“What you do simply proves what you believe.” Simon Sinek

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Part I: M&A Advisor, Business Owner & Transition Plan

Webinar #1: M&A Advisor, Business Owner & Transition Plan

Adding Value Throughout the M&A Process 

Part I: M&A Advisor, Business Owner & Transition Plan


The Big Picture

  • The M&A Advisor Opportunity
  • An Evolving World
  • The Evolutionary Self


The M&A Advisor

  • Using the “Whole Brain”
  • M&A Process and Advisor Roles
  • Business Sizes in the Marketplace
  • Knowing Your “Lane”


The Business Owner

  • Building Rapport: “What’s Going Right?”
  • Business Ownership Life Cycle


The Transition Plan

  • Business Ownership Transfer Options
  • Transition Planning “Playing Field”
  • Uncovering Business Owner’s Needs
  • What’s the Business Worth?
  • Six Transfer Options

Video #1

View the Video of Webinar #1 M&A Advisor, Business Owner & Transition Plan

Part II: Top Ten Strategies When Selling a Business

Webinar #2: Top Ten Strategies When Selling a Business

Adding Value Throughout the M&A Process

Part II: “Top Ten Strategies” When Selling a Business


Part I Review

  • Glossary of Acoronyms
  • The “13 Step” M&A Process
  • The M&A Advisor: Being the “Intermediary”


The Law of “Cause and Effect” and 

 The Value Creation Formula


“Top Ten Strategies”

  • Above the Surface (Head)
    • The Strategy
    • “Catch Phrase”
    • Brief Discussion/Resources
  • Below the Surface (Heart)
    • Vibrational Energy Words
    • Feeling  the Energy with Gratitude
  • Activating the Inner Negotiator


Knowing Your “Why”


Video #2

View the Video of Webinar#2 Top 

Ten Strategies for Selling Your Business

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