Twelve Points Resources

As seasoned investment bankers, we recognize the pivotal role that strategic negotiations and meticulous due diligence play in driving successful mergers and acquisitions (M&A) transactions. Step 5 of our comprehensive...

In the previous steps of our series on selling your business, we covered strategy development, research and analysis, and material preparation. Now, let’s move on to Step 4: Strategic Marketing...

In the previous steps of our series on selling your business, we covered strategy development and research, and analysis. Now, let’s move on to Step 3: Material Preparation. Material Preparation...

Welcome back to our series on the ultimate guide to selling business. In Step 1, we discussed the importance of developing a clear strategy. Now, let’s dive into Step 2:...

Before diving into the process of selling your business, it’s crucial to develop a clear and comprehensive strategy. Here are key components to consider: Define Your Goals Start by clearly...

We are proud to announce our very own Maya Keenan-Gallagher has earned CEPA credential. As a Certified Exit Planning Advisor (CEPA), Maya is equipped with the training, skills, and tools...

It is imperative that business owners consistently think about being ready for any moment. Unfortunately, this includes having plans in place for unforeseen moments. In this case study, a family...

Written by: Maya Keenan-Gallagher Entering the realm of the financial services industry was never part of my plan. Like many young adults, I held preconceived notions about the field –...

Written by: Maya Keenan-Gallagher For many entrepreneurs, building a business is more than just a career path; it’s a labor of love, fueled by passion, vision, and an unwavering commitment...

Written by: Maya Keenan-Gallagher The prevailing narrative surrounding the financial services industry often revolves around mistrust and skepticism. According to surveys conducted by reputable institutions, trust in the industry remains...