Preparing, Positioning, and Exiting a Business the Right Way with Greg DeSimone
Автор: A1 Solutions International
Загружено: 2026-02-17
Просмотров: 5
Описание:
This episode of Wise Tech for Wise Money uncovers the hidden pitfalls of selling your business – and how to avoid them for a smoother exit. Gary Wayne talks with Greg DeSimone, CPA-turned-M&A expert at Catapult Advisory Group, who's guided 21+ family/owner-led firms through sales (6 in market last year alone).
Greg shares straight talk from 15 years corporate finance (public/VC firms) to coaching and transactional advisory: Why 90-day quarters kill long-term value, tax tricks that tank profits ("Save $350K tax, lose $5M sale value"), and prep secrets (3-5 years: communicate vision, build mgmt depth, document processes).
Interested in how AI can transform financial and mortgage advisory? Visit: https://a1solutionsintl.com/
If you found this episode useful, please like, subscribe, and share—and leave your questions or topics for future episodes in the comments.
— Gary Wayne, AI A1 Solutions
Follow A1 Solutions on social:
• Facebook: https://www.facebook.com/profile.php?...
• Instagram: / a1solutionsintl
• Spotify Podcast: https://creators.spotify.com/pod/prof...
• YouTube Channel: / @garywayneyoutube
• LinkedIn A1 Solutions International: / a1-solutions-international
• LinkedIn CEO Profile: / gary-wayne-0984655
Повторяем попытку...
Доступные форматы для скачивания:
Скачать видео
-
Информация по загрузке:
