Project Managers in Finance and Banking Mastery

Welcome to Project Managers in Finance and Banking Mastery, your one-stop podcast for mastering valuations, negotiations, and exits in the world of finance and banking.

I'm Eric Jordan, CPPA, and today we’re diving deep into a tool I’ve refined over decades—the 25 Factors Affecting Business Valuation. This isn't just theory. It's been used to close $6M+ deals, pinpoint ideal buyers, and justify premium pricing for businesses across North America.

Now here’s where you come in.

If you’re a project manager—whether in fintech, investment banking, risk management, asset management, or compliance—this podcast is going to show you how to turn those industry skills into deal-making power.

The seller pays a small $5K–$10K valuation fee. That unlocks:

• A realistic valuation
• Identification of ideal buyers
• A rock-solid roadmap for the deal

You step in, negotiate between seller and buyer, and we split a 5% success fee. That’s a $150K payday on a $6M deal—no licenses needed, no high risk.

1. History – How long has this business been in the game? A finance firm with 15 years under its belt attracts serious buyers.
2. Purpose – Mission matters. A compliance firm with a purpose to protect investors? Buyers eat that up.
3. Financials – Revenue stability and clean books. Show me the cash flow, and I’ll show you buyer interest.
4. ROI – You’re a project manager. You live and breathe return on investment. Use it here to justify premium pricing.
5. Processes & Systems – A well-run fintech operation isn’t just profitable—it’s scalable. Buyers love plug-and-play.

🎯 Tie-in: The valuation fee opens the door. The project manager steps in, aligns seller needs with buyer priorities, and splits the commission.

6. R&D – Are they innovating? A finance tool with custom AI? Jackpot.
7. Opportunity – Underserved markets like digital wealth in Canada? That’s a growth magnet.
8. Location – Is it based in Toronto’s fintech corridor or Calgary’s energy finance cluster?
9. Brand – Brand equity in banking is a silent multiplier.
10. Marketing – Are they generating leads or just coasting on referrals?

📢 Call to action: You know businesses that fit this profile. Position the valuation fee as an investment—and be the hero that gets them a real exit.

11. Management – Are they stable? Are they ready to exit?
12. Employees – Trained staff equals retained customers.
13. Client Base – Are the clients recurring? That’s gold in subscription fintech.
14. Competition – Are they market leaders or scrappy upstarts?
15. Barriers to Entry – Exclusive partnerships? Regulatory licenses? That’s protection money in disguise.

💸 Reminder: $5K–$10K valuation unlocks the clarity. Then you negotiate, you earn.

16. Scalability – Can this model run in 10 cities? Buyers think globally.
17. Leverage – What assets can boost returns?
18. Growth Potential – Can the fintech platform grow 10x? Show the path.
19. Risk Mitigation – Compliance frameworks reduce buyer anxiety.
20. IP – Got code? Got algorithms? That’s your secret sauce.

🔥 Insight: These are deal accelerators. The valuation identifies them. You deliver them.

21. Contracts – Locked-in revenue gives buyers security.
22. Goodwill – The founder’s reputation can carry premium weight.
23. Synergies – Is this firm a perfect bolt-on for an asset manager?
24. Exit Strategy – Are the owners mentally and operationally ready to leave?
25. Market Conditions – 2025 is primed for growth. Timing is everything.

💬 Case Example: I valued a $6M fintech firm last year. Strong contracts, proprietary tech, and perfect synergy with a buyer’s existing product line. The $7.5K valuation fee led to a sale and a $300K shared payday.

Let’s bring in John from The Fintech Files.
"Tell us, how does a clear valuation unlock deals? What’s the power of a neutral negotiator in your world?"

“We’ve seen deals stall because nobody could put a dollar figure on the value of the client base or software IP. Eric’s system does that, and it brings calm to negotiations.”

• The 25 Factors method identifies value and ideal buyers.
• Sellers need that valuation anyway.
• You bring negotiation, project management savvy, and deal structure.
• We split 5% commission.
• It’s win-win-win.

If you know a business that’s ready to exit—contact us now.
Let’s do the valuation, target buyers, close the deal, and split the commission.

🔗 Search “Project Managers in Finance and Banking Mastery” wherever you get your podcasts.
Follow us. Share this with a colleague. Let’s change how finance exits are done.