Mergers & Acquisitions – They say selling a business is an art – we’ve turned it into a science
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Strategic Buyer | Seller | Seller
What is the most stressful part of selling your business? Join us as we discuss the recent acquisition of National Pavement Partners and the balance they had to strike between…
CFO
Wondering how to build an M&A team that will help you maximize your business’s value? In this episode, Dustin Williamson, CFO, discusses the importance of seeking good advice from experienced…
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…
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…
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…
Preparing for Sale | Exit Planning
What are the two most important things to know before starting the journey to sell your business? Chris Younger, with Class VI Partners, answers this question and many more. He…
M&A | Investments
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…
Private Equity
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…
Acquisitions | Synergies
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?…
Exit Planning
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…
CVA, CMAA, MAFF
You can’t get to where you want to go if you don’t know where you are. Have you taken a close look at your numbers? If you need to build…
Wealth Management | Sell-Side M&A
The auction process is standard for M&A transactions, but that doesn’t mean it’s the only way to facilitate an acquisition. Get the inside scoop on a new way of bringing…
Regulatory and Compliance Laws
The Federal Trade Commission (FTC) has issued a new ruling (as of May 2024) regarding the enforceability of non-compete agreements. This ruling will impact every business, regardless of industry, so…
Coach | Financial Advisor
What do buyers look for in a business, and how can you increase the value of your business by focusing on these areas? Join us as we discuss strategies for…
M&A Attorney
One of the biggest challenges of selling your business is figuring out when and how to tell your employees. Announcing too early or too late can create a lot of…
Investment Banker
What happens when you and your partner have different ideas about your business’s sale? What if that business partner is also a family member? In this episode, we talk with…
M&A Advisor
What really makes a buyer take notice of a business? This episode delivers actionable steps to make your business irresistible to buyers and highlights what matters most to them. Guest…
Wealth Manager
How much money do you need to live the life you want after you sell your business? How can you make sure that you get it? Wealth manager Joe LoPresti…
Wealth Manager | Serial Entrepreneur | Strategic Buyer
Thinking of selling your company? What is your plan for the windfall of money you’ll get once you complete the sale? Wealth advisor Jason Gordo discusses seven points to keep…
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,…
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…
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.…
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…
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…
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,…
Exit Planning | Entrepreneur | Author
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…
VP of M&A for Allied Universal, an $18 Billion Company
Brian McCabe joins us in a discussion about the intricacies of the acquisition process and the fact that size does not always matter when it comes to acquisitions. Drawing on…
Investment Banker | Author
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…
CPA/ABV, MBA, ASA, CVA, CMA, DABFA
Any business owner will tell you that at one point or another, they have had an issue with cash flow, and for many business owners, this is a common ongoing…
M&A Advisor
Just when you think you’ve made all the cuts you can make, believe it or not, there may be more that you can do to help your business save money.…
CPA , Founder of Shields Blice and Company
In an ongoing effort to help you and all business owners get your arms around a common problem — cash flow (or NO cash flow), Jeff Allen welcomes another expert…
Business Finance Advisor
Dealing with debt is something many business owners are faced with even in the best of times, regardless of business or economic cycles, but many continue to tread water without…
MBA, CVA, CFE, MAFF
In this podcast, we talked to TJ Liles-Tims, a certified valuation analyst and co-founder of BVFF Partners LLC in Oklahoma City. The firm deals strictly with business valuations and financial…
Consultant, Executive Coach
Professional coaches have become increasingly important in recent years, and businesses of all sizes understand why: They help make good leaders better leaders of their teams and companies. Interestingly, however,…
Attorney
If you’ve been leasing your building or your business is growing and you’re thinking about buying commercial property for the first time, our guest on this edition of “Deal Talk”…
Business Valuation | Exit Planning
Marc Adams, a private investor with a background in private equity, discusses the challenges business owners face when selling their companies and ways to look at how to sell a…
Pricing Expert
How do you increase your company’s value? Is it as simple as raising prices? Pricing expert Mark Stiving explains how to explore the value that your product or services offer…
Sales and Marketing Expert
As an owner, what’s your biggest block to improving sales? How can fixing this improve the value of your company? We discuss the biggest problem that companies face in their…
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…
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…
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…
Business Valuation
Looking at M&A transactions from the sell side, building value is the foremost goal for a business owner. Jonathan Wilson, the founder of Dubb Value Creation (Consulting Firm), returns to…
Valuation | Appraisals
Part art and part science – the different sides of managing an M&A transaction come together in this discussion about maximizing the value of a middle market company. Kevin Moyer…
