Shareholder Bethany Grazio recently became a member of the Alliance of Mergers and Acquisitions Advisors. The AM&AA provide education, networking and resources to investment bankers, private equity firms and service providers in domestic, international and cross-border M&A. Bethany counsels clients on formation and organizational decisions, private offerings and venture capital financings, and mergers and acquisitions….
POSTED IN: Corporate & Business, News
Check out the latest episode of Transaction Talk featuring Kathleen Kelly (SVP SBA Relationship Manager at Webster Bank), and Greg Giacopelli (VP of Business Banking Relationship Management at Eastern Bank) as they discuss SBA loans and when it makes sense for business owners to apply for one. In this episode, Kathleen and Greg do a…
POSTED IN: Corporate & Business, News
Check out the latest episode of Transaction Talk featuring Scott Giles. Scott recently sold his business, ScoreBuilders, and worked directly with Jennifer and Eric during the selling process. In this episode, he shares some real-life examples of what the sale process was like, key learnings he experienced, and some unexpected challenges he experienced when it…
POSTED IN: Corporate & Business, News
Transaction Talk welcomes you to the third episode of a four-part series that details what business owners need to know about selling their businesses. Today’s episode features Russ Stein, a Mergers & Acquisitions Attorney with more than 30 years of experience working as a lawyer and shareholder at Ruberto, Israel & Weiner, P.C. In this…
POSTED IN: Corporate & Business, News
Transaction Talk welcomes you to the third episode of a four-part series that details what business owners need to know about selling their businesses. Today’s episode features Scott Sagan, a CPA with over 30 years of experience in accounting, auditing, taxation, and more. Scott shares from a CPA perspective how business owners can maximize their…
POSTED IN: Corporate & Business, News
Transaction Talk welcomes you to the second episode of a four-part series that details what business owners need to know about selling their businesses. Today’s episode features James Connors, the Managing Partner of Boston Partners Wealth Management, as he discusses the important role a financial advisor plays in the sale of a business. He breaks…
POSTED IN: Corporate & Business, News
When it comes to selling your business, there can be a lot of unknown factors that many first-time sellers might not be aware of or even think about. It’s critical to have the right team on your side to help you through the sale of your business and to make sure you’re getting the best…
POSTED IN: Corporate & Business, News
