27 Feb Silver Tsunami: Boomer Exit Case Studies & Opportunities for the Next Generation
Andy and Jessica welcome you to another episode of The Deal Board Podcast. This week, they speak to three guests, Peter Berg, Arthur Beisner, and Phillip Proctor, about their standout case studies regarding the Silver Tsunami – the wave of baby boomer business owners looking to exit. While many expected a mass sell-off, this trend has been happening more gradually, with owners holding on longer due to factors like high earnings and strong personal ties. Their conversation covers three compelling case studies: a PhD’s 40-year-old business, a CPA firm, and a $7M in revenue HVAC business. These stories highlight the emotional and financial challenges of selling, the benefits of going to market before you need to, and the value of younger buyers acquiring established businesses. Plus, don’t miss this week’s Deal of the Week, a high-margin pool service business sold for $525K, and the Listing of the Week, a $350K absentee-run furniture store in booming Palm Beach County. Tune in now to hear it all!
