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What to Expect from an M&A Advisor | JT Schroeder | Full Episode
In this episode of Charting Opportunities, Portus Wealth Advisors sits down with JT Schroeder, a seasoned M&A advisor from Atlanta, to discuss the high-stakes world of business acquisitions.
Most business owners sell a company only once in their lives, while professional buyers might close dozens of deals a year. This "imbalance of power" puts the seller at an immediate disadvantage. JT explains how to level the playing field by building a "deal team" of experts, including M&A attorneys, wealth advisors, and investment bankers.
Discover why a business worth selling is a business worth keeping. JT breaks down the process of professionalizing your company, from cleaning up HR "sloppiness" to conducting a sell-side Quality of Earnings (QofE) report.
Learn how to mitigate post-LOI risks, avoid the "death by a thousand cuts" during due diligence, and why making yourself obsolete is the best way to maximize your exit price.
Key Topics Covered:
- The professional buyer vs. the one-time seller.
- Why the "best buyer" isn't always the one with the highest price.
- How to survive the "colonoscopy" of due diligence.
- The critical members of your Deal Team.
- The role of AI and automation in modern business valuation.
This is an essential conversation for any founder looking to protect their legacy and ensure they don't leave money on the table during a sale.
A HUGE THANK YOU to JT Schroeder for sharing his expertise on the complexities of M&A and business professionalization.
➡️ Join the Conversation: https://portusadvisors.com
➡️ Portus Facebook Page: https://facebook.com/profile.php?id=61572848737086
➡️ Portus LinkedIn Page: https://linkedin.com/company/portus-wealth-advisors/about/
➡️ More Portus Interviews: https://portusadvisors.com/insights/
➡️ More Portus Publications: https://portusadvisors.com/insights/publications/
➡️ More About the Portus Wealth Advisors Team: https://portusadvisors.com/about/
0:00 – Pro Buyers vs Sellers
4:39 – Price vs “Right Buyer”
8:11 – Post-LOI Risk
14:49 – Getting Sell-Ready
20:07 – The Deal Team
26:36 – Red Flags & Trust
31:44 – Clean Financials
39:15 – Picking an Advisor
46:17 – Succession & Obsolete
54:15 – Key Employees
58:24 – Valuations & Timing
1:03:19 – LOI, Fees & Wrap
ORIGINAL MEDIA SOURCE(S):
JT Schroeder: What to Expect From an M&A Advisor | Charting Opportunities
Originally Recorded on November 12, 2025
Charting Opportunities: Season 2, Episode 1
Images courtesy of: JT Schroeder and NorthView Advisors
#BusinessSale #MandA #BusinessOwner #ExitStrategy #WealthManagement
View all episodes
By William BissettIn this episode of Charting Opportunities, Portus Wealth Advisors sits down with JT Schroeder, a seasoned M&A advisor from Atlanta, to discuss the high-stakes world of business acquisitions.
Most business owners sell a company only once in their lives, while professional buyers might close dozens of deals a year. This "imbalance of power" puts the seller at an immediate disadvantage. JT explains how to level the playing field by building a "deal team" of experts, including M&A attorneys, wealth advisors, and investment bankers.
Discover why a business worth selling is a business worth keeping. JT breaks down the process of professionalizing your company, from cleaning up HR "sloppiness" to conducting a sell-side Quality of Earnings (QofE) report.
Learn how to mitigate post-LOI risks, avoid the "death by a thousand cuts" during due diligence, and why making yourself obsolete is the best way to maximize your exit price.
Key Topics Covered:
- The professional buyer vs. the one-time seller.
- Why the "best buyer" isn't always the one with the highest price.
- How to survive the "colonoscopy" of due diligence.
- The critical members of your Deal Team.
- The role of AI and automation in modern business valuation.
This is an essential conversation for any founder looking to protect their legacy and ensure they don't leave money on the table during a sale.
A HUGE THANK YOU to JT Schroeder for sharing his expertise on the complexities of M&A and business professionalization.
➡️ Join the Conversation: https://portusadvisors.com
➡️ Portus Facebook Page: https://facebook.com/profile.php?id=61572848737086
➡️ Portus LinkedIn Page: https://linkedin.com/company/portus-wealth-advisors/about/
➡️ More Portus Interviews: https://portusadvisors.com/insights/
➡️ More Portus Publications: https://portusadvisors.com/insights/publications/
➡️ More About the Portus Wealth Advisors Team: https://portusadvisors.com/about/
0:00 – Pro Buyers vs Sellers
4:39 – Price vs “Right Buyer”
8:11 – Post-LOI Risk
14:49 – Getting Sell-Ready
20:07 – The Deal Team
26:36 – Red Flags & Trust
31:44 – Clean Financials
39:15 – Picking an Advisor
46:17 – Succession & Obsolete
54:15 – Key Employees
58:24 – Valuations & Timing
1:03:19 – LOI, Fees & Wrap
ORIGINAL MEDIA SOURCE(S):
JT Schroeder: What to Expect From an M&A Advisor | Charting Opportunities
Originally Recorded on November 12, 2025
Charting Opportunities: Season 2, Episode 1
Images courtesy of: JT Schroeder and NorthView Advisors
#BusinessSale #MandA #BusinessOwner #ExitStrategy #WealthManagement