It’s true.
Even completed transactions are often considered failures 3-5 years later.
Why?
The reasons are endless, but in this round-table with Susan Ganz, Peter Regina and Paul Cronin (me) and moderated by Douglas Eberling, we focus on three areas:
- Owner’s Psychological issues
- The People Issues
- The Technology Issues
“Going Beyond the Balance Sheet & P&L – Preparing Your Clients to be M&A Ready” is an hour-long fireside chat with some worksheets to help you and your advisors think through these areas and increase the likelihood your sale will be successful.
https://www.exitplanningexchange.com/wp-content/uploads/2026/03/Fireside-chat.pdf