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Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

Know the timeline After a sale, buyers often expect you to stay on for one to two years as an employee or consultant. Missing this detail could complicate or kill the deal, delay your plans, or reduce the sale price. Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. This derisks the org.

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Breaking Down the FOCUS Sell-Side Process

Focus Investment Banking

Our clients are usually founder-owned businesses that work with us on their first sale transaction, often to a larger company or private equity-backed group. We present adjusted revenue and profitability at that provider’s full potential when appropriate). Our healthcare services clients (e.g.,

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Key Financial Metrics Buyers Look for Before Acquiring a Business

Lake Country Advisors

In this guide, we’ll explain the key metrics buyers care about, why each matters, and how you can get your numbers in shape before a sale. Why Financial Metrics Matter in a Business Sale Most deals fall apart not because the business lacks potential, but because the numbers don’t hold up under scrutiny.

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5 Key Takeaways 2025 SALT Summer Update

JD Supra: Mergers

Kilpatrick’s David Hughes and Jordan Goodman recently presented a “2025 SALT Summer Update” in association with AGN International - a worldwide association of separate and independent accounting and advisory businesses who provide assurance, accounting, tax and advisory services across the globe. By: Kilpatrick

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Agentic AI Musings

Beyond M&A

For VC and PE investors, the rise of Agentic AI presents a massive opportunity to capitalize on the next wave of technological innovation. Like ChatGPT, you need to register an account, and youre ready. It is very handy for a sales meeting and impressively quick. Depending on the output, theres a chance this could be vital.

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

Mergers and Inquisitions

The difference is that IB is more of an explicit sales job , as deals must close for the bank to earn fees. Equity research at the senior levels does require sales skills, but its more about being a conduit than a closer. consolidation accounting , lease accounting , etc.).

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Sports Investment Banking: How to Win the Super Bowl and the World Cup in the Same Year

Mergers and Inquisitions

Potential for Revenue Growth – Can the team monetize more effectively via the sale of additional streaming/broadcast rights? What about VIP ticket sales, apparel licensing, and media partnerships? This BofA presentation on the Raiders’ stadium in Clark County has many key points, as does this one for the Tennessee Titans’ stadium.