Valuations | Appraisals | CFA Charter
The world of appraisals and valuations is full of jargon and terms not often heard in the M&A world, such as strategic, investment, and fair value. Abhi Mathews, a chartered…
Preparing for a Sale | Due Diligence
When selling your company, you can get a better price if you consider more than simply growing revenue and profits. The question is – what do you need to do?…
M&A | Investments
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…
Private Equity
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…
Investment Banker | Author of "Maximize Your Multiple"
Our conversation with Jon Taylor, author of Maximize Your Multiple, focuses on the intricacies of valuing a business and the top mistakes sellers make in preparing their companies for sale.…
Business Appraiser
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…
Equity Research | Public Company Valuation
What is equity research, and how do equity researchers value public companies? What should owners of privately held companies know about equity research? Listen as we take a deep dive…
M&A Attorney
Cybercrime is one the fastest growing threats to businesses, and the risk it poses to valuations can be devastating, because it not only impacts company finances, it can also damage…
CVA, MAFF, EA
When considering having your business appraised, you might want to give some thought to how the numbers could be impacted by a variety of issues, both internal and external, some…
Valuation Expert
A business appraisal can actually lift the value of your company, which would be useful, particularly when you know you want to sell your business. However, did you know that…
Senior Management Consultant at Coaching Crossroads
Many business owners associate the subject of “lean” strictly with manufacturers. Today, however, businesses in all industries — including service businesses — can benefit from the implementation of lean principles…
Ph.D., ASA
Our mission on “Deal Talk” is to bring you information you can use to help you build your bottom line and improve your company’s value. However, as we’ve learned on…
CVA, MAFF, EA
Business valuations — or business appraisals — are an important part of a successful transaction of any M&A deal, but valuations are also important for a number of other non-transactional…
MBA, CVA, CFE, MAFF
In this podcast, we talked to TJ Liles-Tims, a certified valuation analyst and co-founder of BVFF Partners LLC in Oklahoma City. The firm deals strictly with business valuations and financial…
CPA, CVA, CMAA, CGMA
If you’ve ever had your business appraised, you probably had a figure in mind as to what your company was worth. It was only after the valuation consultant left you…
Acquisition Advisor & Certified Business Appraiser
If you like “free,” this program is for you, particularly if you’re looking for free advice on real ideas to help you improve the value of your business. You may…
Appraiser Business Valuation
You already know from listening to “Deal Talk” how important a valuation of your company can be in the due diligence stage of the M&A process or even for periodic…
Knowing what your fellow business owners (your competitors) don’t know can play substantially to your advantage. How well do you really know your customers? How well do you know your…
CPA/ABV, MBA, ASA, CVA, CMA, DABFA
Business appraisals and financial audits are necessary, but sometimes the numbers just don’t add up. If you suspect that everything isn’t being properly accounted for, you may have to call…
CVA, CEO
There are many different types of business valuations, and some are more comprehensive than others. Business appraisers also have different methods for calculating value. Why is this important to business…
Managing Director at LP Valuation, LLC
Having a good understanding of what is included in the valuation of your company may help you to better understand what you need to focus on when preparing your business…
Valuations | Appraiser
What impact can a partnership dispute have on the value of a company? What is the difference between a legal valuation and a market-based valuation for M&A purposes? Expert appraiser…
Strategic Buyer
Industry roll-ups: What are they? How do they work? What’s in it for you, the business owner? Brandon Blewett, Head of M&A at Pave America, discusses what you can expect…
Private Equity Operator
When you’re considering selling your company, you want to get the most value for your business, right? Well, some exit paths are more lucrative than others. How can you determine…
Financing
Why do some companies struggle to raise funds while others don’t? Investment banker Richard Luftig explains how mid-sized companies can access the funds they need. We discuss the challenges and…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
Employee Stock Ownership Plans (ESOPs)
Employee stock ownership plans have long been an exit strategy for companies, but they are still misunderstood. Kelly Finnell shares his passion and expertise with ESOPs from his 40 years…
ESOPS | Business Valuation
An ESOP, or employee stock ownership plan, is one of several options you may consider when selling your business. What is an ESOP, and should you consider one? In this…
Employee stock ownership plans (ESOPs)
Employee stock ownership plans (ESOPs) offer middle-market business owners an exit option that can protect their legacy and incentivize their employees. David Blauzvern and Jordan Burg, of CSG Partners, explain…
Corporate Development & Acquisitions | IT Management Services
Learn firsthand how a business grows through acquisitions and advice for entrepreneurs considering an exit. Orrin Klopper, CEO of Netsurit, an IT and security management services firm, discusses spending over…
Private Equity
Jeff Hooke returns to M&A Talk to discuss the world of private equity and the truth about returns from private equity fund investments. He digs into the private equity markets,…
Family Office | Investments
What exactly is a family office? How are they structured, and what goes into their investment decisions? Family offices are common buyers in the middle market, so it pays to…
Family Office | Private Equity
