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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. billion, executing over 20 acquisitions, and redefining what leadership looks like in professional services. How you build systems. Complacency masked as culture.

M&A 130
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From Yoga Studio to EBITDA Truths: The Hidden Financial Traps in Small Business Exits

How2Exit

E280: From Yoga Studio to EBITDA Truths: The Hidden Financial Traps in Small Business Exits - Watch Here About the Guest: Rosco Graves is the founder of Polaxis Professional Services and a former Deloitte advisor. This is one of the most tactical and truth-heavy episodes of the season. Sophisticated buyers will catch it.

Business 130
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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. This typically results from a diversified book of business (by geography, industry, and carrier) and strong carrier relationships.

Broker 52
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Investing in Enterprise AI Startups: Why I’m Skeptical and Staying Away

Mergers and Inquisitions

Most AI Startups Are Service Businesses, Not Software Businesses You might be surprised to learn that Accenture has generated $3.6 billion in annualized Generative AI bookings vs. OpenAI’s annualized recurring revenue of $3.4 But if you understand how Large Language Models (LLMs) work, this is not surprising.

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Renewable Energy Investment Banking: How to Make Greens by Going Green

Mergers and Inquisitions

For example, if a renewable developer wanted to raise debt to build a new offshore wind farm as a separate entity, it would fall under Project Finance. Finally, services companies are like other professional services companies but have different macro drivers (see above).

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Reflecting on Two Years: Key Lessons in Technology Due Diligence and Business

Beyond M&A

Initial Objectives Our overall objective was to create a new business that disrupted, building a software-driven Professional Services firm. My focus was on building a trustworthy team and a positive work culture. Simplicity fosters understanding, builds trust, and, in many ways, is the cornerstone of sustainable success.

Business 130
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E280: From Yoga Studio to EBITDA Truths: The Hidden Financial Traps in Small Business Exits

How2Exit

E280: From Yoga Studio to EBITDA Truths: The Hidden Financial Traps in Small Business Exits - Watch Here About the Guest: Rosco Graves is the founder of Polaxis Professional Services and a former Deloitte advisor. This is one of the most tactical and truth-heavy episodes of the season. Sophisticated buyers will catch it.

Business 130