#m&a

I have learned over the years that you never know everything. In this episode we go international with Canadian Scott Duke, the founder of Open Road. We talk about his services, what he does and how his process is unique in the business. Scott and I are in the same space in non-competing markets and do much of the same type of M&A work. Scott shares his insights about selling a business. 

Visit us at:
Bsalesgroup.com
DesignMySale.com

In this episode you will learn about how the notion of Exit Planning got started and hear from the man who started it all back in the 90s. Peter Christman is an icon in the industry, having started the Exit Planning Institute and is known as the Father of Exit Planning. He is also an entertaining man to listen to with stories and examples.

Visit us at:
Bsalesgroup.com
DesignMySale.com

If you plan to maximize the selling price of your business when you sell, Exit Planning is a must. In this episode I interview the man leading the nationwide charge to inform, educate and help advisors and business owners alike maximize the value of their business when they sell.  Scott Snider is President of the Exit Planning Institute (EPI). EPI offers a Certified Exit Planning Advisor (CEPS) designation for exit planning advisors who want to learn more about and implement exit planning into their practice.

Visit us at:
Bsalesgroup.com
DesignMySale.com

In this episode we are joined by Andrew Van Dyke, a financial advisor with Modern Woodmen in Meridian Idaho. Andrew shares his wisdom from working with business owners to manage their financial assets, both within the business deferred compensation plans and outside the business with their own investments. Andrew was born in raised in beautiful Northern California, in wine country. From the time he was young, he had a passion for numbers and people. From the get-go, it has made this career a natural fit for him, but that's not why he works as a financial advisor. His biggest passion is time freedom, and his goal is to teach and pass on that passion to his clients. 

Andrew specializes in developing tax strategies for business owners and the self-employed to minimize their tax bills today and tomorrow. He helps to create passive income streams for business owners once they have transitioned out of their businesses.

Selling a business is the American dream, the pot of gold at the end of the rainbow, the reward for years of hard work. Successful entrepreneurs make countless sacrifices in hopes that they would someday reap the benefits of their labor and live a new life of vacations, recreation, and prosperity.

You only exit your business once, so you should feel confident passing this milestone. A successful business exit reflects the preparation done beforehand. Failing to plan is planning to fail.

The owner of a privately held company has several alternatives on how to exit their business. In the absence of an exit strategy, events will inexorably dictate the final exit plan. A costly involuntary exit may be caused by death, disability, divorce, disagreement, or distress.

Selling Your Business with David King will help you take control of the sale process and make it positive one.

We're joined by Herb Morgan, the founder of a Registered Investment Advisory firm that was acquired by a major Wall Street Invesment Bank. Herb is the Sr. Managing Director and Chief Investment Officer of Efficient Market Advisor and one of the financial industry’s recognized experts in the area of exchange-traded funds. Herb shares how he founded his firm in 2004 built the business organically and through acquisitions, how he attracted interest on Wall Street and engaged in a 16-month negotiation, due diligence, and complex sale transaction.  Herb is an ace in his financial services and money management, and he followed sound practices to close a great sale with a sophisticated strategic and financial buyer. Prior to founding EMA, Herb was Senior Vice President at Linsco/Private Ledger Financial Services, and as a Senior Vice President with Dreyfus and ING Funds group. Herb is involved with philanthropy in education, including serving as Chair of the Investment Committee of The Foundation Chapter of Theta Chi Fraternity.

Selling a business is the American dream, the pot of gold at the end of the rainbow, the reward for years of hard work. Successful entrepreneurs make countless sacrifices in hopes that they would someday reap the benefits of their labor and live a new life of vacations, recreation, and prosperity.

You only exit your business once, so you should feel confident passing this milestone. A successful business exit reflects the preparation done beforehand. Failing to plan is planning to fail.

The owner of a privately held company has several alternatives on how to exit their business. In the absence of an exit strategy, events will inexorably dictate the final exit plan. A costly involuntary exit may be caused by death, disability, divorce, disagreement, or distress.

Selling Your Business with David King will help you take control of the sale process and make it positive one.

On this episode of the Business of Biotech, Allan Shaw waxes on his expectations for mergers, acquisitions, and collaborative partnership opportunities for new and emerging biotechs in 2022 and beyond. We tackle questions biotech leaders should be asking about intentionality, what's attractive to potential suitors,  and why startups that aren't prepared to take a candidate to the finish line have already conceded a major factor in partnership or buyout negotiations. Don't miss Shaw's advice for startup success in a suddenly tumultuous market. 

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