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July Newsletter: Strategic Collaboration and Connection

Learn How Your Finance Team Can Be a Strategic & Collaborative Partner For Your Business

Have you ever felt sidelined in meetings or heard groans when finance enters the room? It’s happened to everyone. In our newest blog, Directors of Strategic Finance Kelcee Blue and Lance Geda explain how building relationships, communicating effectively, and understanding the broader business can transform finance from a perceived roadblock to an essential collaborator, driving organizational success.


Our Most Recent Case Study: Learn How a Well-Crafted Sellside Process Can Make All the Difference

This case study highlights the six key actions that enabled our client to attract multiple offers and secure a favorable deal. 


Upcoming Events

IT Nation Grow
Wednesday, August 14th | Denver, CO

Join Jay Jung as he discusses “Quality of Earnings – The Inside Scoop” at one of North America’s top MSP conferences, IT Nation Grow. 

BuildIT Live
Monday, September 9th – Wednesday, September 11th | Orlando, FL

Jay Jung will speak on the topic of “Minimizing Capital Gains Taxes when Selling Your Company” during this premier three-day event. 

SAVE THE DATE – A Fireside Chat with Embarc Advisors
Thursday, September 12th | Irvine CA

Join members of the Embarc team, valued partners, and others from our network as Jay Jung hosts a fireside chat and case study on “Exit Stories: Lessons Learned From The Sale Process”. Full details to follow.


Explore More with Embarc

Embarc in the NewsFilm Daily: How the Streaming Wars Left a Lasting Impact on Hollywood’s Acquisition Frenzy

Embarc in the NewsArt Voice: How Mergers & Acquisitions Have Reshaped the Entertainment Industry

See the Difference that Embarc Advisors Can Make for Your Business

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