Clean Books, Big Deals: Insider Tips for Selling Your Business, Featuring Geoff Bruskin

"Selling your business without a broker is like signing a complex legal document without consulting an attorney—it’s not worth the risk."

- Geoff Bruskin

Hi, it’s Andrea Jenson here, and welcome to The Cashflow CFO Podcast! In this episode, I had an eye-opening conversation with Geoff Bruskin, a mergers and acquisitions (M&A) specialist who works with CPA and accounting firms—and businesses across industries—to help them successfully sell or transition ownership. Geoff shared fascinating insights into how M&A trends are shaping the financial landscape, especially in service-based industries. If you’re a business owner thinking about the future of your company, this one’s for you.

Join us to learn the whole story!

"The demand for businesses right now is unprecedented; whether you’re a half-million-dollar firm or a $50 million company, there’s opportunity waiting."

- Geoff Bruskin

 

The Importance of Clean Financials

Geoff dove into the critical role of having clean, proactive financials when preparing for a sale. It’s not just about having accurate books; it’s about knowing your cash flow, identifying profit drivers, and presenting your business as a polished, valuable asset. We also discussed why having a professional team on your side—whether it’s a fractional CFO like me or a dedicated broker—is essential for reducing risks and maximizing the value of your business.

The Second Bite of the Apple

A big highlight of our chat was Geoff’s advice on the second bite of the apple. Selling your business doesn’t always mean walking away entirely. In fact, staying involved post-sale can open up opportunities for even bigger financial gains down the road. We talked about how partnerships and strategic mergers can allow owners to leverage resources they wouldn’t have on their own, making their companies—and their returns—grow exponentially.

 

Booming M&A Demand

Finally, we explored the booming demand in the M&A space. Geoff shared how today’s buyers aren’t just private equity firms—they’re also strategic players looking to expand into complementary industries. If you’ve ever considered selling or merging your business, now might be the perfect time to explore the possibilities.

 

"Clean books aren’t just a requirement for selling your business—they’re the foundation for telling the story of your success."

- Geoff Bruskin

 

Want to get in touch with Geoff Bruskin?

Website:: www.whitetigerconnections.com

Linkedin: https://www.linkedin.com/in/geoff-bruskin-14184865/

Want to get in touch with Andrea Jenson?

Website: https://thecashflowcfo.com

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