Are you gearing up to buy or sell a business but feeling overwhelmed by the legal process? You’re not alone. Stepping into the world of mergers and acquisitions (M&A) can be daunting, especially when it comes to understanding the intricacies of the purchase agreement. But fear not! We’re here to provide clarity on what to…
As a Partner and the firm’s Consulting Services Leader, Anthony Tomaro directs the growth of Grassi’s consulting practice through the development of innovative business strategies and services. His hands-on approach allows him to become intimately familiar with clients’ business operations so he can help them identify and implement ways to increase efficiency and profitability. Anthony…
Mergers and acquisitions (M&A) are exhilarating opportunities for business growth but fraught with potential pitfalls. In this blog post, we’ll explore common M&A pitfalls and provide practical advice on how to steer clear of them, making your M&A journey more manageable. Lack of Thorough Research When it comes to M&A, thorough due diligence is the…
Geoff Bruskin is a Senior Talent Acquisition Consultant and M&A Broker specializing in the Public Accounting sector, and more broadly with Service-Oriented Businesses including Financial Advisory/Wealth Management, Law-Firms, Non-Profit, Insurance, Real Estate, and Small Private Investment – namely any service industry within the circle of trust around high-net worth individuals and their closely held businesses.…
With over two decades of Banking expertise, Jerry is a highly motivated, experienced M&A loan officer. As a Senior Loan Officer with Live Oak Bank, Jerry specializes in financing an array of business transactions like Mergers & Acquisitions, Partner Buyouts, expansion projects and owner-occupied CRE. He has an impressive record of handling business deals ranging from $1MM to $15MM and stands out with his knack for devising creative financing solutions where collateral is limited. A continuous learner at heart, Jerry has actively participated in professional development, always rising to the challenge of mastering new tasks. His ability to deliver captivating training sessions and provide mentorship has inspired many, fostering a spirit of teamwork and boosting performance levels. Jerry’s key expertise includes, but isn’t limited to, Deal Structure, SBA Financing, Cash Flow Analysis, Industry, Economic & Credit Risk Analysis and Business Valuation, and delivering top-notch Advisory Services in Business Transitions.Â
Kyle is a Founder of The M&A Alliance and Managing Partner and Principal of the NYBB Group. He represents small and mid-sized businesses in need of Merger & Acquisition and Business Advisory services. Kyle employs proven techniques to maximize a company’s selling price and facilitate a faster sale. Over the past 15 years he has…
In the dynamic business landscape, leadership success pivots on effective time management. This blog is a concise guide for leaders, offering proven strategies to transform time into a powerful tool for purposeful leadership and heightened productivity. Prioritize Your Tasks One of the first steps to mastering time management as a business leader is to prioritize…
Picture this scenario: Your company is amid a merger or acquisition, a period filled with excitement and potential, but also fraught with the challenge of retaining your most valuable assets – your people. In this blog post, we delve into the art of preserving the talent that forms the backbone of your organization during the…
As another year comes to a close, it’s a fitting time to reflect on the highs, lows, and significant developments that marked the landscape of mergers and acquisitions (M&A) throughout the past twelve months. In the world of business, 2023 has been a year shaped by unprecedented challenges, remarkable successes, and transformative shifts in the…
In the fast-paced world of mergers and acquisitions (M&A), there’s often a whirlwind of excitement surrounding the potential for growth and strategic partnerships. But amidst all the hustle and bustle, there’s a critical factor that can’t be overlooked: cybersecurity. As companies come together, they need to be vigilant to avoid cyber threats that could put…
