Ep 15: Financial Readiness - What it Really Means for M&A Success
In this episode, Janice O’Reilly, CPA, CGMA, Partner at AAFCPAs, discusses what financial readiness really means for business owners when the time comes to sell their business. With the day-to-day demands of running a company, many owners focus on their financials primarily for tax purposes, often without realizing how those same numbers will be viewed by a potential buyer.
Janice explains the key financial data points buyers focus on during a transaction, including how revenue is recorded, expenses are allocated, working capital is assessed, and liabilities or accruals can surface late in the process.
By engaging advisory support early, business owners can better understand their financial picture, set realistic expectations, navigate the complexity of a transaction, and reduce the likelihood of unexpected issues as a deal progresses.
touchstoneadvisors.com
touchstoneadvisors.com
Creators and Guests
Host
Deborah Agrafojo
Deborah has influenced and directed strategic and owner-operator mergers and acquisitions in many different fields. She believes strongly that assisting a business to grow and develop strong practices is the best way to create a company that is poised for exit planning or gaining an equity growth partner.
Producer
David Chmielewski
At the end of 2013 David founded DirectLine Media, a video production company that specializes in creating memorable and compelling video content for businesses. Admired for his unique and creative visual story telling, David continues to work with small to large businesses and nonprofit organizations.
Editor
Stefania Sassano
Known for being determined and focused, Stefania is often the first to memorize lines and dedicates significant effort to each role. She excels in both comedic and dramatic performances, embracing the motto by Mark Twain, "Find a job you enjoy doing, and you will never have to work a day in your life," making every project both a professional commitment and a joy.