The Path to Exit

Episode 12 | Why You Should Hire an Investment Bank When Selling Your Company

December 19, 2023 Vista Point Advisors
Episode 12 | Why You Should Hire an Investment Bank When Selling Your Company
The Path to Exit
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The Path to Exit
Episode 12 | Why You Should Hire an Investment Bank When Selling Your Company
Dec 19, 2023
Vista Point Advisors

Founders are sometimes tempted to run the process of selling their business themselves in order to save money on a banker fee. In this episode, Mike Lyon and Loson Stockton discuss the advantages of hiring an investment bank that outweigh the fee, specifically how an investment banker can help add value throughout framing and positioning, negotiation, diligence, and optimizing post-deal relationships. 

Securities offered through Vista Point Advisors, member FINRA/SIPC. This has been provided for informational purposes only and should not be considered as investment advice or a recommendation. It is not intended to address all circumstances that might arise. The views expressed herein may change at any time subsequent to the date of issue. Testimonials from past clients may not be representative of the experience of other clients and there is no guarantee of future performance or success. Clients are not compensated for their comments.

Show Notes

Founders are sometimes tempted to run the process of selling their business themselves in order to save money on a banker fee. In this episode, Mike Lyon and Loson Stockton discuss the advantages of hiring an investment bank that outweigh the fee, specifically how an investment banker can help add value throughout framing and positioning, negotiation, diligence, and optimizing post-deal relationships. 

Securities offered through Vista Point Advisors, member FINRA/SIPC. This has been provided for informational purposes only and should not be considered as investment advice or a recommendation. It is not intended to address all circumstances that might arise. The views expressed herein may change at any time subsequent to the date of issue. Testimonials from past clients may not be representative of the experience of other clients and there is no guarantee of future performance or success. Clients are not compensated for their comments.