Josh Snodgrass Email & Phone Number

Are you ready to sell your business and do you want to maximize its value?Would you prefer to avoid up-front engagement fees and sky high success fees?(OR)Are you not quite sure if you want to sell but still wonder what your business is worth?And would you like to know without paying fees altogether?(OR)Are you looking to grow your business via acquisition but are not sure what that process looks like and how you are supposed to value and conduct due diligence on other companies?Would you like an advisor who has been on just about every side of the M&A table that does not charge exorbitant fees?Woodmont Financial Group would love to help.My career began as an investment banker working with clients who either wanted to sell their business or wanted to grow their business through targeted acquisitions.I ultimately transitioned to a firm where I was able to sit on the other side of the table and invest in businesses which afforded me the opportunity to learn what investors look for when they diligence a business.Fast forward to my role where I was fortunate to be the Director of Finance for a middle market company where I gained additional perspective sitting in a totally different seat that expanded my financial skillset beyond purely mergers and acquisitions.I have also invested in and operated a small business which helps me relate to my clients and what they do on a day-to-day basis.Having "all four legs of the M&A stool" allow for optimal client positioning which results in optimal business valuations.If you would like to learn more or just have a chat, feel free to message me.

Listed skills include Financial Modeling, Investment Banking, Portfolio Management, Asset Allocation, and 20 others.

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  Eckerd College

  Business Management