Align CEO Dena Jalbert joined Schwab Network on the NYSE floor this week, discussing recent market performance, the outlook for M&A, how the upcoming election could accelerate deal timelines, and more! #NYSE #markets #mergers
Align Business Advisory Services
Financial Services
Winter Park, Florida 4,649 followers
Aligning Buyers and Sellers in Successful Transactions
About us
Align Business Advisory Services is a business and Mergers and Acquisitions advisory firm focused on lower-middle-market businesses nationwide. Our team of CPAs, MBAs, and diverse business executives help businesses grow, scale, and monetize their businesses across a range of industries. Align was founded with the mission of breaking the mold of the traditional “consulting” firm. We’re not “brokers,” “consultants,” or “bankers.” We’re CPAs, MBAs, and business executives who have been where you’re going. We have spent nearly 20 years in the middle market ourselves, so we know where you are going and are uniquely able to help you get there. Our expertise and service approach will generate value for your business - we guarantee it. There are few, if any, advisory firms or investment banks that focus on the lower-middle market. This leaves these businesses vastly under-served, causing them to leave millions at the closing table. We don’t chase huge enterprise companies or work with micro SMBs. We focus solely on growth entities and understand their unique challenges and opportunities to create value. We are your advocate and partner through a very complex and overwhelming process. Whether buying a business to fuel growth, raising growth capital to get to the next level, or selling a business and monetizing years of work, having the right advisor to support you is paramount. Let us create value for you - we guarantee our results. Yep, you read that right...we guarantee it.
- Website
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https://alignba.com
External link for Align Business Advisory Services
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Winter Park, Florida
- Type
- Privately Held
- Founded
- 2017
- Specialties
- management consulting, mergers and acquisitions, strategic planning, finance, accounting, process improvement, organizational development, financial planning and analysis, operational growth, and information technology infrastructure
Locations
Employees at Align Business Advisory Services
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Alyx Kaczuwka
Strategic Marketing Leader | Innovator in AI-Driven Solutions | Expert in Digital Strategy & Product Marketing | Author, "The Agile CMO Handbook" and…
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Bob Beiersdorf
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Dan King
Author/Business Value Enhancement/Strategic Planning & Execution/Growth Acceleration/M&A Advisor
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KRISTINA CMOREY
Deal Operations Executive | Client Champion
Updates
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MarketWatch has picked up the news about our Managing Director Craig Wendel’s recent recognition! Craig was named to The M&A Advisor’s 2024 Emerging Leaders list—a prestigious award highlighting exceptional talent and leadership in M&A. Catch up on the full story and learn more about Craig’s outstanding contributions to the field at the link below. Congrats again, Craig! 👏 #Leadership #EmergingLeader #MAAdvisor #MarketWatch #AlignTeam #MandA
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Not Ready to Let Go? Define Your Next Chapter! Navigating the exit planning process can be daunting, but defining your next chapter is crucial for a successful transition. In the latest installment of Align’s Exit Planning series, we explore strategies to help you envision your future beyond business ownership and identify potential roles you might consider. #ExitPlanning #BusinessTransition #FuturePlanning #BusinessOwners #Entrepreneurship #NextChapter #MandA
Exit Planning (Part 4): Letting Go: Defining Your Next Chapter - Align BA
https://alignba.com
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Align is proud to be an Associate Sponsor of the 2024 AWE Impact Forum, celebrating women's economic empowerment. We look forward to connecting with everyone at this inspiring event!
Join us for the 2024 AWE Impact Forum, presented by Orlando Health Women's Institute. This event is all about women's economic empowerment and promises to be a morning full of connection and inspiration. Don't miss the fireside chat with Orlando Pride's VP of Soccer Operations Haley Carter. We'll also hear from top female leaders from Orlando Health, Verizon, and JetBlue during an engaging panel discussion. 📆 Wednesday, August 7, 2024 🕑 8 - 10:30 a.m. 📍 Harriett's Orlando Ballet Centre 🔗 Click the link below to register today!
AWE Impact Forum 2024
news.orlando.org
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🗳The poll results are in! Valuation uncertainty can pose challenges, but at Align, our goal is to provide clarity and confidence through our expert valuation services. Our comprehensive approach ensures that every aspect of your business is thoroughly evaluated and accounted for, from financial performance to market positioning. Did you know Align offers free valuation for qualified lower-middle market businesses? Get in touch with us today to schedule yours! Our approach includes: Comprehensive Review: Detailed examination of all financial records and operational metrics. Market Position Analysis: Understanding where your business stands in the competitive landscape. Future Potential Assessment: Evaluating growth prospects and potential for future success. Steps we take to ensure accuracy: Data-Driven Methodologies: Utilizing advanced financial models and analytics to determine fair value. Experienced Advisors: Our team consists of seasoned professionals with deep industry knowledge. Transparent Process: We maintain clear communication throughout, ensuring you understand how we arrive at the final valuation. By addressing these areas, we deliver a valuation that not only mitigates uncertainty but also enhances your ability to make strategic decisions. For more insights on our valuation process, read The Insider’s Guide to Business Valuation, at: https://lnkd.in/e_rm6RFk
We want to hear from you! Curious about the biggest challenges lower-middle market businesses face in M&A deals? Vote in our poll and stay tuned for our response! #BusinessGrowth #MarketTrends #LowerMiddleMarket #LMM #MandA #Poll #MergersAndAcquisitions
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Exciting news for trade business owners! Gen Z is turning to trade careers, bringing fresh energy and innovation to HVAC, plumbing, and electrical industries. This shift offers incredible growth opportunities, increasing the value of these businesses. Learn how to adapt and thrive with this new generation and why this is good news for those considering an eventual exit. Check out the Blue Collars Making Green podcast to learn more about trends affecting the trades! #GenZ #Trades #BusinessGrowth #WorkforceDevelopment #HVAC #Plumbing #Electrical #FutureOfWork #TradeIndustry #SkilledTrades #MandA
Gen Z's Embrace of Trades and What It Means for Trade Business Owners - Align BA
https://alignba.com
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We want to hear from you! Curious about the biggest challenges lower-middle market businesses face in M&A deals? Vote in our poll and stay tuned for our response! #BusinessGrowth #MarketTrends #LowerMiddleMarket #LMM #MandA #Poll #MergersAndAcquisitions
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Access this content and more in the LinkedIn app
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Align Director of M&A Kelley Phan recently teed up some new connections at a TopGolf networking event. Reach out if you'd like to join us for the next one!
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We're proud to see Align's own Craig Wendel, Managing Director, Deal Origination, recognized in The M&A Advisor's 15th Annual Emerging Leaders Awards. This award is a testament to his significant contributions to both Align and the industry as a whole. Congratulations, Craig, on this well-deserved recognition!
WINNERS ANNOUNCED Congratulations to the winners of the 15th Annual Emerging Leader Awards. To view the press release: https://zurl.co/nV4h To view a complete winner's list: https://zurl.co/Ub9q To know more about the Awards Gala presentation:https://zurl.co/Bzgo