Mergers & Acquisitions – They say selling a business is an art – we’ve turned it into a science
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Buyer’s GuideHere is an overview of the process of buying a business, presented in concise summaries from our experts.
Divestitures | Corporate Carve-Outs
Full of complexity and challenging to implement, the corporate carve-out form of divestiture is gaining interest in the M&A world. Eric Jones is an expert in carve-out deals, and he…
Venture Capital
How does high-growth private M&A work? What are some of the industries involved, and what is the process? Will Hawthorne, Founder of Avid Capital Advisors, an investment bank, and General…
Acquisitions | Corporate Development
When a company is sold, the relationship between the parties has a significant impact on the success of the transaction. We discuss the sale of XPS Technologies, a private shipping…
M&A, IPOs, VC, PE
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…
Chief Technology Officer
Restructuring and reorganization are two different things. However, in some cases, if you don’t do the former, you may have to succumb to the latter (reorganization) through bankruptcy. If your…
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…
President at Gantman & Associates
Asset sale or stock sale? The seller favors one; the buyer favors the other. Why? The distinction between asset sales and stock sales seems simple, but the differences are important…
Attorney at Howard & Howard
Are you contemplating selling your business or creating an exit strategy ? It could be tempting to jump into the process of selling your business without hiring professional advisors such…
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…
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…
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…
Tax Insurance | M&A
There’s an open secret in the M&A world – tax insurance. It lets you take risk off the table and turn it into a negotiating point. Yoav Shans and James…
Partner at Gettry Marcus CPA, P.C
If you own commercial property of any kind, whether it’s where you operate your business or it’s property you lease to others, this program is for you. The IRS tax…
Transactional Attorney
If you own property as part of your business and you’re considering selling your company, you may want to think about using that real estate to help you put off…
Senior Tax Manager, Grant Thornton LLP
After you’ve sold your company, you’ll face the reality of having to pay capital gains tax on the proceeds, but there are ways to minimize these taxes. These methods can…
Asset Management | Alternative Investments
The world of alternative investments is complex but compelling for middle-market business owners and entrepreneurs to understand. Kimberly Flynn discusses how M&A fits into the world of asset management. She…
Corporate Finance | Tax Attorney
The Corporate Transparency Act may require small businesses to report information about their ownership to the government. Bill Wiersema returns to M&A Talk to discuss the positive aspects of the CTA and the…
Revenue-Based Financing | Hybrid Capital
Hybrid capital, or revenue-based financing, might be the solution for a middle-market business owner seeking capital to grow while still maintaining control of their company’s strategic direction. Neil Johnson explains…
Financing | eCommerce Lenders
This comprehensive show on acquisition financing looks at what buyers and sellers need to know from the beginning. Stephen Speer shares his experience as a finance intermediary to discuss the…
IPO | Acquisitions
This episode delves into the world of IPOs and the three main ways private middle-market companies raise money. Scott Lanciloti has over 20 years of specializing in the IPO process…
SBA Financing ($2-$5 Million)
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,…
Chief Development Officer
Most small business owners are familiar with SBA loans and conventional loans as a means for funding their businesses. However, did you know there is a wide range of SBA…
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