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Are you missing out on M&A Opportunities? (with Colleen Kelley from Stratford Group)

Are you missing out on M&A Opportunities? (with Colleen Kelley from Stratford Group)

Zenbooks
Zenbooks
September 15, 2023
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Mastering mergers & acquisitions for small businesses, join me with guest Colleen Kelley president at Stratford Group. In this episode we explore the strategic reasons why small and medium-sized businesses should consider acquisitions. Colleen specializes in business scale-up, strategic planning, mergers and acquisitions (M&A), and integrations. Colleen shares a comprehensive overview of M&A strategies, financial considerations, due diligence processes, key industry players, and integration challenges for small and medium-sized businesses. Don’t miss out on your M&A opportunities.

This episode is brought to you by Zenbooks.ca and humanihr.com

0:00: Introduction

1:13: Colleen Kelley

2:30: M&A, A Strategic Lever for Growth

6:50: Show Me The Money

10:24: 4 Step Buying Process

13:11: Avoiding Deal Fever

18:08: Who’s Who in the Industry

23:06: Brought to you by Zenbooks

24:32: Finding Businesses to Buy

26:49: Understanding Valuation

28:48: Data Room

33:06: Accelerating Growth Curve

36:30: Educate Yourself

38:25: Buyers and Sellers

40:35: Rewarding Career Path

42:20: Knowing your Long Term Goals

44:56: Humani HR Sponsor

Colleen Kelley

www.stratford.group

colleen.kelley@stratford.group

https://www.linkedin.com/in/colleenkelley99/

References

Complementary business assessment and valuation. https://score.valuebuildersystem.com/stratford-group/colleen-kelley

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