
My fellow panelists, from right: Mark Moreno (First National Bank), Erica Parker (Fidelity Bank), Mike Leannah, CExP, Thaddeus Cook (PLG Law) and I were tasked with giving “constructive feedback” to business brokers to improve our collaborations. 😅
Suggestions included not padding add-backs, breaking bad news early to attorneys, giving coaching-injections to sellers, and not hiding skeletons from SBA lenders, among many others.
What would YOU suggest to business brokers to speed up deals and avoid wasted time? And what could trusted advisors do to help brokers do better deals, faster?