Sun Acquisitions

JANUARY 26, 2024

Our focus is mainly on apartment buildings, churches, education and industrial businesses. I was open minded to either: Selling and retiring or Selling and staying on to build a bigger business What was the sale process like? Interesting that my father tried to sell the business without a broker (circa 2005) and was very frustrated.

Broker 52

Broker Business Sale Education 52

How2Exit

MAY 20, 2024

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.

Business 130

Business Book-building Equities Acquisitions 130

How2Exit

JUNE 16, 2024

Neal illustrates this through the example of a client who narrowly avoided losing his prime location to a sale and was able to secure it by purchasing the property instead. These tools underscore the educational component, highlighting the need for businesses to be well-informed. Every month, you're.

Business 130

Business Book-building Finance Finance 130

How2Exit

AUGUST 1, 2023

He sought a service-based company that delivered through people, had an established sales routine, and was in need of operational efficiency. rn The Acquisition Process rn Daniel's search for a business led him to the world of business brokers, who specialize in connecting buyers and sellers.

Acquisitions 130

Acquisitions Shares Book-building Business 130

How2Exit

JULY 3, 2023

In the podcast, Kirk Michie mentions that his primary goal is to help clients get to the right investment banker and M&A attorney, as well as prepare them for maximizing their deal's potential sales price and protecting against potential pitfalls. The transcript also emphasizes the importance of not giving up too much too soon.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

How2Exit

JULY 1, 2024

Key Takeaways: Entrepreneurial Journey: Morli's transition from a stable corporate career to an entrepreneur was inspired by her mother's example and solidified by her professional background and education. Diversifying advertising and sales channels is crucial for long-term stability and growth.

Business 130

Business Acquisitions IT Media 130

How2Exit

OCTOBER 22, 2023

The free newsletter is part of a larger, developing educational platform encouraging women to pursue their dreams of entrepreneurship through acquisition, buying a profitable business that can support their lifestyle, rather than the hard, risky path of the startup.

Business 130

Business Shares Media Acquisitions 130

How2Exit

JUNE 10, 2024

Effective Search Strategy: Utilizing a combination of personal outreach and education programs, Shane efficiently identified and acquired a viable business within a few months. By leveraging both automated email campaigns and cold calling brokers, Shane built a solid foundation for his search. “Hey, I sent you an email.

Corporation 100

Corporation Mergers and Acquisitions Acquisitions Business 100

Mergers and Inquisitions

MARCH 8, 2023

Commodity trading desks within sales & trading at the large banks. Energy Information Administration has a few simple examples here : Your discussions with customers, competitors, and other commodity brokers will also inform this curve. Commodity trading advisors (CTAs) , which are like hedge funds in some ways (see below).

Funds 119

Funds Finance Finance Trading 119

GillAgency

FEBRUARY 10, 2022

It is written in a way that will help you, in case you decide to go about the process without a business broker. Do not use your company email to discuss anything regarding the sale with anyone. After the sale your email and files will become the property of your buyer. Not once was it a seamless experience unfortunately.

Business 52

Business Sale Broker IT 52

RKJ Partners

AUGUST 6, 2017

It is imperative to maintain confidentiality throughout the sale process and to take measures that will guard against competitors, employees, vendors and customers learning of an impending sale. In general, it can take from 3 to 18 months to complete a business sale, with the most common range of 6 to 12 months.

M&A 40

M&A Sale Negotiation Investment Banking 40

IBG

MAY 31, 2023

Understanding the traits common to each buyer category can help sellers level the playing field in a business sale of any size. In middle-market business sales, the value of the deal and the path to a successful closing are shaped in large part by a factor that many sellers underestimate: the type of buyer that is evaluating your company.

Business 52

Business Sale M&A Private Equity 52

The TRADE

DECEMBER 5, 2024

They aim to strengthen the security of the US Treasury market by requiring central clearing for eligible instruments such as repos, reverse repos, inter-dealer broker transactions, and other cash transactions. Particularly, with a shift from transparency solely being held by broker dealers, to the buy-side. “As

Trading 59

Trading Risk Management Portfolio Broker 59

The TRADE

JANUARY 3, 2024

That line-up is largely made up of independent firms, prime brokers and custodians, all of whom are enjoying a piece of the growing pie, with their own strengths and weaknesses. This business model education piece is a large part of what we do, asking firms: ‘do you want independence or do you want scale?’

Trading 64

Trading Asset Management M&A Broker 64

The TRADE

JULY 30, 2024

It’s going to disrupt the traditional mutual fund market and I truly believe it’s going to position ETFs as the wrapper of choice for managers,” says Chris Gooch, head of ETF/index sales and business development, EMEA at Citi. From a distribution standpoint it’s an easier arena for sure.”

Retail 64

Retail Trading Investors Management 64

Software Equity Group

AUGUST 20, 2024

The software offers features for PLM, sales order management, sourcing and logistics, warehouse management, financial management, and business intelligence. SEG also advised Advantive’s purchase of Pepperi , a leading omnichannel B2B sales platform for wholesalers and distributors.

Investment 52

Investment Management Acquisitions Business 52

Sun Acquisitions

FEBRUARY 6, 2025

Chicago, IL January 31, 2025 Sun Acquisitions, a leading mergers and acquisitions firm, is pleased to announce the successful sale of Home Care Angels, an independently owned and operated non-medical home service agency to Avid Health at Home Illinois, LLC, a personalized in-home care organization that provides support to individuals of all ages.

Sale 71

Sale Acquisitions Mergers and Acquisitions Medical 71

Mergers and Inquisitions

OCTOBER 11, 2023

This one is probably the best “initial job” in CRE because you can get in without great credentials, you’ll do plenty of real estate financial analysis and valuation , and you’ll meet plenty of brokers and investors. On the other hand, brokerage could be a fantastic long-term job if you are outgoing and good at networking.

Private Equity 101

Private Equity Investment Banking Debt Funds 101

How2Exit

MARCH 17, 2025

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. Summary: This episode of How2Exit features Beau Eckstein, a business coach with deep expertise in SBA lending, real estate, and business acquisitions.

Business 130

Business Finance Finance Private Equity 130

The TRADE

DECEMBER 19, 2024

Hayley McDowell, EU equity electronic sales trader and market structure consultant, RBC In 2025, we will see momentum in European dark trading continue to build. Efforts to bridge this gap will focus on enhancing education, accessibility, and a supportive regulatory environment. Watch this space!

Trading 59

Trading Retail Investment Education 59

The TRADE

DECEMBER 20, 2024

In the third quarter of this year, Cboe saw 40% of our data sales coming from outside the US and we expect that to continue. In Europe, we recently published our first retail survey with The Options Institute, Cboes education arm, and the results suggested a strong interest in exchange-traded equity options but that more education is needed.

Trading 59

Trading Retail Equities Education 59

Sun Acquisitions

DECEMBER 12, 2024

Built-In Revenue Streams: Existing sales, subscriptions, or contracts provide a steady income from the acquisition date. Thorough diligence is also necessary, and we have curated many articles in our education center to help you better prepare for this critical stage.

Business 59

Business Profitability Mergers and Acquisitions Capital 59