Wed.Oct 26, 2022

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Simple But Highly Effective Deal Sourcing Marketing Plan Template

How2Exit

Many times we know what we want to do, yet have difficulty figuring out where to start. If you are looking to acquire a company here is a simple template to get some ideas captured about starting the deal-sourcing process. --> Google doc version Make a copy - Simple But Highly Effective Deal Sourcing Marketing Plan Template Simple But Highly Effective Deal Sourcing Marketing Plan Template Goal or Objective: When we define goals we are talking about “S.M.A.R.T” goals.

M&A 130
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Much Better Than It Feels

Banker on FIRE

Why this time it really IS different The post Much Better Than It Feels appeared first on Banker on FIRE.

IT 130
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The shift in wealth management that needs to happen

Accenture Capital Markets

“The global capital markets system is at an inflection point. More than ever, retail investors need a responsible capital markets ecosystem. The industry has an opportunity to address this need, and the time to begin is now.” The Future of Capital Markets: Democratization of Retail Investing An insight report from the World Economic Forum published August 2022.