What to Consider When Selling Your Middle Market Company

About the Episode

Exit options – what are your options? Understanding your own goals and the goals of potential buyers is key to achieving a successful sale of your middle market company. Buyer Jude David offers insights into the most common exit options, the differences between financial and strategic buyers, questions to consider in a self-inventory before preparing for the sale, and considerations for deal structure and leveraging M&A expertise to ultimately close your transaction.

“The more you are able to make your business look like what a buyer wants to buy, the more buyers you will attract.”

Jude David

What You’ll Learn

• Understand your exit goals and options: Whether it’s a full sale, partial sale, or transitioning to employee ownership, knowing your objectives is crucial for finding the right buyer.
• Prepare your business for sale: Taking steps to improve operations, management, and financial health can make your business more attractive to potential buyers and maximize its value.
• Evaluate both financial and strategic buyers: Each type of buyer has unique considerations, and the right fit depends on your goals and the industry dynamics.
• Deal structure is important: Factors like equity rollover, earnouts, and debt financing can significantly impact the final outcome of a transaction.

Topics Covered

Want More? Related Resources: 

• M&A Basics | Why Do Business Owners Sell Their Business?
• Business Exit Plan & Strategy Checklist | A Complete Guide
• The Role of Family Offices in M&A

Meet Our Guest

Jude David

Vice President Mergers & Acquisitions, Final Ascent | Lafayette, LA USA

Jude David is Vice President of Mergers & Acquisitions with Final Ascent and Chief Executive Officer of Kin Capital Partners, a small private equity group that focuses on acquiring manufacturing and building material businesses. Jude practiced as a corporate M&A attorney for nearly a decade and transitioned into advisory brokerage with a specialty in the art of the acquisition.

LinkedIn: https://www.linkedin.com/in/beginin/