Sign up to save your podcasts
Or
Share Should You Hire an Investment Banker When Selling Your Business?
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Should You Hire an Investment Banker When Selling Your Business?
Should You Hire an Investment Banker When Selling Your Business?
hosted by: David Mariano, Director and head
of the firm’s Buy-Side advisory practice
Should You Hire an Investment Banker When Selling Your Business?
Opinions vary widely on who should be involved in the sale of a business. The right investment banker can give the business owner a real advantage before and during the sale process.
In the second of this five-part series on selling businesses, Mark Filippell walks through the reasons to consider using an investment banker when selling your business. Mark also hits on the single biggest mistake he sees owners making when selling a business.
Key questions in this episode:
* Who are the key members of an advisory team?
* How does an investment banker differ from a commercial banker?
* What is the difference between an investment banker and a business broker?
* What are the advantages of using an investment banker for a middle market business owner?
* Are there risks to using investment bankers?
* How does a business owner select the right banker or firm for their transaction?
* How important is it for investment bankers to have knowledge of and relationships with buyers?
* When should a business owner begin to talk to an investment banker?
Key points in this episode:
* The professionals who are best prepared to properly value your business.
* How an investment banker will help prepare your business for a sale (at 5:45).
* What should go into the marketing materials when preparing for the sale of your business.
* Examples of how investment bankers can research prospective buyers for your business.
* How to negotiate competitive terms during the sale of a business without getting personal.
* How to choose an investment banking firm that fits your business philosophy.
* Why it’s important to get to know your investment banker over time.
* The most common mistake Mark sees people make. (at 22:36)
Resources mentioned in this podcast
* Click here for access to training and templates
* Mergers and Acquisitions Playbook, Lessons from the Middle-Market Trenches, by Mark A. Filippell
* The 7 Habits of Highly Effective People, by Stephen R. Covey
Listen to Fully Invested below:
View all episodes
Should You Hire an Investment Banker When Selling Your Business?
hosted by: David Mariano, Director and head
of the firm’s Buy-Side advisory practice
Should You Hire an Investment Banker When Selling Your Business?
Opinions vary widely on who should be involved in the sale of a business. The right investment banker can give the business owner a real advantage before and during the sale process.
In the second of this five-part series on selling businesses, Mark Filippell walks through the reasons to consider using an investment banker when selling your business. Mark also hits on the single biggest mistake he sees owners making when selling a business.
Key questions in this episode:
* Who are the key members of an advisory team?
* How does an investment banker differ from a commercial banker?
* What is the difference between an investment banker and a business broker?
* What are the advantages of using an investment banker for a middle market business owner?
* Are there risks to using investment bankers?
* How does a business owner select the right banker or firm for their transaction?
* How important is it for investment bankers to have knowledge of and relationships with buyers?
* When should a business owner begin to talk to an investment banker?
Key points in this episode:
* The professionals who are best prepared to properly value your business.
* How an investment banker will help prepare your business for a sale (at 5:45).
* What should go into the marketing materials when preparing for the sale of your business.
* Examples of how investment bankers can research prospective buyers for your business.
* How to negotiate competitive terms during the sale of a business without getting personal.
* How to choose an investment banking firm that fits your business philosophy.
* Why it’s important to get to know your investment banker over time.
* The most common mistake Mark sees people make. (at 22:36)
Resources mentioned in this podcast
* Click here for access to training and templates
* Mergers and Acquisitions Playbook, Lessons from the Middle-Market Trenches, by Mark A. Filippell
* The 7 Habits of Highly Effective People, by Stephen R. Covey
Listen to Fully Invested below: