Episode 35

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Published on:

23rd Feb 2024

Optimizing Your Financial World - Episode 35 (What Type of Buyer Should You Sell Your Company To?)

If you’re an entrepreneur, the idea of selling your business may have crossed your mind more than once. If you ultimately decide to sell your business, you’ll likely encounter two main types of buyers: financial and strategic. It’s a good idea to consider which type of buyer is the right one for you and your company.

On the latest installment of Optimizing Your Financial World, we’re exploring how these two categories of buyers could play an important part in how much you get for your company!

Chapters:

0:00 - Introduction and overview on the topic of the day

1:31 - What can a entrepreneur expect when encountering a financial buyer

3:26 - Where the seller fits into the financial buyer's vision for the sale of the company

5:26 - Where financial buyers come from

7:01 - How a strategic buyer approaches the acquisition of a company

8:58 - A strategic buyer is looking into the greater value being created beyond the sale

11:18 - The types of strategic buyers

12:36 - How an entrepreneur can decide which type of buyer would be best for them

14:14 - Advice for navigating deals with strategic buyers

15:37 - How you can get in touch with Mark and his team

16:19 - Closing remarks

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About the Podcast

Optimizing Your Financial World
It's about how much you get to keep!
Welcome to Optimizing Your Financial World, where we tackle an array of financial strategies and wealth management topics to help better position you, your family, or your business for a better future.

Each episode features Mark Wade, President of Echelon Family Office, who brings over four decades worth of experience in wealth management and investment planning to the show. Mark regularly works with affluent families and entrepreneurs to help better position their portfolios given their personal and professional goals.

Listen as Mark explores a new financial topic each episode and offers guidance on navigating these complex circumstances. At the end of the day, it's not about how many assets you have or how much income you create, it's about how much you get to keep!

So sit back, relax, and allow Mark to shed some light on countless financial strategies and his methodologies for helping four decades worth of clients optimize their financial world.