Business Valuation (ft. Phillip Cooper)

The Exit Plan Podcast Podcast

Phillip Cooper has nearly three decades of experience in investment banking, commercial banking, and corporate leadership. He has worked with clients in the industrial, manufacturing, business services, oil and gas, restaurants, communications, transportation/airline, consumer/retail, and aerospace and defense sectors.

He's seen market fluctuations impact deal volumes and business valuations and knows how to prepare owners for smooth transitions and successful sales. Through his work at Palm Tree LLC, Phillip specializes in providing sell-side M&A services, debt proposals, and consulting, emphasizing transparency and reliability at every step.

"You should run your business from day one, like, you're going to sell it the next day." 

Key themes included:

1. Business Valuation and Market Impact

2. Challenges of Failed Deals

3. Financial Reporting and Due Diligence

4. Importance of Trust in Transactions

5. Deal Structure and Valuation Gaps

6. Seller Preparedness and Exit Planning

7. Role of Investment Bankers

Website: www.palmtreellc.com 

On LinkedIn:  https://www.linkedin.com/in/phillip-cooper-43a1908/

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