EP310 Building M&A Potential for Traditional and Service Businesses

The Cash Rich Exit Podcast

Welcome back to ‘The Cash Rich Exit Podcast’! I’m your host, Colleen O’Connell-Campbell, Wealth Advisor. My guest today is Brad Ezard, a seasoned M&A expert and corporate lawyer with extensive experience in private equity, business restructuring, and transaction management. As a partner at Confederation M&A in Ottawa, Brad specializes in helping traditional and service-based businesses navigate the complexities of mergers and acquisitions.

🎙️ In this insightful episode, we discuss the unique challenges and opportunities these businesses face when planning for a cash-rich exit.

📊 The Dynamics of Traditional Businesses in M&A: Brad shares how these businesses differ from SaaS and tech-driven enterprises, discussing valuation trends, market positioning, and strategies to overcome challenges.

🛠️ Preparing for a Successful Transaction: Learn why early preparation is crucial. Brad explains the importance of organizing financials, cleaning up corporate structures, and aligning your goals with the market’s expectations.

💼 Finding the Right Buyer: We highlight the process of matching businesses with buyers, emphasizing the need for strategic alignment and clear communication of goals for post-sale integration.

🎯 Integration Planning: Why a seamless integration plan is critical to post-transaction success, focusing on systems, culture, and employee engagement.

✨ Fun, Frank Advice: Brad reminds us that selling a business is a journey, not a race. He stresses the importance of preparation, patience, and aligning expectations to achieve the best outcome.

Are you preparing for your cash-rich exit?

Start planning early to maximize your results.

I’m offering a complimentary wealth gap analysis to help you align your financial strategy with your exit goals. Reach out to me on LinkedIn or via email to schedule your one-on-one session. Let’s ensure your business transition is as successful as the legacy you’ve built.

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The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities.

All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities.

This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional.

Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.