Blog postFP&AM&A BuysideM&A Sellside

March Newsletter | Embarc Advisors: Fast Growth, Strategic Insights, and Maximizing Value

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

We are thrilled to share the exciting news that we have ranked in the Top 25 companies on the Inc. 5000 Regionals. This acknowledgment celebrates our dedication to providing exceptional financial advisory services and showcases our innovative hourly fee payment schedule.

Even though 2023 was one of the worst M&A years, Embarc continued to grow at a fast pace. It’s a testament to our differentiated hourly fee based M&A advisory model. Our hourly fee model allows us to take a holistic approach that includes 1) CFO-led M&A Sell Side Readiness, 2) Quality of Earnings Analysis, and 3) M&A Process Execution. Click here to connect with us and learn more.


Decoding the Buy-Side M&A Process

In our recent blog, Director of Corporate Development, Justin DePardo, discusses how strategic deals remained robust, despite an overall decrease in mergers and acquisitions in 2023. Learn why strategic acquisitions are about long-term growth and navigate through the 8 essential steps to understanding the buy-side process listed below. 

  1. Define Strategic Objectives
  2. Identify Your Target(s)
  3. Secure Financing 
  4. Conduct Due Diligence
  5. Valuation & Deal Structure
  6. Negotiating from the Buyers Perspective
  7. Closing the Deal
  8. Successfully Integrating a New Acquisition

A deal process is typically 6-12 months and can include a variety of unique factors that change the trajectory of a deal. The key to successfully executing a strategic acquisition begins with understanding the buy-side process. Working with a strong advisory team throughout the transition will give you an advantage in navigating the unknowns and evolving deal conditions. 

Click here to read the full blog on Decoding the Buy-side M&A Process

How to Maximize the Value of a Bookkeeper

Most business owners realize that they need a bookkeeper, but are they aware of the full value that these professionals can bring to the team? In our experience, the answer is no.

In response to this observation, Kelcee Blue, Director of Strategic Finance, has written a blog for business owners and financial leaders that discusses the tips for maximizing the value of your bookkeeping solution, including:

  1. Requesting detailed reports;
  2. Communicating business needs; and
  3. Considering strategic CFO support for businesses with revenue exceeding $1 million.

She touches on common challenges faced by businesses in leveraging bookkeeping data effectively and the importance of clear, forward-looking reporting for managing cash flow.

If you want to discover the key responsibilities of a bookkeeper and how, with the right direction and guidance, bookkeepers can provide crucial insights for decision-making and forecasting, click here.

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