CapEQ™ | B Corp’s Post

Sometimes you win, sometimes you learn. Few company owners get through selling their business without making a blunder. Common M&A mistakes include: > setting unrealistic expectations around price or timescale > misjudging market appetite > going it alone without support of professional advisors. When #acquirers make mistakes you win, when it's your time to shine, it's worth knowing the most common pitfalls [3 min read]. https://hubs.la/Q02d3PCf0

Tired of working for someone else's dreams? "Acquisitional Wealth" could be your ticket to owning a profitable business and building wealth on YOUR terms. Learn the secrets of buying a successful business, not just starting one. Pre-order now (release April 16th) Click the Acquisitional Wealth Tab at www.KingsbridgeBrokers.com #Preorder #kingsbridgebrokers #JoshTolley #businessowner #passiveincome #investingtips

Take Care of Your Law Firm’s Future 💡 Tom Lenfestey is discussing the importance of having a succession plan in place for solo practitioners and small partnerships through buy-sell agreements. He emphasizes that even if you don't have a partner within your firm, you can still create a robust succession plan by partnering with a respected peer in a similar practice area. This involves setting up an assumption buy-sell agreement with another attorney, which ensures that in the event of a disaster or when you're ready to retire, there is a clear plan for your practice's transition. ❗ This peer could become your successor and buyer, providing an effective solution for continuity and stability in your firm's future. #GrowLawFirm #Acquisitions #FinancialPlanning #LegalFinance #LegalAgreements

Watch this video to learn the story of why Compass Financial Partners decided to merge with Marsh McLennan Agency and how it has benefitted, colleagues and clients. #MergerAnAcquistion #Acquisitions

Ever heard of a "dual-tranche acquisition"? It's a strategic way of acquiring a company or its assets in two separate phases. Each phase (or "tranche") can have different terms, conditions, or characteristics. Think of it as breaking a big deal into smaller, more manageable pieces. Why do this? Well, it can help spread risk, optimize financing, and focus on specific aspects of the acquisition. Companies often use this approach to make complex deals more manageable. So, in a nutshell, a dual-tranche acquisition is like buying a big puzzle one piece at a time, making it easier to put everything together! #DougMitchell #ScaleLLP #SmallBusinessEntity #LiabilityProtection #BusinessAttorney #PassionateAttorney #BusinessTransactions #ClientSuccess #DreamAchievement #DealClosing #TurningVisionsIntoReality #TransactionSuccess #DealStructure #ProactiveLegalInsight #AcquisitionsSimplified #BusinessGrowth #Acquisitions101 #BusinessStrategy DISCLAIMER: THIS POST IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND IS NOT INTENDED AS, AND SHOULD NOT BE CONSTRUED AS, LEGAL, BUSINESS, FINANCIAL, OR TAX ADVICE OR COUNSEL OF ANY KIND.

Another brilliant project by Kat Foster. - Complex Customer ✅ - Complex Debt Structure ✅ - Complex Client Base ✅ - Complex Ownership Structure ✅ Basically, the deal was quite complex... I am super lucky with the team we are building here at TBP - Trusted Business Partner in that we have people with the knowledge to get transactions like this over the line, properly driven to ensure the project gets done the right way and we have supportive funding partners who take time to understand what we're doing and want to work with us to get complex transactions like this over the line. Did I mention the project was complex? TBP - Trusted Business Partner #EveryoneNeedsATrustedBusinessPartner Kat Foster - Craig Jiggins - Miles Norris #Business #Finance #AssetFinance #InvoiceFinance #CommercialProperty #BusinessLoans #TradeFinance #ProfessionalsFinance

How might changes in tax law affect acquisition structures? Listen as Robert Roach, MSRI, Director of Underwriting, delves into the varying dynamics of acquisition deal attractiveness amidst potential increases in multiples: https://hubs.li/Q02gzXmx0 | #OakStreetFunding #TaxImplications #Acquisitions #2024Outlook

Watch this video to learn the story of why Compass Financial Partners decided to merge with Marsh McLennan Agency and how it has benefitted, colleagues and clients. #MergerAnAcquistion #Acquisitions

Love is in the air - for AEC firms! And it turns out that Mergers & Acquisitions aren't that different from relationships and marriage. After all, we're talking about people working together to build something greater than themselves. The day you ink the M&A deal can start to feel like a finish line of sorts - kind of like a wedding day! But just like in our personal relationships, if you want your merger or acquisition to be successful down the road, the real work is just beginning. Do you have a solid plan in place to ensure long-term success of your M&A activities? Katie Harris #mergersandacquisitions #strategy #aecindustry

🎉 Exciting news! After two solid years of effort, LedgerWay has arrived! We're thrilled to announce our innovative approach to accounting, tax, and CFO advisory services. Our tech-forward strategy is aimed at propelling small and midsize companies forward. At LedgerWay, our goal is to create an ecosystem of reliable advisors to help guide your business journey. We strive to achieve this mission by growing through smart acquisitions. Whether you have questions about our services, want to say hello, or have a tip on a firm for sale, we'd love to connect with you! #LedgerWay #BusinessGrowth #InnovativeAccounting #TechEnabled #LetsConnect #CPAfirms #Aacccounting #Aaxadvisor #Acquisitions LedgerWay, Inc | Small Business Services | Accounting Management Services