Sign up to save your podcasts
Or
Share A 360 Degree View of Selling a Business
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
A 360 Degree View of Selling a Business
A 360 Degree View of Selling a Business
hosted by: David Mariano, Director and head
of the firm’s Buy-Side advisory practice
A 360 Degree View of Selling a Business
Couldn’t make the ASPIRE Conference this year? This segment will give you a feel for what to think about when selling a business from the points of view of a business owner, a wealth manager, an accountant, an investment banker, and a private equity investor.
If you ever plan to sell your business, whether soon or in the distant future, this recording from the 2016 Smart Business ASPIRE Conference will give you some things to think about. The discussion was lead by Ralph Della Ratta, a founding partner and Managing Partner with Western Reserve.
Key points in this episode:
* There was a strong demand for quality businesses in 2015 and so far in 2016.
* This is an election year, which tends to create some uncertainty in the market.
* M&A market conditions and the state of the middle market.
* The Panel: Rocco Di Lillo of City Visitor, Loren Garutto of EY, Ronald S. Ambrogio of BNY Mellon Wealth Management, Tom Littman of Kirtland Capital Partners.
* Mr. Di Lillo describes the five “right times” to sell your business (at 12:19).
* Ms. Garutto outlines the “exit readiness process” (at 16:39).
* Mr. Ambrogio discusses the value of using wealth managers and bringing them into the process early (at 22:15).
* Mr. Littman provides a private equity perspective on the sale process (at 28:44).
Questions from the ASPIRE audience:
* Has the panel had experience with hesitant sellers?
* Do you see common, re-occurring mistakes that cause deals to fall apart?
* When looking for advisors, should sellers only consider wealth managers who are familiar with the business’ particular industry?
Resources mentioned in this podcast
* Click here for access to training and templates
* 2016 ASPIRE Conference Website
Listen to Fully Invested below:
View all episodes
A 360 Degree View of Selling a Business
hosted by: David Mariano, Director and head
of the firm’s Buy-Side advisory practice
A 360 Degree View of Selling a Business
Couldn’t make the ASPIRE Conference this year? This segment will give you a feel for what to think about when selling a business from the points of view of a business owner, a wealth manager, an accountant, an investment banker, and a private equity investor.
If you ever plan to sell your business, whether soon or in the distant future, this recording from the 2016 Smart Business ASPIRE Conference will give you some things to think about. The discussion was lead by Ralph Della Ratta, a founding partner and Managing Partner with Western Reserve.
Key points in this episode:
* There was a strong demand for quality businesses in 2015 and so far in 2016.
* This is an election year, which tends to create some uncertainty in the market.
* M&A market conditions and the state of the middle market.
* The Panel: Rocco Di Lillo of City Visitor, Loren Garutto of EY, Ronald S. Ambrogio of BNY Mellon Wealth Management, Tom Littman of Kirtland Capital Partners.
* Mr. Di Lillo describes the five “right times” to sell your business (at 12:19).
* Ms. Garutto outlines the “exit readiness process” (at 16:39).
* Mr. Ambrogio discusses the value of using wealth managers and bringing them into the process early (at 22:15).
* Mr. Littman provides a private equity perspective on the sale process (at 28:44).
Questions from the ASPIRE audience:
* Has the panel had experience with hesitant sellers?
* Do you see common, re-occurring mistakes that cause deals to fall apart?
* When looking for advisors, should sellers only consider wealth managers who are familiar with the business’ particular industry?
Resources mentioned in this podcast
* Click here for access to training and templates
* 2016 ASPIRE Conference Website
Listen to Fully Invested below: