David C Barnett Small Business and Deal Making M&A SMB

Big Updates: Buyer Insights, Holiday Chats & New Exit Program

Nov 12, 2025
This episode dives into the return of Holiday Chat 2025, offering discounted consulting calls and insights on the booking process. Key lessons from past case studies highlight the importance of financial resilience in business. Exciting announcements include the launch of the Exit Ready program for smooth exits and pilot mastermind events in Austin and Vancouver. David also discusses essential buyer insights, like rollover equity and seller financing, to help navigate the complexities of business transactions.
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ADVICE

Reserve Holiday Chat Early

  • Book a Holiday Chat slot early because spots typically sell out quickly each year.
  • Expect the calls to be recorded and published, and use them as case-study style consulting sessions.
ANECDOTE

Bridal Salon Inventory Mispricing

  • A bridal-salon example showed the seller and accountant confused promotional items with inventory.
  • That misclassification caused severe mispricing and misrepresentation of the business.
ANECDOTE

Landscaper Benefited From Reserves

  • A landscaping business called in three years in a row with different problems each time.
  • Because they heeded advice to build reserves, they survived losing their biggest client.
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