EP015 - Heads of Terms Agreed, but What Are the 4 Gotchas That Kill a Deal with David Howard

Welcome to another episode of It's a Numbers Game Podcast by The MSP Finance Team with Daniel Welling and Adam Morris.    We created It's a Numbers Game Podcast to help MSP owners learn and understand how to build and maintain a financially healthy MSP business. In this podcast series, MSP business owners like you will learn the fundamental steps, the tips and tricks, the dos and don'ts to achieve MSP financial growth.     We are joined for this episode by David Howard, M&A specialist of MKLINK, buying and selling in the MSP space.     With David experiencing 50% of deals failing after Heads of Terms we explored the top 3 barriers to getting a deal to completion.  We failed to only pick 3 though, thus the episode title!     We talk about and share tips for deal attributes including; accounting and legal advisors, relationship of buyer and seller, deal momentum and when to start your 'data room'.    Connect with David Howard on LinkedIn by clicking here - linkedin.com/in/davidhoward063    Connect with Daniel Welling on LinkedIn by clicking here – https://www.linkedin.com/in/daniel-welling-54659715/       Visit The MSP Finance Team website, simply click here – https://www.mspfinanceteam.com/       We look forward to catching up with you on the next one. Stay tuned!