Nov 7, 2023
On today's episode of The Cash Rich Exit Podcast, supply chain M&A expert Pete Stefanovich joins host Colleen O'Connell-Campbell for an in-depth discussion on exiting logistics businesses. 🚛 Pete's firm, Left Lane Associates, focuses exclusively on the logistics and transportation niche. They've completed 62 deals and counting since 2016.
Listen to the episode to learn more about:
📉 What it means "de-risk" your business position as a seller (which may be due to terminal illness, partnership disputes, or economic conditions forcing a sale).
❌ The crucial importance of being realistic from the start. Unrealistic expectations on business value and timeline are common pitfalls in the selling process.
👨🏫 Why it is key to find professionals you truly connect with in the process of selling your business. Pete talks about how to compare apples to apples when evaluating firms.
💰 Wealth preservation post-exit - the importance of planning and managing your money and legacy and putting your family first.
Let us know you listened to this episode by leaving a ⭐️⭐️⭐️⭐️⭐️ rating! Thank you!
📣 Looking to plan your business exit in 3-5 years? Don't just listen - engage with Colleen!
Connect with Colleen on LinkedIn
Ask how you can book a 1:1 wealth needs analysis.
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The Cash Rich Exit Podcast is brought to you by O’Connell-Campbell Wealth Management at RBC Dominion Securities.
All opinions expressed by the host, Colleen O’Connell-Campbell, and podcast guests are solely their own opinions and do not reflect the opinion of RBC Dominion Securities.
This podcast is for informational purposes only before taking any action based on information in this podcast you should consult with a qualified professional.
Colleen O’Connell-Campbell is a Wealth Advisor at RBC Dominion Securities, a member of the Canadian Investor Protection Fund.