Ep 57: The Collaborative Approach: Advisors' Role in Deal Negotiations

Marilyn Garcia is a seasoned professional in transaction advisory services, currently serving as a partner at Citrin Cooperman's transaction advisory services department. With a solid background in auditing and over 200 transactions to her credit, Garcia holds a positive perspective on transaction advisory services, viewing them as a significant value-add compared to audit. She underscores the importance of being well-prepared, educated, and knowledgeable about one's business and product to attract buyers and maximize both financial and emotional gains. Her career has seen the evolution of transaction advisory services, from a focus on private equity to encompassing a broader client base, including small businesses. Garcia also notes an increased demand for these services post-COVID-19, and remains optimistic about the future of the industry. Here’s what to expect this episode: Marilyn Garcia is a partner in CitrinCooperman's transaction advisory services department. She primarily works with sell-side clients, helping them understand the value of having their own quality of earnings done prior to any potential transactions and educating them on the terms and processes involved. Marilyn adds value to the transaction process and assists clients in achieving better outcomes. Being prepared, educated, and knowing your business and numbers is crucial when entering into a transaction. Connect with Marilyn Garcia: https://www.linkedin.com/in/marilyn-garcia-1a1a3120/ Connect with Jacob Koenig: https://woodbridgegrp.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices