In this episode, Tim Malott, a seasoned M&A Advisor and Investment Banker, reflects on his journey from CPA and Bank President to Managing Partner of Shoreline Partners. With over 30 years of experience, Tim shares his approach to problem-solving, the nuances of selling privately held companies, and his commitment to creating an unreasonable value for his clients.

He offers insight into the M&A process, the distinctions between business brokers and investment bankers, and the importance of preparation and storytelling in maximizing business value.

Whether you're a business owner, investor, or simply interested in mergers and acquisitions, this episode provides valuable perspectives on navigating the complexities of the industry.

Stay tuned for actionable tips and expert advice from Tim throughout this entire episode.

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Chapters:

0:00 - Introduction

1:02 - The Start of Creative Problem-Solving

2:47 - Genesis of Shoreline Partners

4:09 - What Shoreline Partners Does

7:44 - The M&A Process: From Preparation to Closing

10:02 - Shoreline vs. Business Brokers: Key Differences

12:14 - Delivering Unreasonable Value

17:11 - Preparing Your Business for Sale

19:10 - Managing Seller Emotions During M&A

21:35 - Understanding Buyers and Financing

24:11 - Industries Ripe for Acquisition in San Diego

25:28 - The Current M&A Market and Future Predictions

27:50 - The Risks of Waiting to Sell

More Subject Matter Experts Playlist

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