26: M&A Deals and Transition Planning - Christopher Brodman, Metz Lewis

Published: Dec. 8, 2020, 11 a.m.

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Laurie Barkman talks deal making and transition planning with Chris Brodman, President of Metz Lewis, a law firm specializing in M&A and business transactions. The COVID-19 pandemic has impacted private equity and strategic deals. As more owners are thinking about selling, is the company ready to be bought? As Chris says, when the machine breaks and you\'re in Florida, you don\'t shut down because you\'re the only person who knows how to kick it in the right place. Chris shares insights on what it takes to ready a business for sale and maximize value.

Learn more about:

  • Succession considerations with family and bringing in an outside CEO
  • Aligning vision, mission, values and incentives
  • Role of Boards in private companies
  • How strategic planning dovetails with transition and succession planning
  • Capacity in the private equity market for the right deals

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Show Notes:

MetzLewis.com website

Connect with the host, Laurie Barkman on LinkedIn or SmallDotBig.com/contact

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