Bob Rinaldi

Bob Rinaldi, President of Rinaldi Advisory Services, shares his insights on strategic exit planning for Equipment Leasing and Finance companies. He discusses the balance between being a lifestyle business and preparing for acquisition to maximize value. Rinaldi highlights common challenges faced by independents in becoming 'bank ready' and what banks look for when acquiring. The conversation also delves into factors determining sale price premiums, the current M&A landscape, and the growing interest from private equity in the sector.