ETA Insider Podcast

Search Fund Lifecycle Unveiled: Navigating ETA with Boulay

Sep 27, 2024
Guest
Ryan Turbes
Guest
Clay Brownlee
Ryan Turbes and Clay Brownlee, partners at Boulay, share their expertise in helping entrepreneurs through the entire entrepreneurship through acquisition (ETA) lifecycle. They discuss the importance of early engagement with CPA firms for proactive financial planning. Strategies to navigate acquisition challenges, including tax implications and financial communication, are covered. The duo emphasizes the need for collaboration during transitions and the role of post-close accounting for professionalizing financial practices, ensuring smooth exits, and enhancing business value.
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Chapters
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Episode notes
1
Intro
00:00 • 4min
2
Navigating the Early Phases of the Search Fund Lifecycle
04:00 • 4min
3
Navigating Financial Fundamentals in Acquisitions
08:02 • 13min
4
Navigating Acquisition: The Importance of Collaboration and Empathy
20:48 • 3min
5
Navigating Post-Close Accounting and Transitioning to Professionalized Financial Practices
23:58 • 4min
6
Addressing Financial Gaps in Search Fund Operations
27:41 • 3min
7
Navigating the Exit Phase: Ensuring a Smooth Transition for Search Funds
30:19 • 3min