WatchPitch Podcast: For Start-Ups & Investors - Season 4, Episode 48 - When a Banker Enters Deal Flow for an Exit Strategy - with David Madison at Home Trust Bank

Season 4, Episode 48 - When a Banker Enters Deal Flow for an Exit Strategy - with David Madison at Home Trust Bank

04/08/20 • 46 min

WatchPitch Podcast: For Start-Ups & Investors

Welcome to Season 4 of the WatchPitch Podcast where we continue with our particular focus on exits... for start-ups, entrepreneurs and business owners...an exit strategy that could be the result of a Merger, an Acquisition or the outright sale of your business. Our guest today is David Madison, a serial business owner with 30+ years of Finance experience who is the guy you go to if you want to buy a business, or sell it. At the core of his guiding principles is the three-legged stool of any successful exit: a solid performing business independent of its owner/Founder, a buyer who knows how to execute that business and the culture fit involved with the blending of any Merger or Acquisition. Transition risk is real and in this episode you will learn more about it and how to lower that risk. The arc of the exit just isn’t being talked about enough and that’s why we are here...so, let’s jump in and get started!

Red flags, yellow flags and green flags for any exit strategy are real. Understanding how red flags can kill your exit strategy is reason enough to plan ahead and eliminate them so that what you have left is a structure for transition with your business that supports your exit...and, your partner’s newly acquired business. We are thrilled you watched and/or listened to this WatchPitch Episode as we continue to explore the world of exits, mergers and acquisitions for business Founders and Owners ! Thank you for listening and/or watching the WatchPitch channel and podcast.

Previous Episode

Season 4, Episode 47 - Food & Sustainability Founder Courtney Bell and Her Heartful Exit with Ungraded Produce

Welcome to Season 4 of the WatchPitch Podcast where we continue with our particular focus on exits... for start-ups, entrepreneurs and business owners...an exit strategy that could be the result of a Merger, an Acquisition or the outright sale of your business. And our program today features an in-depth discussion with a Founder who did just that, she sold her company. Courtney Bell is passionate about Food and sustainability. Her story starts during her Junior year during an internship in Detroit but with an idea that was going to be launched back in Raleigh - Durham finishing up her Senior year at Duke University. We get into the specifics of her building a company, Ungraded Produce from the ground up with a tiny corner of a cold storage unit and the trunk of her car. The story is fresh from only a few months ago and in this conversation you will discover a roadmap that must always return to your well being and what is best for your customers. The arc of the exit just isn’t being talked about enough and that’s why we are here...so, let’s jump in and get started!

I especially love this story because Courtney’s heart never leaves the room. Never leaves the business and the people who she has partnered with whether it’s her customers, her employees or her supporters. And most certainly, if our hearts as Founders are not in our business, then as a leader, we will not get to that finish line, whether that is in 2-years, 5 or 50-ears. We are thrilled you watched and/or listened to this WatchPitch Episode as we continue to explore the world of exits, mergers and acquisitions for business Founders and Owners ! Thank you for listening and/or watching the WatchPitch channel and podcast.

Next Episode

Season 4, Episode 49 - The Inside Track and Valuations with Tim Montgomery of Redwood Valuation

Welcome to Season 4 of the WatchPitch Podcast where we continue with our particular focus on exits... for start-ups, entrepreneurs and business owners...an exit strategy that could be the result of a Merger, an Acquisition or the outright sale of your business. Our focus is on what everyone needs when you are poised for an exit...a valuation... of exactly just what your business is worth. Redwood Valuation Director Tim Montgomery, a company with bases in San Francisco, Seattle, Los Angeles, New York, Boston and Atlanta will surprise you in this episode as that number, that valuation, is more subjective than you think. What are the factors a valuation team is looking at ? Well we will discover how much the adage that investing in the jockey, more than the horse, is more accurate than you can imagine. The arc of the exit just isn’t being talked about enough and that’s why we are here...so, let’s jump in and get started!

So yes, there is a formula for determining value, especially when it is linked to 5-years in the future for investors. So if you are an owner, a Founder, building your business, if you aren’t planning for building your business to last, rather than just planning for your exit, your valuation and the interest of investors will fall way short of your expectations. Bottom line: build a team and business to last. We are thrilled you watched and/or listened to this WatchPitch Episode as we continue to explore the world of exits, mergers and acquisitions for business Founders and Owners ! Thank you for listening and/or watching the WatchPitch channel and podcast.