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April Newsletter | Essential Reads: Explore QSBS, Chart of Accounts, and Exit Preparations

Embarc Advisors Lands on Inc. Magazine’s Fastest-Growing Private Companies List!

M&A Bootcamp (Hosted by Connectwise)

Last month, Managing Partner Jay Jung and Director of Corporate Development Justin DePardo, traveled to Tampa to participate in the Connectwise M&A bootcamp, a favored event for our ongoing strategic initiatives. 

Jay presented on “Sell-side Readiness: How to Maximize Value as you Prepare for Sale in 3-5 years”. There were three core messages, only so much you can fit in a 45-minute presentation. 

  • Manage your finances like private equity would including pipeline management
  • Acquire a smaller peer and use debt financing to maximize value impact
  • Restructure to a C-Corp and take advantage of QSBS to get $10+ million in capital gains exemption

Each one of these has the potential to add millions to the seller’s value, which is why we talked about these three topics. 

If you are interested in learning more about QSBS, how to get debt financing for acquisitions, or think this is a good topic for your networking and peer groups, please reach out to learn more and schedule a group presentation. 

Building a Powerhouse Finance Team

In our latest blog post, Director of Strategic Finance, Kelcee Blue discusses the steps to building a powerhouse finance team and the types of financial support that could apply to your company’s specific business needs. Whether launching a startup or managing a mega-corporation, understanding the right talent mix is crucial.

Kelcee walks through the stages of organizational growth, discovering when to enlist the expertise of a bookkeeper, elevate to a CFO, or harness the power of outsourced specialists.

From early-stage startups focusing on compliance and profitability to strategic market players navigating complex acquisitions, click here to learn more about invaluable insights into structuring your finance department for maximum impact.

Axial’s E-Book – Exit Preparation: What Business Owners Need To Know

As a part of the Axial network, Embarc was part of a collaborative effort with their Investment Banking members regarding exit preparation. The goal was to gather valuable insights and tips for business owners. The E-Book “Exit Preparation: What Business Owners Need To Know”, is available now to help you plan, navigate, and better understand the next steps in your business transition.

Hello From Chicago!

What is the secret to building an all-remote professional services firm that is highly collaborative and teamwork-oriented: it’s our quarterly off-sites. 

  • Day 1 is focused on professional training where we focused on negotiations.
  • Day 2 was full of team-building activities where we explored Chicago, played WhirlyBall, made Neapolitan Pizza, and had an amazing team dinner before heading home to put everything we learned to practice. 

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Embarc in the News

Embarc Advisors

We are an “hourly-fee” based M&A and CFO advisory firm. This allows us to bring Fortune 500 capabilities to SMBs and middle-market companies. 

Whether you’re eyeing strategic acquisitions or seeking expert financial guidance to optimize your operations, the Embarc team has you covered. Reach out today to see how our unique model can help you and your business reach your financial goals.

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