Frisco, TX – EBB Group of Texas, LLC (“EBB Group” or the “Firm”), a full-service middle-market financial advisory firm focusing on corporate mergers, acquisitions and divestitures, recently completed its annual Strategic Planning Retreat. Hosted every January, the all-day event is an opportunity for the Firm’s dispersed team members to meet face-to-face, learn best practices, and outline personal and organizational goals for the year ahead.
As in previous years, the Retreat covered a range of topics, including:
- Using Valuation Strategically
- Best Practices from Big Banks
- Warning Signs During a Quality of Earnings
- Maximizing Social Media Outreach
- Developing Impactful Information Memorandums
- Transitioning to a new CRM
Empowered by new systems, fresh faces, and clear goals, EBB Group looks forward to serving clients better and enhancing its stature as an investment bank.
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This Post is for informational purposes only and does not constitute an offer, invitation, solicitation, or recommendation to buy, sell, subscribe for, or issue any securities. While the information provided herein is believed to be accurate and reliable, EBB Group of Texas, LLC and Ashland Securities, LLC make no representations or warranties, expressed or implied, as to the accuracy or completeness of such information. All information contained herein is preliminary, limited and subject to completion, correction or amendment. It should not be construed as investment, legal, or tax advice and may not be reproduced or distributed to any person. Certain Principals of EBB Group of Texas, LLC are registered representatives of Ashland Securities, LLC Member FINRA, SIPC. EBB Group of Texas, LLC and Ashland Securities, LLC are separate and unaffiliated entities. Securities and Investment Banking Services are offered through Ashland Securities, LLC.
