TD Securities’ Post

Companies partner with Vista for what we offer beyond capital, building better businesses with enduring market value through value creation expertise honed over our 20-plus year history. Learn more about our approach to value creation: https://bit.ly/3TX6el8

Every exit strategy needs a giving strategy. Find out why in a special Learning Lab led by NCF’s Michael King at The Exit Planning Summit 2024 on Marco Island, Florida, April 28-30. Make sure your clients know how to maximize the value of their business before the sale, and learn how to deepen client relationships with every deal. To find out more about The Exit Planning Summit 2024, click the link below. https://lnkd.in/e8hxJpPR

𝐅𝐫𝐮𝐬𝐭𝐫𝐚𝐭𝐞𝐝 𝐰𝐢𝐭𝐡 𝐩𝐫𝐨𝐦𝐢𝐬𝐞𝐝 𝐥𝐞𝐚𝐝𝐬 𝐭𝐡𝐚𝐭 𝐯𝐚𝐧𝐢𝐬𝐡 𝐢𝐧𝐭𝐨 𝐭𝐡𝐢𝐧 𝐚𝐢𝐫? 𝐘𝐨𝐮'𝐫𝐞 𝐧𝐨𝐭 𝐚𝐥𝐨𝐧𝐞. At EXO Advisory, we're here to break the cycle of disappointment and empower you with strategies for sustainable success. Hear what our Head of Talent Acquisition and Training, Jess Tan 媤嬿, has to share after meeting numerous candidates who've faced struggles with promised leads in this industry.

Join Exit Planning Institute on August 15th for Navigating the Decide Gate: Exit Strategies and Deal Dynamics in Action, a free webinar presented by Jaclyn Ring, CMAP, MAMI. This session will explore the "Sell" option within the Decide Gate, using real-life case studies to highlight successful exits, common pitfalls, and strategic decision-making. Attendees will learn the importance of balancing price, terms, and structure in deals and the value of expert guidance in navigating complex exit scenarios. Register Now: https://lnkd.in/eQrZA74H

🌴 Coming to you live from the Exit Planning Summit in Marco Island, Florida! Jordan Kraus, CFP® and Brian Oettinger, CFP® are thrilled to be absorbing invaluable insights at this year’s conference, hosted by the Exit Planning Institute 📚 We're diving deep into the latest tools and strategies that help business owners maximize the value of their enterprises. This knowledge is crucial, not just for planning an exit, but for strengthening businesses at every stage. Stay tuned as we bring these top-tier strategies back to you and your business! 💼🚀 #ExitPlanning2024 #BusinessGrowth #MarcoIsland #EPI #ExitPlanningSummit

Tomorrow I am releasing the 6th Volume of my newsletter Embracing Emergence. The Newsletter is going out to 580 Limited Partners and Emerging Managers. With LP conversations picking back up, I will share insights on what to consider when pitching family offices. From my time establishing a LP strategy with a family office and countless conversations with other family offices, I'm excited to share some thoughts! Volume 6 TL;DR: 1. Do not underestimate how much the sacrifice of starting your fund to pursue your passion and dream of success can resonate with a family office. When pitching a family office, you are most likely pitching a person, who is pitching a person. 2. Give whomever you are pitching the right language and insights about you and your strategy to deliver a compelling pitch about you to whomever they in return are pitching. 3. Be transparent and direct. Ask the right questions at the appropriate time - I can’t think of any LP who does not appreciate the honest attempt of contextualizing the diligence process so both parties can be on the same page. Subscribe here to get tomorrow's volume to your inbox: https://lnkd.in/gaSrshRa

Immerse yourself in a transformative experience at the forefront of exit planning in Marco Island from April 28 – 30. Join hundreds of professional advisors and their teams for three days of enriching education, actionable insights, and global networking at the 2024 Exit Planning Summit. Learn more about the Exit Planning Summit and meet REAG the Title Partner for the Exit Planning Summit for the second year in a row! https://hubs.li/Q02fChjC0 #ExitPlanningInstitute #ExitPlanning #ExitPlan #ExitPlanningSummit

Touchdown in Atlanta! As I gear up for the Industrial Asset Management Council (IAMC) board meeting, I proudly carry the banner for Fairview Economic Development Corporation and the innovative approach we champion at Day One Experts. Even my workout gear is in sync with the #iamcforum spirit - a happy accident that reminds me of the interconnected paths we tread in #economicdevelopment. I believe that every #citymanager and economic development organization should have access to the tools and expertise to tap into that growth. That’s where Day One Experts and our fractional economic development services come into play. With #d1experts, you’re not just hiring a consultant; you’re gaining a dedicated partner committed to your community’s success from Day One. Whether it’s navigating expansion complexities or crafting a compelling story for your city, we’re here to amplify your impact. Are you curious about how this model can transform your economic development journey? I’m here in Atlanta reflecting on success stories, and I’d love to share how we can write yours. Let’s connect! Find out if our fractional services are the perfect fit for your big vision. (Link in the comments) #SuperDaveQuinn #TexasEconDev #TexasEDConnection #SuperDave #D1Experts #EconomicGrowth #CommunityDevelopment #citymanagement #econdev #texasedc #tcma

📝 Exploring the Dynamics of M&A! 💼 Yesterday, I participated in the Amplify M&A 2-hour simulation, here is what i learnt: 𝐄𝐧𝐠𝐚𝐠𝐞𝐝 𝐢𝐧 𝐜𝐨𝐦𝐩𝐥𝐞𝐱 𝐝𝐞𝐚𝐥-𝐦𝐚𝐤𝐢𝐧𝐠 🤝: • Evaluating potential synergies, negotiating terms, and structuring transactions. 𝐑𝐞𝐟𝐢𝐧𝐞𝐝 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐚𝐧𝐚𝐥𝐲𝐬𝐢𝐬 𝐬𝐤𝐢𝐥𝐥𝐬 📊: • Conducted valuations, assessed risks, and projected outcomes. 𝐄𝐧𝐡𝐚𝐧𝐜𝐞𝐝 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧-𝐦𝐚𝐤𝐢𝐧𝐠 🤔: • Balancing objectives to maximize value and drive growth. This experience deepened my understanding of the critical role M&A plays in business strategy and expansion. Looking forward to leveraging these insights in future opportunities. A massive thanks to the AmplifyME team and to Elisabetta Fabris and Alessia Di Salvo for this opportunity 🙌 #MandA #Finance #StrategicGrowth