Wow! What an amazing WATT meeting this morning! We met new amazing members, had a full house, and learned great financial retirement information (thanks Joyce!), wine education (Thanks Peggy), and moon info & India’s success (thx Elaine).
I attended an amazing early morning Accelerent Roundtable this morning hosted by Benefit Commerce Group! Will Morey provided breakfast and we learned more about our synergistic opportunities to assist other executives. I had the pleasure of spending the morning with following professionals: Will Morey from Benefit Commerce Group, Thomas Earl… Read More »BCG Accelerent Roundtable
Greater Interest from PEGs and Former C-suite Individuals Anecdotal evidence suggested advisors were fielding greater interest from private equity groups (PEGs) as well as individual buyers alike. Interest appears to be peaking among former C-suite individuals who generally have the net worth, the professional network, and the capabilities to consider… Read More »Increased Number of Buyer Inquiries by Deal Size in 1st Half of 2023
How Advisors are Using AI Tools in 2023 Artificial Intelligence (AI) is becoming a game-changer across industries, and the M&A market is no exception. In the Q2 survey, we explored how our industry perceives AI, the current adoption rates of AI-powered tools, and the diverse ways in which AI could… Read More »Advisors’ Views On AI Impact For Industry
It’s not unusual for the children of a business owner to not have any interest in the family business. It can be for many reasons — outdated business, want to move out of town, disagreements with the business philosophy of the parents or just plain not interested. If this is… Read More »Tip #057: Kid(s) don’t want to take over the business?
Another wonderful evening discussing good books and movies with the best book club ever!
Another fabulous meeting with my WATT sisters early this morning!
$2MM-$5MM: Buyers in this sector were:
Know Your Buyer: $1MM-$2MM: Source 2023 Q1 Market Pulse Report
I thoroughly enjoyed the Integro Bank’s CEO Club Fireside Chat where I had the privilege of listening to four remarkable business leaders discuss their respective journeys and experiences. Elaine Szeto excellently hosted the session, skillfully posing challenging questions to Monica May-Dunn, Dr. Bev Browning, Tania Torres, and Tracey Latham. It… Read More »Integro Bank’s CEO Club Fireside Chat