Disclaimer: Objective, Investment Banking & Valuation (“Objective”) is a leading investment banking and valuation firm that services middle market companies in select industries of focus: Business Services, Consumer, Healthcare Tech & Services, Life Sciences Services & Tech, Manufacturing & Distribution, and Technology. Within our industries of focus we offer an investment banking group providing sell-side advisory, and a full-service valuation group providing tax compliance, financial reporting, transaction opinion, and strategic advisory services. Founded in 2006, Objective’s seasoned professionals have collectively executed over 500 M&A advisory engagements and thousands of business valuations throughout their careers. Our firm’s name embodies our core mission: to help business owners achieve their objectives. Learn more and find additional resources at objectiveibv.com.

This podcast episode is for informational purposes only and does not constitute an offer, invitation or recommendation to buy, sell, subscribe for or issue any securities. While the information provided herein is believed to be accurate and reliable, Objective, Investment Banking & Valuation, makes no representations or warranties, expressed or implied, as to the accuracy or completeness of such information. All information contained herein is preliminary, limited and subject to completion, correction or amendment. It should not be construed as investment, legal, or tax advice and may not be reproduced. Securities and investment banking services are offered through BA Securities, LLC Member FINRA, SIPC. Principals of Objective, Investment Banking & Valuation, are Registered Representatives of BA Securities. Objective, Investment Banking & Valuation, and BA Securities are separate and unaffiliated entities.

Watch Here: https://youtu.be/Cgj-nGgDtIQ

About the Guest(s): Trever Acers is an investment banking and valuation expert with over two decades of experience in the industry. He is part of Objective Investment Banking and Valuation, where he has been a key player for 15 years. Akers’ career began in strategy consulting, leading him through roles in technology, private equity, and ultimately landing him in investment banking. His expertise lies in representing sellers in the mid-market range, specifically dealing with companies valued between $20 million to $250 million.

Key Takeaways:

Valuation Prioritization: Akers highlights the significance of understanding and strategically presenting company valuations, focusing on synergies and future earnings potential for acquirers.
Industry-Specific Expertise: The necessity of having departmentalized industry expertise within an investment firm is crucial to describe, value, and interact with potential buyers effectively.
Aggressive Disqualification: Business owners must critically assess potential buyers early to avoid unnecessary costs and focus on those who are serious contenders.
Deal Catalysts: Partnerships and relationships with other companies often act as catalysts for acquisitions, especially when there is an established rapport and understanding of potential synergies.
Pre-Exit Strategic Actions: Business owners should consider engaging experts 2-3 years prior to a planned exit to strategize and significantly improve their outcomes.

E219: Unlocking True Business Value: Strategies and Insights for Mid-Market Sales w/ Trever Acers

How2Exit: Buy, Don't Build - M&A of Small Businesses