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  • Charting Opportunities thumbnail for talk with Jay Ripley, including his picture, company logo (GEM), and name of the talk (Selling to Private Equity)

    Selling Your Business to Private Equity | Charting Opportunities

    Tags: business acquisitions, business advice, Business Exit Planning, Business Interview, Business Valuation, Charlotte Business, Charlotte financial planner, Charting Opportunities, Construction Private Equity, Deal Flow, Deal Structuring, Dry Powder, due diligence, EBITDA, Entrepreneurship, Exit Strategy, Expert Insights, Financial Analysis, Financial Reporting, Fundraising, GEM Investments, Growth Strategy, Healthcare Private Equity, How to Sell Your Business, Industrial Private Equity, Investment Banking, Investor Relations, Jay Ripley, Leveraged Buyout (LBO), Local Private Equity, Market Trends, Maximize Business Value, Mergers and Acquisitions (M&A), middle market, NC financial planner, operational efficiency, PE Firms, PE Investors, Portfolio Companies, portus wealth, Preparing for Business Sale, private equity, Rollover Equity, Selling Your Business, Service Industry Private Equity, small business, Software Private Equity, Southeast Business, Valuation Multiples
  • Charting Opportunities thumbnail featuring and Image of Robert Snowden, his company logo (South Park Advisors) and the name of the talk (Understanding Business valuations).

    Business Valuation And How To Increase It | Charting Opportunities

    Tags: ABV, ASA, asset based valuation, business brokers, Business Growth, Business Owners, Business Sale, Business Valuation, Charlotte, Charting Opportunities, corporate attorney, CPA, debt management, discounted cash flow, due diligence, Entrepreneurship, ESOP, exit planning, fair market value, financial advisors, financial buyers, Financial Planning, Financial Reporting, income approach, M&A, mergers and acquisitions, middle market, North Carolina, operational efficiency, Portus Wealth Advisors, private equity, Robert Snowden, small business, South Park Advisors, strategic buyers, strategic value, Succession Planning, valuation process, wealth management
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511 East Blvd
Charlotte, NC 28203
(704) 936-0084

Client Relationship Summary

Portus Wealth Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission. Investment advisory services, brokerage services, and fees differ, and it is important for you to understand these differences. Free and simple tools are available to research firms and financial professionals at www.Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing.

View CRS FormView CRS Form

© Portus Advisors 2025

Contact UsContact Us
LEARN MORE
  • About
  • Insights
  • Personal
  • Business
  • Charting Opportunities
QUICK LINKS
  • Contact
  • Login
  • Privacy Policy
  • CRS
Get in touch

511 East Blvd

Charlotte, NC 28203

(704) 936-0084

Client Relationship Summary

Portus Wealth Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission. Investment advisory services, brokerage services, and fees differ, and it is important for you to understand these differences. Free and simple tools are available to research firms and financial professionals at www.Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing.

View CRS FormView CRS Form

© Portus Advisors 2025

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