Ep 8: The Pivotal Role of Advisors in Successful Business Transactions

In this podcast episode, host Jacob Koenig talks with guest Jeff Rossi. Jeff is a highly experienced professional with over three decades of expertise in mergers and acquisitions. As the New England practice leader for transaction advisory at Markham, Rossi has a firm belief in the pivotal role advisors play in successful business transactions, particularly in the context of mergers and acquisitions.   Jeff underscores the importance of a well-aligned team of professionals, including investment bankers, accountants, and lawyers, and advises business owners to meticulously choose advisors with industry-specific experience. Rossi also emphasizes the significance of trust and building strong relationships with clients, as he believes these are essential for successful transactions. His perspective is shaped by his extensive experience and recognition in the field, including the prestigious Hartford Business Journal's 40 under 40 Most Trusted Advisor Award.   Join Jacob Koenig and Jeff Rossi on this episode of the Secrets to Selling Your Business podcast to delve deeper into the importance of advisors in successful business transactions.   Here is what to expect on this week’s show: •  The importance of advisors •  Advisory team alignment •  Industry-specific expertise for Accounting •  Emotional considerations •  Timing and economic factors •  Advice for aspiring accountants   Connect with Jeff Rossi: https://www.marcumllp.com/people/jeffrey-rossi Connect with Jacob Koenig: https://woodbridgegrp.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices