Dunn Rush & Co. LLC

As the holiday season arrives and we reflect on 2024, we are filled with gratitude for the unwavering support of our friends, colleagues, and clients. Your trust and partnership have made this another successful year for Dunn Rush & Co. Wishing you and your loved ones joy, prosperity, and good health in 2025. Happy Holidays!

It was fantastic to have the Dunn Rush team together this week for our annual planning meeting. Key takeaways from the group were that there is a lot of optimism and momentum heading into 2025, and that owners starting to consider an exit should plan early to maximize their flexibility. Our talented group brings decades of business and operating experience across a range of industries – contact us to leverage our energy and expertise to help accomplish your goals for 2025. Here’s to another year of shared success and great teamwork!

Asking the right questions early on to identify the best advisory team around you can have a huge impact on outcomes. So, we've put together a comprehensive checklist of 65 critical questions every business owner should ask before and during the M&A process. Knowing your goals, the approach, and who to trust is key for success. Access our checklist and learn more: https://hubs.li/Q02-s6Vz0

We’re deeply grateful for our clients, colleagues, and community who make our work so rewarding. Your trust and partnership drive our success, and we’re honored to support your growth and achievements. From all of us at Dunn Rush & Co., we wish you and your loved ones a Happy Thanksgiving.

Do you know the value of your business? Most people don’t. Those who think they do, are often misinformed. The valuation of a business varies greatly depending on the purpose of the valuation; the methodologies utilized; timing of the valuation; and by who is performing the valuation. If you don’t know how your business is valued today and would be valued by third parties in the future, you won’t know what strategies will be best to increase the value of your company between now and when you want to exit on your own terms. Read our blog to learn more: https://hubs.li/Q02Z08md0

NEW INDUSTRY REPORT: North America’s utilities, infrastructure and telecom sectors face urgent issues from aging systems to frequent breakdowns. Our latest Industry Report reveals: -Rising demand for proactive maintenance and repair -Top players and trends in the market -Key insights on the M&A landscape Explore how the industry is tackling resilience and reliability amid these pressures. Click on the image to read the full report.

We have limited remaining seats for our November 12 event at McLane Middleton. Register at the link below! Armen Krmzian, David Poulin, CIMA® CPWA®, William R. Rodgers, Gregory Rush, Greg Romero, Gabrielle Jenkins, Rudy Scarito, Trammel Martin, CFP®, Jeff Rolke, Matthew C. Slaney, CFA, Joshua French, Mark Diebus, Aaron Naisbitt, Kenneth Segal

We are excited to announce that Lynn R. Schade has joined our team as a Managing Director. Lynn brings an impressive breadth of experience in financial services, specializing in mergers & acquisitions, equity recapitalization, and leveraged cash flow financings. Most recently, she has worked with privately held, middle market companies across various industries, continuing her stellar track record in corporate finance. At Dunn Rush, Lynn will focus on business development, capital raising, and M&A debt structuring. We look forward to the incredible value and expertise Lynn will bring to the firm and our clients. Read Lynn's full bio here: https://hubs.ly/Q02Vyl1s0

Many business owners are caught off guard by limited options when considering a liquidity event, especially if they haven't planned ahead. If your preferred exit requires significant bank debt, but your business is already heavily leveraged, liquidity can be scarce for shareholders. Succession planning for continuity of leadership also has a big impact on how potential buyers value your business. Planning well in advance is crucial to provide greatest flexibility and maximize the value you’ve worked hard to build, on your terms. Learn more about our Gold Standard of Preparation: https://hubs.li/Q02THQvN0

Join us for an informative and entertaining "fireside" lunch at McLane Middleton on November 12 from 11:30am to 1:00pm. James Turner and Courtney A. Barker will lead a discussion on the Macro Economic Environment, including IPOs, Private Capital Raises and M&A activity. Register at this link .... https://lnkd.in/eEuj5gCC David Poulin, CIMA® CPWA®, Aaron Naisbitt, Kenneth Segal, William R. Rodgers, Gregory Rush, Greg Romero, Gabrielle Jenkins, Rudy Scarito, Trammel Martin, CFP®, Jeff Rolke, Matthew C. Slaney, CFA, Joshua French, Mark Diebus, Armen Krmzian