Coaching Experience with Mergers & Acquisitions


Nearly every market is experiencing consolidation in some form. Every day we feel the effects of this in our lives. Buying and selling a business has numerous twists and turns, especially if it’s been in the family for three generations.

We taught the steps and process as an educational pathway that an owner group goes through in buying or selling their business. I called it “Shark or Bait”. Annually, we handled several projects from start to finish, with some taking a few years to complete. They were intense projects with varied emotional and technical issues we had to work through. We were quite successful in assisting clients in achieving their goals to buy, sell or merge. 

The experiences I had help me to be a better coach. I use many of the strategies and knowledge to coach clients today in achieving their goals. 

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