Joe Bergin
Valuation | Preparation
Jacob Orosz and Joe Bergin discuss the complexities of business valuation, which extends beyond simple EBITDA multiples. They discuss the importance of clean financials, a solid leadership team, and diversified…
Mergers & Acquisitions – They say selling a business is an art – we’ve turned it into a science
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At M&A Talk, we bring you interviews with experts in private equity, business valuations, law, finance, and all topics related to M&A. Our past experts have included CEOs, authors, investment bankers, attorneys, CPAs, private equity partners, business appraisers, VC investors, and more.
Valuation | Preparation
Jacob Orosz and Joe Bergin discuss the complexities of business valuation, which extends beyond simple EBITDA multiples. They discuss the importance of clean financials, a solid leadership team, and diversified…
Acquisitions
Luke Smith, CEO and founder of Croud, a digital marketing agency with five global offices, discusses the unique nature of M&A deals. He shares Croud’s M&A journey, detailing five acquisitions…
M&A Advisor | Sell-Side
Jonathan Baker, an M&A advisor specializing in marketing firms, discusses the nuances of selling to a competitor or strategic buyer. Jonathan highlights the importance of trust and the risks of…
Transition and Integration
Expert Joan Helmer discusses the M&A transition period – how to prepare, expectations, what can go wrong, and its phases, from the LOI to the closing. He emphasizes that the…
Acquirer
Nate Pratt, a financial services wealth advisor, discusses the emotional journey of selling a business. He highlights the importance of cultural alignment, focusing on retaining the top talent in a…
Attorney | CEO
Mina Haque, CEO of Tony Roma’s, spent almost nine months on legal due diligence, learning the ins and outs of the corporation, and building strong relationships with franchise owners. This…
VC Investment
VC investor Sandeep Patil discusses the nuances of selling a company to a VC-backed business. VC acquisitions often prioritize growth potential and talent quality over immediate returns. Sandeep emphasizes the…
M&A Advisor | Flippa.com
Blake Hutchinson, CEO of Flippa.com, discusses the evolution and challenges of the online business marketplace. The Flippa platform facilitates the sale of online businesses in five core business models: online…
SBA Loans
SBA loan expert Tom Lyons talks about everything related to SBA loans. He discusses recent changes to SBA guidelines, such as allowing partial ownership changes and zero down payment options.…
Valuation | EBITDA
Kevin Moyer returns to M&A Talk to discuss EBITDA multiples, emphasizing their importance in valuing companies in the middle market. EBITDA multiples measure a company’s enterprise value against its current…
Investment Banker
How much do M&A advisors and investment bankers charge? Bill Snow returns to M&A Talk to explain why there is not a straightforward answer to this common question. He shares…
Preparing for Sale
Guest Mark Tarchetti rates the importance of preparing a company for sale at 10 out of 10, saying that inadequate preparation can lead to rapid buyer loss and diminished competition,…
Entrepreneur | M&A Advisor
Get the inside scoop on how to maximize the sale of your business and help the process run smoothly through the help of an M&A advisor during the critical preparation…
Fractional CFO | Accountant
What is a fractional CFO? How can they help grow a business? Can they help sell a business? Get all the details on this growing position in the middle market…
Exit Options
Exit options – what are your options? Understanding your own goals and the goals of potential buyers is key to achieving a successful sale of your middle market company. Buyer…
Entrepreneur | Food & Beverage Manufacturing | Cannabis Industry
In this episode of M&A Talk, Marc Beginin shares his rollercoaster entrepreneurial journey. In early 2020, he was poised to sell his company for $80 million, but the COVID-19 pandemic…
Search Funds | Entrepreneurship
How can you get on the path to entrepreneurship by acquiring an established business rather than building a start-up? Harvard Business School professors Royce Yudkoff and Rick Ruback share their…
Deal Structure | Investor
The successful completion of an M&A transaction often comes down to the rapport that is built between a buyer and seller and how that impacts the ultimate deal structure. Investor…
Buy-Side | Entrepreneurship
“If you build it, they will come” is an expression that applies to starting a company as well as a baseball field. Thinking about what buyers want and avoiding the…
Private Equity | Technology
What is it like to source M&A deals with a focus on B2B software technology companies? Mahmoud Hmouz answers this question and many more as he discusses what a PE…
M&A Advisor
Learning from your mistakes is an important life lesson. Learning from the mistakes of others is smart business. Jim Stevenson shares a high-level overview of two M&A transactions that have…
Entrepreneur | Food & Beverage Manufacturing | Cannabis Industry
This special podcast crosses F&B Talk and M&A Talk in a discussion with Marc Beginin about his experience starting and growing two cannabis technology companies. He discusses how he began…
Private Equity
Understanding what private equity firms look for in a potential acquisition can help you prepare your company for a successful sale. Nick McLean offers insights into what an owner can…
Sell-Side Due Diligence
Accountant Kyle Smith shares expert insights into optimizing a business’s financial health before going to market. This includes understanding and tracking five key performance indicators (KPIs) and financial metrics to…
Retirement Planning | Wealth Advisor
Thinking about retirement is different for a business owner. You want to ensure you continue living life with purpose and intent to make sure you are happy once you sell…
Preparing a Company for Sale
What are the most common mistakes sellers make when it comes to selling a middle-market company? M&A expert Jim Stevenson shares tips and strategies for preparing a company for acquisition.…
Private Investor
In an M&A world dominated by PE firms and family offices, there are a few private investors who march to their own beat when it comes to looking for companies…
M&A Broker | PE Firms
Private equity (PE) firms are the most active buyers in the market, so sellers need to understand how they operate. Matt Coyne offers expert advice on how to make selling…
Financial Due Diligence | CPA
M&A disputes post-closing are more common than people realize. Disputes arise from different sources for different reasons and can result in hundreds of thousands of dollars in litigation costs. Bill…
Attorney | International M&A
Don’t underestimate the role and impact of human nature in M&A transactions and the power of collaboration. Julienne Baron discusses connecting the dots in M&A, including communication, the importance of…
Buy-Side M&A
M&A is part art and part science, and sellers and buyers can benefit from considering the view from the other side of the negotiating table. Andrew Morbitzer goes into detail…
Valuation | Pricing Expert
Buyers trade money for value. Understanding this is key to a company getting better tomorrow. Pricing expert Mark Stiving talks about the easiest way to increase a company’s value and…
Search Fund | Independent Sponsor
This edition of M&A Talk offers a refreshing perspective on what really matters in a business – the people. Austin King discusses topics that impact a seller and what his…
Investment Banking
Is it possible to time the sale of a middle-market company to optimize returns? How do current market conditions impact the timing and the company’s value? Dan Shea offers expert…
M&A Attorney
Everything buyers and sellers need to know about negotiating a $25 million to $500+ million purchase agreement. Drew Pollekoff discusses the elements of a purchase agreement for middle-market transactions, including how…
M&A Advisor
Managing expectations and understanding what potential buyers look for is critical to selling a business successfully. Jason Hullender offers tips on how to get the sale of your business across…
M&A Tax Law
Qualified small business stock (QSBS) is a provision in the U.S. tax code that can provide tax-free income to investors. This engaging conversation about the tax benefits of QSBS is…
Advisor | Author | Empire Builder
Building a successful business is hard. Taking it to the next level is even harder. Adam Coffey returns to M&A Talk with tips for entrepreneurs on scaling up and making success inevitable…
Family Offices
Talking about selling a middle-market company to a family office vs. a PE firm, James Carey has a detailed conversation on the differences between these buyers. He discusses the time…
Investment Banker
If you get an email out of the blue expressing interest in buying your company, does this mean you have a buyer before you even knew you wanted one? Not…
Less than a third of businesses on the market actually change hands. So what does this mean for you? Think about it – with a significant amount of your wealth tied up in your business, planning your exit is one of the most critical decisions you’ll make.
For a business to sell for what it’s really worth – or even more – you need to properly prepare. But too many entrepreneurs put off planning the sale of their business until the last moment. Acquired will help you prepare your business for sale and walk you through the sales process, dodging the pitfalls along the way. Planning your exits is one of the most critical initiatives you’ll undertake. Don’t go it alone.