About This Episode

We’re thrilled to have Hartland Ross, join us for an incredible episode. This one is jam-packed with useful information, tidbits, and challenges for anyone thinking about a future M&A transaction.

2:03 – Hartland kicks off the episode telling us about his journey into MSP marketing and the world of M&A. He shares with us how in supporting his marketing clients, MSP’s would ask him about his customers and their M&A experiences.  The lightbulb went off, there was a need for M&A support that needed to be filled.

4:45 – Brian shares that he had heard at the time of recording their was 600+ M&A transactions in 2022…Hartland shares that that number might be just the tip of the iceberg.   He then shares why many transactions fall under the radar.

11:27 – Robb asks about the process and timelines that are often associated with completing a deal and after Hartland shares his views, the discussion turns to what drives the seller to put their company on the market.

17:25 – The crew then moves into a discussion of what challenges can arise between the buyers and the sellers.  Some of the reasons a deal can fall through may shock you.  

20:45 – We talk a bit more about the M&A timelines, drivers, and transition steps and close with what to do if you are interested in buying or selling.