Exit Is Now - Plan Accordingly With Scott Snider Exit Strategies Unveiled: Navigating The M&A Landscape
Apr 25, 2024
Scott Mashuda and Todd Torquato, co-founders of REAG, share their compelling journey in M&A advisory, built on two decades of experience. They discuss the importance of owner readiness, the transition to C-level clients, and how the pandemic shifted M&A processes. The duo emphasizes the power of technology in remote diligence and asserts the growing market education on exit planning. Listeners gain actionable insights on focusing efforts to maximize value and hear a bullish outlook for 2024, armed with advice for navigating the complex landscape.
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From High School Friends To Founding REAG
- Scott Mashuda and Todd Torquato started REAG after years of friendship and early careers at big firms.
- Todd initially funded while working full time until they reached a point where he quit and joined full time.
Using Big-Firm Credibility To Win Deals
- Early on Scott used his Ernst & Young background as credibility to get meetings and win clients.
- They worked tirelessly to build deal inventory while learning the long revenue cycle of M&A.
Protect Your Reputation Ruthlessly
- Be honest with clients about what you can and cannot achieve and decline engagements you can't deliver.
- Protect your firm's reputation because the name on the door is the primary long-term asset.
