The Exchange by EW&L Private Wealth
As advisors to successful families, we often draw upon some of the best minds in the country. We believe, that by exchanging ideas, we can deliver better advice and better outcomes for the families we work for. Now, we are inviting you on this journey. In this podcast, we interview some of the country's best investment managers, business advisors, bankers and founders to share their insights. Our hope is that with better information, comes better decisions, helping you to achieve more financially.
The Exchange by EW&L Private Wealth
Exit Under Strength: Strategy, M&A & Building Long-Term Value with Dan Blair (LTV Partners)
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In this episode of The Exchange, Mitchell Finnen sits down with Dan Blair, Managing Director of LTV Partners, to unpack what business owners consistently get wrong about M&A, and why the exit process should actually begin years before you sell.
Drawing on decades of experience across corporate strategy, investment banking, and advisory, Dan explains why owners must define what “good” looks like well in advance, how to build valuation through the earnings “flywheel,” and why most businesses leave money on the table by focusing on the transaction rather than the preparation.
They discuss the differences between business brokers and strategic corporate finance processes, common pitfalls in the lower mid-market, the coming wave of “boomer business” transitions, and how disciplined preparation can materially change valuation outcomes. For founders, operators, and investors navigating growth, succession, or sale, this is a practical conversation on how to exit under strength - not desperation.
Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.
