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Office Closure: Beginning July 2, the Delap office will close for an interior remodel. The remodel project has been in the works for months and will include an updated reception area as well as new and improved conference rooms. The project is scheduled to last a few months, with the office anticipated to reopen sometime around the holidays. We will continue to assist our clients with their accounting and advisory needs during the remodel, and we appreciate your patience and understanding during this renovation process.
When you’re making a big change to your life or your business, you don’t know what you don’t know, so having qualified and informed advisors in your corner is critical. This week on Success That Lasts, Jared Siegal talks to Matt Plooster about the journey of starting an investment bank with a purpose.
Matt is the CEO and co-founder of Bridgepoint Investment Banking, a boutique firm that focuses on middle market business owners, helping them sell their businesses as effectively and profitably as possible. Many business owners will spend 20, 30, 40 years or more building something — but they’re only going to sell it once. Business exits are a high-risk proposition, and companies like Matt’s are there to smooth the way.
Tune in here, at delapcpa.com/podcast, or wherever you listen to podcasts: