Ghislain Gouraige, CEPA® speaks with David McCombie — boutique investment banker, advisor to middle-market entrepreneurs and author of Selling Your Business With Confidence. In this conversation, David shares thoughtful and practical insights into the realities of preparing for and navigating a business sale. Drawing from his experience advising founders and investors, he discusses why a successful exit is about far more than achieving the highest valuation. The episode explores the importance of preparation, choosing the right buyer, managing the emotional side of a transition and building a business that is both valuable and transferable. David also offers perspective on common mistakes owners make during the sale process, why so many entrepreneurs regret selling to the wrong partner and how emerging technologies like AI are beginning to impact middle-market businesses and valuations. Whether a transition is years away or already on the horizon, this conversation provides meaningful guidance for business owners thinking strategically about their future.

Whether you’re building a company or preparing to exit, this conversation offers a real-world perspective on what it takes to navigate major business transitions.

Want to learn more about the Onward series? Visit newedgewealth.com/onward.