Karl Sigerist, Managing Director at the Shaughnessy Group, shares insider strategies on how founders can prepare for a high-value exit. With decades of experience on both the buy and sell sides, Karl reveals why 80% of lower middle market deals fail—and how you can avoid becoming a statistic. Learn the must-have foundations for exit readiness, how to think like a buyer, and why building a culture of preparation pays dividends. A must-listen for founders scaling toward a sale or acquisition.

Key Takeaways:

• 80% of lower middle market exits fail due to poor preparation and unrealistic valuations.
• Clean, audited financials are essential for attracting serious buyers.
• Valuation is driven by future cash flow, quality of earnings, and industry comparables.
• Strategic buyers and micro PE funds require different approaches—know your audience.
• Scaling past $1M–$3M in EBITDA significantly boosts your exit multiple.
• Succession planning is non-negotiable; your business must be transferable.
• Founders should think like buyers—objectivity creates better deal outcomes.
• Exit planning should begin 5–10 years in advance, not 6 months before a sale.

Timestamps:

• 01:00 Guest Introduction: Karl Sigerist
• 03:00 Karl’s Career Journey
• 06:00 The Shaughnessy Group’s Focus
• 09:00 M&A Market Insights
• 12:00 Advice for Entrepreneurs
• 15:00 Conclusion & Contact Information

Links & Resources

• Karl Sigerist

  • Website: https://shaughnessy.group

  • https://www.linkedin.com/in/karlsigeristjr/

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