Join us for an episode of The Exit Is Now: Partners and Pours, hosted by Josh Koza. In this episode, Josh sits down with Laura Ferguson, Chief Revenue Officer at The Value Builder System, to discuss how their advisor-first platform empowers strategic exit planning conversations. Built on the framework of Built to Sell, the Value Builder System combines three critical assessments; business value, personal readiness, and financial freedom, to give owners and advisors a clear, actionable roadmap...
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Join us for an episode of The Exit Is Now: Partners and Pours, hosted by Josh Koza. In this episode, Josh sits down with Laura Ferguson, Chief Revenue Officer at The Value Builder System, to discuss how their advisor-first platform empowers strategic exit planning conversations. Built on the framework of Built to Sell, the Value Builder System combines three critical assessments; business value, personal readiness, and financial freedom, to give owners and advisors a clear, actionable roadmap...
From Value Estimate to Exit: The M&A Process with Cornerstone
Exit is Now - Partners & Pours With Josh Koza
21 minutes
4 months ago
From Value Estimate to Exit: The M&A Process with Cornerstone
Join us for an exclusive episode of The Exit Is Now: Partners and Pours podcast, hosted by Josh Koza. This episode features Scott Bushkie, Managing Partner at Cornerstone Business Services, an investment bank specializing in M&A services for lower middle-market companies. Scott shares how their Assurance 360 process gives business owners and their advisors a structured, trusted path to exit. From fair market analysis and value-building strategy to a deep focus on advisor collaboration, Co...
Exit is Now - Partners & Pours With Josh Koza
Join us for an episode of The Exit Is Now: Partners and Pours, hosted by Josh Koza. In this episode, Josh sits down with Laura Ferguson, Chief Revenue Officer at The Value Builder System, to discuss how their advisor-first platform empowers strategic exit planning conversations. Built on the framework of Built to Sell, the Value Builder System combines three critical assessments; business value, personal readiness, and financial freedom, to give owners and advisors a clear, actionable roadmap...