Nicholas Spezio, Exbo Group’s Director of Transaction Services, recently joined The Richer Geek Podcast with Mike Stohler to discuss Mergers and Acquisitions for FinTech Businesses.

Nicholas shares how Exbo supports buyers and sellers through fractional CFO services, deal structuring, and acquisition preparation, emphasizing the most effective strategies to maximize value and minimize risks.

He highlights current market challenges, including declining valuations, and offers solutions like equity swaps and earnouts to close valuation gaps. The two also hone in  on the importance of thorough due diligence, from analyzing revenue quality to addressing tax exposures, to ensure successful deals.