Truelytics: M&A

SEPTEMBER 2, 2021

Nearly 25 years ago, Owen Dahl , board member and Head of Professional Services at Truelytics realized that a great wave of transition was coming for the wealth management industry and the industry wasn't prepared to handle it. Are you helping them grow their business, become more profitable, or prepare for transitions?

Consulting 52

Consulting Professional Services M&A Broker 52

Lake Country Advisors

JULY 5, 2022

Various sectors from different industries have experienced consistent growth in 2022, thanks to the professional services of reliable M&A business advisors in Wisconsin. How to Sell a Profitable Wisconsin Business in 2022? Additionally, our business brokers ensure that all paperwork is in place for a seamless transaction.

M&A 52

M&A Mergers and Acquisitions Broker Mergers 52

RKJ Partners

AUGUST 6, 2017

You should also be prepared to discuss any dramatic swings (up or down) in sales, profit margins or expenses. A professional firm should provide a high level of attention, professionalism, service and expertise to your assignment, regardless of the size of your deal.

M&A 40

M&A Sale Negotiation Investment Banking 40

How2Exit

FEBRUARY 24, 2025

As an active buyer of small professional services businesses, she works with founders to structure successful exits while preserving their companies’ legacy. With a background in marketing and communication, she helps business owners clarify their message to scale and exit successfully.

Business 130

Business Acquisitions Professional Services M&A 130