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M&A Diaries - S2EP6 - Alan Whitman - How Baker Tilly Grew from $500M to $1.5B

How2Exit

M&A Diaries - S2EP6 - Alan Whitman - How Baker Tilly Grew from $500M to $1.5B - Watch Here About the Guest: Alan Whitman, former CEO of Baker Tilly, is what you get when discipline meets vision. Post-retirement, he advises CEOs, writes, and shares his “strategy-first” philosophy—soon to be published in book form.

M&A
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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.

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Founders Who Win Think Ahead: The Exit Is the Strategy

Beyond M&A

That’s one of the biggest mindset shifts we push at Beyond M&A. Exit-Readiness Isn’t Just a Checklist — It’s a Cultur e Beyond M&A- Founder Exit Readiness Download We’ve written this week about financial models that don’t land, teams that can’t scale beyond passion, and SaaS stacks that are duct-taped together.

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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. This view is mostly wrong: The Excel-based work has a ton of overlap, with a few differences here and there.

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

Sun Acquisitions

Selling an IT services businessis a crucial decision. Before you take the next step, lets walk through some key factors to consider. 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.

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Fixing Tech Teams Is Often Cheaper Than Fixing Tech Problems

Beyond M&A

Beyond M&A CTO CEO Clash Download The Real Problem: Tech Teams Strengths Out of Sync Using Kolbe assessments—tools that measure instinctive strengths and how people take action—we uncovered something more nuanced. He was exceptionally strong in creativity, risk-taking, and building things from scratch. It’s the team. The problem?