How2Exit

NOVEMBER 27, 2023

b' E162: Reconciled CEO, Michael Ly Shares Lessons Learned from Acquiring Accounting Firms - Watch Here rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US.

Accountant 130

Accountant Mergers and Acquisitions Shares Acquisitions 130

How2Exit

OCTOBER 23, 2023

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 acquired Appletree Business Services and has since grown the firm through additional acquisitions.

Accountant 130

Accountant Shares Mergers and Acquisitions Acquisitions 130

JD Supra: Mergers

SEPTEMBER 18, 2024

Parties to business acquisitions use indemnification clauses to provide security for harm that may result following the closing of the transaction. By: Amundsen Davis LLC

Accountant 171

Accountant Acquisitions Business Securities 171

How2Exit

SEPTEMBER 25, 2023

b' rn Navigating the Process of Buying and Selling Businesses Watch here: rn rn rn rn rn rn rn How2Exit Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US.

Business 244

Business M&A Mergers and Acquisitions Finance 244

JD Supra: Mergers

DECEMBER 19, 2024

Selling a business often becomes a second full-time job. Often, sellers are perplexed by the volume of document requests and the endless follow up inquiries from buyers legal, accounting and tax advisors. For first-time sellers, the process can be overwhelming. By: Hahn Loeser & Parks LLP

Business 152

Business Sale Accountant 152

Growth Business

FEBRUARY 10, 2025

By Anna Jordan on Growth Business - Your gateway to entrepreneurial success Scaling up your business is hard and thats before you take incoming tax rises into account. However, weve spoken to fellow scale-ups and other experts to find out how you can grow your business without hiring any additional full-time staff.

Business 64

Business Finance Finance Accountant 64

The New York Times: Banking

NOVEMBER 5, 2023

Surprised individuals and small-business owners can’t pay rent or make payroll, and no one ever explains what they did wrong.

Accountant 145

Accountant Banking Bank Business 145

Sun Acquisitions

JANUARY 8, 2025

In business as in life, two things are key: Timing and preparation. Selling a business in Information Technology (IT) or within the Managed Services Provider (MSP) space means getting both of these things right. Businesses such as this often have recurring revenue, scalability and efficiency in spades.

Business 105

Business IT Sale Valuation 105

Sun Acquisitions

NOVEMBER 1, 2024

Businesses aiming to navigate the M&A process must consider traditional financial and operational metrics and the technological prowess and readiness of acquiring and targeting companies. Strategic Alignment Align your M&A strategy with your overall business goals.

Mergers 59

Mergers Mergers and Acquisitions Business Acquisitions 59

How2Exit

JUNE 13, 2023

Ron rn rn About The Guest(s): Nick Bradley is a leading authority on business exits and a top-ranked business podcaster in the UK. He has worked in private equity, corporate strategy, and has been the CEO of multiple businesses. rn Key Takeaways: rn rn Scaling past your level of identity is crucial for success in business.

Business 130

Business Private Equity Acquisitions Equities 130

JD Supra: Mergers

OCTOBER 24, 2024

In contrast to the sale of a stand-alone business, carve-outs involve the sale and separation of an integrated part of a larger business enterprise—and thus are generally characterized by an interdependence between the business being sold and the seller’s remaining operations, particularly with respect to critical back-office services such as HR, accounting, (..)

M&A 171

M&A Negotiation Mergers and Acquisitions Sale 171

How2Exit

MARCH 15, 2023

Growing up in Serbia, Zoran was groomed by his father, who had a large business in Libya, to be in control of his own destiny. At the age of 21, Zoran started his own business, not knowing much about the business world but believing that he could make it work. The same is true for any business.

Broker 130

Broker Business Book-building IT 130

H. Friedman Search

FEBRUARY 8, 2024

Possible Restrictions To Face When Moving To A New Firm It’s time to determine if your book is moveable, even as a bond counsel, which usually is much easier to move as very few, if any, firms have any legal restrictions on moving a business. Many firms have certain covenants preventing a candidate from moving with their business.

