DiscoverFair DebtEpisode 14 Planning Your Pivot
Episode 14 Planning Your Pivot

Episode 14 Planning Your Pivot

Update: 2022-02-08
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What you’ll learn about in this episode

You’ve worked hard to build and guide your business throughout its life, you should have a plan that guides it to a conclusion. 

A business exit strategy is a plan for what will happen when you want to leave your business and outlines the form that the transition will take.

"Begin with the end in mind" is important in life and business, because your exit is inevitable. The day will come when it's time to move on. Having a plan in place will help you sleep better, and insure your legacy will move in the direction you have in mind. 

 Marcus Aurelius said "You could leave life right now. Let that determine what you do and say and think.” Having a plan guides you toward your goals and can help guide you as your business evolves.


As you think about your business exit strategy there are many considerations. 

How much is my business worth? 

What information will buyers request?

What steps can I take now to better position my business? 

In this episode we’re going to answer these questions and many more with our Guest Michael Lamm Co-Founder and Managing Partner at Corporate Advisory Solutions, LLC


Guest: Michael Lamm

Michael is a Co-Founder and Managing Partner at Corporate Advisory Solutions (CAS), an independent investment and merchant banking firm that supports a select group of clients with offices in Philadelphia, PA and Washington D.C. Michael has completed more than 125 M&A engagements in Tech-Enabled Outsourced Business Services. Michael leads his deal team on M&A engagements, valuations, and expert witness litigation matters while also charting the firm’s corporate direction and strategic growth plan. Prior to co-founding CAS, Michael served as a Director at Kaulkin Ginsberg, an M&A and strategic advisory firm, for over 10 years. He executed on over 70 M&A transactions in tech-enabled outsourced business services. 

Michael is actively involved in leading industry associations, such as the Association for Corporate Growth and ACA International, and he is a frequent guest speaker, writer, and presenter at industry conferences and events.

Michael has a BA in international studies from the School of International Service at American University. He lives in Gladwyne, PA with his wife and three children.

Resources:

Fair Debt Episode Link

    Website: https://corpadvisorysolutions.com/

    Email: mlamm@corpadvisorysolutions.com

Twitter: https://twitter.com/mlammCAS

   LinkedIn Personal: https://www.linkedin.com/in/michaellamm/

LinkedIn Company: https://www.linkedin.com/company/corporate-advisory-solutions-llc/

Additional Resources:

The ARM Industry Reaches and Inflection Point

CAS 2021 Year end Report

Is it time to sell our business An In Debt Discussion Podcast

Receivables Info Podcast EP 65 with Michael Lamm

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Episode 14 Planning Your Pivot

Episode 14 Planning Your Pivot

Lex Patterson