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Funds/Portfolio Company Valuations, ASC 820
Goodwill Impairment, ASC 350
Complex Financial Instruments, ASC 815
Compensation, ASC 718
Strategic Advisory
Business Buy/Sell Evaluation (BEV)
Transaction/Exit Planning
Strategic Decision Support
Litigation Planning
Financial Modeling & Deal Analysis
Business Planning & Pitchbook Preparation
Tax Advisory
IRC 409A Valuations
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Investment Banking
“What Most Entrepreneurs Get Wrong About Selling Their Business” | Deep Wealth Podcast Featuring Trever Acers
February 10, 2025
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Podcasts
“Mastering the Art of Business Valuation” | Dealmaker Diaries Podcast Featuring Trever Acers
February 5, 2025
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Investment Banking
“Unlocking Business Success with Expert Insights” | Deep Wealth Podcast Featuring Channing Hamlet
January 10, 2025
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Consumer
“How Private Equity is Changing the Game for E-Commerce Valuations ” | Ecomm Breakthrough Podcast Featuring Trever Acers
December 4, 2024
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Investment Banking
“How to Catalyze Your Company to Appeal to Buyers” | The M&A Mastermind Podcast Featuring Trever Acers
November 14, 2024
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Investment Banking
“How to Sell a Business Successfully” | The Business Ownership Podcast Featuring Trever Acers
November 5, 2024
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Investment Banking
“What To Consider When Timing the Sale of Your Company” | M&A Talk Podcast Featuring Dan Shea
October 24, 2024
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Investment Banking
“Essential Tips for Business Owners Facing Acquisition Offers” | The Deal Scout Podcast Featuring Trever Acers
October 18, 2024
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Podcasts
“Meet Jordi Pujol with Objective” | Echelon Radio Podcast with Jerri Hemsworth
October 10, 2024
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Investment Banking
“Unlocking True Business Value: Strategies and Insights for Mid-Market Sales” | How2Exit Podcast Featuring Trever Acers
September 17, 2024
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Investment Banking
“Bridging the Gap Between Value and Price with Jordi Pujol” | Entrepreneur Conundrum Podcast hosted by Virginia Purnell
September 17, 2024
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Investment Banking
“How to Sell Your Hardware Product Business” | Product Startup Podcast Featuring Dan Shea
September 11, 2024
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