When selling a mid-market business, you may run into a family office interested in acquiring your company. But what are family offices, how do they work, and what do they…
Private Equity | Exit Strategies
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…
M&A Law | Private Equity
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…
Private Equity
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…
Private Equity
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…
Corporate Development, Divestitures
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…
Corporate Development, Strategic Acquirer
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…
Private Equity, Investment Banking
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…
Investment Banker | Private Equity
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…
M&A Attorney | Investment Banker | Strategic Buyer | Board Advisor
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 an acquirer, lawyer, investment banker, target,…
Private Equity | M&A Advisor
Joan De la Paz Hellmer is an experienced finance professional with over a decade of capital markets, M&A, and investment experience. Joan is skilled in all aspects of transactions, including…
CPA, CSP
What is the difference between succession planning and planning your exit strategy? The distinction is important, particularly if you decide not to sell your company outright. Knowing who, specifically, will…
Private Equity Investor
Are you making plans to grow your business? Are you looking to recapitalize? If you answered “yes” to either of those questions, you may have given at least some passing…
Managing Partner of Go Capital
In this podcast, we talked to Phil Brennan, managing partner of Go Capital. He’s made his career out of investing in small businesses across a broad spectrum of industries. He…
Attorney and Certified Valuation Analyst
In this podcast, we talked to Peter C. Brehm, attorney and certified valuation analyst at the Business Law Center in Minneapolis. He has a Master of Law and Taxation and…
President at MWM & Associates
In this podcast, we talked to Michael Meagher, the founder and president of MWM Associates in Edina, Minnesota and a certified business appraiser. Mr. Meagher has over 30 years of…
Business coach and founding partner at KLO Partners
As much as you may love what you do, you also have to get away and recharge. And one day, you will want to walk away once and for all.…
CFA
With several exceptions, most of us have no interest in selling our businesses immediately because we have so much more we want to achieve with our companies. However, the simple…
Founder, Business Consultant, Motivational Speaker, Published Author
If you plan to retire within the next five years, this series is for you. As a business owner, there are steps you can take now to save you stress,…
Author of NACVA’s Valuation of Family Limited Partnerships Seminar
Who you want to sell your business to is one of the most important considerations you’ll make as you begin to think about selling or transitioning your company. It can…
Business Acquisition | Data Technology
Whether you want to sell your company or are looking to buy another company to help your growth, there is a lot to consider. Tips, advice, and tales of the…
Private Equity | Investment Banker
The private equity secondary market has grown significantly in recent years, with increasing acceptance and flexibility, but what is it exactly? Who is involved, and how do these funds operate?…
ESOPs | Healthcare Industry
Employee stock ownership plans, known as ESOPs, are an M&A alternative that places shares of a company in the hands of employees. This complex topic is the focus of Michael…
Investment Banker
Do you know how an investment banker can help you sell your company? Do you know the questions to ask to find the right one to help close the transaction?…
Investment Banker | M&A Attorney
If you are selling your business, you need an attorney. But do you know how to hire one? Get insider tips from Jude David, an Investment Banker and former M&A…
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…
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…
M&A Attorney
What can an M&A attorney bring to the table when selling a business? Jessica Fairchild, a corporate and M&A attorney for over 20 years, answers this question and many more.…
M&A Law
In this engaging discussion about the human side of M&A, attorney Matt Saur, co-founder and partner of Woolery & Co., discusses how the human element of M&A law affects business…
M&A Attorney | Tax Specialist | Author
Roger Royse, M&A attorney and tax specialist, discusses the sensitive issue of taxes and the implications of selling a closely held company with few shareholders. He presents a definition of…
M&A and Securities Lawyer | Corporate Governance | FinTech
Listen in as we gain insights into private and public M&A law from one of the country’s top M&A attorneys, JR Lanis. JR is a hands-on attorney, and he shares…
ASA
Believe it or not, a business appraisal may not always be necessary to sell your company; however, you may need one for any number of other reasons such as in…
Investment Banker
Whether your company is in growth mode or you’re positioning your business for sale, you may want to consult the services of an investment banker. For low- and mid-market level…
MBA, CPA
Many of us already have a good idea of what an investment bank is, but how they differ from a business broker or other firms specializing in mergers and acquisitions…
The chief financial officer (CFO) is often a very instrumental member of the sell-side team in any M&A deal, offering a level of foresight, insight, and overall financial expertise that…
CPA
In this podcast, we talked to Scott Shields, CPA and founding partner at Shields Blice and Company CPAs in Ohio. The firm is a general practice CPA firm made up…
MBA, CPA, Owner & President at American Century Life Insurance Company of Texas
Most small businesses operate without a chief financial officer because the business owner and/or their bookkeeper or accountant handles the financial responsibilities themselves. However, it doesn’t mean your company would…
Attorney
Business attorneys have a breadth of knowledge that we, as business owners, can use to our advantage. However, it’s important to make sure you have the right attorney on your…
