Idea Tree Advisory

Business Services · 1-10 Employees

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Overview

Phone Number

(949) 500-3784

Revenue

<$5 Million

Industry

Business Services Finance Project Management Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Idea Tree Advisory

IdeaTree Advisory provides investment banking and strategic planning services tailored for leaders aiming to enhance their business transactions. With over 25 years of advisory experience, they assist clients in deal preparation, exit planning, business valuation, capital raising, and M&A advisory. Their focus is on maximizing value and mitigating risk, ensuring that clients are well-prepared for successful sales or exits. The company emphasizes the importance of having an objective third-party advisor to navigate the complexities of mergers and acquisitions.Explore more
Popular SearchesIdea Tree AdvisorySIC Code 87,874NAICS Code 54,541Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Idea Tree Advisory

<$5M
1-10
Private
-
-
N/A
$8.9M
11-50
Private
-
2021
LR
Lawrence RucinskiPrincipal & CEO
$6.6M
1-10
Private
-
2009
VY
Victor YangSummer Intern 2013
<$5M
11-50
Private
-
2001
MW
Michael WilsonVice President
<$5M
11-50
Private
<$5M
2010
MW
Marcus WaiVice President
<$5M
1-10
Private
-
2008
RS
Raja SegalManaging Director, Technology & Healthcare
<$5M
1-10
Private
-
2001
HT
Henry TowAssociate
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Idea Tree Advisory is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Idea Tree Advisory is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Idea Tree Advisory.

Idea Tree Advisory Tech Stack

A closer look at the technologies used by Idea Tree Advisory

Top Business Services Companies

Frequently Asked Questions Regarding Idea Tree Advisory

What is Idea Tree Advisory's official website?
Idea Tree Advisory's official website is www.ideatreeadvisory.com
What is Idea Tree Advisory's Revenue?
Idea Tree Advisory's revenue is <$5 Million
What is Idea Tree Advisory's SIC code?
Idea Tree Advisory's SIC: 87,874
What is Idea Tree Advisory's NAICS code?
Idea Tree Advisory's NAICS: 54,541
How many employees does Idea Tree Advisory have?
Idea Tree Advisory has 1-10 employees
What industry does Idea Tree Advisory belong to?
Idea Tree Advisory is in the industry of: Business Services, Finance, Project Management
What is Idea Tree Advisory competition?
Idea Tree Advisory top competitors include: Global Growth Partners, W Partners, Cassel Salpeter, Victory Partners
What technology does Idea Tree Advisory use?
Some of the popular technologies that Idea Tree Advisory uses are: WordPress.org, reCAPTCHA, PHP, Google Cloud DNS
How do I contact Idea Tree Advisory?
Idea Tree Advisory contact info: Phone number: (949) 500-3784 Website: www.ideatreeadvisory.com
What does Idea Tree Advisory do?

IdeaTree Advisory provides investment banking and strategic planning services tailored for leaders aiming to enhance their business transactions. With over 25 years of advisory experience, they assist clients in deal preparation, exit planning, business valuation, capital raising, and M&A advisory. Their focus is on maximizing value and mitigating... risk, ensuring that clients are well-prepared for successful sales or exits. The company emphasizes the importance of having an objective third-party advisor to navigate the complexities of mergers and acquisitions.Read More

Is Idea Tree Advisory a public company?
Idea Tree Advisory is private company therefore does not currently have an official ticker symbol
See more information about Idea Tree Advisory

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