M&A Talk: #1 Podcast on Selling a Business

This is a different sort of episode on M&A Talk. This personal chat about happiness features Marco Robert, an entrepreneur, business consultant, and truly happy person. What does happiness have to do with M&A? Why is happiness a taboo topic? How does happiness relate to the business world? What is the correlation between happiness and success? How do you find balance in your own environment? Full of wisdom, personal anecdotes, book recommendations, and much more, this episode will give you much to think about and might even change your life. View the complete show notes for this episode. Learn More: Should I Sell My Business? Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Due diligence is a critical step in the M&A process, but it doesn't always get the attention it deserves. Anthony Nitsos specializes in helping companies optimize internal systems and shares his insights and tips on preparing for due diligence. He discusses what is involved, the areas covered, how to prepare, common patterns, and the buyer's goal. He also covers the cost of due diligence versus the cost of being unprepared and the impact on the final price. Don't shortchange yourself in this vital activity. View the complete show notes for this episode. Learn More: Top 5 M&A Value Drivers for Tech & Software Companies M&A Due Diligence Preparation M&A Due Diligence | Checklist & Overview Why Don't Some Businesses Sell? Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Listen in to this discussion about human capital and how it can impact the value of your business with Marco Robert, an international consultant, author, and entrepreneur with years of experience helping companies turn their fortunes around. During this wide-ranging chat with advice and real-life examples, he discusses the impact employees have on the value of a business, what may block an owner from creating more value, the biggest challenge owners face, and advice on how to create value in your business. View the complete show notes for this episode. Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Leon Brujis talks about 2nd-level thinking and the art of investing in middle-market companies. A partner with Palladium, Leon discusses how 2nd-level thinking applies to every investing discipline, from hedge funds to private equity, venture capital, and more. He highlights the origins and impact of this concept, what makes a great investor, how to develop these skills and ensure you are engaging in 2nd-level thinking, how education impacts creativity, and how this all comes together to generate extraordinary investment returns. View the complete show notes for this episode. Learn More: Dealing with Investors Who Want to Buy Your Business Business Valuation & Return on Investment (ROI) Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

If the ins and outs of the manufacturing M&A world interest you, listen in on this discussion with Jorge Maceyras, investment banker and M&A manufacturing expert. Topics include top issues for manufacturing companies that don't exist in other industries, details about negative working capital, how capital expenditures impact an M&A transaction, common supply chain issues, what the main external economic factors are, and what buyers usually look for when making an acquisition in the manufacturing industry. View the complete show notes for this episode. Learn More: Adjustment to the Purchase Price / Purchase Price Adjustment Working Capital EBITDA | Definition, Formula & Example – A Complete Guide Tips on Preparing Your Business for Sale Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Join us for this continuing conversation with experts in the M&A field, Jim Evanger and Brent Paris, as they share their diverse experiences in partnering with private equity firms. They give insights into what the private equity buyer is thinking, share successful partnership stories, and the prerequisites for a business owner partnering with a PE firm. Listen now to discover how to get more upside from your business and consider how a PE partner might be able to help you achieve your ultimate goals. View the complete show notes for this episode. Learn More: EBITDA | Definition, Formula & Example – A Complete Guide Business Valuation & Return on Investment (ROI) Business Valuation: A List of Factors to Consider Reducing Concentrations of Risk Before Selling Your Business Can You Give me a Quick Opinion of the Value of my Business? Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Experienced dealmaker and entrepreneur Touraj Parang shares his philosophy that an exit strategy, if implemented early, is the surprising secret to ultimate startup success. This wide-ranging discussion covers the differences and parallels between venture capital and corporate development, common mistakes to avoid when selling, planning a successful exit strategy, insights into how to make leverage work in exit planning, and tips on negotiating the LOI and purchase agreement for a successful exit. View the complete show notes for this episode. Learn More: A Guide to M&A Negotiating Tactics M&A Purchase Agreement | A Complete Guide Negotiating the Letter of Intent M&A Basics | The Term Sheet Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

