What is the Difference Between an Investment Banker, Business Broker and Exit Planner?

For founders exploring a sale or transition event for their business, knowing who does what, and which terms matter most, can be pretty confusing. Do you need to use an Investment Banker? Is a Business Broker the same role with a different title? What's an Exit Planner? Here's a quick summary, from our perspective.

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Selling Your Business, Private Equity

M&A Insight: Seller's Discretionary Earnings

Selling Your Business, Private Equity

Are you considering selling your business but unsure whether an asset purchase or a stock purchase is the right path for you? Understanding these options is critical, as they significantly impact both the financial outcome of the transaction and the responsibilities transferred to the buyer.

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Selling Your Business, Private Equity

SPACS

What Ever Happened to SPACs?

SPACS

As founders consider exiting their businesses, it's crucial to understand the landscape of potential buyers, which can broadly be categorized into strategic and financial types.

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SPACS

market update

M&A Update: Market & Buyer Types

market update

As founders consider exiting their businesses, it's crucial to understand the landscape of potential buyers, which can broadly be categorized into strategic and financial types.

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market update

Selling Your Business, Investment Banker, Private Equity, Predatory Buyers, Business Buyer Types

Alert: Beware of Opportunistic Buyers

Selling Your Business, Investment Banker, Private Equity, Predatory Buyers, Business Buyer Types

As founders consider exiting their businesses, it's crucial to understand the landscape of potential buyers, which can broadly be categorized into strategic and financial types.