Simon Leroux is the Founder and CEO of Optionality.Optionality is the AI-powered co-pilot designed to help M&A advisors, corporate finance teams, consultants, accountants, and Private Equity investors discover, qualify, and close more deals — faster.Chapters- The Journey of a Repeat Founder- Understanding M&A from a Founder's Perspective- Value Creation: Beyond the Numbers- The Importance of Strategic Planning for Selling- The Role of Advisors in M&A Transactions- Leveraging AI to Enhance M&A Advisory- Shifting Mindsets in the M&A Landscape- Navigating Industry Hesitations with AI- Scaling Advisory Teams in a Changing Market- Leveraging AI for Deal Sourcing and Value Creation- Effective Customer Engagement and Feedback LoopsChapters00:00 The Journey of a Repeat Founder03:06 Understanding M&A from a Founder's Perspective06:03 Value Creation: Beyond the Numbers08:57 The Importance of Strategic Planning for Selling11:49 The Role of Advisors in M&A Transactions14:49 Leveraging AI to Enhance M&A Advisory17:54 Shifting Mindsets in the M&A Landscape27:29 Navigating Industry Hesitations with AI31:02 Scaling Advisory Teams in a Changing Market34:49 Leveraging AI for Deal Sourcing and Value Creation42:04 Effective Customer Engagement and Feedback Loops46:48 Personal Growth and Resilience in EntrepreneurshipKeywordsM&A, entrepreneurship, value creation, business strategy, AI in finance, repeat founders, advisory services, business exit, market trends, strategic planning, AI, advisory, M&A, scaling, customer engagement, value creation, private equity, technology, entrepreneurship, industry trends

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