Whitman Transition Advisors LLC’s Post

Any firm even thinking about taking on an outside strategic investor or selling 100% of the firm should reach out to us! We have an expert team and connections with many PE and other strategic investment partners. Let us help you navigate the process! #whitmantransitionadvisors

Dive deeper into the intricacies of firm valuations and discover the essential metrics private equity, family offices, and publicly held companies rely on. Watch the full episode of Impactful Insights with Terry Putney of Whitman Transition Advisors LLC to gain valuable knowledge and elevate your understanding! Watch the full episode: https://lnkd.in/ghfvbrTw #FirmValuations #CPAFirm #PrivateEquity #FirmAdvisory

Just launched! Part one of the newest episode of "The Future of Private Equity" is here! 🎧 Join Leah Berend, CPA as she dives into a rich conversation with Jeffrey Tockman about how referrals turbocharge originations for private equity firms and unveil organic growth within portfolio companies. 👇 Don't miss out – link in the comments! #PrivateEquity #Referrals #GrowthStrategy #Origination

I so enjoyed this conversation with Jeffrey Tockman! He provides profound, yet actionable insights for businesses looking to grow through referrals. #TheFutureofPrivateEquity #businesspodcast

How can you maximize your company’s valuation and ensure a seamless transaction process when selling to a private equity firm? My colleague Louis Rappaport will join panel moderator Ryan Hurst (RKL LLP), Adam Bowie (Mereo Capital Partners), and Ben Kauffman (Dutchland LLC) on Thursday, September 12 at Smart Business Dealmakers Conference Philadelphia at the Union League of Philadelphia to discuss how to effectively prepare a company for a successful sale to a private equity firm, including crucial steps such as financial optimization, operational enhancements, and presenting a business as a compelling investment opportunity. #privateequity #companyvaluation #companysale

How can you maximize your company’s valuation and ensure a seamless transaction process when selling to a private equity firm? My colleague Louis Rappaport will join panel moderator Ryan Hurst (RKL LLP), Adam Bowie (Mereo Capital Partners), and Ben Kauffman (Dutchland LLC) on Thursday, September 12 at Smart Business Dealmakers Conference Philadelphia at the Union League of Philadelphia to discuss how to effectively prepare a company for a successful sale to a private equity firm, including crucial steps such as financial optimization, operational enhancements, and presenting a business as a compelling investment opportunity. #privateequity #companyvaluation #companysale

Discover what private equity firms are looking for in a service provider or contracting business with Logan Lowery from LP First Capital, a company in our buyer network.  One characteristic Logan mentions is the importance of a management team’s full understanding of the business so that they are not siloed in their specific department but rather have a holistic view of the business. For more information on this topic, watch this episode of “Sell or Scale” at https://lnkd.in/gpuP4_VE. #brentwoodgrowth #businessbrokers #businessforsale

Private Equity and the RIA: Two Perspectives on the Value of Growth —with Mark Copeland, SEIA & Ben Prigal, Reverence Capital Partners Mark Copeland, Founder of Signature Estate & Investment Advisors (SEIA) and Ben Prigal, Vice President of Reverence Capital Partners, discuss the value of partnership between private equity and RIAs. SEIA built a $19B practice organically and got it “right” before considering acquisitions and inorganic growth. Plus, this top private equity executive discusses practice valuation, what sets apart the most valuable firms, and why private equity loves investing in the wealth management space. It’s an episode that demonstrates yet another way that advisors can unlock the value of the businesses they built. Whether you’re currently a wirehouse advisor, an RIA owner, or anything in between, you’ll learn first-hand the value of a strong capital backer and strategic partner. Listen in: https://bit.ly/3MJlxeI

Looking forward to the next The Exit Planning Institute: Los Angeles Chapter meeting later this month. On the 25th we will hear from Channing Hamlet and Brian Zaumeyer on finding the right private equity buyer & common pitfalls and issues. I hope to see many of you there! I'll drop the registration link in the comments. #exitplanning #privateequity

ACE & Company Private Equity Pulse: Founding Vision & Strategy Join Adam Said, Founding Partner, to explore how ACE & Company was founded and the firm's role as a multi-strategy specialist across private equity. Stay tuned for upcoming episodes of our series on LinkedIn! #OurBusinessIsPeople