Secrets to Selling Your Business

Ep 57: The Collaborative Approach: Advisors' Role in Deal Negotiations

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Marilyn Garcia is a seasoned professional in transaction advisory services, currently serving as a partner at Citrin Cooperman's transaction advisory services department. With a solid background in auditing and over 200 transactions to her credit, Garcia holds a positive perspective on transaction advisory services, viewing them as a significant value-add compared

to audit. She underscores the importance of being well-prepared, educated, and knowledgeable about one's business and product to attract buyers and maximize both financial and emotional gains. Her career has seen the evolution of transaction advisory services, from a focus on private equity to encompassing a broader client base, including small businesses. Garcia also notes an increased demand for these services post-COVID-19, and remains optimistic about the future of the industry.



Here’s what to expect this episode:

  • Marilyn Garcia is a partner in CitrinCooperman's transaction advisory services department.
  • She primarily works with sell-side clients, helping them understand the value of having their own quality of earnings done prior to any potential transactions and educating them on the terms and processes involved.
  • Marilyn adds value to the transaction process and assists clients in achieving better outcomes.
  • Being prepared, educated, and knowing your business and numbers is crucial when entering into a transaction.



    • Connect with Marilyn Garcia:

    https://www.linkedin.com/in/marilyn-garcia-1a1a3120/

    Connect with Jacob Koenig:

    https://woodbridgegrp.com/

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    Secrets to Selling Your BusinessBy Jacob Koenig