People At Pyramid

Business Exit Strategy & Reading the Table W/ David Bernstein

Episode Notes

In this episode of People at Pyramid, David shares what it really takes to plan and execute a successful business exit. From navigating key-person risk and customer concentration to crafting honest, hard-hitting valuations, David pulls back the curtain on how mergers and acquisitions really work. He also explains why honesty (and a little poker strategy) go a long way in dealmaking.

Beyond business, we get into David’s love of sci-fi, his fascination with military history, and how reading people at the negotiation table isn’t so different from reading them at the poker table.

Want to connect with David?

 Visit rlsassociates.com

Email -  dbernstein@rlsassociates.com

Linkedin - https://www.linkedin.com/in/davidkbernstein/