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Episode #122: Business Exit Planning: Key Questions Every Owner Must Ask

In this episode of the Expert Network Team Podcast, we sit down with Geoff S. Eliason of SDR Ventures to unpack the current state of mergers & acquisitions, private equity, ...and the challenges facing business owners—especially baby boomers looking to exit.

We cover:

- The $2 trillion wave of boomer-owned businesses that must transition
- How private equity is reshaping the M&A landscape
- Why raising money isn’t the hard part—finding the right money is
- The role of investment banks in preparing, valuing, and structuring deals

Lessons for families and entrepreneurs planning succession or sale

Whether you’re a founder thinking about your eventual exit, an advisor guiding families, or just curious about the dynamics of buying and selling businesses today, this conversation is packed with insights.

Geoff S. Eliason, Principal
SDR Ventures 
geliason@sdrventures.com
720.221.9220

Expert Network team provides free consultations. Just mention that you listened to the podcast.

Nathan Merrill, attorney
Working with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservation
Goodspeed, Merrill
(720) 473-7644
nmerrill@goodspeedmerrill.com

Taylor Smith, attorney
Helping affluent families build their legacy through complex estate planning
Goodspeed Merrill
(720) 512-2008
tsmith@goodspeedmerrill.com
http://www.goodspeedmerrill.com

Jeff Krommendyk, Insurance Expert
Working with business owners and successful families in transferring risk
One Digital Insurance Agency
(303) 730-2327
jeff.krommendyk@onedigital.com

Karl Frank
Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed
CERTIFIED FINANCIAL PLANNER™A&I Wealth Management
(303) 690.5070
karl@assetsandincome.com

Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.[+] Show More

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