The Importance of Pre-Transaction Planning with Sarah Djamshidi

In this episode of the Sarian Strategic Partners Podcast, Greg Sarian, CEO and Founder at Sarian Strategic Partners, speaks with Sarah Djamshidi, President and Managing Partner at Speedshift Advisors, about pre-transaction planning or exit planning. They discuss why a thoughtful plan is key for a successful outcome and some things to consider that will make a difference at the closing table. Sarah also shares some outcomes she has seen helping over 200 companies as an exit planning advisor for almost 20 years.

 

“Know your end game. And what I mean by that is, at a company level, is ultimately figure out what you want to do with the company.” -Sarah Djamshidi [15:02]

 

What You Will Learn:

 

• [02:21] Why it’s important to have direction for your company’s growth
• [05:04]  Reasons to have an exit plan
• [07:08] Some bad outcomes for not having plan in place
• [10:31] Positive outcomes for those who embrace a pre-transaction planning process
• [14:39] Why you should know your end game
• [17:26] Tax issues that founders can plan for ahead of time
• [22:02] Gifting and trust strategies to consider before an exit
• [24:42] How they help a business founder determine their valuation
• [27:30] Other ancillary planning issues to consider

 

Resources:

 

Visit our website: https://sarian.hightoweradvisors.com

Visit Speedshift Advisors: https://speedshiftadvisors.com/