For New Sellers: Family Offices and Management Buyouts – What You Need to Know

A management buyout, or MBO, offers an attractive option for selling a middle-market company to the people who know it best – the management team. B.G. and Geordie Lemmon discuss how their family office views these businesses as partners and share insights on what can make an MBO successful. They discuss what the family office looks for in a company, how the finances work, how the management team is involved, how the company can grow over time, and what this means for the next generation of management owners.

View the complete show notes for this episode.

Learn More

• Business Broker and M&A Advisor Fees: A Comprehensive Guide
• SBA Financing When Buying or Selling a Business
• M&A Basics | Why Do Business Owners Sell Their Business?

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: 

• Behind the Scenes of a Family Office
• Why You Should Consider Selling Your Business to a Family Office
• Selling Your Company to a Private Equity Firm vs. a Family Office