Treatment Center Investment & Valuation Retreat’s Post

"Statistically, ..., there is a strong correlation for estimating value using recurring revenue." Join Kristen Grau, CPA, CVA, CEPA, and Ryan Grau, CVA, CBA, as they walk you through key considerations and multiples during our Mid-Year M&A Review. Watch now: https://hubs.li/Q01-_CYZ0 Don't forget to register for Part 3 of our M&A Review about teaming with Nicole Frey, CFP®and Julia Sexton (Sullivan), CVA this Wednesday, August 16th! #advisors #finserv #RIAs #MergersandAcquisitions

I love being a member of AM&AA, not only for the valuable connections I've made but also for the educational opportunities it provides. This morning's session featured an outstanding speaker, Ed Nasta discussing his journey in selling Texcel. I particularly appreciated his insights on the importance of assembling the right leadership team before starting the process because of the significant impact it can make on the valuation. I couldn't agree more! Something I've enjoyed most about my career in executive search is partnering with companies to build out their leadership teams, whether it's to prepare them for a transaction or to implement a growth strategy following one. #executivesearch #houston #retainedsearch

WTW’s Quarterly Deal Performance Monitor provides a glimpse into Q3 M&A activity. The headline? Deals are on the rise, and M&A activity is expected to pick up pace even further as dealmakers enter the final and busiest quarter of the year. With potentially aggressive timelines, companies should be prepared to navigate accelerated due diligence processes. https://ow.ly/sCgQ50Q3vnn #MergersAcquistionsDivestitures #MnA #MergersAndAcquisitions #WTWPerspectives

Anticipating an insightful journey into "The Landscape for Dealmaking" at our upcoming Growth Company Forum, in collaboration with DWF. Esteemed speakers, including James Wilson, Corporate Partner, DWF, Grant Humphrey Strategy and Transactions Partner, EY and Stuart Andrews Co-CEO Zeus Capital will delve into the potential of a promising horizon for IPOs, exits, and M&A endeavors over the next year. Stay tuned for updates on this exciting event! #GCForum #DealmakingInsights #leadershipdevelopment

#TheManBehindTheBrand -Greg Hicks, President of JGH Consulting, has one objective: helping clients realize what they CAN do. He skillfully assists sellers in getting maximum value for their businesses; helping them to secure their futures. He says, "I feel very fortunate to do this work, to be a part of this industry. An industry that has given me so many lifelong partnerships, friendships. Helping people change their lives- it's very rewarding." Visit www.jghconsulting.com to learn more about what Greg Hicks and his team can do for you! #CallGregHicks #MergersandAcquisitions #JGHConsulting

Embark on a successful start to the New Year by joining us this Tuesday, January 9th, for an engaging discussion on M&A. Gain valuable insights from our esteemed panelist. Don't miss out on this opportunity to expand your knowledge and network. Registration below 👇👇 👇 👇 👇 #businessowners #acquisitions #beinformed #mitigaterisk #registernow

Staying on top of the seismic shifts that occur in the global economy and M&A deal landscape can be a full-time job. My colleague Louis Rappaport will moderate a panel on September 20 at Smart Business Dealmakers Conference Philadelphia with panelists Keith Lipman (Giga-Scale LLC; Prosperoware), John O'Hare (Mereo Capital Partners), and Brad Winer (Citizens Capital Markets & Advisory) breaking down the most important current market trends and sharing insight on how to best prepare a company for any type of transaction. #manda #mergersandacquisitions #deals #philadelphia

#TheManBehindTheBrand -Greg Hicks, President of JGH Consulting, has one objective: helping clients realize what they CAN do. He skillfully assists sellers in getting maximum value for their businesses; helping them to secure their futures. He says, "I feel very fortunate to do this work, to be a part of this industry. An industry that has given me so many lifelong partnerships, friendships. Helping people change their lives- it's very rewarding." Visit www.jghconsulting.com to learn more about what Greg Hicks and his team can do for you! #CallGregHicks #MergersandAcquisitions #JGHConsulting

What do North American dealmakers report about their business this year? ◼️ Increased revenue: Three-quarters say their revenue increased in 2023. ◼️ Prompted to raise fees: 38% of North American middle-market merger advisors increased fee levels. ◼️ Profitability largely held up despite rising costs: Those that increased fee levels were twice as likely to grow profits than those that didn’t. For more on the current state of North American M&A advisory fees, take a look at our 2023-2024 Fee Guide — North American Edition: https://fir.mx/NAFEES24 #MergersAndAcquisitions #AdvisoryFees #FirmexInsights

#NewBlogAlert Feeling the heat of missed M&A goals? You're not alone. A staggering 86% of deals fall short. But what if it didn't have to be that way? Occams Advisory can help you turn the tide. We've empowered clients to achieve their goals Swipe through, then visit our blog for deeper insights and actionable strategies. https://lnkd.in/dHJ2UXm8 Don't settle for the 86%. Choose Occams. Choose success. #ma #mergersandacquisitions #businessgrowth #financialgoals #dealadvisory #occamsadvantage P.S. Share this post with your network and let's all conquer M&A together!