NetWorth Radio NetWorth Radio's Texas Business Leadership Series: Spencer McGowan Interviews Michael D. Rubin, CEO & Founder of MDR & Associates, on Maximizing The Value of Your North Texas Business!
May 23, 2025
Michael D. Rubin, CEO & Founder of MDR & Associates, shares his expertise as a leading investment banker in North Texas. He discusses the $10 trillion wealth transfer from retiring baby boomers and its impact on small businesses. Rubin emphasizes strategic preparation for selling a business and the importance of authenticity in marketing, particularly for service industries. He also highlights the advantages of private equity investments and how Texas businesses can maximize value while preserving their legacy.
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The Silver Tsunami of Business Sales
- Baby boomers own 40% of U.S. small businesses and are retiring rapidly.
- $10 trillion in business value will transfer in the next 10-15 years, creating unprecedented market activity.
Preserve Business Legacy
- Focus on preserving the generational legacy of your business when planning to sell.
- Achieve higher value, quicker sale, and confidentiality while ensuring the family legacy is honored.
Prepare Early With Professional Packaging
- Engage investment bankers up to three years before selling to maximize value.
- Prepare a professional marketing package including a Confidential Information Memorandum and a 4K video for best results.