Mergers & Acquisitions – They say selling a business is an art – we’ve turned it into a science
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Get the inside scoop on how to maximize the sale of your business and help the process run smoothly through the help of an M&A advisor during the critical preparation stage. Simon Leroux, a serial entrepreneur and founder of Optionality.AI, discusses the importance of early collaboration with M&A advisors. He highlights the inefficiencies in the M&A process, particularly for lower mid-market businesses, and emphasizes the need for advisors to help business owners prepare mentally and financially for an exit.
“The right advisor will meet with you proactively and provide early advice, which will be a great investment.”
Simon Leroux
| What are a seller’s mistakes in not collaborating with an M&A advisor during preparation? [6:58] | |
| How have M&A advisors been involved in Simon’s recent transactions? [11:24] | |
| What are the three stages of working with an M&A advisor? [18:22] | |
| Why do entrepreneurs not engage an advisor early in the process? [23:42] | |
| What are the key areas where an advisor can help an owner in preparing for sale? [32:40] |
Simon Leroux is a Canadian serial entrepreneur. His last start-up, Gazelle.ai, was acquired by KKR and further integrated into Lightcast, a leading provider of labor market analytics. He began his career in the private sector at Bell Canada Enterprises (BCE) where he held senior management positions in business intelligence, ecommerce and marketing. Over the years, he’s been active in private equity, acquiring and making investments in lower mid-market companies.
Simon’s new start-up, Optionality.AI, is using generative AI to transform the M&A industry while redefining what it means to be a trusted advisor.
We invested over a decade perfecting every step of the process. The result is a method proven to reduce your risk and maximize your price.
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You’ve invested your blood, sweat, and tears into an enterprise that has provided for you, your family and your employees. The moment has finally come for you to start a new chapter in your life. Explore your options now.
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