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Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

Know the timeline After a sale, buyers often expect you to stay on for one to two years as an employee or consultant. This target is negotiated and agreed upon, and the investment banking advisor will play a large role here. Clean Up the Financials Five years of clear, consistent books build trustno formal audit needed, just detail.

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Guiding Entrepreneurs: David Barnett's Comprehensive Approach to Buying and Selling Businesses

How2Exit

b' E214: Guiding Entrepreneurs: David Barnett's Comprehensive Approach to Buying and Selling Businesses - Watch Here rn rn About the Guest(s): rn David Barnett is a seasoned entrepreneur, consultant, author, and educator in the field of buying, selling, and financing small and medium-sized businesses.

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Walker's Acquisition Advantage: Buy Smarter, Win Bigger with Proven Buy Then Build Strategy

How2Exit

b' E206: Walker's Acquisition Advantage: Buy Smarter, Win Bigger with Proven Buy Then Build Strategy - Watch Here rn rn About the Guest(s): rn Walker Deibel is an influential figure in the field of mergers and acquisitions, renowned for his bestselling book "Buy Then Build."

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Delving Deeper into the Patterns of Tech Due Diligence

Beyond M&A

Teams seem caught up in an endless cycle of tasks with little insight into the potential return on their tech investments. Scale & Resilience: Single points of failure don’t raise many eyebrows until a potential investor identifies them as risks that could jeopardise their investment. Why do these observations keep appearing?

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Unveiling the Secrets of Main Street M&A: Insider Tips from M&A Veteran Carl Allen

How2Exit

At the age of 21, he entered the realm of investment banking, starting his career with Bank of America and quickly delving into the M&A team. He actively invests in and funds student deals through his private equity fund. He has bought and currently owns roughly 30 companies and has coached nearly 30,000 students worldwide.

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Peterson Acquisitions: A Unique Approach to Buying and Selling Businesses with Devin Craig

How2Exit

He discusses the unique approach and methodologies of Peterson Acquisitions, including their focus on effective sell-side brokerage, buy-side advisory, education, and capital investment. Devin emphasizes the importance of building rapport with sellers and the value of education in the acquisition process.

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13 Concepts We Can Learn About Winning and Losing in Entrepreneurship on How2Exit's Interview W/Scott Duke

How2Exit

This can limit their ability to increase their value over time, as they are unable to take advantage of new opportunities or invest in new technologies. Concept 6: Invest in Employees' Futures In addition to creating an environment that encourages employee retention, businesses should also invest in employees' futures.

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