Exit Archives - Page 3 of 7

Episode 156 – Sealing the Deal: The Critical Role of Management Meetings in the Successful Sale of Your Firm – Member Case by Matt Rosen

Collective 54 / January 29, 2024

In this session, we delve into the pivotal function management meetings serve during the intricate process of selling a firm. We’ll explore how these gatherings can effectively showcase the company’s strengths, address potential concerns, and foster a sense of trust and transparency with prospective buyers. Attendees will learn how to leverage management meetings to not only impress buyers but also to secure a favorable sale outcome.

Pro Serv Podcasts

Episode 153 – Small Giant Merges with Industry Titan: How a 10-Person Firm Successfully Sold Itself to a 300-Person Professional Service Behemoth – Expert Case by Bart Mroz

Collective 54 / January 8, 2024

In this insightful case study, we delve into the remarkable journey of a nimble 10-person professional service firm as they navigate the complexities of selling their business to a 300-strong industry leader. From leveraging their specialized expertise to fostering a culture that resonated with their larger counterpart, this session discusses the key steps taken by the smaller firm to position themselves as an indispensable asset, paving the way for a merger that promises to be a win-win for all parties.

Pro Serv Podcasts

Episode 151 – Mastering the Exit: A Guide to Demystifying Due Diligence When Selling Your Business – Member Case by Jay Smith

Collective 54 / December 18, 2023

Embarking on the journey of selling your firm can be as complex as it is exciting. In this session, we demystify the due diligence process, ensuring you navigate these critical waters with confidence. From legal audits to financial analysis to customer references and employee satisfaction reviews, we delve into the essential steps every seller should undertake to secure a transparent and advantageous deal.

Pro Serv Videos

Merging vs. Selling: 10 Roadblocks Founders Face when Exiting

Greg Alexander / December 13, 2023

Are you interested in exiting your firm one day? Discover the differences between merging and selling, and how it might benefit your exit strategy.

Pro Serv Blogs

Tax Implications for Boutique Professional Service Firms During Acquisitions

Greg Alexander / October 30, 2023

Acquiring or merging with other businesses is a strategic decision that requires careful financial and tax planning.

Pro Serv Blogs

Why Every Professional Service Firm Needs a Buy-Sell Agreement

Greg Alexander / October 16, 2023

Whether you’re the co-founder of a consulting firm, a marketing agency, a software development firm, or another type of service firm, the common denominator for ensuring long-term harmony and clarity in ownership matters is a well-drafted buy-sell agreement.

Pro Serv Blogs

Choosing the Right Attorney When Selling Your Firm: A Guide from Collective 54

Greg Alexander / October 9, 2023

Selling a boutique professional service firm is a significant endeavor, and having the right attorney by your side can make all the difference in ensuring a smooth and successful transaction.