In this episode, Tim Malott, a seasoned M&A Advisor and Investment Banker, reflects on his journey from CPA and Bank President to Managing Partner of Shoreline Partners. With over 30 years of experience, Tim shares his approach to problem-solving, the nuances of selling privately held companies, and his commitment to creating an unreasonable value for his clients.
He offers insight into the M&A process, the distinctions between business brokers and investment bankers, and the importance of preparation and storytelling in maximizing business value.
Whether you're a business owner, investor, or simply interested in mergers and acquisitions, this episode provides valuable perspectives on navigating the complexities of the industry.
Stay tuned for actionable tips and expert advice from Tim throughout this entire episode.
If you liked this content, let's connect on social media:
Instagram: https://instagram.com/mysbapro
Twitter: https://twitter.com/mysbapro
LinkedIn: https://linkedin.com/in/ryanpatryck
Chapters:
0:00 - Introduction
1:02 - The Start of Creative Problem-Solving
2:47 - Genesis of Shoreline Partners
4:09 - What Shoreline Partners Does
7:44 - The M&A Process: From Preparation to Closing
10:02 - Shoreline vs. Business Brokers: Key Differences
12:14 - Delivering Unreasonable Value
17:11 - Preparing Your Business for Sale
19:10 - Managing Seller Emotions During M&A
21:35 - Understanding Buyers and Financing
24:11 - Industries Ripe for Acquisition in San Diego
25:28 - The Current M&A Market and Future Predictions
27:50 - The Risks of Waiting to Sell
More Subject Matter Experts Playlist
https://youtube.com/playlist?list=PL1v-z-ZlTQ4FuSfq8GRuV9jJY3dd5vw9p&si=04XGGOYICU8pngKN
More ThinkSBA Resources
https://calendly.com/thinksba - Schedule Call
https://g.page/thinksba - Google Business Page & Reviews
https://thinksba.com/faq - Frequently Asked Questions
https://mysbaloanpro.com - My SBA Loan Pro Podcast
http://youtube.com/@thinksba - YouTube Channel
Jul 4 202547 mins