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Hosted by seasoned Business Broker and M&A Advisor Susan Teichman of ROI Advisors, this exclusive virtual lecture offers a rare opportunity to learn directly from a dealmaker with nearly three decades of real-world experience guiding successful mergers and acquisitions. This is not theory — it’s a practical, insider-driven session designed to demystify the M&A process and give you clarity before critical business decisions arise.
During the lecture, Susan will break down the fundamentals of business valuation and financial statements, walk through strategic exit planning, and explain what buyers are truly looking for in today’s market. You’ll gain a realistic understanding of each stage of the M&A process, how to prepare well in advance, and how to choose the right advisory partners to protect your interests and maximize value.
Susan has successfully closed 100+ transactions ranging from $1M to $75M, bridging the gap between small brokerage firms and large investment banks. Known for navigating even the most complex situations, her experience includes guiding a family-run business through a challenging, near-collapse transaction to a successful $17M sale. Her perspective is grounded, candid, and deeply informed by decades in the field.
Most professionals never get a clear, honest look into how M&A deals actually work — and that’s what makes this session different. Whether you’re a business owner, advisor, investor, or simply seeking a stronger understanding of the M&A landscape, you’ll walk away with actionable insights you can apply immediately.
Susan received her BA in Economics and Communications from NYU and Cornell University.
Don’t miss this opportunity to learn directly from a proven expert and gain clarity on the M&A process. We look forward to having you join us.
This lecture will be recorded for those that can't make it live!
$50 per screen - RSVP Here: JanLectureSeries.eventbrite.com
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