Helping Businesses Exit with David Ogurek

In this episode of the Phoenix Prosperity Podcast, host Tim Fergestad sits down with David Ogurek, the Director of Caper Hill Advisors, a boutique investment bank specializing in helping private business owners navigate the complexities of selling their companies. David shares his extensive experience in guiding business owners through successful exits, from preparation to finding the right buyers.

David discusses the importance of starting exit planning early and the various factors that can impact the sale of a business, particularly in the healthcare and industrial sectors. He explains how Caper Hill Advisors helps businesses maximize their value, create liquidity, and ensure smooth transitions. David also shares insights into current trends in mergers and acquisitions, including how rising interest rates and economic conditions are influencing deals in today’s market.

If you're a business owner considering an exit, or simply interested in the behind-the-scenes work of business sales, this episode offers valuable information and practical advice.

 

------------------------------------------------------- Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!