CPA, CVA, CMAA, CGMA
The hiring of a CPA may be one of the most important partnerships you can have as a business owner, especially if you are preparing to sell your company over…
Business & Franchise Broker
In this day and age of rapidly growing entrepreneurship, there are more and more options for you to consider when it comes to deciding who to work with to help…
CPA
Sometimes business owners are too close to their companies to see things as they really are, and by the time they begin to understand why their company may be failing,…
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…
COO
“Build it, and they will come” is an ideology best left for blockbuster baseball flicks, not for 99.9% of small businesses. On this edition of “Deal Talk,” you’ll learn about…
Sales and Marketing
Derek Johnson, author of “The Strategic Sales Leader,” discusses the importance of optimizing sales and marketing as you prepare your company for sale. Many companies leave money on the table…
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…
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…
Entrepreneur | Author
In this episode of M&A Talk, we take a deep dive into the many facets of M&A with Corey Kupfer, the author of Authentic Negotiating: Clarity, Detachment & Equilibrium –…
M&A Attorney
M&A attorney Hans Sperling goes beyond dry legal talk discussing the impact the human element has in M&A. Focusing on more than the legal issues, Hans talks about anticipating what…
D&O Insurance
Patrick Stroth returns to M&A Talk to discuss the ins and outs of directors and officers insurance – also known as D&O insurance – and why it is a standard…
Reps and Warranties | Insurance
Historically, reps and warranties insurance was only available to very large M&A transactions. In this episode, Patrick Stroth discusses how this product is now available to small and middle-market businesses.…
Financing Intermediary
Learn all about how the new SBA loan standard operation procedures will influence your sale. Steve Mariani, a financing intermediary, emphasized the importance of understanding these changes, particularly the equity…
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…
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.…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
CPA
Half of business sales fail due to issues buyers uncover during financial due diligence, but being prepared for due diligence can lead to higher sale prices and a smoother transaction.…
Strategic Buyer
Are you prepared for the due diligence phase of selling your business? What sort of information will a strategic buyer want access to? In this episode, strategic buyer Michael Seitz…
Food & Drug Attorney | F&B Law
When are you obligated to disclose information about your business to the buyer? In this episode, attorney Darshan Kulkarni emphasizes the need to understand risk and be transparent about material…
Accountant | Due Diligence Expert
How can preparing for due diligence help sell your company? Will being prepared actually help close the deal? Rosco Graves, an accountant and due diligence expert, shares his insights into…
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…
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…
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…
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…
Financial Due Diligence | Accounting
The importance of a Quality of Earnings (QoE) report is often underestimated, and there is more art than just science to it. Bill Wiersema returns to M&A Talk to discuss…
Due Diligence
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…
M&A Financial Due Diligence
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…
Due Diligence
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…
CPA | Financial Due Diligence
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…
Attorney and Partner
You’ve heard us talk about due diligence before, but the fact is, the better your accounting practices and bookkeeping are in the first place, the easier it will be in…
Attorney
One of the most important decisions you can make for your business is hiring the right attorney. He or she should be your legal partner, know your company well and…
Purchase Agreement | M&A Attorney
The purchase agreement – getting it right from the beginning with the LOI helps a smooth closing. Gerry Williams, an M&A attorney, outlines a purchase agreement’s key components and four…
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…
Reps & Warranties Insurance
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,…
Oftentimes, in the late stages of an acquisition, or even after the acquisition of a company is complete, an issue presents itself that may pose a significant financial risk to…
M&A Advisor
When you’ve finally sold your business, can you jump on the next cruise ship and sail away? Nope. You’ll leave money on the table, or worse still, sink the deal…
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…
IT Integration
Integration is a critical component of any acquisition, and IT integration, in particular, is key to achieving a successful integration. Uma Nidmarty is a specialist in IT integration and shares…
Integration
Approximately half of the 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…
M&A Integration
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…
M&A Integration
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…
M&A Integration and Strategy
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…
Management Consultant
Post-merger integration isn’t just some fancy name for an M&A concept. In truth, the success of the transition from one owner to another of any business depends very heavily on…
Certified Merger and Acquisition Advisor
A company’s culture is the mindset about the beliefs, attitudes and actions that a company maintains to satisfy its customers while ensuring the success of its people and the organization…
Merger & Acquisition Advisor
While there are a lot of moving parts in any M&A deal, ensuring a smooth transition from you to the new owner of your company is important for a number…
Integration
