Seismic Shift: Family Businesses in Transition

Uncertainty is over—and the phones are ringing off the hook. Welcome back to the fireside chat between Dena Jalbert, CEO and Founder at Align Business Advisory Services and Jon Moore, Partner at PKF O’Connor Davies, LLP. Originally recorded live on November 20th at the 2024 Future of Dealmaking Summit in New York City. The podcast episode features the session entitled “Looking Beyond the Elections: Setting Your Clients Up for Success.” We’ve adapted this conversation into a podcast, highlighting insights that remain highly relevant and enduring for professionals across M&A, restructuring, and corporate finance. In this episode, John Moore sits down with Jana Jalbert to explore why founder- and family-owned businesses are suddenly at the center of a dealmaking rush. From election aftershocks to service-sector roll-ups, discover how business owners are preparing for 2025 and beyond, what investors’ “bags of money” really mean, and why rushing into the wrong deal can feel like a prison sentence. Packed with candid stories, practical frameworks, and a few surprising metaphors (Cheesecake Factory menus, anyone?), this conversation is a must-listen for dealmakers, family business leaders, and advisors looking to navigate the tidal wave of capital and opportunity ahead. Don’t just watch the rush—get ahead of it. Tune in now to hear how family business owners and advisors can seize new opportunities and turn transition into lasting value. Attention M&A Professionals and Dealmakers! The M&A Advisor warmly invites you to join our industry experts and thought leaders at the 2025 Leadership in Dealmaking Summit on September 15th & 16th at the heart of vibrant New York, City. Hurry and register now! Click here:Do you want to know more about The M&A Advisor? Please visit us at https://maadvisor.comLove our podcasts? Subscribe to our M&A Advisor Podcast in Spotify, Apple Podcast, and YouTube. Finally, subscribe to our email newsletter by clicking the link- https://maadvisor.com/maalerts/subscribe Till next time, stay tuned and happy dealing!