DiscoverThe Lifestyle Investor - Investing, Passive Income, Wealth210: Meet the M&A Expert Helping Entrepreneurs Exit for MILLIONS with Peter Worrell
210: Meet the M&A Expert Helping Entrepreneurs Exit for MILLIONS with Peter Worrell

210: Meet the M&A Expert Helping Entrepreneurs Exit for MILLIONS with Peter Worrell

Update: 2024-10-31
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“We're going to ask the investor community to prove that they deserve the opportunity to invest in your beautiful business.” 

That’s a quote from today’s guest, Peter Worrell—a mergers & acquisition expert with over 4 decades of experience helping entrepreneur owner-managers achieve successful capital gain events by maximizing the enterprise value of their businesses. 

Pete’s here today to address one of the biggest challenges that entrepreneurs face... 

How can you maximize the value of your business and secure the best possible exit? 

Most entrepreneurs rush into selling and leave millions on the table—without even realizing it. But Pete's approach has helped countless entrepreneurs sell their companies for life-changing wealth—often far beyond what they ever dreamed possible. 


00:00 Intro

02:00 Why Boosting Enterprise Value is Essential for Every Entrepreneur

05:23 The Right Time to Tell Your Team You’re Selling Your Business

07:45 The Best Time to Start Preparing Your Business for Exit

08:50 How to Make Investors Compete for a Stake in Your Business

10:25 How to Level the Playing Field in Investor Negotiations

13:00 Choosing the Right Advisors to Maximize Your Business Value

18:26 Why High Margins, Not Just Revenue, Attract Top Investors

24:14 Why Your Company’s Future Vision Drives Higher Valuation

30:45 Attracting the Right Fit Investors—Not Just Any Buyer 

34:00 Take Investor Calls on Your Terms, Not Theirs

37:02 The Enterprise Value Book


Free Gift

To get a free copy of Peter's book, Enterprise Value: How the Best Owner-Managers Build Their Fortune, Capture Their Company's Gains, and Create Their Legacy, visit LifestyleInvestor.com/210


Show Notes: LifestyleInvestor.com/210


Tax Strategy Masterclass

If you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/tax


Strategy Session 

For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultation


The Lifestyle Investor Insider

Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider


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210: Meet the M&A Expert Helping Entrepreneurs Exit for MILLIONS with Peter Worrell

210: Meet the M&A Expert Helping Entrepreneurs Exit for MILLIONS with Peter Worrell