article thumbnail

M&A Diaries - S2EP6 - Alan Whitman - How Baker Tilly Grew from $500M to $1.5B

How2Exit

Post-retirement, he advises CEOs, writes, and shares his “strategy-first” philosophy—soon to be published in book form. PE money is not the villain – Institutional capital, when paired with clear strategy and accountability, can actually de-risk growth—not derail it. How you build systems.

M&A
article thumbnail

How to Sell a Business in Puerto Rico (Without Losing Your Mind or Millions)

How2Exit

From running a cheese factory to building a supermarket chain, his hands-on entrepreneurial background shaped how he approaches dealmaking in Puerto Rico today. Pre-sale readiness is underrated – Many businesses, especially sub-$3M in revenue, don’t keep formal books. Sloppy books erode it instantly.

Insiders

Sign Up for our Newsletter

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

article thumbnail

Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

Supplier Diversification If one supplier accounts for >40% of your sourcing, buyers become concerned, especially with risks like tariffs in 2025. Clean Up the Financials Five years of clear, consistent books build trustno formal audit needed, just detail. Consistently book expenses to the appropriate line item.

article thumbnail

Equity Research vs. Investment Banking: Careers, Compensation, Exits, and AI/Automation Risk

Mergers and Inquisitions

At the junior levels , entry-level professionals in both fields spend a lot of time in Excel working on models, valuations, and documents such as equity research reports and investment banking pitch books. consolidation accounting , lease accounting , etc.).

article thumbnail

How activist Elliott could use its data center know-how to amplify returns at Equinix

CNBC: Investing

The high costs associated with building and maintaining in-house data centers combined with fluctuating data needs allows colocation companies like Equinix to thrive. Equinix has had record bookings from the tailwinds of artificial intelligence and hyperscaler growth over the past few quarters.

IT
article thumbnail

How to Sell an IT Business: Everything You Need to Know in Five Minutes

Sun Acquisitions

Having any one client account for too much of your revenue creates risk for buyers. The right advisor knows how to position your company optimally, how to build a market of buyers and when to push during negotiations. Lets look at some of the factors that influence valuation. Always aim for a diversified client base.

article thumbnail

Sort Code Explained: Your Guide to UK & Irish Bank Identifiers for Global Transactions

Razorpay

Think of it as a postal address for your bank account – it tells the banking system exactly where your money should go during electronic transfers, direct debits, and other automated transactions. Often, international transfers to UK accounts require both codes working together.