How2Exit

MARCH 23, 2023

Joe Valli, a serial entrepreneur and founder of Quiet Light Brokerage, one of the leading online-focused M&A advisory firms in the world, has helped facilitate over a half billion in exits. When it comes to financials, having accurate and up-to-date books is essential. The first step in this process is to build the business.

M&A

Tyton Partners

DECEMBER 11, 2024

As it turns out, bookings did increase on average, with 48% of suppliers seeing year-over-year growth from 2023. As one executive observed, Bookings were extremely slow this spring, but have accelerated significantly in Q3 and Q4 so far. Despite these headwinds, suppliers set ambitious growth targets.

Sale

Software Equity Group

APRIL 4, 2023

While those strategies provide a firm foundation to build your marketing efforts, they aren’t enough to propel your business to the next level. Built a Talented Team With investment dollars and significant business goals came the need to build a team to execute the strategy effectively.

Sale

iMerge Advisors

APRIL 14, 2025

Although the company had clean books and a strong recurring revenue base, the buyer required a third-party Quality of Earnings (QoE) report to validate EBITDA adjustments and revenue recognition policies delaying the deal by six weeks. As weve outlined in our Exit Business Planning Strategy guide, early preparation is key.

Sale

Mergers and Inquisitions

MAY 10, 2023

The basic difference is that the international bulge bracket banks tend to be stronger in M&A advisory and weaker in equity and debt capital markets. If you have a bad day (client emergency, deal blow-up, last-minute pitch book, etc.), you might be at the office until 5 AM.

Investment Banking

The TRADE

OCTOBER 18, 2024

So you can see how this growth and momentum just starts to really build over time.” They need a financing platform to support all of that. We’re one of the only providers that can do all of that for them.

Broker

Mergers and Inquisitions

SEPTEMBER 11, 2024

For example, if a renewable developer wanted to raise debt to build a new offshore wind farm as a separate entity, it would fall under Project Finance. But they do mostly debt/lending deals , not M&A advisory, which may not be what you want. are also active in renewables.

Investment Banking

Devensoft

AUGUST 22, 2023

These tools enable professionals to build detailed valuation models that consider various factors influencing a company’s value. Investment Banking Tools: Investment banks and financial advisory firms often use proprietary software or tools tailored for enterprise valuation during M&A transactions.

Valuation

Devensoft

AUGUST 24, 2023

Address concerns and gather feedback to enhance the integration strategy and build support. Organize joint events, workshops, or team-building activities to foster collaboration, mutual understanding, and a sense of unity. Reinforce these common principles to build a sense of unity and shared purpose.

Business

GillAgency

FEBRUARY 10, 2022

Build a winning team It is a common practice for business owners to keep the sale process hushed and try to do it alone. So, you need to start by building an exit team. Financial Role You will need to have very clean books, records and financials as well as a bullet-proof valuation of your business – the purchase price.

Business

The TRADE

APRIL 30, 2025

I ran to the bookstore within the first week of working on the exchange and I bought books on the market like Inside the Fed and ‘a Barron’s guide to financial definitions’, and I just ate it all up, she explains. The post Building success in a fragmented US appeared first on The TRADE.

Trading

How2Exit

MAY 6, 2025

Based in the Pacific Northwest, John runs Nokomis Advisory Services alongside his daughter, focusing on $5–15 million deals. He’s also the author of five books, including Buying a Business That Makes You Rich and If They Can Sell Pet Rocks, Why Can't You Sell Your Business?

Book-building