The relationship between acquirer and seller is a complex one in the field of M&A. Join us for a chat between friends and colleagues Michael Frankel and Jeff Wald as they discuss M&A from the point of view of an acquirer vs. a seller, the importance of the seller's message to employees informing them of the acquisition and through the transition, firsthand stories of the importance of managing integration, and the differentiation between managing a large-scale organization vs. an early-stage company. View the complete show notes for this episode. Learn More: EBITDA | Definition, Formula & Example – A Complete Guide Do Buyers of Businesses Pay for Potential? Dealing with Investors who Want to Buy Your Business The M&A Training & Transition Period Informing & Retaining Employees When Selling a Business Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

What is outsourced corporate development? What companies are suited for this type of growth, and what is the process? Ryan Goral, founder of G-Spire Group, a company focused on helping entrepreneurs grow through acquisitions, answers these questions and more. Topics include prerequisites an owner should have in place before pursuing growth, what's involved in different phases, discussion of the most challenging part of making an acquisition, what comes after an offer is accepted, and the integration phase. View the complete show notes for this episode. Learn More: 7 Steps to Selling a Business Fast A Simple Recipe for an Efficient Business Sale How Long Does it Take to Sell a Business? Study of 10k Deals Why do Companies Acquire other Businesses? Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Can you build and sell a tech company without having a tech background? What's the difference between virtual and augmented reality? What does the future look like for immersive technology and the metaverse? Jeff Meisner talks about this and more, including his experience co-founding a tech company and being acquired by a leading immersive technology platform company. He has advice for first-time tech entrepreneurs and insights into the emerging AR/VR tech industry and the future of immersive technology. View the complete show notes for this episode. Learn More: A Guide to Valuing Tech, Software & Online Businesses Top 5 M&A Value Drivers for Tech & Software Companies How to Sell an Online Business: A Case Study Tech & Software M&A Dynamics Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

What exactly is an interim CEO? What makes their role different from a permanent CEO? How are they incentivized, and what comes next? Join us as we talk with Jim Evanger, an experienced CEO, interim CEO, and operating partner for private equity firms. He discusses how the position of interim CEO was created, the experience necessary to be successful in the role, why a company would consider this position, and tips for hiring an interim CEO. Find out why interim CEOs have become so popular in recent years. View the complete show notes for this episode. Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

What's the not-for-sale marketplace? If you're in corporate development, why should you consider businesses that aren't actively for sale? Listen as we fully explore the world of corporate development, specifically how to pursue businesses that aren't on the market. We'll also learn the most common mistakes sellers make when they're approached by a buyer and how sellers of businesses can position themselves in the best light when a potential buyer is courting them. View the complete show notes for this episode. Learn More: Why do companies acquire other businesses? M&A Negotiating Tactic #1 – Honesty M&A Due Diligence | Checklist & Overview M&A Due Diligence Preparation Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

When selling your company, you are likely to be approached by an independent sponsor who may be interested in acquiring your company. What is an independent sponsor, and how are they different from private equity firms? Is their criteria different from other investors? What should you know about independent investors before you consider selling your business to one? Join us as we fully explore the world of independent sponsors with John Koeppel, an M&A attorney specializing in private equity. View the complete show notes for this episode. Learn More: M&A Reps & Warranties | A Complete Guide Escrow Holdbacks in M&A Transactions Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

