
Elliot Kallen
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…
Mergers & Acquisitions – They say selling a business is an art – we’ve turned it into a science
Schedule a ConsultationThe #1 Podcast on Mergers & Acquisitions
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.
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…
Tax Attorney
The subject of taxes may be dry, but when it comes to selling a business, taxes can’t be avoided forever. Tax attorney Alex Denault discusses the differences between a CPA…
Acquisitions | Independent Sponsors | Search Funds
The role of independent sponsors as investors is growing in the M&A world. Bakari Akil is an acquisition entrepreneur, and he shares his inspiring story of learning the ins and…
Due Diligence | Business Valuation
The due diligence process is stressful and has high stakes for both sides of any acquisition. Jonathan Wilson returns to M&A Talk to highlight the importance of preparing for the due diligence…
Family Offices | Management Buyouts
A management buyout, or MBO, offers an attractive option for selling a middle-market company to the people who know it best – the management team. B.G. and Geordie Lemmon discuss…
Acquisitions | Entrepreneur
When it comes to buying a business, what are the top considerations and pitfalls to avoid? Jon Stoddard, an investor, serial acquirer, and host of the podcast Top M&A Entrepreneurs,…
Business Taxes | Accounting
Taxes – taxes – taxes. The best way to deal with them is to be prepared, and Bill Wiersema returns to M&A Talk to do a short show with a…
Acquisitions | Buying and Selling
Whether you realize it or not, buying or selling a business is an emotional rollercoaster. Drew Bisping talks about this emotional journey from both sides of the table as a…
Investment Banker | Author
Negotiating a clear letter of intent keeps a seller’s position strong throughout the sale process. Bill Snow returns to discuss the top four mistakes sellers make with the LOI and…
Family Offices
In a return discussion of family offices, Alejandro Levy takes a deeper dive into the nuances of the family office and how they structure their investment strategies. Since family offices…
Valuations | Financial Due Diligence
Returning to M&A Talk, financial expert Bill Wiersema shares his thoughts on the current economic situation and the impact of the pandemic on middle market valuations. Will the pandemic continue…
Search Funds | Acquisitions in the UK
This international edition of M&A Talk focuses on search funds and highlights multiple ways to fund an acquisition. Carl Lundberg offers an in-depth discussion of search funds, how money is…
Middle-Market Acquisitions
When selling your company, knowing what a buyer looks for is invaluable. Malcolm Peace owns an investment firm focused on buying and growing middle-market businesses. He talks about why he…
Buy-Side M&A
Don’t be scared to put your business on the market – just be prepared. This is the top piece of advice from strategic buyer Scott Hile. He shares his advice…
Family Office
The personal touch can be hard to find when it comes to selling a business, but family offices can bring the personal touch back into the mix. Father and son…
M&A Attorney | International Business
The human element of a business sale is often overlooked. Attorney Danya Shakfeh discusses the impact of cultural differences where personal backgrounds, values, and cultural influences can impact how a…
Financial Due Diligence
Preparing your business for sale is critical for success. Patrick O’Connell works with buyers during a transaction to perform financial due diligence (FDD). He joins M&A Talk to explain the…
Entrepreneurship | Strategic Value
The earlier an entrepreneur starts planning for the sale of their business, the longer they have to compound value as it grows. Mac Lackey gives advice for maximizing the strategic…
Attorney | Corporate Structure Expert
Selling your business through a rollover is complicated. Attorney Trevor Crow breaks this technical topic down into clear language as he explains how a rollover works, discusses major terms and…
Preparing a Company to Sell | M&A Attorney
This in-depth conversation about preparing a company for sale looks at the process from the view at the end of the transaction. Pat Linden, an M&A attorney who has closed…
Investment Banker | Author
Listen in for expert advice on selling a business, geared toward sellers of middle-market companies. Investment banker and author of Mergers & Acquisitions For Dummies, Bill Snow, shares advice, tips,…
PE Firms | Turnarounds | Roll Ups
The world of private equity is often maligned and misunderstood. Adam Coffey brings his years of experience from the corporate and PE worlds to dispel the myths that surround the…
Private Equity Firm | Corporate Turnarounds
Returning to M&A Talk, Dan Tamkin looks at how the market has changed in recent years; how changes in interest rates affect valuations; the problem with low revenue, high EBITDA…
Quality of Earnings Report | Financial Due Diligence
What is a quality of earnings (Q of E) report? How can it help sellers and buyers in M&A transactions? Nicholas Spezio returns to M&A Talk to discuss the importance…
Financial Due Diligence | Integration
Don’t rush to the closing – take the time to do financial due diligence properly. That’s the advice from Nicholas Spezio with Exbo Group, a strategic boutique advisor for growth-stage…
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.