Lake Country Advisors

JULY 17, 2025

In industries like healthcare, a healthcare broker might help identify a strong platform business, one with solid systems, a scalable model, and steady revenue, to serve as the foundation. This makes the investment feel more predictable and manageable. This is the anchor company around which future acquisitions are built.

Acquisitions

Global Newswire by Notified: M&A

AUGUST 1, 2025

In July, Commonwealth was ranked #1 in Independent Advisor Satisfaction Among Financial Investment Firms by J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, 12 Times in a Row.” Gross profit*. Power for the 12th consecutive year. LPL Financial Holdings Inc.,

Acquisitions

CNBC: Investing

JUNE 18, 2025

Worldwide Exchange pick: Amazon (AMZN) Jeff Kilburg of KKM Financial said Amazon is a smart buy even in a volatile market and credits its year to date decline to profit taking. "The way they are doing custom chips, the way they are approaching AWS (Amazon Web Services) … I'm excited," said Kilburg.

Investors

CNBC: Investing

JULY 14, 2025

Josh — Earnings season is super annoying for trend-following investment strategies. BlackRock (BLK) , Interactive Brokers (IBKR) and Netflix (NFLX) are all strong stocks at interesting inflection points. The other three are worth taking a look at. Let's do some high-level stats on the overall list and then we'll dive in.

Stock

Cisco: M&A

JULY 7, 2025

These projects aren’t about driving profits — they’re about using our expertise to tackle challenges that benefit everyone. The list of hard problems and accompanying analyses serve as a reference to develop research agendas, inform public and private investments and catalyze new collaborations.

Media

CNBC: Investing

AUGUST 3, 2025

"Pony will scale up its Robotaxi fleet size and see improving profitability, given better economies of scale and unit profitability," the analysts said. "Therefore, we think value in [the] overseas market could be multiple times higher than China, hence its profitability overseas could have much larger room."

Transportation

How2Exit

MARCH 15, 2023

He interviewed a few brokers and went with the one he thought was the best match. This pushed him to become a business broker himself, so he could treat clients better and build a better brokerage. Zoran is now a successful business broker and has been for over 18 years. With hard work and dedication, anything is possible.

Broker

How2Exit

MARCH 17, 2023

11 Things You and I Can Learn About Business and Exit Events From Our Interview With Nate Lind - Successful Serial Entrepreneur and Broker. Nate then went on to meet the founders of Website Closers, and was able to use his influence to become a business broker. Nate Lind is a prime example of how to monetize your influence.

Broker

Sun Acquisitions

MARCH 8, 2024

Equity investment, when done strategically, not only provides the capital needed for acquisitions but also brings valuable expertise, networks, and resources to the table. This article will explore the art of selecting the right equity partners for your business vision and how partnering can lead to profitable investments.

Profitability

How2Exit

MAY 16, 2023

Acquisitions can be an efficient way to quickly expand a business, gain market share, and increase profits. Marty’s experience has taught him that growing a business through acquisitions can be a great way to increase revenue and profits. Reducing overhead can also help businesses increase their profits.

M&A

Focus Investment Banking

MAY 22, 2025

What a Good Insurance Broker Looks Like Inside the Traits that Make Brokers Acquisition Ready As M&A activity continues to consolidate a fragmented U.S. From reoccurring commissions and operational efficiency to commercial lines focus and niche specialisation, the profile of a good broker has never been clearer.

Broker

How2Exit

MARCH 19, 2023

Carrick went to work for a Wall Street brokerage firm and managed money for clients as a stock broker. He became the family office for some ultra-high net-worth families and his service offering was writing investment policy statements. Carrick studied philosophy and psychology and his father sold the business his senior year.

Business

OfficeHours

JUNE 6, 2023

Private equity is an investment asset class that has gained significant prominence and popularity in recent decades. It has become a preferred choice for investors seeking attractive returns and diversification from traditional investment options such as stocks and bonds.

Private Equity

Lake Country Advisors

NOVEMBER 16, 2023

This article aims to provide insightful tips from experienced brokers to help you navigate this complex process successfully. Your position influences how buyers perceive the potential for growth and profitability. Choosing the Right Broker Selecting the right broker is pivotal in ensuring a successful sale of your business.

Broker

Sun Acquisitions

JUNE 11, 2024

However, with the right mindset and strategic approach, entrepreneurs can maximize the profitability of their business sales. Strategic Preparation: Lay the Foundation for Success A profitable business sale begins long before the negotiations start. Their expertise can drive a profitable deal and address unforeseen challenges.

Profitability

How2Exit

JUNE 12, 2023

This is crucial because buying a business is a significant investment, and due diligence is crucial to ensure that the investment is sound. By working with Rapid Diligence, buyers can gain a better understanding of the risks and opportunities associated with a business and make more informed decisions about their investments.

Business

How2Exit

FEBRUARY 12, 2024

Matt also highlights the value of building a portfolio of websites and the opportunities for growth and profitability in the digital space. rn Niche markets, such as pet care, survivalist, and crafting, offer excellent opportunities for building profitable websites. rn rn Notable Quotes: rn rn "Websites are like online real estate.

Business

The TRADE

JULY 26, 2023

billion post-tax profit for the first half of 2023, a decrease of 9% compared to Q2 2022 and a 7% fall for the overall half of the year, attributing the fall to higher tax rates. Despite overall profits in some areas of the bank, the investment bank revenues fell by 11% in the second quarter compared to the Q2 2022 results.