How do private equity firms operate, and how do they create value for their investors? What is the role of the general partner and an operating partner? How does a PE fund operate? What do PE firms look for in an investment? What are the multiples for middle-market companies? These are the subjects of this recent Roundtable episode of M&A Talk with Brent Paris, Managing Partner of Dubin Clark, a middle-market PE firm, and Jim Evanger, an operating partner and interim CEO for private equity firms. View the complete show notes for this episode. Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Hiring velocity has doubled in the previous ten years, and the gig economy is expected to double to over half of the workforce by 2029. How are these and other trends affecting HR technology companies and M&A activity in these markets? Join us as we discuss the current state of HR Tech M&A and what the future holds for this industry. View the complete show notes for this episode. Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Listen as we take you on a ride from start to finish on a $441 million exit. Gustavo Ruiz Moya was the CEO of SafetyPay and successfully exited on January 31, 2022. We'll discuss how Gustavo raised the capital to scale the company, important lessons he learned along the way, how he built the team, how the company was valued, how the deal was structured, who advised him along the way, and how he managed the sale and negotiating process. View the complete show notes for this episode. Learn More: M&A Due Diligence | Checklist & Overview M&A Due Diligence Preparation Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

If you are buying or selling a business that involves an SBA loan, this show is for you. We spend over 90 minutes discussing the many facets of SBA loans, dispelling many of the most common myths along the way. Learn the differences between SBA and conventional loans, how the value of a business affects the loan, how SBA guarantees work, the requirements for obtaining a loan, how transactions are structured with an SBA loan, and much, much more. Whether you are a buyer or seller, this show will be invaluable to understanding the mechanics of SBA 7(a) loans. View the complete show notes for this episode. Learn More: Why should I get my business pre-qualified for financing? Small Business Acquisition Financing Can I sell my business for all cash? SBA Financing When Buying or Selling a Business EBITDA | Definition, Formula & Example – A Complete Guide Should I use SDE or EBITDA to value a business? E2 Visa — Can I sell my business to a non-US citizen or foreigner? Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

In an M&A transaction, there are deficiencies in the financials 98% of the time. As the seller, the key to preventing problems that can kill your deal is performing sell-side financial due diligence. What is sell-side due diligence, and what is a quality of earnings report? That's the subject of my recent conversation with Bill Wiersema, an Audit Principal with Miller Cooper specializing in M&A financial due diligence. Bill is the author of four books and a frequent speaker on M&A topics. View the complete show notes for this episode. Learn More: M&A Due Diligence | Checklist & Overview M&A Due Diligence Preparation Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Listen in as we discuss advanced topics related to valuing businesses in the middle market, including how working capital affects value, why EBITDA isn't the best metric, why operational experience is important to valuing a company, and more. We take a deep dive into the world of working capital in M&A transactions with the 'King of Working Capital.' Learn the components of working capital and how to properly assess each component to value a business accurately. We also discuss important factors to consider when valuing a company, maximizing the value of your business, typical EBITDA multiples, and the relationship between risk and return. View the complete show notes for this episode. Learn More: Is there a difference between an appraisal and a valuation? Business Valuation Guide: Do I need a valuation? EBITDA | Definition, Formula & Example – A Complete Guide The difference between valuing public and private businesses Adjusting Financial Statements: A Complete Guide Business Valuation Methods in a Nutshell M&A Guide | The 4 Types of Buyers of Businesses Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

In this episode of M&A Talk, we'll learn how Greg Knight took control of GT Advanced Technologies, moving from bankruptcy to a $441 million exit in five years. Walk along with us during Greg's entire journey from taking over the company after it emerged from bankruptcy proceedings, to how he created a vision to turn the company around, managed cash flow, scaled the company, and managed all the stakeholders – from the board to the employees to the hedge fund investors. Join us for this turnaround story. View the complete show notes for this episode. Learn More: Reducing Concentrations of Risk Before Selling Your Business Strategies for Maintaining Confidentiality Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

In this episode of M&A Talk, we discuss how a serial entrepreneur started and exited multiple tech companies. Ryan Buckley is the former CEO of MightySignal, a mobile app data company based in Lafayette, CA which he sold to AirNow in 2021. Ryan was also the co-founder and CEO of Scripted, a marketplace for content marketers, and is the author of The Parallel Entrepreneur. He is an associate professor at Diablo Valley College where he also sits on the board of the DVC Foundation. View the complete show notes for this episode. Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

