Episode
Автор: A&I Wealth Management LLC
Загружено: 2025-09-10
Просмотров: 22
In this episode of the Expert Network Team podcast, we’re joined by Jeff Eliason, Managing Director at SDR Ventures, to unpack the full process of selling your business—and how to position yourself for not just one, but two potential payouts.
Jeff breaks down what it means to “run a process,” how to prepare for a successful exit, and why recurring revenue businesses are hot in today’s M&A environment. Plus, Jeff Krommendyk shares a firsthand account of navigating an earnout with his own business.
You’ll learn:
What investment bankers really do
How to protect your valuation during due diligence
Why boring businesses with moats attract serious buyers
What the “second bite of the apple” really looks like
Why AI and recurring revenue are shaping today’s deals
This episode is a must-listen for business owners exploring succession, sale, or scaling.
Geoff S. Eliason, Principal
SDR Ventures
[email protected]
720.221.9220
Expert Network team provides free consultations. Just mention that you listened to the podcast.
Nathan Merrill, attorney
Working with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservation
Goodspeed, Merrill
(720) 473-7644
[email protected]
Taylor Smith, attorney
Helping affluent families build their legacy through complex estate planning
Goodspeed Merrill
(720) 512-2008
[email protected]
www.goodspeedmerrill.com
Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring risk
One Digital Insurance Agency
(303) 730-2327
[email protected]
Karl Frank
Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed
CERTIFIED FINANCIAL PLANNER™A&I Wealth Management
(303) 690.5070
[email protected]
Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.
#BusinessSuccession #SellingYourBusiness #MergersAndAcquisitions #ExitStrategy #Entrepreneurship #FinancialPlanning
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