Geoff Coltman, Senior VP at Catena Solutions, discusses M&A integration in the food and beverage sector. He emphasizes the importance of understanding the human element and the “why” behind decisions.…
Succession Planning
Matt Sharrers joins us to discuss the challenges of replacing a CEO or founder of a company, with a focus on the need for a well-thought-out plan to ensure a…
Strategic Buyer | CEO of Localz
What does it take to complete a successful acquisition quickly and smoothly on an international scale? Get the insider’s view of global powerhouse Descartes’ acquisition of Australian company Localz in…
Post-Merger Integration
M&A integration expert Ben de Haldevang shares insights into what can make post-acquisition integration smooth and successful. Planning ahead, utilizing the due diligence process, and determining how the seller can…
Investment Banker
What happens when you and your partner have different ideas about your business’s sale? What if that business partner is also a family member? In this episode, we talk with…
Wealth Manager
How much money do you need to live the life you want after you sell your business? How can you make sure that you get it? Wealth manager Joe LoPresti…
Wealth Manager | Serial Entrepreneur | Strategic Buyer
Thinking of selling your company? What is your plan for the windfall of money you’ll get once you complete the sale? Wealth advisor Jason Gordo discusses seven points to keep…
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,…
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.…
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…
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…
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,…
Exit Planning | Entrepreneur | Author
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…
VP of M&A for Allied Universal, an $18 Billion Company
Brian McCabe joins us in a discussion about the intricacies of the acquisition process and the fact that size does not always matter when it comes to acquisitions. Drawing on…
Investment Banker | Author
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…
Consultant, Executive Coach
Professional coaches have become increasingly important in recent years, and businesses of all sizes understand why: They help make good leaders better leaders of their teams and companies. Interestingly, however,…
Attorney
If you’ve been leasing your building or your business is growing and you’re thinking about buying commercial property for the first time, our guest on this edition of “Deal Talk”…
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…
CPA/ABV, MBA, ASA, CVA, CMA, DABFA
Any business owner will tell you that at one point or another, they have had an issue with cash flow, and for many business owners, this is a common ongoing…
M&A Advisor
Just when you think you’ve made all the cuts you can make, believe it or not, there may be more that you can do to help your business save money.…
CPA , Founder of Shields Blice and Company
In an ongoing effort to help you and all business owners get your arms around a common problem — cash flow (or NO cash flow), Jeff Allen welcomes another expert…
Business Finance Advisor
Dealing with debt is something many business owners are faced with even in the best of times, regardless of business or economic cycles, but many continue to tread water without…
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…
Valuation | Appraisals
Part art and part science – the different sides of managing an M&A transaction come together in this discussion about maximizing the value of a middle market company. Kevin Moyer…
Valuations | Appraisals | CFA Charter
The world of appraisals and valuations is full of jargon and terms not often heard in the M&A world, such as strategic, investment, and fair value. Abhi Mathews, a chartered…
Equity Research | Public Company Valuation
What is equity research, and how do equity researchers value public companies? What should owners of privately held companies know about equity research? Listen as we take a deep dive…
CVA, MAFF, EA
When considering having your business appraised, you might want to give some thought to how the numbers could be impacted by a variety of issues, both internal and external, some…
Ph.D., ASA
Our mission on “Deal Talk” is to bring you information you can use to help you build your bottom line and improve your company’s value. However, as we’ve learned on…
CVA, CEO
There are many different types of business valuations, and some are more comprehensive than others. Business appraisers also have different methods for calculating value. Why is this important to business…
Valuations | Appraiser
What impact can a partnership dispute have on the value of a company? What is the difference between a legal valuation and a market-based valuation for M&A purposes? Expert appraiser…
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…
M&A | Investments
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…
Business Appraiser
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…
M&A Attorney
Cybercrime is one the fastest growing threats to businesses, and the risk it poses to valuations can be devastating, because it not only impacts company finances, it can also damage…
Senior Management Consultant at Coaching Crossroads
Many business owners associate the subject of “lean” strictly with manufacturers. Today, however, businesses in all industries — including service businesses — can benefit from the implementation of lean principles…
Pricing Expert
How do you increase your company’s value? Is it as simple as raising prices? Pricing expert Mark Stiving explains how to explore the value that your product or services offer…
Sales and Marketing Expert
As an owner, what’s your biggest block to improving sales? How can fixing this improve the value of your company? We discuss the biggest problem that companies face in their…
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…
Business Valuation
Looking at M&A transactions from the sell side, building value is the foremost goal for a business owner. Jonathan Wilson, the founder of Dubb Value Creation (Consulting Firm), returns to…
Preparing for a Sale | Due Diligence
When selling your company, you can get a better price if you consider more than simply growing revenue and profits. The question is – what do you need to do?…