In this episode of M&A Talk, we'll take a deep dive into the art and science of cross-border transactions with Amit Thakur, the Managing Partner of Amax Capital, a boutique M&A and capital raising advisory firm in New York. Amit has advised clients on 6 continents. He specializes in situations requiring a deep understanding of the characteristics of complex structures and cross-border transactions. Amit has M&A experience across the globe, including North America, Asia, Africa, and Europe. View the complete show notes for this episode. Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Listen as we go on a journey with Ben Antier, co-founder of Publica, from initially founding Publica to his successful exit several years later. We'll cover how Ben came up with the idea, how he found his partners, raised money, created his first product, and how he scaled the company. You will learn what he attributes his success to, what challenges he ran into, and how he managed the sale and negotiations. Join us as Ben shares the lessons he learned that you can take to successfully scale your company. View the complete show notes for this episode. Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Michael Roub joins us in a discussion focused on the healthcare market. He shares his insights as an executive and strategic consultant with significant corporate development, M&A, operations, and capital raising experience. Michael is Managing Partner and Founder of Inflection 360. He has spent two decades providing strategic direction and leadership to healthcare practices, business owners, and management teams. In this episode, we take a deep dive into the healthcare market, including considerations around acquisitions, looking at synergies, financing sources, and the future of the healthcare M&A market. View the complete show notes for this episode. Learn More: EBITDA | Definition, Formula & Example – A Complete Guide Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Listen as we discuss the relationship between change management and integration, the role of the M&A Playbook, what you can do to prepare your business for sale, and how to assess a company's culture before an acquisition. We discuss change management, ensuring a smooth transition and integration after acquisition, and how the process differs depending on the size and type of business. Learn what an M&A Playbook is and the importance of aligning M&A strategy with corporate strategy. We wrap up discussing how to assess a company's culture and ensure the transition goes as smoothly as possible. View the complete show notes for this episode. Learn More: The difference between valuing public and private businesses What's a 'Main Street' vs. a middle-market company? Why is the range of possible values so wide for a business? Increasing the Value of Your Business | The RVD Model M&A Basics: Building a Sellable Business EBITDA | Definition, Formula & Example – A Complete Guide Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Attorney and franchise specialist John Berg joins us to talk about multi-unit businesses and franchises. John guides franchisees and independent business owners through their strategic planning and daily operational issues and he shares his insights with us around financing sources, complex transaction demands, succession and transition planning for owners of multi-unit businesses, and the unique legal aspects of managing a franchise or multi-unit business. We also look at the challenge posed by managing rising labor costs in the multi-unit restaurant industry. If you are involved with a franchise or want to be, then this discussion is for you. View the complete show notes for this episode. Learn More: EBITDA | Definition, Formula & Example – A Complete Guide Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Rob Brighton joins us to talk about key considerations for selling your small to medium-sized business. Rob is a corporate transactional attorney, with experience in both building a company and selling it. He discusses key legal considerations when selling a business, corporate and financial structures including recaps, rollovers, and equity, the use of earnouts in M&A transactions, and due diligence. We also discuss the importance of preparing for a sale and understanding the true costs involved in closing the transaction. View the complete show notes for this episode. Learn More: The Role of Attorneys When Selling Your Business Earnouts When Selling or Buying a Business | Complete Guide EBITDA | Definition, Formula & Example – A Complete Guide M&A Reps & Warranties | A Complete Guide Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Join us for a talk with Jay Wright, investment banker and author, as we discuss IPOs, growth equity in the public and private markets, and an overview of how to prepare your company for sale. This wide-ranging conversation with Jay taps into his decades of experience as an investment banker, CFO, CEO, and Chairman of multiple firms. Jay shares his passion and expertise in structuring private placements and creating exits via mergers and acquisitions and open market sales. This is the episode to listen to if you are interested in preparing your business for sale. View the complete show notes for this episode. Learn More: The difference between valuing public and private businesses EBITDA | Definition, Formula & Example – A Complete Guide M&A Guide | The 4 Types of Buyers of Businesses M&A Basics: Building a Sellable Business Business Valuation Guide: Do I need a valuation? Is there a difference between an appraisal and a valuation Reducing Concentrations of Risk Before Selling Your Business Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

