Tune in to the Sell Side podcast for a comprehensive exploration of the business selling journey. Join host Michael Stanley from Keel Point as he engages with business owners, attorneys, wealth advisors, and other experts, offering you an immersive, panoramic perspective on the transaction process.
Tune in to the Sell Side podcast for a comprehensive exploration of the business selling journey. Join host Michael Stanley from Keel Point as he engages with business owners, attorneys, wealth advisors, and other experts, offering you an immersive, panoramic perspective on the transaction process.
In this special episode of The Sell Side Podcast, host Michael Stanley breaks down the M&A process from start to finish, offering a 30,000-foot view of what it looks like to sell a business with the help of an investment bank or business broker. From setting financial goals and evaluating estate planning needs to navigating NDAs, IOIs, and LOIs, Michael shares the key milestones and decision points that shape a typical transaction. Whether you're a business owner thinking about selling or just curious about the inner workings of M&A, this episode offers a clear, concise look at what to expect—and where a trusted advisor fits into the picture.