Private Equity的动态

Listen in on Exit Planning Institute's Case Study "The Challenge of Not Working With An Exit Planning Professional". Learn how Exit Factor - Houston NW can help with your Exit Planning by getting started here: https://lnkd.in/d74gyvR4 #exitplanning #exitstrategy #businessstrategy

Webinar Rewind: Exit Planning – A Different Way of Thinking About It If you missed our webinar yesterday on Exit Planning, you can watch the recorded session here. There was a lot of good information shared, things to consider, and understanding the potential issues when owning a business.?Experts Mark Ferm and Patrick Sullivan, CPA shared some best practices, tips and generational considerations when reviewing an exit strategy.??

How to Pitch Your Company Without Being Long-Winded and Without Losing Seasoned Investors: (60 seconds) ? What is it: 0-5 ? Mission: 5-10 ? Problem: 10-25 ? Solution: 25-40 ? Traction: 40-55 ? The Ask: 55-60 Using the pitch every day is the only way to get funded by the right investors.

?? Is your funding process dragging on longer than you expected? ?? It’s frustrating when deals don’t close, but a few strategic changes can make a big difference. Target the right investors, align your business goals, and you’ll speed up the process while saving time. Top founders know this. ?? Do you want to see how they do it? Learn more here: https://lnkd.in/gvD6abUY

?? New to exit planning? Avoid the most common pitfalls with insights from Capitaliz! Our latest blog post covers challenges like lacking a structured process or struggling with collaboration, and explains how to navigate them using essential tools like the Business Insights Report, Dynamic Revaluation, and more. Don’t miss these practical tips and start strong in your exit planning journey! Read more: https://hubs.li/Q02WwPW20

We have helped lots of business owners generate an exit plan. This should be done long before you are ready to sell the business.

When you get up to give a presentation, two of your greatest fears will be: 1. You will forget what you intend to say. 2. Your audience won’t remember what you said. This is according to Matt Abrahams, who teaches Strategic Communication at Stanford University’s Graduate School of Business. For point 1, he recommends being well-rested and thoroughly familiar with your material—including rehearsing it out loud. For point 2, he says to choose a topic that is relevant to your audience, and delivered in a relaxed, natural way. To help you take full advantage of your opportunities to speak in front of groups, we've created a broad collection of thorough financial presentations. They address the topics your potential clients are concerned about. And each can easily be customized with your brand. You just find the topic that's most apropos and familiarize yourself with the script. Working with Efficient Advisors , you get full access to our extensive white-label presentation library. You book the presentation. We'll provide you with slides and a script. Contact us at [email protected] and we'll be happy to send you an example and answer any questions. #financialadvisors #financialservices #financialplanning #evidencebasedinvesting #efficientadvisors

Did you know a well-planned exit strategy may need to be made 5-10 years in advance? ?? So, where do you start? There are three basic phases to exit planning: discovery, preparation and decision. This article dives into these! #professionalservices #exitstrategy #riskmitigation

Thinking of starting a VC firm? Here's a cheat sheet of 33 questions to ask your potential partners, courtesy of Pace Capital. Topics include: ?? Work Style ?? Team Dynamics ?? Budget ?? Economics ?? Decision Making Explore the full list and much more in The Generalist's latest deep dive: https://lnkd.in/eF_MzGGf

One Shot, One Chance: The Power of Preparation Last night's VP debate was a clear reminder of an important lesson in both politics and business: preparation is everything. Vance came in ready—confident, composed, and prepared. Walz, on the other hand, seemed out of his depth. Why? Because he didn’t have the reps in. It’s a lesson I was taught early on when raising capital. In high-stakes situations like these, you only get one silver bullet. When you're pitching investors, selling a business idea, or even standing on a debate stage, the margin for error is slim. You might think you can wing it, but in reality, success depends on practice. Running through your pitch, refining your responses, and getting feedback ensures you’re ready when it’s time to deliver. You can't expect to excel without putting in the effort behind the scenes. Just like Vance, who clearly did his homework, preparation is your greatest asset when the pressure is on. Remember, you only get one shot—make sure it's your best.