How do private equity firms quickly scale up the companies they acquire? Listen as we talk with private equity specialist Mike Roher about the primary methods private equity groups employ and how you can use these methods to grow your own company and dramatically increase its value. Private equity firms are full-time acquirers of companies and are experts at acquiring, growing, and exiting companies – it's all they do. In this show, you will learn the primary tricks PE firms use to increase the value of the companies they acquire. View the complete show notes for this episode. Learn More: 18 Differences Between Valuing Public and Private Businesses Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

What's it like to be on both sides of the table, as the hunter (the acquirer) and the hunted (the acquired), in an M&A transaction? In this show, we talk with private equity specialist Jim Evanger in a deep dive into the process of selling your company, viewing it from two sides. We cover preparing your company for sale, handling the initial negotiations and the letter of intent, conducting due diligence, the closing process, determining the transaction structure, and managing the integration process – all from the perspective of both the buyer and the seller. View the complete show notes for this episode. Learn More: EBITDA | Definition, Formula & Example – A Complete Guide Why do companies acquire other businesses? Do buyers of businesses pay for potential? M&A Negotiating Tactic #1 – Honesty M&A Process: Informing and Retaining Employees Alternatives to Non-Competes with Employees Confidential Information Memorandum (CIM) | A Detailed Guide Additional Resources: Download a free PDF copy of The Art of The Exit: The Complete Guide to Selling Your Business. Purchase your copy now of A Beginner's Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal | Acquired Planning to sell your business? Schedule a free consultation today. To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield. Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business. Listen to Other Episodes: Preparing to Sell a Digital Company Managing Personality and Cultural Differences When Selling Your Business Financial Due Diligence – Why It's Important to Prepare for the Sale of Your Company

What is operational due diligence? If you're selling a company and would like to know how the buyer will conduct due diligence and how to sail through the process with minimal problems, you will find this show helpful. We discuss the purpose of due diligence, how you should prepare, and what happens when issues are uncovered. Vadim Tsysin is a Managing Director with Alvarez & Marsal in Chicago, specializing in pre-investment due diligence, post-deal merger integration services, and M&A advising. View the complete show notes for this episode. Learn More: EBITDA | Definition, Formula & Example – A Complete Guide M&A Reps & Warranties | A Complete Guide 18 Differences Between Valuing Public and Private Businesses Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Why does a $5 billion company sell some of its business units? What can you learn from them? Russell Iorio was the former Senior VP of Corporate Development at Leggett & Platt, a $5 billion diversified manufacturer with 15 business units in 18 countries. Russell was in charge of deciding whether to divest the companies' business units. He is an expert at selling businesses since they did this regularly. Join us as we take a deep look at the process of selling a business from a professional's point of view. View the complete show notes for this episode. Learn More: How successful are most business acquisitions? Strategies for Maintaining Confidentiality EBITDA | Definition, Formula & Example – A Complete Guide Why do companies acquire other businesses? M&A Guide | The 4 Types of Buyers of Businesses M&A Basics | Allocation of Purchase Price Selling Your Business | Asset vs. Stock Sale Additional Resources: Download a free PDF copy of The Art of The Exit: The Complete Guide to Selling Your Business. Purchase your copy now of A Beginner's Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal | Acquired Planning to sell your business? Schedule a free consultation today. To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield. Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business. Listen to Other Episodes: The Basics of Selling Your Business to a Family Office Selling Your Company to a Private Equity Firm vs. a Family Office Everything An Entrepreneur Needs to Know About Selling to PE Firm

Approximately half of acquisitions are unsuccessful. Why? A lot has to do with a lack of successful integration. How can acquirers improve their chances of success? Why is there a disconnect between the pre-closing team and the post-closing integration team? Listen as we take a deep dive into M&A integration strategy with Tony Benedict on the perils of post-acquisition integration. View the complete show notes for this episode. Learn More: Why Half of Acquisitions Fail Why do companies acquire other businesses? Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Mark analyzed 1,200 acquisitions over a 24-year period of time and realized that less than half were successful. Why were only half successful, and what did they have in common? Mark is the co-author of The Synergy Solution and has spent more than two decades helping companies ensure their acquisitions are successful. In this show, we discuss how to measure the success of an acquisition, how accurately the market can predict the success of an acquisition, and what successful acquisitions have in common. View the complete show notes for this episode. Learn More: Why do companies acquire other businesses? Current and Future Trends in M&A Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

The evolution of the cannabis business is a complex and evolving industry that we discuss with Charles Alovisetti, one of the top cannabis lawyers in the country. Author of The Cannabis Business: Understanding Law, Finance, and Governance in America's Newest Industry, Charles offers an overview of the industry and shares his insights on the legal challenges involved with M&A transactions in this growing industry. View the complete show notes for this episode. Learn More: M&A Reps & Warranties | A Complete Guide M&A Due Diligence | Checklist & Overview Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

How do strategic buyers think? Listen as we talk with Charlie Burckmyer, head of M&A at Culligan International, the water company and a $2 billion strategic buyer. We cover the acquisition process, what motivates Culligan to acquire smaller competitors, common mistakes sellers make, and what types of businesses and value drivers strategic buyers find most attractive. If you're considering selling your company to a strategic acquirer, you'll find this show packed with helpful tips on the psychology of strategic buyers and what motivates them to pay top dollar for your company. View the complete show notes for this episode. Learn More: M&A as an Attorney, I-Banker, Buyer, and Target with Michael Frankel Why do companies acquire other businesses? M&A Guide | Selling Your Business to a Competitor M&A Guide | The 4 Types of Buyers of Businesses M&A Basics: Building a Sellable Business Business Exit Plan & Strategy Checklist | A Complete Guide M&A Basics | The Letter of Intent Additional Resources: Download a free PDF copy of The Art of The Exit: The Complete Guide to Selling Your Business. Purchase your copy now of A Beginner's Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal | Acquired Planning to sell your business? Schedule a free consultation today. To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield. Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business. Listen to Other Episodes The Practical Side of M&A They Don't Teach in Law School How an M&A Attorney Can Help Sell Your Business An Expert Negotiator's Perspectives on Selling Your Business

The majority of business owners don't plan their exit. Not planning your exit can leave money on the table and decrease the chances of a successful sale. Why don't most owners plan their exit? What should you take into consideration when planning an exit from your business? What are the common pitfalls of business owners looking to sell? How long does it take to adequately prepare your business for sale? We answer all these questions, and more, during this in-depth interview with Wendy Dickinson, a business coach specializing in helping mid-market business owners with exit planning. Wendy has a background as a therapist, so we also discuss the intersection between life and business, and how entrepreneurs can bridge this gap to ensure their exit meets both goals. We also discuss the psychology of transitions, how you can leave money on the table, and the basics of corporate governance for family businesses. View the complete show notes for this episode. Learn More: How Long Does it Take to Sell a Business? Business Exit Plan & Strategy Checklist | A Complete Guide Increasing the Value of Your Business | The RVD Model M&A Basics: Building a Sellable Business Crossroads: Deciding to Sell Your Business vs. Doubling Down Should I sell my business? Why Don't Some Business Sell Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

