Jonathan Baker heads up the M&A practice at Punctuation, a small advisory practice working exclusively with small to mid-sized independent marketing services firms. He has worked on dozens of deals both inside and outside the industry and brings a unique perspective as a fellow owner who has gone through the process himself.

He graduated from Emory University's Goizueta Business School in 2005. His career began at a small boutique marketing strategy consultancy. There, he was able to do marketing strategy and positioning work for many well-known Fortune 500 CPG companies.

In 2011, he left to start a craft brewery, Monday Night Brewing, where his focus was on marketing, sales, and taprooms. After helping his business partners grow to 180+ employees and numerous locations, Jonathan stepped away from the day-to-day to head up the M&A practice at Punctuation. 

Key themes included:

1. Importance of firm positioning and expertise

2. Recurring revenue for business stability

3. Business development processes and financial expertise

4. Emotional toll of M&A process

5. Early preparation for business sale

6. Role of intermediaries in M&A

7. Transparent and fair negotiation strategies

—

Website: www.puntuation.com/ 

 Email: jonathan@punctuation.com 

On LinkedIn: www.linkedin.com/jonathandavidbaker/

—

Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/ 

Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/ 

Subscribe to Dana’s weekly newsletter at https://www.danarobinson.com 

—

If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review.

Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you!

*Some of these links might be affiliate links.  Thank you in advance if you choose to work with one of the companies I believe in.  The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you.

Thanks for tuning into this episode of Exit Plan!