XY Planning Network

JANUARY 15, 2024

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.

Exit Strategy 92

Exit Strategy Financial Services 92

Private Equity Insights

JULY 6, 2023

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.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Investing Exit Strategy 130

Axial

MAY 4, 2023

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!

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

Fortune Financial

SEPTEMBER 25, 2023

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.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Fee Structure Education Taxes 59

Fortune Financial

SEPTEMBER 25, 2023

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.

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Fee Structure Education Taxes 52

Axial

JULY 27, 2023

.” 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.

Investment Banks 52

Investment Banks Investment Banking Mergers and Acquisitions Banks 52

Axial

JANUARY 30, 2024

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.

Investment Banks 105

Investment Banks Investment Banking Banks Mergers and Acquisitions 105