How To Prepare for a Successful M&A Transaction With Shawn Flynn
Release Date: 05/11/2023
Pillar6 Podcast
After building and selling a successful business, Andreas Dankelmann decided to share his experiences with other entrepreneurs and business owners in growth mode. Today, Andreas is a Vistage Chair at Vistage Worldwide, Inc., the world’s largest executive coaching organization for small and midsize business leaders. Andreas facilitates confidential peer advisory groups and provides one-on-one coaching to help CEOs and executives make better decisions to achieve better outcomes. With over 20 years of executive leadership experience in Fortune 500 and privately held companies, Andreas also...
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Roman Polnar is the Founder and Managing Partner of Pillar6 Advisors, a multifaceted financial planning and wealth management firm geared toward serving successful individuals and families with active lifestyles. Roman is also a Partner at Pillar6 College Planning, where he helps families unlock debt-free money from the financial aid system so they can avoid loans and navigate the system with ease. Roman has over 18 years of experience in the financial services profession, working for some of the nation’s most recognized names. After 10 years in the corporate world, he left to build an...
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Matt Cohen is a Partner at Synesis Advisors, a San Francisco-based firm specializing in the sale of privately held businesses. Matt has successfully closed over 100 transactions across industries such as healthcare, manufacturing and distribution, and other services-based businesses. Known for his mastery of the sales process, meticulous attention to detail, and client-focused approach, Matt ensures his clients are correctly positioned to get their businesses sold. Matt is a Certified Business Broker (CBB) and a member of the California Association of Business Brokers (CABB) and the...
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Ryan Shane is the President of The Housing Guild Management Co., a property management company based in San Francisco that specializes in managing apartments, homes, and commercial spaces throughout the Bay Area. Under his leadership, the company continues the legacy established by his father, Lawrence Shane, who founded The Housing Guild in 1977 with a commitment to providing exceptional service to property investors. Ryan brings a personal perspective to property management as an owner and investor, which ensures that clients' investments are well cared for and their returns maximized. In...
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Michelle Lerman is an attorney specializing in estate planning, real estate law, and business law, with a focus on serving high-net-worth and ultra-high-net-worth individuals, business owners, and real estate investors. Michelle and her husband co-founded Lerman Law Partners, LLP, and joined forces with Cunningham Legal to enhance their collective expertise. She has been named a Top Attorney and received the Top Women Attorneys award in Northern California by San Francisco Magazine multiple times. In 2018, Michelle released the third edition of her book, Create Your Best Legacy: What Every...
info_outlineShawn Flynn is a Principal at Global Capital Markets, a middle-market investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and valuation. As an investment banker, Shawn advises business owners on decisions involving M&A transactions and raising growth capital. He also hosts The Silicon Valley Podcast where he interviews entrepreneurs, venture capitalists, and leaders in the tech industry.
In this episode…
A successful M&A transaction requires cooperative participants on both the business and banking sides. It is critical that you launch your business with a growth plan and exit strategy intact. Preparing your exit strategy with ample time allows you to focus on achieving your business goals, increasing your business value, and handing it over to the buyer on your terms.
If you're a business owner looking to scale your company through a merger or acquisition, there are key points to take into consideration. According to Shawn Flynn, a mid-market investment banker, working with the right advisors is crucial. Start preparing for your exit early by providing due diligence to avoid losses and help make the transition seamless. This will also help you attract the right investors.
In this episode of the Pillar6 Podcast, Roman Polnar interviews Shawn Flynn, a Principal at Global Capital Markets, to discuss how M&A transactions work. They also discuss common challenges business owners face in the transaction process, the value of working with a financial advisor, and when to start preparing for a business exit.
Resources Mentioned in this episode
- Pillar6 Advisors
- Roman M. Polnar on LinkedIn
- Shawn Flynn on LinkedIn
- Global Capital Markets
- The Silicon Valley Podcast
- Software Profit Streams(TM): A Guide to Designing a Sustainably Profitable Business by Jason Tanner and Luke Hohmann
- Never Say Whatever: How Small Decisions Make a Big Difference by Richard A. Moran
- The Private Equity Playbook: Management’s Guide to Working with Private Equity by Adam Coffey