How to Exit, Business Exit Strategy Podcast How to Exit, Business Exit Strategy Podcast

In this enlightening episode, we delve deep with a seasoned banker into the intricate world of financing for entrepreneurs looking to buy or expand their businesses. Discover the nuances of real estate and equipment loans, get insights on the bank's coverage across New England, and unravel the potential of loan programs like those offered by Mass Development. Whether you're eyeing a small closely-held corporation or a major manufacturing giant, understand the metrics, expectations, and challenges you'll encounter. Dive into the nitty-gritty of prescreening processes, the role of evaluations, and learn how regional dynamics like those in Massachusetts play into the broader financial scene. If you're considering a business transaction in the near future, this is one episode you won't want to miss!

The podcast discusses the growth and exit strategy of a company in the produce industry. The company merged its operations to simplify its structure and improve its market presence. The conversation highlights the importance of customer care, reputation, and maintaining financial reserves. They also address the considerations that led to the decision to exit, including family dynamics and the use of a buy-sell agreement with an internal valuation formula for shares. This preparation and agreement played a crucial role in facilitating the exit process.

Are you facing challenges in securing financing for your business purchase? Join Denis Mezheritskiy, President of ROI Advisors, Inc., and Jennifer Mason, a financing expert from Customers Bank, in our exclusive webinar, "Unlocking Business Acquisition Success: Mastering Financing with SBA Guaranteed Loans."

In this Episode, Denis and Jennifer will share expert insights on obtaining financing through SBA guaranteed loans, including 90% financing options. Discover the step-by-step process, overcome common financing challenges, and gain practical strategies to successfully close your business acquisition.

On this episode of How to Exit, we go In depth about preparing a restaurant business for a sale.  Restaurant business is one of the most popular businesses to buy/sell, and at the same time probably one of the most riskiest  business to get into.  To help us understand the sale’s process restaurant owners go through, I have invited Don Buehler, the Vice President of the restaurant sale’s devision for ROI Corporation, to break it down for us.  Don is a very experienced business broker that specializes in restaurant’s sales.  He has owned and operated six McDonald franchises, which he operated for 15 years.  Don sold them to pursue his own restaurant concept, Crazy Karry’s Backyard Grill, which he operated for 7 years.  His in-depth knowledge of the industry is why he is a valuable guest on today’s episode.  Hope you enjoy it.  If you would like to connect with Don Directly, his email is:  dbuehler@roibusinessbrokers.com


Your Host: Denis Mezheritskiy is an M&A advisor and a partner at ROI Corporation. He helps clients to buy, sell and value businesses. For questions and additional information, contact him at: denis@roibusinessbrokers.com 617-869-0552 www.roibusinessbrokers.com

On this episode of How to Exit, we breakdown all unconventional ways of using Life Insurance Product to create an exit plan. In an interview with Mark Selvaggi, an agent of New York Like Insurance Company, we discuss different ways that Life Insurance products can assist in an exit strategy. Before becoming one of the most successful Life Insurance agents, Mark has owned and operated a business for 20 years. Life insurance, in my opinion, is one of the most misunderstood products, and on this episode we provide all options available for planning an exit using life insurance. This episode is rich with information.

If you would like to connect with Mark directly, below is his contact information:

Her direct number is (781) 347-9740, mselvaggi@ft.nyl.com

Your Host:
Denis Mezheritskiy is an M&A advisor and a partner at ROI Corporation. He helps clients to buy, sell and value businesses. For questions and additional information, contact him at:
denis@roibusinessbrokers.com
617-869-0552
www.roibusinessbrokers.com

In this episode, Denis Mezheritskiy interviewed Jenifer Mason of Customer’s bank. Jenifer is the Vice President of SBA Lending at Customer’s Bank. They cover in detail a great amount of information about how to qualify for an SBA loan, how to choose the right bank to work with, all major rules and procedures you have to go through in order to qualify for a loan, and much much more. The episode is filled with amazing insights that will help you qualify for a loan, and buy your dream business.
If you would like to connect with Jennifer directly, below is her contact information:

Her direct number is ‪781-771-3919‬, jmason@customersbank.com

Denis Mezheritskiy is an M&A advisor and a partner at ROI Corporation. We helps clients to buy, sell and value businesses. For questions and additional information, contact us at:
denis@roibusinessbrokers.com
617-869-0552
www.roibusinessbrokers.com