EPISODE · Mar 16, 2026 · 28 MIN
The Secret to Selling Your Business for Maximum Value with Kevin Berson
Are you preparing to sell your business but unsure how to maximize its value in a competitive market? Many lower middle market business owners struggle to navigate the complex world of mergers and acquisitions. If you want to position your company for the best possible outcome, Connected Advisors is here to guide you. By taking a structured, data-driven approach to valuation, process, and market positioning, they help business owners prepare for successful exits. In this episode, our guest, Kevin Berson, founder of Connected Advisors, shares how he helps companies generating $10M–$100M in revenue sell to private equity and strategic buyers. Tune in as Kevin talks about private equity trends, platform vs. add-on acquisitions, the importance of financial preparation, competitive deal processes, and why emotional readiness is crucial for a successful exit. Quotes: "Most sellers aren't ready for the scrutiny of a competitive acquisition process it's not just about the number you see upfront." "Running a competitive process drives higher offers, because buyers respond to the market, not a single unsolicited proposal." "Quality financials, recurring revenue, and a strong leadership team attract the highest valuations." "Exits fail when sellers aren't emotionally ready or don't have a plan for the next chapter of their life." Takeaways: Position your business for premium offers by preparing strong financials, clean systems, and a clear growth narrative. Understand the difference between being a platform company and an add-on to maximize appeal to buyers. Competitive bidding drives higher valuations, so avoid relying on a single offer. Emotional readiness and future planning are just as important as operational and financial preparation. Conclusion: To sell your business successfully, you need more than just revenue growth—you need a structured, strategic approach that aligns operations, leadership, and market positioning with buyer expectations. By focusing on preparation, competition, and long-term planning, business owners can secure higher valuations, smoother transitions, and confidence in their next chapter. Links Mentioned: Website: https://www.connectedadvisors.com LinkedIn: https://www.linkedin.com/in/kevinberson/
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