“Mergers & Acquisitions (M&A) in Small Businesses”

A six-part series with Steve Kobrin and Business Coach Frank Dew.

Wed January 15, 2025, 4pm EST – “The Art of Valuation: What is Your Business Really Worth?” Explore methods for valuing a small business and market comparables. Discuss common pitfalls in under- or overvaluing businesses.
Wed February 12, 2025, 4pm EST – “Cultural Integration: The Hidden Factor in M&A Success” Address the importance of aligning values, teams, and operations when merging businesses. Share real-world examples of successes and failures in cultural integration.
Wed March 19, 2025, 4pm EST – “Post-Acquisition Success: Retaining Clients and Employees” Tactics for ensuring client retention and maintaining team morale post-acquisition. Insights into creating seamless transitions with minimal disruption.

Succession Planning in Small Businesses:

Wed April 23, 2025, 4pm EST – “Planning Your Exit: Building a Succession Roadmap” Discuss the importance of early succession planning. Key components of a roadmap, including identifying successors and structuring timelines.
Wed May 21, 2025, 4pm EST – “Legacy Matters: Ensuring Your Business Values Live On” How to choose a successor who aligns with the business’s vision and values. Tips for mentoring and preparing the next generation to take the reins.
Wed June 18, 2025, 4pm – “Avoiding Succession Pitfalls: Financial, Legal, and Emotional Challenges” Dive into common obstacles like unclear valuations, financial readiness of successors, and emotional attachment to the business. Strategies for navigating these challenges to ensure a smooth transition.

You can register for the live discussion here: