 130

How2Exit

SEPTEMBER 4, 2023

Their team is experienced in M&A, and they hire the best talent available. Richard also discusses the role of brokers and the importance of maintaining a good relationship with sellers throughout the buying process. rn Validate everything the broker and seller tell you; it's up to you to diligence it.

Business 130

Business Mergers and Acquisitions Education Broker 130

How2Exit

MAY 2, 2023

Entrepreneur and M&A advisor, Scott Duke, experienced this firsthand when he founded 11 companies, the most notable of which was a wakeboarding facility in North America. To do this, he became an M&A advisor and has since been helping other entrepreneurs make informed decisions when it comes to buying or selling their businesses.

Sale 130

Sale Business Book-building IT 130

How2Exit

FEBRUARY 23, 2023

The 11 Concepts And Ideas I Learned From Interviewing ChatGPT On How To Buy A Business. Ron Concept 1: Buy An Existing Business For Growth The idea of buying an existing business for growth is one that has been around for many years. -Ron It is a great way to get started in business without having to start from scratch.

Business 130

Business Negotiation DCF Acquisitions 130

Sun Acquisitions

NOVEMBER 29, 2022

Once you’ve done this, you can move on to the next step – organizing your books in preparation for business valuation. Step #2 Organize Your Books and Get a Business Valuation. Before having your HVAC business professionally valued, it’s worth noting that you’ll want to get your books organized. billion valuation by 2030.

Business 52

Business Valuation Broker Book-building 52

How2Exit

AUGUST 22, 2023

Their team is experienced in M&A, and they hire the best talent available. It requires thorough due diligence, negotiations, and building relationships with sellers. Networking and relationships: Building relationships with business owners looking to exit is crucial in the acquisition process.

Financial Analysis 130

Financial Analysis Acquisitions Business Investment 130

The TRADE

OCTOBER 4, 2023

Jonathan Cross, general manager of EMEA at LiquidityBook, said: “Our clients range from start-up hedge funds and large, established asset managers to broker-dealers, outsourced trading desks and software vendors.

Portfolio Management 59

Portfolio Management Architecture Portfolio Accountant 59

The TRADE

OCTOBER 26, 2023

UK-based boutique fixed income trading desk BlueBay Asset Management is beginning a new chapter in its life. For head of trading for the RBC BlueBay Asset Management London-based fixed income trading desk, Stuart Campbell, the institution’s combined size is a new strength. You’re taught to almost think like a PM.

Trading 98

Trading Asset Management Management Electronics 98

The TRADE

OCTOBER 9, 2024

The London-based trading team at Ninety One has a very particular set of skills. The active investment manager specialises in emerging and frontier markets trading across fixed income, credit and specialist equities. Gibson is a seasoned trader with an extensive career in markets. Markets have been tricky.

Trading 59

Trading Bulge Bracket Asset Management Bank 59

The TRADE

JULY 24, 2023

I’m not involved in day-to-day trading anymore,” he says. “I’m I’m sitting amongst my traders and so if there are larger situations that require attention or large ticket sizes, I want to know the strategy.” With the Russian invasion there was a lot of attention to the OTC derivative side of our business.

Trading 52

Trading Portfolio Management Asset Management Management 52

The TRADE

DECEMBER 21, 2023

Hedge fund launches now often choose outsourced trading over building their own capabilities. The pandemic marked a seminal moment across the capital markets, effectively drawing a line between the old world and the new. It’s no longer all or nothing. It’s no longer relinquishing control. It’s no longer just a defensive play.

Trading 64

Trading Management Funds Asset Management 64

Sun Acquisitions

OCTOBER 5, 2022

54% of brokers say it takes anywhere from 6 to 11 months for a business to sell. 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. Step 4: Hire a qualified business broker. Timing is everything.

Business 52

Business Broker Valuation Sale 52

Focus Investment Banking

JANUARY 27, 2025

He’s, in my opinion, one of the best operators in the industry, and today he will share insights into scaling a business, building a winning culture, and navigating the sale of a rapidly growing MSO. If you’re considering growing your business, selling it, or both one day, this is an episode you don’t want to miss.

M&A 52

M&A IT Book-building Business 52

How2Exit

MARCH 17, 2025

His latest project is his book Paycheck to Freedom , co-authored with Tom Wheelwright, aimed at guiding people from employment to business ownership. His journey from struggling student to real estate investor, then into SBA lending and franchise brokering, highlights the resilience and adaptability needed for success in business.

Business 130

Business Finance Finance Private Equity 130

How2Exit

MARCH 3, 2025

Scaling a Service Business is a Systematic Process: Building a large-scale landscaping company required Clayton to develop efficient processes, training programs, and a system for hiring and retaining workers. Before launching GreenPal, Clayton built and sold a successful landscaping business with over 150 employees.

Business 130

Business Book-building Acquisitions IT 130

Sun Acquisitions

JANUARY 8, 2025

Working with an experienced M&A advisor can help you get an accurate valuation and position your business for the highest possible sale price. Selling an IT services businessis a crucial decision. Before you take the next step, lets walk through some key factors to consider. Always aim for a diversified client base.

Business 105

Business IT Sale Valuation 105

Focus Investment Banking

FEBRUARY 13, 2025

I’m sure a a pretty steep learning curve for a newbie getting into the ADOS calibration business and I know you guys have the training to support that. Our guest this week is Greg Peters, the CEO of Car ADAS Solutions , a company at the forefront of licensing and supporting dedicated ADAS calibration facilities across the country.

IT 52

IT M&A Book-building Education 52