Topic: Preparing Clients to Exit by Shaping Their Business Through a Buyer’s Lens

Speaker:  Jim Carroll, Business Broker, Transworld Business Advisors
 

Presentation:
1. Open – Brief outline of Jim's background and work as a business broker, CEPA, and former business owner

2. Why viewing the business through a buyer’s eyes matters

3. What buyers actually look for

4. Where most client businesses fall short

5. How financial professionals can intervene early

6. Case study

7. How business brokers partner with financial professionals

8. Close – Q&A

Speaker's bio:

I am a Licensed Business Broker in Arizona and hold an Arizona Real Estate license. I am also a Certified Exit Planning Advisor. My focus is on helping business owners prepare and sell their businesses. I’ve seen so many owners who want to retire but don’t know how to do it well and realize the true value of their lifetime of hard work.

Through my experience as an owner who has exited 3 times, my professional business experience, and my desire to truly help owners find the best solution as they look to retire and exit, I can help you successfully achieve the best possible outcome when it is time to sell.

As a seasoned business broker and Certified Exit Planning Advisor (CEPA), I bring a wealth of knowledge, experience, and dedication to helping business owners navigate the complex journey of selling their businesses.

I am a family man, married to my wife for 49 years. Last check, she said she still loves me (LOL). My 3 children are fully grown adults now and building lives of their own. I’m lucky to have 5 wonderful grandchildren as well. I have been a coach for my kids’ sports teams and active in my church and communities. I’d love to talk with you more about my background.

I grew up and lived most of my life in the Pacific Northwest. I spent nearly 40 years in the lumber manufacturing and distribution business. I arrived in the Phoenix area in 2022 and retired from my lumber career shortly after.