When and How To Sell Your Business: Expert Insights

Adam Webb is the Owner and Managing Partner of Quazar, a boutique investment banking firm specializing in M&A services. In his role, he helps privately held businesses in the lower-middle market sell or grow through acquisitions. Adam has led deal teams and negotiated favorable outcomes for clients in dozens of transactions with an aggregate value of hundreds of millions of dollars. Before Quazar, he was the Senior Associate of Risk Management at RSM, where he specialized in helping clients perform internal audits and implement internal controls to maintain compliance. In this episode… Most entrepreneurs generating $10-20 million in yearly revenue are so involved in the daily grind of their business that they haven't even considered an exit. When it's time to retire, they often discover their company's value is lower than their targeted range. How can you prepare for an exit while ensuring an ideal sale valuation? With experience securing M&A deals for lower-middle market companies, Adam Webb often has to break the harsh news that most business owners won't walk away with $20 million from their transactions. You must consider transaction expenses and deal structures like escrows, equity rolls, where you retain some ownership in the business, and SBA finance deals, where the seller finances the buyer. These structures take time and understanding, so it's crucial to begin planning your exit at least five years in advance and disclose any outstanding company information to avoid value decreases or deal collapses during due diligence. Tune in to the latest episode of Destination Business Freedom as Pat Mancuso hosts Adam Webb, the Owner and Managing Partner of Quazar, to talk about optimizing your business for an exit. Adam shares how he determines business value during a transaction, the worst transaction he has ever witnessed, and how to reduce M&A taxes.