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

How2Exit

E285: How to Sell a Business in Puerto Rico (Without Losing Your Mind or Millions) - Watch Here About the Guest: Francisco Uriarte is Managing Partner at Connelly Capital, a Puerto Rico-based M&A advisory firm. Pre-sale readiness is underrated – Many businesses, especially sub-$3M in revenue, don’t keep formal books.

Business 130
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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. PE money is not the villain – Institutional capital, when paired with clear strategy and accountability, can actually de-risk growth—not derail it. How you build systems.

M&A 130
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Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

A successful exit hinges on three factors aligning: 1) the owner is personally ready, 2) market conditions are favorable, and 3) business performance is strong, and risks are minimal. Owners need to focus on #3 so that when #1 and #2 align, the business is ready for acquisition. As you read this, consider two realities: 1.

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Here are Tuesday's biggest analyst calls: Nvidia, Apple, Tesla, Oracle, Amazon, Netflix, CoreWeave, JPMorgan, & more

CNBC: Investing

" Bilibili is entering a new multi-year growth phase driving continued platform growth and improved monetization - market underestimating the future earnings power of its core video / advertising business." " TD Cowen upgrades Capital One to buy from hold TD Cowen says it sees "significant capital return."

Stock 88
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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. On the other hand, weekend work is far less common, so its easier to shut off outside of business hours.

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

Sun Acquisitions

In business as in life, two things are key: Timing and preparation. Selling a business in Information Technology (IT) or within the Managed Services Provider (MSP) space means getting both of these things right. Businesses such as this often have recurring revenue, scalability and efficiency in spades.

Business 105
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Difficult Roads Lead to Beautiful Destinations: What Buyouts Reveal About Growth

Beyond M&A

There’s the obvious injection of capital, of course. The rhythm of the business changes. Consistency – helps build trust as you scale. A must-read for anyone raising funds or building for exit. So—what are your go-to books for navigating the hard parts? But money is just the surface-level change.