Equity Incentive Plans and Private Equity Dynamics

Building a successful business is hard. Taking it to the next level is even harder. Adam Coffey returns to M&A Talk with tips for entrepreneurs on scaling up and making success inevitable for middle-market companies. He discusses the issues that come with scaling a company, finding capital and using exit plans to fund growth, how to generate wealth for owners and employees, why a company’s culture is critical to its ultimate success, and building an equity incentive plan to retain talented employees.

Learn More: 

• Business Exit Plan & Strategy Checklist | A Complete Guide
• M&A Basics: Building a Sellable Business 
• The Private Equity Toolkit with Michael Roher

Additional Resources:

• Planning to sell your business? Schedule a free consultation today. 

• Download a free PDF copy of The Art of The Exit: The Complete Guide to Selling Your Business and Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue.

• Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal

• Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.

• To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield.

Listen to Other Episodes: 

• Everything An Entrepreneur Needs to Know About Selling to PE Firm
• Behind the Scenes – A Founder’s Lessons from Selling 4 Businesses
• The Basics of Selling a Middle Market Company