M&A Talk: #1 Podcast on Selling a Business

For New Sellers: Optimizing Financial Health Before Selling Your Business


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View the complete show notes for this episode.

Accountant Kyle Smith shares expert insights into optimizing a business’s financial health before going to market. This includes understanding and tracking five key performance indicators (KPIs) and financial metrics to evaluate a business’s financial health and valuation, the need for cost control analysis, benchmarking against industry averages, and monitoring revenue, gross profit, and sales mix to identify areas for improvement and maximize profits.

What You’ll Learn:

  • Pre-Sale Financial Due Diligence: Strategies for optimizing your company’s financial performance before a potential sale.
  • KPIs: Critical key performance indicators (KPIs) every business owner should track regularly.
  • Revenue Metrics: Techniques for understanding trends in your gross profit percentage and revenue drivers. 
  • Financial Documents: Importance of analyzing discrepancies between your income statement and cash flow statement.
Want More? Related Resources:
  • Quality of Earnings in M&A – The Ultimate Guide
  • M&A Due Diligence Preparation: The Importance of Preparing for Due Diligence
  • Adjusting Financial Statements: A Complete Guide
  • Business Valuation & Return on Investment (ROI)

Additional Resources:

  • Planning to sell your business? Schedule a free consultation today.
  • Download a free PDF copy of The Art of The Exit: The Complete Guide to Selling Your Business, Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue, and Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.
  • Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal
Listen to Other Episodes
  • What You Need to Know Before Selling to a PE Firm with Brent Paris and Jim Evanger
  • Avoiding Pitfalls in Financial Due Diligence When Selling a Business with Bill Wiersema
  • How to Maximize Your Company’s Value with Jon Taylor
...more
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M&A Talk: #1 Podcast on Selling a BusinessBy Morgan & Westfield

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