Most professionals in the M&A space have been closing deals for decades. But being young doesn’t mean you can’t bring value to the table.
Morgan Tate, founder of Breakwater M&A, has built a reputation as one of the younger voices in the industry. He has helped facilitate over $250 million worth of deals and is now using automation to make the process faster and more efficient. From the lessons learned in those transactions, he created the Breakwater Blueprint to keep deals from falling apart. Morgan offers a glimpse at the future of exits, where human connection and technology go hand in hand.
In this episode, you will:
Hear how younger advisors are closing more transactions
Learn how AI is speeding up the deal process
Understand why advisory fees are declining and how brokers can protect their value
Highlights:
(00:00) Meet Morgan Tate
(02:36) The Breakwater Blueprint
(04:29) Earning trust as a younger advisor
(10:42) Will AI lower advisory fees for business owners?
(15:47) Let AI be your junior broker
(19:06) Where human judgment matters most in business sales
(21:30) The future of M&A
(26:18) AI can solve this mistake that hurts deals
Resources:
For past guests, please visit https://www.defendersofbusinessvalue.com/
Follow Morgan:
Connect on LinkedIn: https://www.linkedin.com/in/morgantate
Learn more about Morgan’s company:
Breakwater M&A: https://www.breakwatermna.com
Follow Ed:
Connect on LinkedIn: https://www.linkedin.com/in/edmysogland/
Instagram: https://www.instagram.com/defendersofbusinessvalue/
Facebook: https://www.facebook.com/bvdefenders
My Favorite Murder with Karen Kilgariff and Georgia Hardstark
My Favorite Murder is a true crime comedy podcast hosted by Karen Kilgariff and Georgia Hardstark. Each week, Karen and Georgia share compelling true crimes and hometown stories from friends and listeners. Since MFM launched in January of 2016, Karen and Georgia have shared their lifelong interest in true crime and have covered stories of infamous serial killers like the Night Stalker, mysterious cold cases, captivating cults, incredible survivor stories and important events from history like the Tulsa race massacre of 1921. My Favorite Murder is part of the Exactly Right podcast network that provides a platform for bold, creative voices to bring to life provocative, entertaining and relatable stories for audiences everywhere. The Exactly Right roster of podcasts covers a variety of topics including historic true crime, comedic interviews and news, science, pop culture and more. Podcasts on the network include Buried Bones with Kate Winkler Dawson and Paul Holes, That's Messed Up: An SVU Podcast, This Podcast Will Kill You, Bananas and more.
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