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3 Tips to Fly Under the Radar While Planning Your B-D or RIA Exit Strategy

XY Planning Network

I cringe as I write the words “how to fly under the radar,” but unfortunately, we live in a world - and you work in an industry - that doesn’t always allow for smooth, transparent, and easy communication about exits and pivots.

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Investment Opportunities in a Period of Financial Uncertainty

Private Equity Insights

Computer services and software, and financial services companies together with energy and infrastructure companies suffered of a smaller decrease in valuation, with EV/EBITDA falling in the range of -5% to -20% vs the past three years average.

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Top 25 Lower Middle Market Investment Banks | Q1 2023

Axial

These league tables can serve as an information resource for business owners and investment firms who are actively seeking to hire a vetted M&A advisor to assist them in navigating exit strategy. Find An Investment Banker to Help Sell Your Business Congratulations to the top 25 investment banks!

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Top 25 Lower Middle Market Investment Banks | Q2 2023

Axial

.” Industries : Consumer Goods, Energy & Utilities, Technology, Industrials, Business Services, Manufacturing, Distribution, Health Care, Telecommunications, Consumer Services, Financial Services, Retail Visit FOCUS IB’s Profile “ASA Ventures Group (AVG) provides M & A representation to middle-market private companies.

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How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

Services may involve optimizing your cash flow to maximize savings and investments while managing day-to-day expenses. Business Planning For business owners, wealth management should extend to business planning , including succession planning, exit strategies and other financial aspects of owning and running a business.

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How to Choose the Right Wealth Management Firm in Kansas City

Fortune Financial

Services may involve optimizing your cash flow to maximize savings and investments while managing day-to-day expenses. Business Planning For business owners, wealth management should extend to business planning , including succession planning, exit strategies and other financial aspects of owning and running a business.

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Top 25 Lower Middle Market Investment Banks of 2023

Axial

With over 100 years of combined experience in the M&A industry, we take pride in being experts at planning, facilitating, and executing exit strategies with extremely favorable results. Given our hourly billing model, we are able to work on transactions that are as small as $500k in EBITDA, all the way up to +$10M in EBITDA.