The Polestar Podcast21 Maalis 2023

Not happy with my business valuation: So now what?

In this episode, we’ll discuss:

Merger & Acquisition deals in North America
Who is out there looking to buy businesses and what they are looking for?
How the opportunity to sell is changed by business value and sector?
What are the sources of receiving a valuation and how do they differ?
Typical reactions to getting unexpected evaluation and how to deal with it.
How to get a different valuation outcome if you are already on the market?
What is the formula to improve the valuation?
And much more!

About the Guests – Lorraine McGregor

Lorraine founded Spirit West Management in 1990 and has worked with CEOs to help grow their businesses through effective partnerships, marketing, and sales strategies. In 1999, she returned to Canada and has worked with both US and Canadian clients. Together with leadership expert Rob McGregor, they provide growth strategies and leadership expertise, as well as guide business owners and their families through a process to decide the best course of action for their business. They also work on improving systems, profitability, market focus, and organizational effectiveness, and address conflict, family dynamics, and partnership problems. To read more, please visit the Spirit West Management website.

About the Host – Rob Wallis

Rob has been providing expert planning and strategic advice for nearly 20 years, and has been with VELA Wealth since 2016. Rob excels at working with entrepreneurial professionals and business owners to define their individual ecosystems and establish meaningful life and financial goals. A methodical and analytical thinker, Rob compassionately navigates clients through the complexities of a thorough financial planning process ensuring that they feel understood and supported throughout. To read more, please visit the VELA team page.

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