Episode 2: Vaughn McCrary – Founders Advisors

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Sell Side

Michael Stanley

22 episodes

1 week ago

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.

Management

Business

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Management

Business

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Episode 2: Vaughn McCrary – Founders Advisors

Sell Side

26 minutes 22 seconds

1 year ago

Episode 2: Vaughn McCrary – Founders Advisors

Vaughn McCrary, a Founders Advisors, discusses the process of engaging founder-owned businesses and the differences between investment banking and their niche approach. We use the Medtherm transaction discussed in the first episode as a reference to the conversation. He highlights the importance of building relationships with clients and helping them prepare for a transaction. Vaughn also shares common mistakes made by founders and the timeline of a typical transaction. He emphasizes the sign...