Transitioning Out of a Business on Your Terms, with Don Matso

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Fully Invested, Western Reserve Partners Podcast

Transitioning Out of a Business on Your Terms, with Don Matso

hosted by: David Mariano, Director and head
of the firm’s Buy-Side advisory practice

Transitioning Out of a Business on Your Terms, with Don Matso

It is inevitable that there will be a crucial transition in your business’ future. But how can you properly plan for that eventuality? What reasonable objectives can you reach for? This week, we’ll hear practical advice on how to create a successful and satisfying transition, on your own terms.

Today in the studio, we welcome Don Matso, of The Valere Group. Don brings 30 years experience in business and building strategic value to this week’s discussion. We examine how to create a satisfying transition out from your business.

Key questions in this episode:

  • Why do business owners need to define their objectives in advance of a transition?
  • Are there common themes in play when objectives are not met during a transition?
  • How can a business owner move along the learning curve?
  • How do business owners come to terms with what they don’t want to hear in order to create a more do-able plan?
  • What steps can business owners take to get their team focused on maximizing value?

Key points in this episode:

  • Why it’s imperative to accurately define the value drivers of your business before a transition.
  • How an accurate understanding of the M&A process can assist you in a transition.
  • Three questions business owners need to ask themselves to plan for a transition (at 11:07).
  • Why value maximization needs to be a part of your daily strategy.
  • A lesson on finding value drivers in your business (at 21:28).

Resources mentioned in this podcast

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