Private Equity
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…
Investment Banker | Author of "Maximize Your Multiple"
Our conversation with Jon Taylor, author of Maximize Your Multiple, focuses on the intricacies of valuing a business and the top mistakes sellers make in preparing their companies for sale.…
MBA, CVA, CFE, MAFF
In this podcast, we talked to TJ Liles-Tims, a certified valuation analyst and co-founder of BVFF Partners LLC in Oklahoma City. The firm deals strictly with business valuations and financial…
CPA, CVA, CMAA, CGMA
If you’ve ever had your business appraised, you probably had a figure in mind as to what your company was worth. It was only after the valuation consultant left you…
Acquisition Advisor & Certified Business Appraiser
If you like “free,” this program is for you, particularly if you’re looking for free advice on real ideas to help you improve the value of your business. You may…
Knowing what your fellow business owners (your competitors) don’t know can play substantially to your advantage. How well do you really know your customers? How well do you know your…
Valuation Expert
A business appraisal can actually lift the value of your company, which would be useful, particularly when you know you want to sell your business. However, did you know that…
CVA, MAFF, EA
Business valuations — or business appraisals — are an important part of a successful transaction of any M&A deal, but valuations are also important for a number of other non-transactional…
Appraiser Business Valuation
You already know from listening to “Deal Talk” how important a valuation of your company can be in the due diligence stage of the M&A process or even for periodic…
CPA/ABV, MBA, ASA, CVA, CMA, DABFA
Business appraisals and financial audits are necessary, but sometimes the numbers just don’t add up. If you suspect that everything isn’t being properly accounted for, you may have to call…
Managing Director at LP Valuation, LLC
Having a good understanding of what is included in the valuation of your company may help you to better understand what you need to focus on when preparing your business…
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…
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…
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…
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…
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…
Corporate Development, Divestitures
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…
CPA, CSP
What is the difference between succession planning and planning your exit strategy? The distinction is important, particularly if you decide not to sell your company outright. Knowing who, specifically, will…
Attorney and Certified Valuation Analyst
In this podcast, we talked to Peter C. Brehm, attorney and certified valuation analyst at the Business Law Center in Minneapolis. He has a Master of Law and Taxation and…
President at MWM & Associates
In this podcast, we talked to Michael Meagher, the founder and president of MWM Associates in Edina, Minnesota and a certified business appraiser. Mr. Meagher has over 30 years of…
Business coach and founding partner at KLO Partners
As much as you may love what you do, you also have to get away and recharge. And one day, you will want to walk away once and for all.…
CFA
With several exceptions, most of us have no interest in selling our businesses immediately because we have so much more we want to achieve with our companies. However, the simple…
Founder, Business Consultant, Motivational Speaker, Published Author
If you plan to retire within the next five years, this series is for you. As a business owner, there are steps you can take now to save you stress,…
Author of NACVA’s Valuation of Family Limited Partnerships Seminar
Who you want to sell your business to is one of the most important considerations you’ll make as you begin to think about selling or transitioning your company. It can…
Strategic Buyer
Industry roll-ups: What are they? How do they work? What’s in it for you, the business owner? Brandon Blewett, Head of M&A at Pave America, discusses what you can expect…
Private Equity Operator
When you’re considering selling your company, you want to get the most value for your business, right? Well, some exit paths are more lucrative than others. How can you determine…
Financing
Why do some companies struggle to raise funds while others don’t? Investment banker Richard Luftig explains how mid-sized companies can access the funds they need. We discuss the challenges and…
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…
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…
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…
Private Equity
Jeff Hooke returns to M&A Talk to discuss the world of private equity and the truth about returns from private equity fund investments. He digs into the private equity markets,…
Private Equity | Exit Strategies
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…
Private Equity
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…
Private Equity
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…
Private Equity, Investment Banking
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…
Investment Banker | Private Equity
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…
Private Equity | M&A Advisor
Joan De la Paz Hellmer is an experienced finance professional with over a decade of capital markets, M&A, and investment experience. Joan is skilled in all aspects of transactions, including…
Private Equity Investor
Are you making plans to grow your business? Are you looking to recapitalize? If you answered “yes” to either of those questions, you may have given at least some passing…
Managing Partner of Go Capital
In this podcast, we talked to Phil Brennan, managing partner of Go Capital. He’s made his career out of investing in small businesses across a broad spectrum of industries. He…
Private Equity | Investment Banker
The private equity secondary market has grown significantly in recent years, with increasing acceptance and flexibility, but what is it exactly? Who is involved, and how do these funds operate?…
Corporate Development & Acquisitions | IT Management Services
