Exit Algorithms Episode #12: Unlocking Hidden Business Value with Charlie Heaton
In this episode, Pete Vera sits down with Charlie Heaton, an industrial financial consultant with over 22 years of experience closing deals up to $400 million with firms like Bear Stearns and General Electric. Charlie shares his journey from aspiring pilot to exit strategist, revealing how forensic accounting uncovers hidden business value through cost segregation audits and strategic tax tools like charitable remainder trusts.
They dive into what truly drives exit valuations beyond EBITDA: proprietary technology, recurring revenue strength, and transferable customer bases versus risky "good…
The skinny
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