Accountant 246

Accountant Recruitment Finance Finance 246

How2Exit

NOVEMBER 8, 2023

b' The Great Game of Business: Teaching Financial Literacy and Ownership - 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.

Business 130

Business Book-building Accountant Education 130

How2Exit

SEPTEMBER 18, 2023

Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Based Small Business. She is also the host of the "Succession Stories" podcast and the author of the book "Business Transition Handbook."

Business 147

Business Book-building Mergers and Acquisitions M&A 147

The New York Times: Banking

SEPTEMBER 13, 2024

Facing competition for business, banks are offering incentives to switch. But as one expert put it, “You have to read the fine print.”

Accountant 94

Accountant Banking Bank Business 94

How2Exit

MARCH 18, 2024

b' E195: Boopos: Financing Subscription Businesses with Ignacio Villanueva - Watch Here rn rn About the Guest(s): rn Ignacio Villanueva is the VP of Origination of Boopos, a finance company that specializes in providing capital for subscription-based businesses.

Finance 130

Finance Finance Business Acquisitions 130

How2Exit

JANUARY 1, 2024

b' E173: The Art of Business: Expressing Yourself and Building Success with Danya Shakfeh - Watch Here rn rn rn About The Guest(s): Danya Shakfeh is a business attorney and the founder of Motiva Business Law. She specializes in working with small businesses and has a particular interest in mergers and acquisitions.

Business 130

Business Mergers and Acquisitions Shares M&A 130

How2Exit

JULY 29, 2024

E234: Helping Business Owners Achieve Successful Exits: Proven Strategies for a Smooth Transition - Watch Here About the Guest(s): Christine McDannell is the founder and principal intermediary of The Magnolia Firm, a boutique business brokerage firm. based clients.

Business 130

Business Negotiation Book-building Shares 130

How2Exit

JANUARY 8, 2024

b' E175: Financial Advisor Tyson Ray Discusses the Importance of Exit Planning for Business Owners - Watch Here rn rn About The Guest(s): Tyson Ray is a founding partner of Form Wealth, a financial advisory firm that specializes in exit planning for small to medium-sized businesses.

Business 130

Business Sale Accountant IT 130

OfficeHours

MAY 31, 2023

Last week, I graduated from Harvard Business School. When I get asked whether the business school was worth it, my response is always “YES, but not in the ways I had expected.” Prior to business school, I viewed success only in light of my professional pursuits. In reflecting on my experience, three key lessons stand out.

Business 147

Business Private Equity Investment Banking Equities 147

Global Newswire by Notified: M&A

JUNE 11, 2025

The purpose of the extension is to provide additional time for the Company to complete a business combination.

Initial Public Offering 40

Initial Public Offering Acquisitions Business Accountant 40

How2Exit

JUNE 3, 2024

E218: Nathan Lenahan Discusses Hiring Operators for Small Businesses - Watch Here About the Guest(s): Nathan Lenahan is an experienced entrepreneur and former military professional. With his extensive experience in hiring and acquisitions, Nathan is passionate about helping business owners find the right talent to drive growth and success.

Business 130

Business Mergers and Acquisitions Acquisitions Recruitment 130

How2Exit

JUNE 26, 2023

10 Thinks To Learn About The Process Of Selling Your Business with Coach Wendy Dickinson 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.

Business 130

Business Sale Broker Mergers and Acquisitions 130

The TRADE

JANUARY 13, 2025

According to Clearwater, around 66% of its core Total Addressable Market (TAM) stems from the asset management industry, yet this accounts for just a third of its overall revenue. The post Clearwater Analytics picks up SaaS business Enfusion in $1.5 billion deal appeared first on The TRADE.

Business 59

Business Mergers and Acquisitions Asset Management Investment Manager 59

How2Exit

JUNE 16, 2024

E222: Paul Neal Discusses Wealth Building by Owning Business Property - Watch Here About the Guest(s): Paul Neal is a seasoned financial strategist and real estate finance expert with a background in engineering. He is the author of "Unleash Your Business: Unlock Wealth, Autonomy, and Control by Buying Your Building and Firing Your Landlords."

