Dunn Rush & Co. LLC

We have limited remaining seats for our November 12 event at McLane Middleton. Register at the link below! Armen Krmzian, David Poulin, CIMA® CPWA®, William R. Rodgers, Gregory Rush, Greg Romero, Gabrielle Jenkins, Rudy Scarito, Trammel Martin, CFP®, Jeff Rolke, Matthew C. Slaney, CFA, Joshua French, Mark Diebus, Aaron Naisbitt, Kenneth Segal

We are excited to announce that Lynn R. Schade has joined our team as a Managing Director. Lynn brings an impressive breadth of experience in financial services, specializing in mergers & acquisitions, equity recapitalization, and leveraged cash flow financings. Most recently, she has worked with privately held, middle market companies across various industries, continuing her stellar track record in corporate finance. At Dunn Rush, Lynn will focus on business development, capital raising, and M&A debt structuring. We look forward to the incredible value and expertise Lynn will bring to the firm and our clients. Read Lynn's full bio here: https://hubs.ly/Q02Vyl1s0

Many business owners are caught off guard by limited options when considering a liquidity event, especially if they haven't planned ahead. If your preferred exit requires significant bank debt, but your business is already heavily leveraged, liquidity can be scarce for shareholders. Succession planning for continuity of leadership also has a big impact on how potential buyers value your business. Planning well in advance is crucial to provide greatest flexibility and maximize the value you’ve worked hard to build, on your terms. Learn more about our Gold Standard of Preparation: https://hubs.li/Q02THQvN0

Join us for an informative and entertaining "fireside" lunch at McLane Middleton on November 12 from 11:30am to 1:00pm. James Turner and Courtney A. Barker will lead a discussion on the Macro Economic Environment, including IPOs, Private Capital Raises and M&A activity. Register at this link .... https://lnkd.in/eEuj5gCC David Poulin, CIMA® CPWA®, Aaron Naisbitt, Kenneth Segal, William R. Rodgers, Gregory Rush, Greg Romero, Gabrielle Jenkins, Rudy Scarito, Trammel Martin, CFP®, Jeff Rolke, Matthew C. Slaney, CFA, Joshua French, Mark Diebus, Armen Krmzian

We provide senior-level attention throughout the process and as a result we have an extensive track record of success. We pride ourselves on our thoroughness in every phase of the assignment, from preliminary research to final execution. We deliver value with accountability, speed of execution, and clear communication with our clients. We always have our eye on the big picture and the ultimate objective, but we also keep very close tabs on the details of every transaction. Learn more about our Team here: https://hubs.li/Q02SZMYR0

Learning about, preparing for and going through the sale process is entirely different than running a business. Our senior professionals have all been through this ourselves, and we know how critical hands-on, day-to-day involvement of senior advisors will be. Unfortunately, not all firms offer the same levels of involvement from the most experienced team members - at Dunn Rush it's a core founding principle. From initial positioning straight through to closing - find out how our senior level approach can help you navigate the complex process, increase the value of your business, and achieve the optimal outcome you desire. Read more: https://hubs.li/Q02S37JX0

Selling your business is a significant process, and it's never too early to start planning. A successful sale requires time, energy, and alignment of three key factors: your personal readiness, the company's financial health, and market conditions. These rarely sync perfectly, so start preparing early, control what you can, and be ready to act when the timing is right. Learn more: https://hubs.li/Q02RdKHv0

Looking forward to speaking at this XPX Greater Boston event tomorrow!

A big thank you to Jonathan Penta, CEPA® for inviting me to join such an insightful event last night. Whether you're a business owner, entrepreneur, or CEO, navigating the journey to financial success and planning your strategic options can be challenging. It was an exciting opportunity to share insights and discuss the steps to elevate businesses and prepare for successful exits with my fellow panelists: Thomas Sherwin Janice O’Reilly, CPA,CGMA Greg Stoller Shannon S. Zollo

Dunn Rush & Co. LLC is pleased to announce the recent closing of the sale of Nauset Marine, Inc. to Apparent Wind Partners.  Dunn Rush & Co. served as financial advisor to Nauset Marine in the transaction.