Eric Zaleski’s Post

Business advisors, do you find it challenging to provide your clients with the latest, most informed advice in the dynamic M&A market? Understanding ESOP complexities and mastering valuation services can be daunting. To help you stay ahead of market trends, assist your clients in making informed decisions, and offer top-tier advice, we've developed a comprehensive resource center designed specifically to address these challenges. 𝗪𝗵𝗮𝘁'𝘀 𝗶𝗻 𝗶𝘁 𝗳𝗼𝗿 𝘆𝗼𝘂? ·        Latest Market Trends: Stay ahead with quarterly industry reports. ·        Expert Analysis: Deep dives from seasoned professionals. ·        Practical Tips: Actionable advice for real-world scenarios. 📣 𝗦𝗽𝗲𝗰𝗶𝗮𝗹 𝗜𝗻𝘃𝗶𝘁𝗮𝘁𝗶𝗼𝗻: 𝗝𝗼𝗶𝗻 𝗢𝘂𝗿 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗲𝗡𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿! Gain access to exclusive content that addresses your specific challenges and enriches your advisory toolkit. This isn't just another newsletter; it's a key resource for enhancing your expertise and decision-making. 👉 Sign up here: https://lnkd.in/eZAbzMKs #businessadvisor #markettrends #newsletter #decisionmaking #mergersandacquisitions #esop #businessvaluation

Business advisors, do you find it challenging to provide your clients with the latest, most informed advice in the dynamic M&A market? Understanding ESOP complexities and mastering valuation services can be daunting. To help you stay ahead of market trends, assist your clients in making informed decisions, and offer top-tier advice, we've developed a comprehensive resource center designed specifically to address these challenges. 𝗪𝗵𝗮𝘁'𝘀 𝗶𝗻 𝗶𝘁 𝗳𝗼𝗿 𝘆𝗼𝘂? ·        Latest Market Trends: Stay ahead with quarterly industry reports. ·        Expert Analysis: Deep dives from seasoned professionals. ·        Practical Tips: Actionable advice for real-world scenarios. 📣 𝗦𝗽𝗲𝗰𝗶𝗮𝗹 𝗜𝗻𝘃𝗶𝘁𝗮𝘁𝗶𝗼𝗻: 𝗝𝗼𝗶𝗻 𝗢𝘂𝗿 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗲𝗡𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿! Gain access to exclusive content that addresses your specific challenges and enriches your advisory toolkit. This isn't just another newsletter; it's a key resource for enhancing your expertise and decision-making. 👉 Sign up here: https://lnkd.in/epB5rzHG #businessadvisor #markettrends #newsletter #decisionmaking #mergersandacquisitions #esop #businessvaluation

𝐀𝐫𝐞 𝐲𝐨𝐮 𝐢𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐢𝐧 𝐭𝐡𝐞 𝐰𝐫𝐨𝐧𝐠 𝐯𝐚𝐥𝐮𝐞 𝐝𝐫𝐢𝐯𝐞𝐫𝐬? Are you feeling like you're putting time and money into activities that may not yield optimal value down the road? Many firms fall into this trap, focusing on widely accepted value drivers without considering the unique lens of potential future owners.   Like beauty is in the eye of the beholder, the value of your business depends on who's looking at you. To maximize your exit potential, you must understand what those buyers value most.   Kate Allen, PE, MBA and I are passionate about guiding AE firms towards M&A success; join us on February 8th for our FREE webinar, "AE Firm Value Drivers," where we'll:   ✔️ Guide you through alternative pathways to unlock your firm's true value. ✔️ Illuminate the key drivers that make your AE firm shine in the eyes of potential acquirers. ✔️ Demystify different endgame scenarios influencing value drivers and equip you with a tailor-made success story.   We're not just consultants; we're your partners in shaping the future of your firm with the end in mind.   𝐑𝐞𝐚𝐝𝐲 𝐭𝐨 𝐦𝐚𝐱𝐢𝐦𝐢𝐳𝐞 𝐲𝐨𝐮𝐫 𝐞𝐱𝐢𝐭 𝐩𝐨𝐭𝐞𝐧𝐭𝐢𝐚𝐥? Register today! ➡️ https://lnkd.in/eFm-dKYg   #MergersandAcquisitions #BusinessStrategy #ExitPlanning #Webinar #PrivateEquity #StambaughNess #AECIndustry

