Imagine spending years — maybe decades — building a successful company, only to discover when you're finally ready to sell… you can't get the value you deserve. For many middle-market business owners, this is exactly what happens. Whether due to lack of preparation, unclear financials, or misalignment with investors, the dream exit can quickly become a disappointing reality.

In this episode Marc Barbeau, Vice President of Business Development at Forte One Capital, breaks down what truly drives a successful exit — especially in today's private equity-dominated market. He shares why so many owners underestimate the timing and strategic planning required, and how bringing in the right partners early can dramatically increase valuation and ensure long-term continuity for the business and its people.

Quotes:

1. "You can run a great company and still be unprepared for a sale — buyers are looking at value differently than you are."

1. "Most owners wait too long. The best exits happen when planning starts years before the decision to sell."

1. "Private equity isn't just capital — it's alignment. The right partner can take your vision further than you could alone."

Takeaways:

• Exit planning is not a transaction — it's a multi-year strategy that should align owner goals, operational readiness, and financial transparency.

• Understanding buyer priorities is key to maximizing valuation and attracting the right kind of partner.

• Private equity can be a powerful growth engine when expectations and values align from the start.

Conclusion:

This conversation highlights one essential truth: if you want a successful exit, you must think like a buyer long before you become a seller. By preparing early, investing in professional advisory, and prioritizing strategic growth, business owners can secure outcomes that honor their legacy and unlock the future they've worked so hard to build.

Links Mentioned:

Website: forteonecapital.com

Guest Links:

LinkedIn: linkedin.com/in/marc-barbeau-cepa-0386a74