In this episode, we talk with Irving Kau about how public equity is used to acquire companies in the private sector. We discuss why public equity is used to acquire companies, the advantages and disadvantages of doing so, and whether you, as a business owner, should consider accepting public equity as a form of consideration when selling your company. We also discuss the intersection between the private markets, venture capital, private equity, and the public market. We delve into the mechanics of using public equity, both as a buyer and a seller, whether you should consider this strategy, and how this strategy is used by different participants and in different economic environments. View the complete show notes for this episode. Learn More: Why do companies acquire other businesses? What's a 'Main Street' vs. a middle-market company? EBITDA | Definition, Formula & Example – A Complete Guide A Guide to Valuing Tech, Software & Online Businesses Top 5 M&A Value Drivers for Tech & Software Companies Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Listen as we take a deep dive into the world of private equity with Jeff Hooke, author of five books on M&A, including his most recent book – The Myth of Private Equity: An Inside Look at Wall Street's Transformative Investments. Jeff has been the director of a $5 billion private equity firm and an investment banker at Lehman Brothers. In this show, we cover everything you need to know about private equity if you are an entrepreneur and are considering a sale to a private equity firm, including how private equity firms operate and are structured, what investments they prefer to make, and how they acquire companies. View the complete show notes for this episode. Learn More: Business Valuation & Return on Investment (ROI) M&A Guide | The 4 Types of Buyers of Businesses Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Join us for a discussion with Richard Luftig about growth equity and its position in the private equity and investment world. We discuss raising equity capital, how growth equity is used and varies from other financing options, and how recent regulatory changes are impacting financing. Listen in as Richard brings over 25 years of experience in private equity and investment banking to our conversation. Richard worked with Credit Suisse First Boston, Ivy Asset Management Corp, and Bear, Stearns & Co. before co-founding Castle Placement, providing investment banking and private equity services for a wide range of companies. View the complete show notes for this episode. Learn More: What's a 'Main Street' vs. a middle-market company? M&A Basics | Why Do Business Owners Sell Their Business Crossroads: Deciding to Sell Your Business vs. Doubling Down Should I sell my business? EBITDA | Definition, Formula & Example – A Complete Guide Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Amira elAdawi joins us to talk about the integration process. She is the founder of Amira & Co., a global management consulting firm that specializes in M&A integrations and organization optimization. Her track record of success spans multiple industries and corporate environments, including hospitality, retail, and consumer products. We talk about what the essence of integration is, how culture impacts integration, the frameworks that can be used to facilitate the process, and what the most difficult areas are with integration. Join us to learn more about the intricacies of the integration process. View the complete show notes for this episode. Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Listen as we talk to Arturo Henriquez, who has acquired 50 companies in his career as a serial entrepreneur. In this show, we discuss Arturo's role as both a buyer and a seller and the lessons he has learned from buying over 50 companies across 18 industries. You will also learn how Arturo builds companies so they run themselves. Arturo is a 2-time bestselling author and public speaker. His previous investment banking experience includes roles at Goldman Sachs, Bank of America, Lehman Brothers, and KPMG as managing director of their mergers and acquisitions division where he was involved in over 60 deals. As a professor, he has taught courses in Investment Analysis, Corporate Finance, and Capital Administration at graduate and undergraduate levels. View the complete show notes for this episode. Learn More: A Guide to M&A Negotiating Tactics Small Business Acquisition Financing M&A Seller Financing: A Complete Guide Why Do Business Owners Sell Their Business? Building a Sellable Business Business Broker and M&A Advisor Fees: A Comprehensive Guide Should I use SDE or EBITDA to value a business? Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

In this episode, we discuss tech M&A with Barr Blanton, CEO of Crosslake Technologies, who specializes in technology mergers and acquisitions and advises private equity firms on buying, building, and transforming technology companies. If you own a tech company or invest in technology companies, this show will be of interest to you. View the complete show notes for this episode. Learn More: A Guide to Valuing Tech, Software & Online Businesses Top 5 M&A Value Drivers for Tech & Software Companies How to Sell an Online Business: A Case Study Tech & Software M&A Dynamics M&A Due Diligence | Checklist & Overview M&A Due Diligence Preparation Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

