DJ Waddell - Mergers & Acquisitions Advisor

DJ Waddell - Mergers & Acquisitions Advisor DJ is a Certified Mergers & Acquisitions Professional, specializing in helping those looking to buy or sell Advertising Agencies

Do you know your exit readiness score.Most owners guess, buyers verify.Score five areas from 1 to 5.Financials, systems,...
03/10/2026

Do you know your exit readiness score.
Most owners guess, buyers verify.
Score five areas from 1 to 5.
Financials, systems, team, customers, risk.
A 20 plus score attracts more buyers.
Example: moving from 14 to 20 changes outcomes.
You can improve fast with a clear plan.
DM or visit waddellmergers.com for a confidential consultation.

Buyers ask one question, is it real.Quality of earnings supports your story with proof.Tie revenue to invoices and bank ...
03/09/2026

Buyers ask one question, is it real.
Quality of earnings supports your story with proof.
Tie revenue to invoices and bank deposits.
Tie labor to payroll reports and job costing.
Explain seasonality with monthly charts.
Example: consistent deposits across 12 months builds trust.
Strong proof attracts stronger buyers.
DM or visit waddellmergers.com for a confidential call.

Buyers pay on real earnings power.Normalize expenses to show steady operations.Remove one time costs and personal items....
03/08/2026

Buyers pay on real earnings power.
Normalize expenses to show steady operations.
Remove one time costs and personal items.
Explain any spikes with simple notes.
Show trends for 24 months if possible.
Example: one lawsuit expense should not reduce value.
Clear normalization reduces price cuts later.
DM or visit waddellmergers.com for a confidential valuation.

Your lease can change deal value.Buyers need stable terms after close.Know remaining term and renewal options.Confirm as...
03/07/2026

Your lease can change deal value.
Buyers need stable terms after close.
Know remaining term and renewal options.
Confirm assignment and landlord consent process.
Start landlord talks early if needed.
Talk to your CPA or attorney for specifics.
Example: a lease expiring in 6 months scares lenders.
DM or visit waddellmergers.com for a confidential call.

Suppliers can be a hidden deal breaker.Buyers fear disruption and margin shocks.List your top vendors and dependency lev...
03/06/2026

Suppliers can be a hidden deal breaker.
Buyers fear disruption and margin shocks.
List your top vendors and dependency level.
Secure backup suppliers for key inputs.
Confirm contracts and pricing terms in writing.
Talk to your CPA or attorney for specifics.
Example: one vendor at 75% of spend is risky.
DM or visit waddellmergers.com for a confidential consultation.

Slow collections reduce your cash and value.Buyers check AR aging early.Track 0 to 30, 31 to 60, 61 plus.Set clear terms...
03/05/2026

Slow collections reduce your cash and value.
Buyers check AR aging early.
Track 0 to 30, 31 to 60, 61 plus.
Set clear terms and enforce them weekly.
Write off bad debt before marketing.
Example: 25 percent of AR over 60 days scares buyers.
Clean AR supports smooth closing.
DM or visit waddellmergers.com for a confidential call.

Systems turn your business into an asset.Buyers want repeatable outcomes.Create SOPs for sales, ops, and billing.Store t...
03/04/2026

Systems turn your business into an asset.
Buyers want repeatable outcomes.
Create SOPs for sales, ops, and billing.
Store them in one shared folder.
Train two people on each core process.
Example: 15 SOPs can cut transition time by months.
Process lowers perceived risk.
DM or visit waddellmergers.com for a confidential consultation.

Buyers pay for repeatable marketing.Show where leads come from and why.Track by channel, call, web, referral.Measure cos...
03/03/2026

Buyers pay for repeatable marketing.
Show where leads come from and why.
Track by channel, call, web, referral.
Measure cost per lead and close rate.
Document what changed when results improved.
Example: 60 leads per month with tracking beats guesses.
Proof makes diligence easier.
DM or visit waddellmergers.com for a confidential call.

Lenders fund predictability.Certain issues trigger declines fast.High customer concentration raises concern.Weak books a...
03/02/2026

Lenders fund predictability.
Certain issues trigger declines fast.
High customer concentration raises concern.
Weak books and unclear add backs add risk.
Owner heavy operations reduce lender comfort.
Example: one year of losses can stop SBA.
Fix finance blockers before you list.
DM or visit waddellmergers.com for a confidential consultation.

The highest offer can be the worst deal.Certainty matters as much as price.Ask how the buyer will fund the purchase.Chec...
03/01/2026

The highest offer can be the worst deal.
Certainty matters as much as price.
Ask how the buyer will fund the purchase.
Check timeline, contingencies, and diligence scope.
Compare cash at close, not headline price.
Example: a funded $1.8m often beats a shaky $2.2m.
Pick the buyer who can close.
DM or visit waddellmergers.com for a confidential call.

Post close risk can follow you.Negotiate terms that limit surprises.Cap indemnity and define survival periods.Use basket...
02/28/2026

Post close risk can follow you.
Negotiate terms that limit surprises.
Cap indemnity and define survival periods.
Use baskets and deductibles where possible.
Document disclosures so nothing feels hidden later.
Talk to your CPA or attorney for specifics.
Example: a 12 month survival beats a 36 month risk.
DM or visit waddellmergers.com for a confidential consultation.

Rollover equity can boost your upside.It can also add risk to your outcome.Ask what percent rolls and what rights you ke...
02/27/2026

Rollover equity can boost your upside.
It can also add risk to your outcome.
Ask what percent rolls and what rights you keep.
Review exit plan for the second sale.
Understand governance and dilution basics.
Talk to your CPA or attorney for specifics.
Example: a 20 percent rollover changes your risk profile.
DM or visit waddellmergers.com for a confidential call.

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Fort Myers, FL

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+12392580846

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