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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? What Is Fear? Fear is based more in your head than it is in reality.

IT
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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. Small deals can be harder than big ones – Smaller firms often have more emotional barriers to M&A, requiring deeper relationship-building upfront. Acquisitions were tools, not the endgame.

M&A
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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.

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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. As you read this, consider two realities: 1. Buyers have optionstheyll walk away if something is off or a better opportunity arises.

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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.

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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. You design for it — long before the exit is in motion. But in reality? It reveals everything.

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

CNBC: Investing

" Raymond James upgrades PNC to outperform from market perform Raymond James says the regional bank is well positioned. " Wells Fargo reiterates Alphabet as equal weight Wells raised its price target on Alphabet to $177 per share from $175. "Solid fundamentals, raising estimates on temporary tariff reprieves and healthy ad checks.