Private n Listed

Episode 15 - The Hidden Cost of the Wrong Exit Advisor


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The Hidden Cost of the Wrong Exit Advisor 

SME & Family Owned Baby Boomer Businesses - stressful to leave money on the table - showcase your business - but find the right way first.

In this episode:

1 - Preparing and Timing - Data Room - Video - present both the good side and what could be improved with innovation/technology systems or processes - barriers to entry 

Remember these businesses are where entrepreneurial ideas and intellectual capital emerge 

2 - How to get a Good Advisor - research and ask around, go online yourself  - you are not a listed company or large corporate so cost and value add is important -  conduct a two way interview to build Trust

3 - What Matters is not just financial analysis ability but industry and M&A experience - there is no substitute for experience in operating or managing in your industry 

The most important input to a credible advisor:

Network - the depth and breadth of an advisors relationships, and not just a pitch book 

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Private n ListedBy Jamie Spence