Joel Green is the Founding Partner of Outliant, a full-service agency building digital products for brands like Amazon, Purina, and Freedom Solar. As a serial tech entrepreneur, he is the Founder and CTO of Winona, a telemedicine company, and the Co-founder of Hardsider. Previously, Joel was the Co-founder and Chief Engineer at Cintric, which was acquired by UberMedia in 2017.
Here’s a glimpse of what you’ll learn:
- [1:26] How Joel Green founded Outliant and how he transitioned its focus
- [6:52] Joel’s decision to structure his financials for a sale
- [11:13] Joel shares how he selected M&A advisors to navigate the transaction
- [21:33] Communicating the sale to employees and addressing their concerns
- [28:12] Lessons Joel learned during the due diligence process and final negotiations
In this episode…
Selling an agency can catalyze opportunities, but navigating the process requires strategy, speed, and M&A partnerships. How do entrepreneurs know when it’s time to make the leap?
Joel Green, Founding Partner of Outliant, shares how he built an agency before selling it to private equity. With host Todd Taskey, Joel discusses how he shifted to telemedicine ventures, how he prepared the agency for sale, and the importance of transparency and fit when selecting a buyer.
Resources Mentioned in this episode
Sponsor for this episode…
This episode is brought to you by Fiscal Advocate.
Fiscal Advocate builds, integrates, and manages financial infrastructure to grow your firm.
They create metrics and models to help agencies understand their unique position in the market, making them attractive to potential buyers.
To learn more and get started, visit https://fiscaladvocate.com/contact/.
This episode is brought to you by Potomac Business Capital, where we help businesses in the lower middle market maximize their value.
By putting a unique twist on the typical banking process, we create satisfied, wealthy clients who make an impact on the world.
Over the past 15 years, we have perfected our strategies for M&A advising and exit planning to guide clients through everything — from pre-deal planning to closing.
To learn more, visit potomacbusinesscapital.com or email todd@potomacbusinesscapital.com.