Learn firsthand how a business grows through acquisitions and advice for entrepreneurs considering an exit. Orrin Klopper, CEO of Netsurit, an IT and security management services firm, discusses spending over…
Corporate Development, Strategic Acquirer
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…
M&A Attorney | Investment Banker | Strategic Buyer | Board Advisor
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 an acquirer, lawyer, investment banker, target,…
Business Acquisition | Data Technology
Whether you want to sell your company or are looking to buy another company to help your growth, there is a lot to consider. Tips, advice, and tales of the…
Financing
Why do some companies struggle to raise funds while others don’t? Investment banker Richard Luftig explains how mid-sized companies can access the funds they need. We discuss the challenges and…
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…
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…
M&A Law | Private Equity
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…
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…
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…
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…
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…
Family Office | Investments
What exactly is a family office? How are they structured, and what goes into their investment decisions? Family offices are common buyers in the middle market, so it pays to…
Family Office | Private Equity
When selling a mid-market business, you may run into a family office interested in acquiring your company. But what are family offices, how do they work, and what do they…
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…
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…
Employee Stock Ownership Plans (ESOPs)
Employee stock ownership plans have long been an exit strategy for companies, but they are still misunderstood. Kelly Finnell shares his passion and expertise with ESOPs from his 40 years…
ESOPS | Business Valuation
An ESOP, or employee stock ownership plan, is one of several options you may consider when selling your business. What is an ESOP, and should you consider one? In this…
Employee stock ownership plans (ESOPs)
Employee stock ownership plans (ESOPs) offer middle-market business owners an exit option that can protect their legacy and incentivize their employees. David Blauzvern and Jordan Burg, of CSG Partners, explain…
ESOPs | Healthcare Industry
Employee stock ownership plans, known as ESOPs, are an M&A alternative that places shares of a company in the hands of employees. This complex topic is the focus of Michael…
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…
Investment Banker
Do you know how an investment banker can help you sell your company? Do you know the questions to ask to find the right one to help close the transaction?…
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…
Investment Banker
Whether your company is in growth mode or you’re positioning your business for sale, you may want to consult the services of an investment banker. For low- and mid-market level…
MBA, CPA
Many of us already have a good idea of what an investment bank is, but how they differ from a business broker or other firms specializing in mergers and acquisitions…
The chief financial officer (CFO) is often a very instrumental member of the sell-side team in any M&A deal, offering a level of foresight, insight, and overall financial expertise that…
MBA, CPA, Owner & President at American Century Life Insurance Company of Texas
Most small businesses operate without a chief financial officer because the business owner and/or their bookkeeper or accountant handles the financial responsibilities themselves. However, it doesn’t mean your company would…
Business & Franchise Broker
In this day and age of rapidly growing entrepreneurship, there are more and more options for you to consider when it comes to deciding who to work with to help…
Investment Banker | M&A Attorney
If you are selling your business, you need an attorney. But do you know how to hire one? Get insider tips from Jude David, an Investment Banker and former M&A…
M&A Attorney
What can an M&A attorney bring to the table when selling a business? Jessica Fairchild, a corporate and M&A attorney for over 20 years, answers this question and many more.…
M&A Law
In this engaging discussion about the human side of M&A, attorney Matt Saur, co-founder and partner of Woolery & Co., discusses how the human element of M&A law affects business…
M&A Attorney | Tax Specialist | Author
Roger Royse, M&A attorney and tax specialist, discusses the sensitive issue of taxes and the implications of selling a closely held company with few shareholders. He presents a definition of…
M&A and Securities Lawyer | Corporate Governance | FinTech
Listen in as we gain insights into private and public M&A law from one of the country’s top M&A attorneys, JR Lanis. JR is a hands-on attorney, and he shares…
Attorney
Business attorneys have a breadth of knowledge that we, as business owners, can use to our advantage. However, it’s important to make sure you have the right attorney on your…
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…
CPA
In this podcast, we talked to Scott Shields, CPA and founding partner at Shields Blice and Company CPAs in Ohio. The firm is a general practice CPA firm made up…
CPA, CVA, CMAA, CGMA
The hiring of a CPA may be one of the most important partnerships you can have as a business owner, especially if you are preparing to sell your company over…
CPA
Sometimes business owners are too close to their companies to see things as they really are, and by the time they begin to understand why their company may be failing,…
ASA
Believe it or not, a business appraisal may not always be necessary to sell your company; however, you may need one for any number of other reasons such as in…
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…
COO
“Build it, and they will come” is an ideology best left for blockbuster baseball flicks, not for 99.9% of small businesses. On this edition of “Deal Talk,” you’ll learn about…
Sales and Marketing
