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How a financial advisor quarterbacked a transaction correctly
M&A Murders & Accusations: The Good the Bad and The Ugly of Selling Your Business
14 minutes
7 months ago
How a financial advisor quarterbacked a transaction correctly
Rick Krebs and guest Josh Hogge discuss a successful business sale involving a financial advisor who effectively guided the client through the process as a "quarterback". The advisor, who typically consults clients on financial matters, demonstrated his value by coordinating with business brokers and CPAs. He facilitated a valuation, attended key meetings, and utilized the Business Sales Group "LOI Guys" AI tool evaluate the LOI, ensuring no critical details were overlooked. The client...
M&A Murders & Accusations: The Good the Bad and The Ugly of Selling Your Business
Visit us at: Bsalesgroup.com, DesignMySale.com, MyBizValue.com
