Identifying the Right Sell-side Advisor for Your Clients Who Want to Sell to a Third Party

EXIT PLANNING INSTITUTE WEBINAR

Identifying the Right Sell-side Advisor for Your Clients Who Want to Sell to a
Third Party


Businesses come in all shapes and sizes. The majority of businesses in North America are “main street” or “lower-middle market companies”. When you have a client who shares with you that they want to sell their business, but don’t have family, management, or employees to transition to, what are the options available to them, based on the factors, and how do you identify the right partners to work with them?

The right transaction advisor/firm can depend on several factors: size of company, type of desired buyer, outreach strategy required, industry, region, structure of advisory firm, methodology of advisory firm, and more. Finding the right fit for your client and expanding your network come hand in hand.

In this webinar we’ll review what questions to ask to quickly identify what type of advisor would fit the client’s needs, how to seek out these advisors and build meaningful relationships, how to differentiate between advisors and the resources available to your clients.

We’ll play with several scenarios to demonstrate the variety of circumstances that may come up and have time for discussion around each topic.

Learning Objectives:

  • Understand the different brackets of sell-side service providers
  • Quickly identify what bracket your client’s business falls into
  • Learn the supports that are available for each bracket

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About the Presenter


Liz MacRae, CEPA

Liz MacRae, CEPA

Co-Founder/Head of Partnerships

Meet Liz MacRae:

Elizabeth is a Certified Exit Planning Advisor and the Co-Founder of the tech start-up: Village Wellth; a digital acquisition platform built to connect buyers of small businesses to the business for sale ecosystem.

After missing the opportunity to take over her father’s company due to lack of succession planning, Elizabeth and her husband Scott ventured into business ownership through purchasing a franchise. The experience of starting a new franchise and coming full circle to sell it, led her into the business succession space; training as a business broker and later, exit planning advisor.

Over the last 10 years, Elizabeth has acquired and exited two companies and lives to tell the tales.

She is an active speaker and is passionate about sharing the advantages and process of business acquisition with aspiring entrepreneurs and founders alike.

Through her work with Village Wellth she is devoted to improving the acquisition ecosystem by way of collaborations, partnerships, and developing technology that helps to accelerate the acquisition process.

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