On today’s Performance Mindset, Amy welcomes Dena Jalbert, founder and CEO of Align Business Advisory Services. Align is one of the top women-led M&A consulting firms in the Southeast and is based in Winter Park, Florida. Dena works with companies of all shapes and sizes, from Fortune 500 giants to small, overlooked businesses that just need the right strategy to shine. Over the course of her career, she’s done over $3 billion in deals and is passionate about growing businesses, creating opportunities, and helping entrepreneurs see the potential of what they’ve built.

In this episode, you’ll hear:

1. EBITDA (earnings before interest, tax, and amortization) and its impact on a business’s valuation.
2. Taking a partnership approach in M&A transactions with service providers of all types.
3. The catalyst behind Dena Jalbert’s decision to start her own business and leave Corporate America.
4. Why investors are buying smaller businesses now instead of large businesses worth millions or billions of dollars.
5. Some of Dena’s more memorable “pinch me” moments that drive her “why.”
6. The role of empathy in transactions involving small and family-owned businesses.
7. Tools she employs to help someone sell a business whose identity may be wrapped up in their business.
8. Dena’s process for walking a client through whether or not it’s time to sell their business.
9. Turning down the highest offer to find the best fit for the business.
10. The one mindset shift that can help someone move from just running a business to building value.

Beyond Commercial - beyondcommercial.com/amy-calandrino-ccim

Amy Calandrino - linktr.ee/amycalandrino

Connect with Dena Jalbert:

LinkedIn - www.linkedin.com/in/denajalbert

Website - alignba.com

Email - [email protected]