The Deep Wealth Podcast - Unlock Your Deep Wealth—In Business and Life Maverick Accountant Carl Lundberg Reveals How To Increase Enterprise Value For Your Liquidity Event (#316)
“Enjoy the journey as you’re exactly where you need to be.” - Carl Lundberg
Understanding the Art and Science of a Successful Liquidity Event: A Conversation with Carl Lundberg
In this episode, Jeffrey Feldberg hosts Carl Lundberg, a partner at Gerald Edelman LLP, to discuss the importance of planning for a liquidity event. Carl highlights the common mistakes business owners make such as not preparing adequately or leaving too much value on the table. They further emphasize on the role of advisors in the M&A process, the importance of management information and robust financial metrics in raising a business's attractiveness to potential buyers. Additionally, Carl shares his insights on the emerging trend of entrepreneurship through acquisition. He also mentions how his firm, Gerald Edelman LLP, assists business owners in preparing for their big payday and maximizing their profitability.
00:20 The Importance of Preparation for a Liquidity Event
01:35 Meet Carl Lundberg: A Seasoned Professional in Corporate Finance
02:27 The Role of an Accountant in Business Success
03:03 Carl's Journey to Becoming a Partner at Gerald Edelman LLP
08:05 The Importance of Management Information in Business
08:46 The Role of Forensic Accounting in Business
14:40 The Impact of COVID-19 on M&A Activity
17:24 The Importance of Proper Business Structuring and Tax Planning
30:52 The Rise of Entrepreneurship Through Acquisition
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