Capital Gains Tax Solutions Podcast Transact, Transition, Transform: The Blueprint for a Successful Business Exit with Mark Sims
May 9, 2026
Mark Sims, PE advisory CEO and founder of Consult MSG with 25+ years guiding M&A and transformations. He explains the 3T playbook: Transact—align financials, systems, and people. Transition—use interim management and early integration to capture value. Transform—manage change, communication, and training to make improvements stick.
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Make One Trusted Financial Truth
- Do remove friction by creating one trusted set of financials that clearly shows how the business makes money.
- Mark Sims says buyers need SKU-level and customer-level profitability to underwrite value and speed deals.
Integration Plan Is Part Of The Deal
- Integration plans often hold the deal's value thesis because synergies unlock expected returns.
- Mark Sims warns to plan integration (sales, back office, supply chain) early to realize cost or revenue synergies.
Use Interim Operators To Stabilize Postclose
- Do staff transition gaps by inserting interim operators (CFO, controller, head of IT) to 'keep the trains running' after close.
- Mark Sims' team sometimes steps in to provide day-to-day leadership until permanent hires land.