Business 130

Business Book-building Finance Finance 130

How2Exit

MARCH 21, 2023

10 Concepts You and I Can Learn About Buying Businesses in the UK From How2Exit's Interview With John Andrews - London Attorney. Ron Concept 1: Conduct Due Diligence Conducting due diligence on UK businesses is an important step in the process of buying or selling a business.

Business 130

Business Accountant Book-building Negotiation 130

How2Exit

FEBRUARY 23, 2023

The 11 Concepts And Ideas I Learned From Interviewing ChatGPT On How To Buy A Business. Ron Concept 1: Buy An Existing Business For Growth The idea of buying an existing business for growth is one that has been around for many years. -Ron It is a great way to get started in business without having to start from scratch.

Business 130

Business Negotiation DCF Acquisitions 130

How2Exit

MARCH 31, 2024

b' E200: Buying or Selling a Small Business? Get the Insider Tips You Need to Secure Your Deal - Watch Here rn rn About the Guest(s): rn Patrick O'Connell is an experienced mergers and acquisitions (M&A) advisor with a profound depth of knowledge in buying and selling small businesses valued between one to $20 million.

Business 130

Business Mergers and Acquisitions Securities M&A 130

Growth Business

OCTOBER 23, 2024

By Henry Williams on Growth Business - Your gateway to entrepreneurial success As your business grows, so do your needs for a reliable, scalable, and cost-effective card reader. There are countless card reader options for small businesses, so how do you choose the right one? Small Business Pro Conclusion 1. SumUp Air 2.

Business 97

Business Sale Management Retail 97

How2Exit

AUGUST 19, 2024

E239: The Ultimate Exit Guide: Top Strategies for Preparing Your Business for a High-Value Sale - Watch Here About the Guest(s): Christine Nicholson is a distinguished business mentor, speaker, and expert in exit and succession planning.

Business 130

Business Sale Mergers and Acquisitions M&A 130

How2Exit

FEBRUARY 18, 2024

b' E187: Clint Fiore Discusses the Challenges and Strategies of Buying Businesses - Watch Here rn rn About the Guest(s): rn Clint Fiore is a seasoned entrepreneur with broad experience in the small to medium business acquisitions and mergers sector.

Business 130

Business Mergers and Acquisitions Acquisitions Advisory 130

How2Exit

OCTOBER 11, 2023

Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. She is also a partner with Stone Hill Advisors, a mergers and acquisitions firm, where she guides business owners through the complex process of letting go.

Business 130

Business Mergers and Acquisitions Mergers Acquisitions 130

Lake Country Advisors

OCTOBER 31, 2024

Buying into a business as a partner offers ownership and profit potential but also comes with risks. A local business broker can be invaluable in identifying opportunities, assessing the business’s financial health, and negotiating on your behalf to ensure a smooth transaction.

Business 52

Business Profitability Debt Negotiation 52

How2Exit

MAY 27, 2024

b' E216: David Lynch: Building and Selling a Successful 8-Figure Healthcare Business - Watch Here rn rn About the Guest(s): rn David Lynch is an entrepreneur from the UK who started a business in the healthcare sector. He began his journey by selling mobility and disability products from his spare room.

Healthcare 130

Healthcare Business Private Equity Acquisitions 130

JD Supra: Mergers

JULY 26, 2024

To help businesses, investors, and deal professionals better understand the evolving M&A market, Robert Connolly – a partner in and leader of LP’s Corporate Practice Group – shares a series of conversations with M&A experts. By: Levenfeld Pearlstein, LLC

M&A 165

M&A Corporate Finance Advisory Valuation 165

JD Supra: Mergers

JANUARY 9, 2024

Small business regulations create one of the stickier wickets in bid protest litigation. Although the Small Business Administration (SBA) has exclusive authority to determine a company’s size and socioeconomic status, the Government Accountability Office (GAO) sometimes must wrestle with size and status questions to adjudicate bid protests.

Government 152

Government Accountant Business IT 152