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 52

Broker Insurance Private Equity Book-building 52

How2Exit

MAY 19, 2025

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. “They’re trying to save a quarter on taxes,” Graves says, “and losing five dollars on valuation.”

Business 130

Business Book-building Professional Services S&P 130

Truelytics: M&A

SEPTEMBER 2, 2021

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.

Consulting 52

Consulting Professional Services M&A Broker 52

Sun Acquisitions

FEBRUARY 3, 2023

Double-check that all legal documents, financial records, and production data are in order — and even consider getting an independent assessment to get an accurate valuation of your company and any risks associated with making a sale.

Negotiation 52

Negotiation Manufacturing Sale Business 52

Lake Country Advisors

JULY 5, 2022

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

M&A Mergers and Acquisitions Broker Mergers 52

Viking Mergers & Acquisitions

APRIL 17, 2023

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

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Business Broker 52

Focus Investment Banking

DECEMBER 5, 2024

Tire and service companies can also show success in digital marketing, such as a high conversion of appointment scheduling and phone calls through your website. It takes a dedicated team of lawyers, accountants, advisors and other professional service providers to ensure a successful sales process, and that often comes with a cost.

Business 52

Business Sale Negotiation Investors 52