In this episode of M&A Talk, we discuss the intricacies of financial due diligence with award-winning CPA Helana Robbins Huddleston, a partner with CohnReznick Advisory with over 20 years of experience. We talk about ways sellers can prepare for a sale, the key areas investors look into when considering a business for investment or acquisition, how you can hasten the sales process, and much more. If you are thinking of selling or buying a business, join us to learn more about this critical area of preparation. View the complete show notes for this episode. Learn More: M&A Due Diligence | Checklist & Overview M&A Due Diligence Preparation EBITDA | Definition, Formula & Example – A Complete Guide M&A Reps & Warranties M&A Purchase Agreement | A Complete Guide Do You Need Reps & Warranties Insurance When Selling a Business? Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

We are joined in this episode by insurance expert TJ Noonan, Managing Director of the M&A Transaction Solutions Practice with Hylant. We talk about what reps & warranties insurance is, the role it plays in a transaction from due diligence through closing, what the seller should know about R&W insurance, how involved an insurance company gets in a transaction, benchmarks in the industry, the future of R&W insurance, and much more. No two transactions are the same, but this discussion will give you insights into some of the common areas around insurance for your business. View the complete show notes for this episode. Learn More: Asset vs. Stock Sale M&A Reps & Warranties Escrow Holdbacks in M&A Transactions M&A Due Diligence | Checklist & Overview Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Jeff Muench joins us to talk about the intricacies of the M&A integration process. Jeff's expertise is focused on helping companies overcome challenges with inventive, entrepreneurial, and customer-centric efforts that capture significant market share and lead organizations to places unimagined. In this episode, we discuss what the integration process looks like, how long it takes, what the biggest challenges are, and advice for how the seller can best prepare. Jeff also talks about the integration process that he led as head of M&A Integration at Walmart – a company that is quite familiar with the acquisition process. View the complete show notes for this episode. Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Jeff Wald joins us to talk extensively about his experience buying and selling companies. Jeff shares his insights into buying versus building a business, learning from your mistakes, how long the process can take, and building a company to sell later for a massive profit. His experience starting and selling his technology companies will give you invaluable insights as he discusses this process and offers advice. Jeff is also the author of two books and is a frequent speaker on the topics of startups and labor issues. View the complete show notes for this episode. Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Listen in as we gain insights into private and public M&A law from one of the countries top M&A attorneys, JR Lanis. JR is a hands-on attorney and he shares his wealth of experience as we discuss raising capital, IPOs, fintech, what to look for in an M&A attorney, and much more. JR has extensive experience in a variety of industries that include technology—with a specific depth of experience in fintech—as well as hospitality, consumer products, and life sciences. Join us to take a deep dive into the world of M&A law. View the complete show notes for this episode. Learn More: The difference between valuing public and private businesses Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

In this episode, Michael Frankel joins us to talk about the world of M&A from almost every angle. Michael has experience in M&A as acquirer, lawyer, investment banker, target, and advisor. Join us for two hours of in-depth conversation with Michael ranging across his many roles in the M&A world, including his insights into corporate development as an acquirer, views as an M&A attorney and investment banker, his experiences as a target and CFO, then finally his comments as an informal advisor, speaker, and author of three books and numerous articles on innovation, M&A, and strategic transactions. View the complete show notes for this episode. Learn More: How successful are most business acquisitions? 18 Differences Between Valuing Public and Private Businesses The Role of M&A Lawyers When Selling Your Business Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

Raghav has 15 years of experience in M&A and corporate strategy for Private Equity, Industrial, and Consumer Business clients. He leads Deloitte's M&A Strategy and Diligence offering for Energy, Resources, and Industrials. He has worked extensively on acquisition strategy, target screening, commercial & operational due diligence, integration & divestiture planning, and competitive strategy assignments. His deal making experience spans across 25+ countries across North America, Latin America, Europe, Oceania, and South-East Asia. Raghav was recently announced as a winner of the 2021 Emerging Leaders Awards. View the complete show notes for this episode. Learn More: M&A Due Diligence | Checklist & Overview How successful are most business acquisitions? Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.