Profitability

Sun Acquisitions

FEBRUARY 1, 2024

Among these, three prominent options are seller financing, equity investment, and all-cash offers. Potential Lower Profit: Sellers might earn less profit over time than an all-cash deal, as they receive payments over an extended period rather than a lump sum upfront. Here are the pros and cons of equity investment.

Finance

How2Exit

MAY 1, 2023

Concept 2: Invest and Benefit The Local Community One example of someone taking advantage of this opportunity is Malcolm, a first-generation American who took two years to transition into owning and running a small business. Owning a small business can be a great way to invest and benefit the local community.

Business

Francine Way

JULY 7, 2017

Potential targets should offer additional profit, new customers, new markets, new products for offering diversification, new technical capabilities, or other value that improve the acquirer’s current standing. Despite this strategic rationale, many acquirers approach M&A from a purely opportunistic stance. Producing an ongoing deal flow.

M&A

Lake Country Advisors

NOVEMBER 18, 2024

Working with knowledgeable business brokers throughout the process can offer valuable insights and ensure you cover all bases. It’s about more than just profit; it’s about finding a purpose to keep you motivated. If so, consider a business with growth opportunities or one that fits well within your existing investments.

Business

Viking Mergers & Acquisitions

MAY 18, 2023

Lower overhead costs often mean increased profits, which the e-commerce sector has demonstrated with its substantial growth in recent years. Read on for four tips for selling an e-commerce business profitably and seamlessly. Prepare the Website Prospective buyers will want to see a clean, well-run website before investing.

Business

Viking Mergers & Acquisitions

APRIL 10, 2023

Investment It’s true that buying an existing business almost always requires more capital upfront than starting your own. So, although starting a new business requires less upfront capital than buying an existing business, the startup requires that upfront investment with no initial return. We’re here to help – contact us today.

Acquisitions

Sun Acquisitions

MARCH 29, 2024

To safeguard your investment in seller financing M&A transactions, it’s crucial to conduct thorough due diligence. Negotiate favorable terms that align with your business’s cash flow and profitability. Market conditions, competition, and future growth prospects can significantly impact the success of your investment.

Mergers and Acquisitions

Sun Acquisitions

APRIL 19, 2024

In the world of M&A, it’s not uncommon to see a mix of seller financing , equity investment, and all-cash elements coming together to create a mutually beneficial arrangement for buyers and sellers. Equity investment allows the buyer to participate in the target company’s future profits and decision-making.

Mergers and Acquisitions

Sun Acquisitions

APRIL 12, 2024

In the world of M&A, it’s not uncommon to see a mix of seller financing , equity investment , and all-cash elements coming together to create a mutually beneficial arrangement for buyers and sellers. Equity investment allows the buyer to participate in the target company’s future profits and decision-making.

Mergers and Acquisitions

Lake Country Advisors

FEBRUARY 16, 2024

This involves evaluating revenue streams, profit margins, and overall financial health. Increase Profitability When preparing to sell a manufacturing business, one of the key objectives is to enhance its profitability. A profitable business not only attracts potential buyers but also commands a higher valuation in the market.

Manufacturing

How2Exit

JUNE 16, 2024

Paul highlights crucial aspects such as autonomy, tax advantages, and the impact on business profitability. Tax Benefits: Structuring ownership through holding companies and leveraging tax advantages can significantly boost profitability. improving your facility becomes a direct investment into your long-term success."

Business

How2Exit

MAY 20, 2024

Starting from childhood enterprises to careers in sales and a formal education in business school, Barnett has accumulated a wealth of experience that led him to own a business broker office for several years before venturing into banking.

Business

Sun Acquisitions

DECEMBER 14, 2023

To ensure a successful and profitable sale, several crucial considerations must be addressed before listing your business on the market. Enhance the Business’s Value Proposition Positioning your business as an attractive investment opportunity requires showcasing its unique value proposition.

Sale

How2Exit

OCTOBER 2, 2023

And you talk to three business brokers and they're all telling you what you want to hear. It is crucial for business owners to invest in sales and marketing initiatives to showcase the value and potential of their businesses. Doesn't make a blimp a hundred million dollar company adds, 5 million to profit.

Mergers and Acquisitions

How2Exit

OCTOBER 10, 2023

Juan has a background in finance and technology, and he has experience in investment banking and private equity. rn They pre-approve a lot of deals from various brokers and have funded over 30 buyers so far. He explains, "There was a factor of randomness in the way people access financing or get invested in their companies.

Funds

How2Exit

AUGUST 22, 2023

rn The ability to read and understand financial statements such as profit and loss (P&L) statements and balance sheets is crucial in evaluating the financial health of a business. For example, the speaker mentions how they noticed a significant increase in profit from one year to another, which they considered to be an anomaly.

Financial Analysis

The TRADE

FEBRUARY 6, 2024

Specifically, the injection will expand client distribution and allow for further investment in research and development. In addition to giving traders the ability to execute trades, we enable traders to add operational alpha throughout the investment process.

Trading

The TRADE

APRIL 18, 2024

Exegy, ING and Optiver have become the latest organisations to join non-profit organisation Sustainable Trading, which is dedicated to transforming environmental, social and governance (ESG) practices in the global markets landscape.

Trading

Mergers and Inquisitions

MARCH 8, 2023

Commodity Hedge Fund Definition: A commodity hedge fund buys and sells futures contracts and other derivatives based on mining, energy, power, and agricultural products and earns profits via fundamental and technical analysis; the trading may be systematic, discretionary, or both. If you deliver 5,000 bushels, that’s a profit of $5,000.

Funds