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The Hidden Goldmine: How Postage Strategy Impacts EBITDA

April 2025

In direct marketing, postage is often the single largest line item after labor. Yet too many business owners treat it as a fixed cost. It’s not. Smart operators are unlocking real EBITDA lift through strategies…

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AI-Powered Virtual Agents Are Driving M&A Interest in Customer Service-Centric Businesses

April 2025

In today’s deal market, AI-enabled operations aren’t just a “nice to have”—they’re a catalyst for valuation premiums. Buyers are actively targeting companies that have embraced AI-powered virtual agents to streamline call center operations. These tools…

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What Insurance Policies Reveal in M&A Diligence—and Why Applications Matter Just as Much

April 2025

Insurance is often viewed as a back-office item—an operational necessity that flies under the radar in a transaction. But in M&A due diligence, insurance policies provide a critical lens into a company’s risk profile, operational…

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Why Loan Documents Matter in M&A Diligence—And What We’re Really Looking For

April 2025

In the world of M&A, one of the most critical areas of financial due diligence is a target company’s debt and loan structure. For acquirers and investors, debt is not just a line on the…

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Agent burnout is no longer just an HR issue—it’s a deal driver

April 2025

Call centers have long struggled with high turnover and low job satisfaction. At the heart of the problem? Repetitive, low-value tasks that drain human agents and inflate labor costs. Today, AI is changing the game….

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