Introduction

Join industry veteran Jim Evanger and M&A expert Jacob Orosz as they share hard-won insights from decades of experience buying, selling, and advising businesses. In this introductory lesson, Jim draws from his 20-year journey as a founder, seller, buyer, and private equity operator to reveal key lessons about what it takes to sell a business successfully. Jacob, President of Morgan & Westfield, brings over 25 years of experience facilitating hundreds of business sales.

Whether you’re preparing to sell or planning for a future exit, this lesson offers an insider’s perspective on how to position your company for maximum value—and how to avoid the most common and costly mistakes.

Additional Information

• Topics Covered
  • Jim Evanger’s Background and First Business Venture [0:02]
  • Transition to Pure Healthy Back and Lessons Learned [2:48]
  • Lessons from Turnarounds and Publicly Traded Companies [5:24]
  • Entry into Private Equity and Lessons Learned [8:16]
  • Importance of Understanding Both Sides of the Table [13:56]
  • Common Mistakes Made by Sellers [18:10]
  • Jim’s Goals for the Course [22:29]
  • Conclusion and Final Thoughts [23:34]