article thumbnail

Eyes on the exit: Selling PE portfolio companies in complex markets

JD Supra: Mergers

By: White & Case LLP

article thumbnail

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. Small deals can be harder than big ones – Smaller firms often have more emotional barriers to M&A, requiring deeper relationship-building upfront. How you build systems.

M&A
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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

How2Exit

From running a cheese factory to building a supermarket chain, his hands-on entrepreneurial background shaped how he approaches dealmaking in Puerto Rico today. Pre-sale readiness is underrated – Many businesses, especially sub-$3M in revenue, don’t keep formal books. Sloppy books erode it instantly.

article thumbnail

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. ’ Youve likely spent 30 to 40 years building your current assets and net worth.

article thumbnail

Monetizing Analytics Features: Why Data Visualizations Will Never Be Enough

Think your customers will pay more for data visualizations in your application? Five years ago they may have. But today, dashboards and visualizations have become table stakes. Discover which features will differentiate your application and maximize the ROI of your embedded analytics. Brought to you by Logi Analytics.

article thumbnail

What’s Fear Got To Do With It?

H. Friedman Search

The only way is to take a good look at your book of clients and ask yourself, Are they your clients or the firms clients? If they arent yours, the next question is, Can you build new and better clients because of the new platform you will be representing?

IT
article thumbnail

Founders Who Win Think Ahead: The Exit Is the Strategy

Beyond M&A

It starts: When you build a culture that shares problems early When your tech scales without heroics When you stop pitching upside and start explaining downside well When your financial model reflects reality, not hope The exit is not the end. What made Alex compelling wasn’t just the planning. ” He ran a company worth acquiring. .”