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What a Good Insurance Broker Looks Like

Focus Investment Banking

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.

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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. Sophisticated buyers will catch it.

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How Truelytics and Consultants Work Together

Truelytics: M&A

Nearly 25 years ago, Owen Dahl , board member and Head of Professional Services at Truelytics realized that a great wave of transition was coming for the wealth management industry and the industry wasn't prepared to handle it.

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THE M&A MARKET CONTINUES TO GROW IN 2022

Lake Country Advisors

Various sectors from different industries have experienced consistent growth in 2022, thanks to the professional services of reliable M&A business advisors in Wisconsin. We are experienced business brokers who understand how to close mergers and acquisitions deals in various industries quickly.

M&A 52
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Top Tips for Negotiating the Sale of a Manufacturing Business

Sun Acquisitions

Additionally, if needed, enlist professional services such as M&A advisors, business brokers, attorneys or consultants specializing in sale transactions ; they’ll help provide invaluable advice while keeping both buyer and seller on track.

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Patrick Dichter Shares Lessons Learned from Acquiring Accounting Firms

How2Exit

rn Visit [link] rn _ rn About The Guest(s): Patrick Dichter is the owner of Appletree Business Services, a small business accounting firm that specializes in bookkeeping and tax services for service-based businesses and professional services. Patrick has a background in sales and marketing and holds an MBA.

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Advisor Feature: Jimmy Span in the Grand Strand 

Viking Mergers & Acquisitions

Jimmy has served clients in many industries throughout his M&A career, including technology, manufacturing, transportation, construction, light industrial, professional services, automotive, and specialty retail. As a Senior Advisor at Viking, Jimmy enjoys personal interaction with entrepreneurs and the small business community. “I