M&A Murders & Accusations: The Good the Bad and The Ugly of Selling Your Business
Rick J. Krebs, M&A Advisor, CPA and CEPA
37 episodes
1 day ago
Learn how AI can help you better prepare your business to sell with AI guru Jacob Andra, Founder & CEO, of Talbot West. In this episode we unpack how to align perception with reality when preparing a business for sale and how targeted AI can boost efficiency, clarity, and valuation. Jacob Andra shares a practical path from messy systems to credible growth stories buyers will pay for. • mapping systems first, then selecting the right AI tools • reframing flaws and gaps as well-defined buy...
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Learn how AI can help you better prepare your business to sell with AI guru Jacob Andra, Founder & CEO, of Talbot West. In this episode we unpack how to align perception with reality when preparing a business for sale and how targeted AI can boost efficiency, clarity, and valuation. Jacob Andra shares a practical path from messy systems to credible growth stories buyers will pay for. • mapping systems first, then selecting the right AI tools • reframing flaws and gaps as well-defined buy...
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
Learn how AI can help you better prepare your business to sell with AI guru Jacob Andra, Founder & CEO, of Talbot West. In this episode we unpack how to align perception with reality when preparing a business for sale and how targeted AI can boost efficiency, clarity, and valuation. Jacob Andra shares a practical path from messy systems to credible growth stories buyers will pay for. • mapping systems first, then selecting the right AI tools • reframing flaws and gaps as well-defined buy...
