Holli Moeini spent 35 years as a CFO scaling companies through acquisitions before leaving corporate to help founders protect their value when going up against PE buyers. Her book, Find the Missing Millions in M&A, breaks down the five moments in every deal where money moves toward you or away from you. In this episode, she maps out each one and explains what sellers can do before they ever get to the table.

The conversation gets into the financial story, working capital, diligence, earn outs, and integration. Each one is a place where the unprepared seller loses. The ones who walk away with the most are the ones who treat their data and accounting as front office functions, not back office overhead.

[00:00| You cannot go it alone

[04:55| Five crime scenes in every deal

[07:15| Cleaner data, better multiple

[11:41| Working capital costs millions

[20:57| Earn out clarity control cadence

[25:29| Integration starts before close

[29:02| Data as a front office function

[41:49| Run it like you will sell

Guest Information

Holli Moeini is a CPA and M&A advisor with over 35 years in finance. She spent her career as a CFO scaling companies from $30M to $200M through acquisitions. She now works with founders and sellers preparing for PE transactions.

Companies Mentioned

IBM

Capital One

Barnes and Noble

Amazon

Websites Mentioned

https://hollimoeini.com/