On this episode, Josh speaks with Peter Lehrman, CEO of Axial. Axial is an online platform that business owners & their M&A advisors use to safely and intelligently explore and execute capital raises, acquisitions, and exits with strategic buyers or professional financial sponsors. Josh and Peter discuss, Axial, its advantages, and then talk about things business owners should keep in mind when selling their business. Peter Lehrman … [Read more...]
Be Really Smart, Find Professional Help to Sell Your Business
IN 1976 I went into business for myself. The business was a vending and food service company. When I started in the vending industry it was a strong one with reasonable growth. Fast forward twenty years and the industry had become one of the worst industries in the country. The business had gone from one with reasonable new business opportunities to one where it was a negative growth industry. It was the reason I wanted to move on. The … [Read more...]
You Don’t Have To Sell Your Practice!
Succession planning is a hot topic in the financial planning world. Not only for our clients but also for wealth management firms. It seems the only option owners of wealth management firms see for leaving their business is to sell to business to your key people or to an outside party. … [Read more...]
