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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 130
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Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

If notcommon in smaller businessesstart these gradual shifts: Share customer and vendor relationships with key employees. Supplier Diversification If one supplier accounts for >40% of your sourcing, buyers become concerned, especially with risks like tariffs in 2025. Consistently book expenses to the appropriate line item.

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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. Share essential operational or institutional knowledge to make sure nothing is lost in transition. The right advisor knows how to position your company optimally, how to build a market of buyers and when to push during negotiations.

Business 105
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Managing Employee Reimbursement on Spreadsheets? Here’s a Better Way

Razorpay

Proper paperwork keeps reimbursements non-taxable under accountable plans. These costs usually happen when someone pays for something on behalf of the company, like booking a cab for a client meeting, buying office supplies, or paying for lunch during a work trip. Table of Contents Toggle What Is Employee Reimbursement?

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Driving Growth Through Financial Insights with Bill Park

Focus Investment Banking

So I continued to build my craft and then graduated, couldn’t get a job, went to apply for a, a job at a dealership Body Shop. And then he would start teaching me about financial stuff and accounting and took me under his wing and really kind of educated me. I didn’t even get an interview. And I said, certainly.

M&A 52
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Leading and Growing a Family Collision Business with Josh and Michelle Fuller

Focus Investment Banking

And so it’s just it’s like building a house. Through a level of efficiencies in relationship building and building culture, we were able to continue to grow the business. Josh, you mentioned something that I noted down along the lines of building the foundation before you build the skyscraper on up.

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David Dodson: OG Of SearchFunds, Created and Teaches ETA for Stanford GSB Shares ETA Success

How2Exit

Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. He is also the author of "The Manager's Handbook," a best-selling book in the business space. Their team is experienced in M&A, and they hire the best talent available.

Shares 162