Last week we looked at statistics around Industrial M&A that cause businesses to fall short of their financial goals. This week we’re jumping into the reasons why – there are seven, and here’s the first one: Overestimation of Synergies: Companies often overestimate the synergies that can be achieved through an M&A investment. This includes cost savings and revenue enhancements that might not materialize as expected. Top 3 Things to Combat Overestimation of Synergies: 1. Seek Expert Insights: As confidentiality allows, gather insights from internal experts and unbiased third-party experts to provide data and insights on market trends, competitors, and technical and operational know-how. This helps form solid, quantifiable baseline assumptions that stand up to scrutiny for each synergy model analyzed. These assumptions, when grounded in reality, will support effective planning and execution. 2. Develop Detailed Tactics: Plan and develop detailed tactics, including activities, deliverables, timelines, and accountabilities to deliver the synergies. 3. Have a Plan B: In the heat of the battle, many fall into the trap of assuming "everything will go flawlessly." Build a robust risk assessment and mitigation plan for each synergy deliverable. There’s more to come next week, but if you’re already thinking you’d like a one-on-one to learn more, send us a message. And visit our website www.chasmbridge.com for an in-depth look at how we can help your company bridge the chasm. #Industrial #BusinessGrowth #Synergy #RiskManagement #MergersAndAcquisitions

EXECUTIVE EDGE | ISSUE SIX: Value Creation Starting a new mini-series within his Executive Edge column, Camino Search Founder and Managing Director, Harry Hewson, focusses on the role of operating partners and commercial finance teams in value creation. "Value creation planning is key in private equity (PE); it plays a crucial role in enhancing investment value, boosting profitability, and achieving higher exit valuations," he says. Read the full edition, online, here: https://lnkd.in/eQu_Efe6 --- #ExecutiveEdge #CaminoSearch

How to find out what your business could be worth even if you don't plan to sell it (yet)

Creating value in today’s market requires a broader and bolder perspective. Whether you are seeking to cut costs, reinvent your business model or break into new markets, your approach to value will map your route to greater resilience, growth and opportunity. Our #PwCValueCreation team can help you navigate each process. Discover how. #PwCDeals #MergersAndAcquisitions #DeliveringDealValue #DueDiligence #ValuePreservation

Companies partner with Vista for what we offer beyond capital, building better businesses with enduring market value through value creation expertise honed over our 20-plus year history. Learn more about our approach to value creation: https://bit.ly/3TX6el8

Good news, you can accomplish short and long term goals at the same time! Planning for an exit helps smooth future handoffs and increases your business value. These steps also provide instant performance upgrades for your business right now. Free Webinar:  Know Your Company's Value and Prepare for Your Optimum Exit    Join us for a unique opportunity to delve into the world of successful business exits.      Our expert, Bill McCalpin, CEO of Capitalize Network, shares proprietary findings from the National 2023-Q3 M&A Market Survey Report conducted by Capitalize Network and AM&MA on business valuations and exits.      Mr. McCalpin also reviews the most important factors to increase your exit value and likelihood of close, based on real-world data and proven exit preparation processes.     Whether you're a business owner or investor, this webinar is your chance to understand your company's value and the key elements that will help you define and implement your optimum exit.    Watch free and on-demand now at The Alternative Board.    https://lnkd.in/gUCmYdyC    #tabboards #businesscoaching #freewebinar #peeradvisoryboards #valuation #exitplanning #tabnortherncolorado

We're so proud that the Capitaliz platform has helped acheive these results for Succession Plus clients in Australia. Reach out to us and our North America Team if you are an advisor looking to helop your clients achieve similar results! #ValueAcceleration #ExitPlanning #Capitaliz Jared Johnson MBA Sam Walters 🇺🇸 Zach Broyles Madison Ernzen