We are pleased to share the latest episode of the Onward series, featuring a conversation on what it takes to prepare a business for its next stage of growth or transition. Whether an owner is considering raising capital, pursuing an acquisition or planning for an eventual exit, preparation can have a meaningful impact on long-term value.
In this episode, NewEdge Wealth Partner, Ghislain Gouraige, CEPA®, is joined by Embark Principal, Matt Fisser, to discuss the building blocks of an institutional-grade business. Their conversation explores the importance of strong financial reporting, scalable processes, technology and AI strategy, as well as why owners who begin planning 12 to 36 months before a transaction are often better positioned when opportunities arise.
The discussion also examines current trends in the middle market, including how buyers evaluate businesses, the growing role of AI and the operational improvements that can increase both marketability and valuation. For founders, these insights reinforce an important theme: the best outcomes are built well before a transaction begins.
We hope you’ll take a few minutes to listen to the conversation and learn how thoughtful preparation can help position your business for whatever comes next.
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