The M&A Source Podcast

The M&A Source Podcast

If you work in the business of buying, growing, or selling businesses, this is the podcast for you! Welcome to the M&A Source Podcast, a podcast brought to you by M&A Source, a non-profit professional organization that provides training and education for small to mid-size business mergers and acquisitions intermediaries. In each episode of the podcast, we will interview leaders in the M&A world to discuss education opportunities provided by M&A Source, trends in M&A Markets, and useful insights provided by the experts that use them. Learn more about the podcast and the organization at M&A Source's website: www.masource.org. LEGAL DISCLAIMER: This resource is intended for educational purposes only and does not constitute legal, financial, or tax advice. The information provided herein should not be relied upon for any specific business or financial decision without first consulting appropriate professional counsel. Readers are encouraged to seek advice from qualified attorneys, accountants, or other professionals to address their unique circumstances. Neither the authors nor the publisher assumes any responsibility for actions taken based on the information provided in this resource.

Episodes

May 12, 2025 26 mins
Whether you’re a seasoned advisor or just making the leap from main street to the lower middle market, this episode highlights why M&A Source is the room to be in—and how you can make the most of every minute there.
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In this episode, we talk about stock certificates, what they are, how they work, and how to reconstruct equity ownership history when a ledger doesn’t exist.
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Analyzing the lease is a step no advisor should miss. In this episode, we talk about one method to analyze the lease and using the links in the show notes, we provide access to the lease analysis form.
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Interact with the show: https://snip.ly/mas_interact25

In this episode of the M&A Source podcast, Dave Dejewski continues a series on essential tax code provisions for mergers and acquisitions, discussing five additional provisions that can significantly impact tax outcomes for buyers, sellers, and their advisors.

Topic Discussed

The exchange is a podcast discussing 10 tax code provisions that are relevant for mergers and acquisit...

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Interact with the show: https://snip.ly/mas_interact24

The episode discusses 10 key tax code provisions relevant to mergers and acquisitions (M&A) transactions. It is divided into multiple parts, with Part 1 covering the following provisions:

1. Section 338 - Election for Treating Stock Purchases as Asset Purchases

This provision allows buyers to treat a stock purchase as if they are purchasing the underlying assets of the busines...

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October 11, 2024 38 mins
The M&A Source fall conference is a premier event for M&A professionals, focusing on larger deals in the lower mid-market. Hosted by Dave Dejewski, this podcast episode features an in-depth interview with Kathlene Thiel, the conference committee chair, who provides a comprehensive overview of the event. The conference aims to offer a balanced mix of learning, networking, and deal-making opportunities, with a focus on educational se...
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Links:Summary of this Episode
  • Introduction to US GAAP and its importance for companies expanding into the US market
  • Key differences between US GAAP, UK GAAP, and IFRS
  • The process of converting from UK GAAP to US GAAP
  • Compliance requirements and auditing considerations for US GAAP
  • Preparing for fundraising round...
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Interact with the show: https://snip.ly/mas_interact21

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In this episode of the M&A Source podcast, Dave Dejewski dives deep into essential business performance metrics that significantly impact business valuation and success. Dave discusses key metrics such as EBITDA, employee activity ratios, and cash flow ratios, providing insights into their importance and how to leverage them for better client guidance....

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Visit us at https://podcast.masource.org

In this episode, Shelia Darby, Managing Director of Bizworth, discusses the importance of accurate business valuations in M&A transactions, the different valuation methodologies, challenges in valuations, best practices and ethical considerations, and the value of partnering with valuation professionals.

Resources Discussed in this Episode

  • Aswath Damodaran resources on valuation and cor...
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In this enlightening episode of the M&A Source Podcast, we dive deep into the world of taxes, a topic often deemed tedious but undeniably crucial within the mergers and acquisitions sector. Our distinguished guest, Roman Basi, an attorney, CPA, and multifaceted professional, unveils the intricate dance between tax legislation and M&A activities. With expertise spanning several states and a multitude of professional licenses, Roman ...
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March 11, 2024 6 mins
Register and find the agenda here: https://snip.ly/2024_MA_conference Visit Show Notes here: https://podcast.masource.org/spring-2024-conference-overview/ Visit MASource.org In this short community update, hear from Kathlene Theil, our 2024 Conference Chair as she explains our agenda and what you can expect from this Spring conference.
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Visit the show notes at https://podcast.masource.org

Visit M&A Source at https://masource.org

In today's episode of the M&A Source Podcast, we discuss the myriad benefits that M&A Source offers to its members with Russell Cohen, an M&A advisor and board member for M&A Source. Russel is also the chairman for the membership benefits committee.

Russell and David cover a wide range of topics, from exclusive discounts o...

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Welcome to our latest episode of the M&A Source Podcast. In this episode, we dive deep into the world of Purchase Agreements with our esteemed guest, Matt Bowles, an attorney at Hogan Lovells. Here's what you'll discover in this insightful discussion:

  1. Introduction to Purchase Agreements: We start by exploring why purchase agreements are more than just documents. They are crucial tools in M&A transactions, impacting every...
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July 13, 2023 50 mins

In this episode of the M&A Source Podcast, host Dave Dejewski is joined by Ryan Hurst, an expert in financial consulting, to discuss the complexities and significance of working capital in mergers and acquisitions.

Key Highlights:

Ryan Hurst's Background: Ryan shares his journey from growing up in a family-owned business to his current role in financial consulting, focusing on helping business owners broaden their perspectives on...

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Scott Mashuda, a founding Partner of River’s Edge Alliance Group and M&A Source’s Chairman-elect, discusses his background and what he’s excited about for M&A Source in 2023.

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Rich Jones (Zabel Companies) and Bob McCormack (Murphy McCormack Capital Advisors) Discuss Building Trust between Entrepreneurs and Equity Partners

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Lamar Stanley of Lead Capital Partners chats with Joel Redmond and Kalimah White of Key Private Bank about techniques that they use in their business advisory practice to help business owners reduce tax exposure in transactions.

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Lamar Stanley of Lead Capital Partners chats with John Wahl of Live Oak Bank about what makes Live Oak different and how they structure lower middle market deals. In the interview they discuss the history of Live Oak, and John’s work in SBA lending, combination financing, and many other structures.

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Meet the Chairman of M&A Source 2022, Jeff Swiggett

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November 12, 2021 45 mins

John Dalton talks about the differences between running a business to own it vs running a business to sell.

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