Join Our Live Webinar: Don’t Let These 5 Financial Mistakes Derail Your Small Business M&A
Why do so many small business deals fall apart even when the business is solid?
Because the numbers don’t add up or the story behind them isn’t clear.
Financial missteps are one of the top reasons deals stall or fail altogether. From unrealistic valuations to poor prep and messy books, the biggest mistakes are often avoidable with the right guidance.
That’s why SMB.co is hosting a live webinar with Isagani Yorke Capital Partners, experts in M&A, capital raising, and strategic CFO services to help you steer clear of the most common pitfalls and navigate deals with confidence.
What’s the event?
A live panel hosted by SMB.co featuring co-founders Joe Brown and Brit Karel, joined by Eli Goldaris and Timothy Abbracciamento, Managing Directors at Isagani Yorke Capital Partners.
Location: Register here
Date: August 6, 2025
Time: 12:00 PM EDT
Who should attend?
This session is built for anyone involved in small business M&A whether you're preparing to buy, planning your exit, or advising others through the process.
It’s especially valuable for:
- Buyers who want to spot red flags and make sound investments
- Sellers looking to boost valuation and avoid last-minute surprises
- Brokers and advisors who want sharper tools to guide clients
- Operators and owners thinking ahead to a future sale
If you're aiming to make better financial decisions and close stronger deals, this webinar is for you.
What you'll learn:
We’ll cover the Top 5 Financial Mistakes that derail deals and how to avoid them:
- Messy financials: Poor bookkeeping, mixed expenses, and unclear EBITDA reduce trust and lower valuations. Clean, normalized statements can boost value by 20–30%.
- Lack of investor materials: No CIM or data room? Buyers notice. You need a solid exec summary, financials, and growth story to stand out.
- Unrealistic valuations: Anchoring to outlier multiples sets you up to fail. Get market-based, deal-tested guidance.
- Due diligence scramble: Missing contracts, tax docs, or HR files kills credibility. Be ready before buyers ask.
- Going solo: This is a major transaction. Without M&A advisors, you risk costly mistakes long after close.
Whether you’re eyeing your first acquisition or planning your exit, these insights will help you move forward with confidence.
About Isagani Yorke Capital Partners
Isagani Yorke Capital Partners brings Wall Street-level financial expertise to the lower middle market. Founded by professionals from hedge funds, investment banking, and corporate finance, the firm helps businesses become “investment-ready” through services like:
- Fractional CFO leadership to drive growth and maximize enterprise value
- Capital raise services with institutional-grade modeling and investor materials
- Sell-side M&A advisory that prepares businesses for high-value exits with clean, compelling financial narratives
With deep experience in structuring deals and helping businesses optimize for funding or sale, Isagani Yorke is a trusted partner in small business M&A.
Why this matters
At SMB.co, we’ve seen too many deals fall apart not because the business wasn’t great, but because the financials weren’t clean, the story wasn’t clear, or the expectations weren’t aligned. This session is about fixing that.
We’re bringing together real operators and financial experts to have a practical conversation about how to avoid major pitfalls and get deals done right.
Save your seat
Join us on August 6th at 12PM EDT for a live panel that could save you time, money, and a whole lot of stress in your next deal.
