Navigating the Sale of Your Business: Expert Insights with Jeff Lewis

In this episode, Jeff Lewis, Partner and Team Leader of The Bonadio Group’s Corporate Finance team, explores the critical steps business owners should take when preparing to sell their business. Jeff shares expert insights on the importance of early planning, avoiding common mistakes, and ensuring financial records and operations support a strong valuation. He also discusses the emotional aspects of selling a business and highlights key trends in the middle-market M&A space. Tune in for actionable advice and industry expertise to guide your business through this significant transition.

Jeff's Book Recommendation

The Art of Happiness
Mergers & Acquisitions: An Insider's Guide to the Purchase and Sale of Middle Market Business Interests
by Dennis J. Roberts