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Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

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. Stay Current Leaning heavily on one product, service, outdated technology or critical piece of equipment is a risk.

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What a Good Insurance Broker Looks Like

Focus Investment Banking

Whether building a platform or bolting on strategic capabilities, understanding these traits is key to identifying value and managing risk in todays evolving M&A environment. They also improve working capital management and justify premium valuation multiples in the M&A market.

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How To Sell My Business – A Step By Step Guide

GillAgency

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.