Warren Feder | Navigating Family Business Exits and Legacy

Navigating the emotional twists and turns of selling a family-owned business isn’t just about the highest offer—sometimes, it’s about finding the right partner to carry on your legacy. What does it really take to achieve a clean, meaningful exit?In this episode, Warren Feder, Partner at CMA Group, joins Patrick Stroth to reveal how investment bankers guide owners and founders through complex transitions, ensuring both financial success and continuity for generations to come.You’ll discover…The surprising reason one family business owner chose the lowest offer in a multi-bid saleHow “complexity is our specialty” comes to life in deals with challenging family dynamicsThe evolving landscape of M&A for baby boomers—and why gray hair mattersThe crucial role of rep and warranty insurance in accelerating successful exitsWhat’s really driving optimism for M&A in 2026, and how private equity is responding