Selling a mid-market business is not the same as selling a small business — the complexity, the buyer pool, and the stakes are all different. Richard Phillips, Managing Director at Oberon Securities, one of New York City's leading mid-market investment banking firms with 70+ senior professionals and 300+ closed transactions, joins Pat and Walter to share what he sees in the sell-side process week after week. Richard walks through the pitfalls that cost mid-market sellers value — from inadequate preparation and unrealistic expectations to poor advisor selection and misunderstanding what institutional buyers are actually evaluating. Essential listening for any owner whose business is approaching or already in the mid-market range.  

Guest: Richard Phillips, Managing Director, Oberon Securities, LLC
Connect with guest: oberonsecurities.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

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DISCLAIMER: The information in this presentation is provided as education only. 
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.