Behind the Scenes of Middle Market Deals: A Roundtable with FA Mergers

Inside a Real Deal Roundtable: Lessons from Thousands of M&A TransactionsIn this exclusive episode of The Deal Podcast, the FA Mergers team, Jude David, Scott Shea, Chase Kenner, and host Joshua Wilson, sit down for a raw, behind the scenes conversation about what really happens when a mid market business goes to market.Topics discussed:The biggest mistakes sellers make when approaching an exitWhy waiting until you’re “ready to retire” can cost you millionsWhat buyers are really looking for and why momentum mattersThe myth of inflated valuations and the danger of unrealistic expectationsHow independent sponsors often retrade deals and why it happensWhen FA Mergers turns down a sell-side engagementThe truth about upfront fees and what to demand from your advisorWhether you’re an owner, operator, or investor, this episode is packed with tactical wisdom from people who live in the trenches of dealmaking every day.Connect with the teamJude David: https://www.linkedin.com/in/jude-david-jd-dcl-mba-172a6a76/Scott Shea: https://www.linkedin.com/in/scott-shea-0514b2a4/Chase Kenner: https://www.linkedin.com/in/chasekenner/Joshua Wilson: https://www.linkedin.com/in/joshuabrucewilson/Curious what your business is worth? Request your free valuation at famergers.comDisclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The Deal Podcast is presented by FA Mergers and is produced for informational and educational purposes only. Nothing discussed constitutes investment advice, legal or tax advice, a solicitation, or a recommendation to buy or sell any security or to pursue or avoid any transaction. All views and opinions expressed by the hosts, co-hosts, and guests are their own and do not necessarily reflect the positions of FA Mergers, One Iron Network LLC, any regulatory agency, or any employer. Listeners should consult their own legal, financial, and tax professionals before making any business, financial, or transaction decision. This podcast does not constitute a solicitation or recommendation for any financial products or services.Let's Connect on LinkedIn:https://www.linkedin.com/in/joshuabrucewilson/To Contact Us, Please Visit:https://www.thedealpodcast.com/contact/