Business Value Transfer

Navigating the M&A Landscape in 2024: Key Trends and Insights

Derek Zacarias

DAK

1 year ago

As we delve into 2024, the Mergers and Acquisitions (M&A) landscape continues to evolve, shaped by the echoes of the COVID-era and the dynamics

Jan 25, 2024 3 min read Chicago

Business Value Transfer

Selling a business? Give buyers what they need to up the price

Jason Mancivalano

JP Morgan Private Bank

1 year ago

Business owners are increasingly considering their timelines and options for a business transition. Consistent with prior years, that transition event is frequently a sale

Nov 8, 2023 6 min read New Jersey

Business Value Growth

Hidden Insurance Coverage Risks of Mergers & Acquisitions

Adam Brier

CBIZ

2 years ago

Mergers and acquisitions (M&A) have become an influential business strategy as leaders look for opportunities to accelerate growth and gain market share. As these

Feb 6, 2023 4 min read Long Island

Member News

Client Recognition and Appreciation

Jack Hendler

Avalon Net Worth Group

2 years ago

Good morning Jack, Sometimes you have good conversations but not too many are great ones. I thoroughly enjoyed yesterday’s call and it is unusual

Jan 31, 2023 1 min read Tri-State

Owner Life & Legacy

What to say when owners ask: “What will I do after I sell my business?”

Paul Cronin

Touchstone Advisors

2 years ago

Many business owners wonder, “What will I do after I sell my business?” While most envision travel, or golf, etc., many fail to understand

Jun 23, 2022 1 min read Greater Boston

Business Value Growth

A Changing Legacy: How Banks, Fintechs Partner

David DeMuth

CFO Consulting Partners LLC

2 years ago

By Rob Milrod Traditional banks must actively plan for change as the digital divide grows.The marketplace has evolved, and traditional, legacy-driven banks need to

Jun 3, 2022 5 min read Tri-State