Creator: Andrew Oshman BY: Samuel Baird Understanding the offer, your goals and the private equity firm will put you on the road to a successful deal. For most business owners, like you, the call, or the email, seems to come out of the blue. It’s from a private equity firm. And they’re interested in buying...
For the 100th Episode of #PoisedForExit, Lisa Meyer, advisor with Sunbelt, was invited to interview a client of hers, who’s growth strategy has been to acquire other companies in his industry. He’s got a system for that, and a strategy that works. Jeff Rahn, President of On Time Service Pros began his career as an employee and he worked his...
In this episode, Julie was interviewed by her producer, Bob Sansevere and announced the launch of the 2nd edition of "Poised for Exit"! So much has happened since the book first came out in May of 2020! In the 2nd Edition there are new legal resources for business owners from the Best & Flanagan Law Firm and Dunlap Seeger. Both firms will...
#PoisedforExit guests featured JB Lloyd and Jill Petschl of Oasis. With the abounding matters that business owners deal with everyday, HR matters are at the top of the list. Oasis publishes an annual survey of business owner responses to various questions about owning and operating in today's business environment. In this way, they keep a pulse on what's happening with their clients and...
On today’s episode of #PoisedforExit, we interviewed my long-time colleague, Dyanne Ross Hanson. Dyanne is a CEPA like me and specializes in working with families looking to transfer to other family members or employees. She has a process that is worth learning! Dyanne's mission as an adviser is to monetize an owner's investment in the business. She believes...
Today's episode on #PoisedforExit is a special interview between Brad Peterson of Sunbelt Business Advisors and his clients, Janet and Keith McCarty, who recently sold their business called "Virtual Bookkeeping". As Janet put it, "we didn't think our business was sellable!" Being a professional services company, their enterprise value was derived from their client list, their brand, and their long term reputation. They...