Derek Johnson, author of “The Strategic Sales Leader,” discusses the importance of optimizing sales and marketing as you prepare your company for sale. Many companies leave money on the table…
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…
M&A Attorney
M&A attorney Hans Sperling goes beyond dry legal talk discussing the impact the human element has in M&A. Focusing on more than the legal issues, Hans talks about anticipating what…
D&O Insurance
Patrick Stroth returns to M&A Talk to discuss the ins and outs of directors and officers insurance – also known as D&O insurance – and why it is a standard…
Reps and Warranties | Insurance
Historically, reps and warranties insurance was only available to very large M&A transactions. In this episode, Patrick Stroth discusses how this product is now available to small and middle-market businesses.…
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…
Entrepreneur | Author
In this episode of M&A Talk, we take a deep dive into the many facets of M&A with Corey Kupfer, the author of Authentic Negotiating: Clarity, Detachment & Equilibrium –…
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…
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…
Financing Intermediary
Learn all about how the new SBA loan standard operation procedures will influence your sale. Steve Mariani, a financing intermediary, emphasized the importance of understanding these changes, particularly the equity…
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.…
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…
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…
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…
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…
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…
Strategic Buyer
Are you prepared for the due diligence phase of selling your business? What sort of information will a strategic buyer want access to? In this episode, strategic buyer Michael Seitz…
Accountant | Due Diligence Expert
How can preparing for due diligence help sell your company? Will being prepared actually help close the deal? Rosco Graves, an accountant and due diligence expert, shares his insights into…
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…
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…
Due Diligence
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…
Attorney and Partner
You’ve heard us talk about due diligence before, but the fact is, the better your accounting practices and bookkeeping are in the first place, the easier it will be in…
CPA
Half of business sales fail due to issues buyers uncover during financial due diligence, but being prepared for due diligence can lead to higher sale prices and a smoother transaction.…
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…
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…
Financial Due Diligence | Accounting
The importance of a Quality of Earnings (QoE) report is often underestimated, and there is more art than just science to it. Bill Wiersema returns to M&A Talk to discuss…
M&A Financial Due Diligence
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…
CPA | Financial Due Diligence
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…
Due Diligence
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…
Attorney
One of the most important decisions you can make for your business is hiring the right attorney. He or she should be your legal partner, know your company well and…
Food & Drug Attorney | F&B Law
When are you obligated to disclose information about your business to the buyer? In this episode, attorney Darshan Kulkarni emphasizes the need to understand risk and be transparent about material…
Purchase Agreement | M&A Attorney
The purchase agreement – getting it right from the beginning with the LOI helps a smooth closing. Gerry Williams, an M&A attorney, outlines a purchase agreement’s key components and four…
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…
Reps & Warranties Insurance
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,…
Oftentimes, in the late stages of an acquisition, or even after the acquisition of a company is complete, an issue presents itself that may pose a significant financial risk to…
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…
Management Consultant
Post-merger integration isn’t just some fancy name for an M&A concept. In truth, the success of the transition from one owner to another of any business depends very heavily on…
Succession Planning
Matt Sharrers joins us to discuss the challenges of replacing a CEO or founder of a company, with a focus on the need for a well-thought-out plan to ensure a…
IT Integration
Integration is a critical component of any acquisition, and IT integration, in particular, is key to achieving a successful integration. Uma Nidmarty is a specialist in IT integration and shares…
Integration
Approximately half of the 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…
M&A Integration
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…
M&A Integration
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…
M&A Integration and Strategy
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…
Certified Merger and Acquisition Advisor
A company’s culture is the mindset about the beliefs, attitudes and actions that a company maintains to satisfy its customers while ensuring the success of its people and the organization…
Merger & Acquisition Advisor
While there are a lot of moving parts in any M&A deal, ensuring a smooth transition from you to the new owner of your company is important for a number…
Integration
Geoff Coltman, Senior VP at Catena Solutions, discusses M&A integration in the food and beverage sector. He emphasizes the importance of understanding the human element and the “why” behind decisions.…
Strategic Buyer | CEO of Localz
What does it take to complete a successful acquisition quickly and smoothly on an international scale? Get the insider’s view of global powerhouse Descartes’ acquisition of Australian company Localz in…
Post-Merger Integration
M&A integration expert Ben de Haldevang shares insights into what can make post-acquisition integration smooth and successful. Planning ahead, utilizing the due diligence process, and determining how the seller can…
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