5: Building Your Deal Team

In this episode of M&A University, Jim Evanger reveals the critical steps to building your ideal deal team when preparing to sell your business. Learn how to strategically select and collaborate with key professionals including investment bankers, financial advisors, attorneys, and accountants. Jim provides expert insights on finding the right team members, understanding their roles, and navigating the complex process of selling your company. Whether you’re a first-time seller or a seasoned entrepreneur, this episode offers practical advice to help you maximize your business’s value and ensure a successful transaction.

Additional Information

• Topics Covered
  • Building Your Deal Team: Introduction and Initial Roles [0:02]
  • Finding and Retaining Key Team Members [3:15]
  • Financial Advisor and Legal Representation [7:58]
  • Attorney Selection and Fees [9:51]
  • Accountant’s Role and Financial Preparation [28:32]
  • Collaboration Among Team Members [33:55]
  • Final Advice and Conclusion [34:35]
• Helpful Resources
  • The Role of Accountants When Selling Your Business
  • The Role of M&A Lawyers When Selling Your Business
  • M&A Talk Episode: How to Navigate M&A Advisor Fees: Insights from an Investment Banking Expert