How to Value and Transition from Your Business November 9, 2021
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Recorded: November 16, 2020

Former business owners, David Jondreau and Jacob Tague, discuss their experiences exiting their businesses, the processes to follow, and details to consider. Also, hear from CFA, Greg Crowell on how to value your business and prepare it for presentation to investors. Attendees submitted questions to the panelists throughout the workshop.


Meet the Presenters: David Jondreau, Jacob Tague and Greg Crowell


DAVID JONDREAU, in 2004, took over his family’s local language service provider based in New York City. Over the following 15 years increased revenue by 800%, added several new services, and expanded geographically, becoming a regional provider. He is familiar with three major areas of ownership: strategy; the nuts and bolts of entrepreneurship; and the emotional peaks and valleys of ownership.

JACOB TAGUE's experience starting a wholesale pharmaceutical distributorship familiarized him with drafting standard operating procedures in compliance with regulatory bodies. Also, by leveraging lean methodology, Jacob learned how to compete with multi billion dollar companies in the industry through the use of e-commerce. Now as a financial advisor, he is always conscious of the numbers and ways to improve balance sheets and profit and loss.

GREG CROWELL, CFA, Independent business consultant and Director of Business Development at Young America Capital, has assisted numerous startups with developing business strategies, creating financial forecasts, and finding capital to fund growth opportunities. He provides pro-bono services to fledgling entrepreneurs through the Santa Fe Business Incubator and ActivateNM.

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