article thumbnail

MDX Technology launches customisable broker screen for institutional investors with increased integration into messaging apps

The TRADE

Data, price sharing and workflow solutions provider MDX Technology (MDXT) has launched a new customisable broker screen solution. The new broker screen builds on MDXT’s existing Connect platform, which offers tailored features that can help brokers better navigate competitive markets.

Broker 111
article thumbnail

6 Things We Learned About Business Interviewing Josh Ploch - Serial Entrepreneur, HR Expert and Business Broker

How2Exit

Josh Ploch is a serial entrepreneur and business broker/advisor who has seen firsthand how advisors can help business owners. Josh has also seen the need for business brokers in helping business owners transition into a new business or out of their current one.

Broker 130
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

10 Things We Learned About Buying or Selling a Business by interviewing Zoran Sarabaca - Business Broker

How2Exit

He interviewed a few brokers and went with the one he thought was the best match. This pushed him to become a business broker himself, so he could treat clients better and build a better brokerage. Zoran is now a successful business broker and has been for over 18 years. With hard work and dedication, anything is possible.

Broker 130
article thumbnail

The Past Is Not The Past

H. Friedman Search

Background Check & Broker Check: What Do They Say About You? Yes, the traditional ones in public finance are your broker check, but even a broker check does not get everything right. Social Media Is A Form Of A Background Check Now It’s more than just the basic broker check. Let’s delve into this deeper.

article thumbnail

What Does a Business Broker Do?

Lake Country Advisors

If you’re considering buying or selling a business, you’ve likely come across the term “business broker.” ” A business broker facilitates transactions as a middleman between sellers and buyers. Why Do You Need a Business Broker? One of their key responsibilities is finding qualified buyers.

Broker 52
article thumbnail

Patrick Dichter Shares Lessons Learned from Acquiring Accounting Firms

How2Exit

rn rn Summary: Patrick Dichter, owner of Appletree Business Services, shares his journey from sales and marketing to acquiring and growing a small business accounting firm. He faced challenges in finding a suitable accounting firm to purchase, as many brokers were hesitant to work with him due to his lack of CPA credentials.

article thumbnail

Daniel Lee Shares His Journey of Becoming an Acquisition Entrepreneur

How2Exit

b' Daniel Lee Shares His Journey of Becoming an Acquisition Entrepreneur - Watch Here rn rn 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.