Evaluating M&A Opportunities: Essential Questions for Advisors
Description
Mergers & Acquisitions (M&A) headlines and aggregator emails fill our inboxes daily, with deals focused on multiples and valuations. But the financial calculations are the straightforward part. The real challenges lie in understanding your true motivations, assessing whether you have the right skills for growth versus succession, and managing the emotional aspects of partnership or sale. Join host Dave Alison as he interviews Stan Milovancev, CPA, QKA, co-CEO of Prosperity Capital Advisors and C2P, to discuss both the strategic framework for these decisions and the practical insights from Dave's own recent integration experience. Together, they explore the critical questions advisors should address before pursuing any M&A transaction - from avoiding the "muddy middle" trap to developing delegation skills well before you need them.
Resources:
- Organization referenced: Entrepreneurs' Organization (EO) Forum
United States
