Episode

In this episode of the Expert Network Team Podcast, we sit down with Geoff S. Eliason of SDR Ventures to unpack the current state of mergers & acquisitions, private equity, and the challenges facing business owners—especially baby boomers looking to exit.

We cover:

The $2 trillion wave of boomer-owned businesses that must transition
How private equity is reshaping the M&A landscape
Why raising money isn’t the hard part—finding the right money is
The role of investment banks in preparing, valuing, and structuring deals

Lessons for families and entrepreneurs planning succession or sale

Whether you’re a founder thinking about your eventual exit, an advisor guiding families, or just curious about the dynamics of buying and selling businesses today, this conversation is packed with insights.

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.