What to Expect When You Hire an M&A Advisor –

JT Schroeder, Northview Advisors

For most business owners, selling their company is the single most significant financial and emotional event of their lives. It’s the culmination of years, often decades, of sacrifice, risk, and relentless hard work. But what actually happens when you decide to take that step and bring in an M&A advisor? What does the path to a successful exit truly look like?

This is not a theoretical question. The answer can be the difference between a rewarding transition and a regretful one.

That’s why we are holding our next Charting Opportunities session, featuring a frank, fireside chat with M&A advisor JT Schroeder. We will pull back the curtain on the entire process of selling a business.

An Advisor Who’s Been in the Trenches

JT Schroeder’s perspective is forged from both firsthand business experience and deep financial expertise. He grew up working in his family’s pest control company, learning the grit and discipline it takes to run a business day in and day out. For the past 16 years, he has dedicated his career to the mergers & acquisitions space, guiding countless owners through the complexities of an exit. JT doesn’t just understand the numbers; he understands the people behind them.

Why This Conversation is Crucial

This is not a lecture. It is a candid, open conversation designed to arm you with the knowledge most owners only wish they had before they started the sale process. You will get a direct look at:

• The M&A Playbook: What really happens, step by step, after you sign with an advisor.
• The Real Timeline: Discover the phases of a deal and the common points where owners are often surprised or frustrated.
• A Buyer’s Mindset: Learn what buyers are truly looking for and how they scrutinize a business.
• The Art of the Deal: Understand an advisor’s critical role in managing negotiations, filtering buyers, and navigating the due diligence storm.
• The Human Factor: How to prepare yourself, your family, and your team for the emotional side of letting go.

If you are even considering a sale in the future, attending this discussion will be one of the most valuable investments of your time this year.

Who Needs to Be in the Room?

This session is essential for any business owner, founder, or entrepreneur who is:

• Thinking about selling their company in the next 1 to 5 years.
• Unsure of what an M&A advisor actually does to earn their fee.
• Actively looking for strategies to make their business more valuable and attractive to buyers.
• Building for the long-term and wants to understand the end game.

Event Details: Reserve Your Seat

Seats are limited for this interactive, in-person event to ensure a quality experience for all attendees. We encourage you to register early to secure your spot.

Date & Time: November 12th from 4:00pm – 5:30pm

Location: Triple C’s Barrel Room (2832 Griffith Street, Charlotte, NC 28203)

Virtual Option: Can’t make it in person? Join us via this page live.

Registration: Register here or use the button below.

The Charting Opportunities Business Owner Series is designed to give leaders real-world tools for growth and transition. This series features practical insights from experts across various fields, including private equity expert Jay Ripley from GEM, Andrew Ashur, Greg Brown, and many others.

Don’t miss this opportunity to gain clarity and confidence for one of the most important journeys you will ever take.