M&A Unplugged

In this episode, Domenic and Michael Polzin discuss:  The leap of faith to start Leeward Business Advisors.  Focusing on documenting and transactions.  How Leeward Elite came about and evolved after acquisition.  The importance of customer service.    Key Takeaways:  Spend time with the owner of the business.  Be careful – is the seller the business, or are they running the business.  There is no perfect business.  Synergies – make sure all the synergies are there, not just a surface fit.   "One of the most powerful aspects of Leeward Elite is that our customers now have a full, trusted advisor." —  Michael Polzin   About Michael Polzin: Michael Polzin is passionate about process and efficiency. He took his first major step forward in the IT Industry when he was hired by Allstate Insurance Company. He led several large projects that modernized technology and streamlined the delivery of complex technical services to their various business units. He continued his corporate career growth when he joined