Sell-Side M&A Readiness: Clean Financials, Better Valuations: Jarome McKenzie

Blaine Bertsch welcomes Jarome McKenzie, fractional CFO and founder of Arrowhead Strategy Group, to break down how clean, investor-ready financials can make or break a sell-side M&A deal. Jarome shares real stories—including a seller who improved EBITDA from $500K to $911K and exited for $5.7M, and another who discovered $750K in taxes paid on phantom profit and later secured refunds (including $42K in sales tax) after fixing systems. 

You’ll learn how to prep 2–3 years before exit, select meaningful ad backs, accelerate diligence, and present numbers that command higher multiples. They also cover when to move beyond basic bookkeeping, why “speed through diligence” drives close rates, and how stronger controls boost margins and valuation long before you sell.

#ExitPlanning #BusinessValuation #MandA #SellSide #CFOInsights

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Learn how you can gain crystal-clear cash flow insights, accurate forecasts, and powerful scenario modeling at Dryrun.com

Connect with Jarome at linkedin.com/in/jarome-mckenzie-778177187

Learn about Arrowhead Strategy Group: arrowheadstrategygroup.com

Watch on YouTube: https://youtu.be/0qfx00UkOF0