Phillip Cooper has nearly three decades of experience in investment banking, commercial banking, and corporate leadership. He has worked with clients in the industrial, manufacturing, business services, oil and gas, restaurants, communications, transportation/airline, consumer/retail, and aerospace and defense sectors.
He's seen market fluctuations impact deal volumes and business valuations and knows how to prepare owners for smooth transitions and successful sales. Through his work at Palm Tree LLC, Phillip specializes in providing sell-side M&A services, debt proposals, and consulting, emphasizing transparency and reliability at every step.
"You should run your business from day one, like, you're going to sell it the next day."
Key themes included:
1. Business Valuation and Market Impact
2. Challenges of Failed Deals
3. Financial Reporting and Due Diligence
4. Importance of Trust in Transactions
5. Deal Structure and Valuation Gaps
6. Seller Preparedness and Exit Planning
7. Role of Investment Bankers
—
Website: www.palmtreellc.com
On LinkedIn: https://www.linkedin.com/in/phillip-cooper-43a1908/
—
Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/
Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/
Subscribe to Dana’s weekly newsletter at https://www.danarobinson.com
—
If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review.
Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you!
*Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you.
Thanks for tuning into this episode of Exit Plan!
Create your
podcast in
minutes
It is Free