Daniel Talbott, CBI, CEPA

Doer
DISC Type : ds

Managing Broker at RightExit

Vero Beach, Florida, United States

Overview

Daniel Talbott is the Founder of RightExit, an M&A advisory firm specializing in exit planning for companies with over $2M in revenue, particularly accounting and consulting firms. He is a Certified Business Intermediary and Certified Exit Planning Advisor. People who have worked with him describe him as having a strong moral compass and being keenly motivated.

Originally from the Vero Beach area of Florida, Daniel is a self-described entrepreneur. His professional headline indicates a strong personal passion for cars, and he invites direct messages on the topic, suggesting its a significant hobby and a great way to connect with him on a personal level.

Unique fact: He prominently features his interest in cars directly in his professional M&A broker headline.

Personality Overview

Strategic Planner

Deliberate Doer

Fast-paced

They exhibit a rare combination of being result-oriented but patient at the same time.  They might take some time to make their mind up but once they do, they don't change it easily. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

Business Exit Strategy
His entire professional focus is on helping business owners prepare for and execute a successful exit, a topic he frequently writes and posts about.
M&A for Service Firms
He specifically targets accounting and consulting firms with revenues over $2M, helping them navigate the complexities of mergers and acquisitions.
Automobiles
He explicitly states his passion for cars in his professional headline, inviting conversations on the topic, making it a clear personal interest.

Media Appearances

Vendor Directory – M&A Advisors for CPAs and Their Clients (includes Daniel Talbott, CBI, CEPA, RightExit). Featured in PubPad (BRG)

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Should I Buy or Build an Accounting Firm – Interview with Daniel Talbott, CBI, CEPA, Managing Broker at RightExit. Featured in Buzzsprout Podcast (M&A Insights)

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Work History

3-2025
Managing Broker at RightExit
2-2025
Founder at RightExit
11-2023 - 2-2025
Business Broker at Acquisition Experts, LLC / Florida Business Brokers
1-2023
Profit and Growth Coach at Profit and Grow
1-2023 - 9-2023
Interim Head of Finance and Growth at VoiceLogix

Education

2017 - 2019
Associate of Arts - AA from Indian River State College

More Information

Social Presence :

Prographics :

Exp : 18 Location : Vero Beach, Florida, United States Job Level : Leadership Designation : Managing Broker at RightExit
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Insights For Selling To Daniel

During A Call Or A Meeting

DO's

  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Come across as a trustworthy professional and be respectful, they usually know their game

DONT's

  • Don't go over them unless you are left with no other option
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Daniel is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Daniel

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Daniel move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Daniel take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Daniel

Personality Compatibility


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