Ep 6: Positive Outlook for Fourth Quarter M&A Activity

In this podcast episode, Jacob Koenig talks with guest Jennifer Katrulya. Jennifer Katrulya is a partner at Citrin Cooperman, where she specializes in M&A deals and provides financial advisory services. With a background in entrepreneurship, Jennifer brings a unique perspective to her role, having started her own CPA firm and worked as an outsourced accountant and CFO for small and mid-market companies. She has a strong focus on financial performance and planning, helping businesses scale and exit successfully. Jennifer works closely with private equity firms, offering outsourced accounting, advisory, and technology support to their portfolio companies. She emphasizes the importance of adequate planning and integration in M&A deals, as well as the emotional element that often arises during the process.   Jennifer specializes in managing strategic relationships, particularly with private equity firms, offering outsourced accounting and CFO services, along with advisory support. She underscores the significance of financial performance, planning, and having a success roadmap in the world of mergers and acquisitions. Jennifer emphasizes the importance of adequate planning and emotional alignment in M&A, especially post-transaction roles. Despite challenges in the M&A environment due to the banking crisis and higher interest rates, expectations for M&A activity are positive. Jennifer highlights that the most challenging aspect of M&A is usually the integration of people and stresses the need for planning and counseling approaches. She also discusses the shift from an entrepreneurial to a structured approach and her experiences as a co-founder and entrepreneur influencing her advisory approach. Her role at Citrin Cooperman supports private equity firms and their portfolio companies, making M&A transactions smoother through standardized structures and systems. Jennifer's expertise in financial performance and planning plays a pivotal role in ensuring the success of M&A deals.   Join Jacob Koenig and Jennifer Katrulya on this episode of the Secrets to Selling Your Business podcast to delve deeper into Jennifer's role in M&A deals at Citrin Cooperman and her market outlook.   Here is what to expect on this week’s show: •  Importance of financial performance and planning •  Emotional alignment in M&A •  Challenges in the M&A environment •  Integration of people in M&A •  The shift to a structured approach   Connect with Jennifer Katrulya: https://www.citrincooperman.com/Specialists/Jennifer-Katrulya Connect with Jacob Koenig: https://woodbridgegrp.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices