Plethora Businesses

Thrilled to present on Key Considerations for Selling Your Business with Confidence. Our dynamic panel includes an investment banker Dora Lanza with Plethora Businesses, Pamela Bustos, MST, CPA with LSL (Lance, Soll & Lunghard, LLP), Robin Boren-Coleman Sexton, JD, ESQ, CEPA with City National Bank, and me as Corporate Partner with Stradling Yocca Carlson & Rauth LLP. We will guide you through essential steps for a successful sale. What You’ll Learn: • Importance of accurate valuations and up-to-date financial statements • Key terms in the Letter of Intent (LOI) • Impact of personal financial planning 📅 Don’t miss out on this opportunity to secure your business future! 👉 Register now and equip yourself for a seamless business transition: https://lnkd.in/gjAxDN_z #BusinessSuccess #MergersAndAcquisitions #FinancialPlanning #Tax

🎉Strategic Acquisition Success 🎉 We are thrilled to announce that Plethora Businesses has successfully facilitated the strategic acquisition of Monterey Fish Company, Inc. by Cal Marine Fish Company, LLC, backed by Inter Oceanic Holdings, LLC. This acquisition marks a significant milestone in our commitment to driving growth and value for our clients in the food industry. A big thank you to our dedicated team and partners for making this transaction a success! 🌟 Read the full story here: https://lnkd.in/gFuhNBmv #MergersAndAcquisitions #BusinessGrowth #SeafoodIndustry #FoodIndustry #StrategicAcquisition #PlethoraBusinesses #SuccessionPlanning

Plethora Businesses is thrilled to be recognized as one of the top 25 middle market investment bank in 2024! A huge thank you to our clients and partners for trusting us with your business and helping us achieve this milestone. And thank you to our amazing team at Plethora for your commitment to excellence!

📢 Deal Closed! 📢 We are thrilled to announce the closing of Cardic Machine Products where Plethora served as the exclusive advisor to the seller! This transaction highlights our dedication to helping clients achieve their strategic goals. Cheers to the team for their hard work and dedication! 🎊 📄 Read the full story here: https://lnkd.in/gAHwqerp #MergersAndAcquisitions #InvestmentBanking #DealClosed #SuccessionPlanning #PlethoraBusinesses

Discover Insider Tips for Selling Your Business in Our Next Webinar on June 18th! Thinking about selling your business within the next five years? Want to make sure you’re ready when the time comes? Join us for a comprehensive and insightful discussion where industry experts delve into the most critical aspects of the sale process. Selling a business is a major life event, especially when it ties into your retirement plans. Join us to learn about common pitfalls to avoid as well as best practices to ensure a smooth transition and maximize your net proceeds. In this webinar, we will discuss: • Understanding the Different Purposes of Company Valuations • Failing to Plan for Taxes Prior to Sale • Differentiating between Price and Net Proceeds • Keeping Your Eye on Your Business to Maintain Value • Discretely Executing a Competitive Bidding Strategy Register in the link below! 📢 https://lnkd.in/gf8n3xTs

Mark Your Calendars for June 4th! In this power-packed webinar, our team of seasoned experts will guide you through the critical aspects of succession planning to help you align your personal financial plan and business transition to optimize the outcome. Here’s what you can expect: Strategic Transition Insights Discover effective strategies for a seamless transition of your business to the next generation or to non-family management. Pinpoint critical business considerations and succession planning essentials. Learn how to develop a well-defined strategy that will put you in control of the transition.   Navigating Personal and Family Dynamics Understand how to address personal considerations and family governance during the transition process. Our experts will guide you through effective communication and decision-making.   Maximize Financial Benefits:  Explore financial planning techniques, including gift and estate planning, especially in light of the lifetime exemption sunsetting by the end of 2025. Uncover ways to optimize your financial position during the transition.   Don’t leave your life’s work to chance. Register here! https://lnkd.in/e6qGbnd4 Equip yourself with the knowledge needed for a successful business transition!

Mark Your Calendars for June 4th! In this power-packed webinar, our team of seasoned experts will guide you through the critical aspects of succession planning to help you align your personal financial plan and business transition to optimize the outcome. Here’s what you can expect: Strategic Transition Insights Discover effective strategies for a seamless transition of your business to the next generation or to non-family management. Pinpoint critical business considerations and succession planning essentials. Learn how to develop a well-defined strategy that will put you in control of the transition.   Navigating Personal and Family Dynamics Understand how to address personal considerations and family governance during the transition process. Our experts will guide you through effective communication and decision-making.   Maximize Financial Benefits:  Explore financial planning techniques, including gift and estate planning, especially in light of the lifetime exemption sunsetting by the end of 2025. Uncover ways to optimize your financial position during the transition.   Don’t leave your life’s work to chance. Register here! https://lnkd.in/e6qGbnd4 Equip yourself with the knowledge needed for a successful business transition!

🙌 Plethora Businesses Facilitates The Strategic Acquisition of Madrid Inc.  by Catalyst Acoustics Group 🤝 Orange County, CA, May 13, 2024, Plethora Businesses, an M&A advisory firm headquartered in Orange County, California, is pleased to announce the sale of Madrid, Inc. to Catalyst Acoustics Group.  Plethora served as the exclusive sell-side advisor. This successful sale is one of many for Plethora Businesses, further cementing its reputation as a leading trusted advisor navigating the complexities of M&A transactions in the middle market.    Madrid, Inc., a California-based leader in wood products for architectural ceilings and wood elements, specializes in unique ceiling treatments and modern acoustical products including curved plywood, linear, grille and open cell wood patterns with worldwide distribution.  Catalyst Acoustics Group, Inc. (CAG)  based in Agawam, MA, is a portfolio company of The Stephens Group, LLC and a platform for an elite group of acoustic, seismic, vibration and noise control companies.  George Lanza, CEO of Plethora Businesses, expressed his satisfaction: “We were pleased to represent Madrid throughout this acquisition process, the synergies with CAG are poised to catapult their growth”.   Robert Ellis, President of Madrid Inc. expressed, “We are excited to see the next phase of growth for Madrid under the CAG portfolio. By aligning with CAG, we are better position to reach new levels of success.”   Catalyst Acoustics Group’s CEO, Joe Lupone, commented: “We see this as a strategic advancement for both businesses. The independent brands, channels to market, products and services offered by each business will remain unique, while leveraging the scale, deep functional expertise, broad channel reach and significant financial resources”. About Plethora Businesses Plethora Businesses is a boutique M&A Advisory firm dedicated to offering sell-side and buy-side M&A advisory, corporate strategy and valuations. Tailored to meet the unique needs of the middle market, Plethora is committed to delivering strategic solutions that drive growth and value for its clients. Contact us at 714-255-8862. Contact:    George Lanza  President  George@PlethoraBusinesses.com    Jeremy Manista  Sr. Associate  Jeremy@PlethoraBusinesses.com    Christopher Arigan  Financial  Analyst  Chris@PlethoraBusinesses.com  https://lnkd.in/eK2VYYXA

🏆🎉 Exciting News Alert! 🎉🏆 We're honored to announce that Plethora Businesses has been inducted into the Hall of Fame by DealStats! This recognition exalts our dedication and commitment to the results that honor legacies. We are grateful to our team, clients, and partners that made this possible.   We are excited to continue to shape the future of M&A, setting new standards of excellence and forging pathways to success. Thank you to everyone who has been a part of our journey for the last 25 years! 🚀 #ResultsThatHonorLegacies #MergersAndAcquisitions #HallOfFame #Excellence #Innovation #ClientSatisfaction #BusinessValuation #Gratitude

Axial is excited to release our 2023 Lower Middle Market Investment Banking League Tables! To assemble this list, we reviewed the deal-making activities of 807 investment banks and M&A advisory firms for the full 2023 calendar year. Axial’s league table ranking methodology is driven largely by four factors: • Client quality • Buyside targeting • M&A process effectiveness • Deal outcome Congratulations to each of these investment banks and M&A advisory firms for their achievements in 2023! FOCUS Investment Banking The Peakstone Group Woodbridge International New Direction Partners, LLC Cornerstone Business Services, Inc. VERTESS Embarc Advisors Kratos Capital Bridgepoint Investment Banking Vesticor Advisors Madison Street Capital True North M&A Merit Investment Bank Brentwood Growth Vercor Gleason Advisors Plethora Businesses ASA Ventures Group Murphy McCormack Capital Advisors SDR Ventures Auctus Capital Partners Osage Advisors, LLC BMI Mergers & Acquisitions ACT Capital Advisors Young America Capital https://lnkd.in/grDSWBv8