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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. billion, executing over 20 acquisitions, and redefining what leadership looks like in professional services. Acquisitions were tools, not the endgame. Complacency masked as culture.

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

How2Exit

Summary: Francisco Uriarte didn’t plan on becoming a mergers and acquisitions advisor—he lived it first. From running a cheese factory to building a supermarket chain, his hands-on entrepreneurial background shaped how he approaches dealmaking in Puerto Rico today. Sloppy books erode it instantly.

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Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

Owners need to focus on #3 so that when #1 and #2 align, the business is ready for acquisition. 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.

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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. Investment Banking: Which Ones Right for You?

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How Mike Lampert Grew New England Truck Center Through Acquisitions

Focus Investment Banking

How Mike Lampert Grew New England Truck Center Through Acquisitions In this episode of Know to Grow, Chandler Kohn sits down with Mike Lampert , founder of New England Truck Center, to unpack his journey from running a small, family-run towing and truck repair operation to leading a multi-location business across New Hampshire and Maine.

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

Sun Acquisitions

Standard marketing steps include developing a compelling pitch book or confidential information memorandum that highlights your businesss strengths, qualifying potential buyers to ensure theyre serious and sufficiently capitalized and handling all inquiries and negotiations discreetly.

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Trouble in the Solar System: CFIUS Blocks Jupiter Acquisition Five Years After the Fact

JD Supra: Mergers

Build a Morning News Digest: Easy, Custom Content, Free! On July 8, President Trump issued an Executive Order (EO) blocking the acquisition of Jupiter Systems, LLC and its subsidiaries in Hong Kong and China — a provider of video wall processors and displays — by Suirui International Co.,