M&A Talk: #1 Podcast on Selling a Business
M&A Talk is the #1 show for owners looking to sell and maximize the value of their businesses. Gain actionable insights from experts with real-world experience in buying and selling companies. Presented by Morgan & Westfield, a boutique M&A firm specializing in selling small to mid-sized companies in the USA. Schedule a free consultation at www.morganandwestfield.com/schedule-a-consultation/
Episodes
What is happening in the world of corporate finance? How did we get where we are today and what does the future hold? Jeff Hooke returns to M&A Talk to continue the conversation about the most important lessons he has learned over 40 years in the investment banking world. He discusses trends over the past 10-20 years and relates where he thinks the markets are heading today.
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? Bill Snow, an experienced Investment Banker, offers his insights into the top five myths surrounding hiring and working with an investment banker.
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Take a look behind the curtain at how Acquire.com got started and how it is changing the M&A marketplace. Andrew Gazdecki, CEO of Acquire.com, discusses his platform’s role in helping bootstrap SaaS startups be acquired and selling multimillion-dollar software companies. He shares stories, insights, tips, and predictions of AI in the M&A world.
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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 your customers and how you can turn that value proposition into more value in your company.
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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 why preparing for due diligence is crucial to a smooth sale process.
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Industry roll-ups: What are they? How do they work? What’s in it for the business owner? Brandon Blewett, Head of M&A at Pave America, discusses what you can expect when selling your businesses to a PE firm as a part of a roll-up.
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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 the best path for your situation? Are PE firms an option? Get inside tips from M&A expert Adam Coffey about why the world of private equity has been growing so rapidly in recent years, learn the general blueprint on how PE firms grow capital, ...
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 in mind as you create a financial plan and a wealth strategy before beginning the sale process. Build the right team of advisors to discuss your post-transaction life plan, set goals, and think about the things you should do to prepare for the fin...
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 if you do that. Matt Coyne, an experienced M&A Advisor, explains how planning ahead for the transition period can make the deal go more smoothly and potentially add value to your company.
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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 Attorney, on the biggest mistakes to avoid, what experience to look for, how to set expectations, tips on fees, and much more so you can get the right M&A attorney to help sell your business.
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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 sales and marketing teams with sales and marketing expert Derek Johnson. He says that many companies fail by focusing on tactics, not vision. Start with a vision, develop a strategy, then execute the strategy with precision. This can l...
Jeffrey Hooke, a former investment banker and private equity executive, discusses his career trajectory, emphasizing the challenges and lessons learned in finance. He highlights the complexities of working in large organizations like Lehman Brothers, the differences in deal-making between developed and emerging markets, and insights from his time at the World Bank. Jeff stresses the importance of finding a stimulating ...
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 main sections: the preliminary section (purchase price, working capital, earnouts, post-closing adjustments), reps and warranties, covenants, and indemnification. He emphasizes the importance of understanding the impl...
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 strategies for raising money through either equity (i.e., selling shares) or debt capital (i.e., borrowing).
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Is valuing your business simply a numbers game? If not, how do subjective factors impact the value of your business? Jacob Orosz and Joe Bergin discuss the complexities of business valuation, which extends beyond simple EBITDA multiples. They discuss the impact of subjective factors, such as clean financials, a solid leadership team, and diversified customer base on the value of your company. They also look at a few ke...
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 ranging from small data businesses to larger digital marketing firms. Luke highlights the importance of flexible deal structures and maintaining trust with founders. He advises sellers to value their businesses and time their sale...
Should I sell my business to a competitor? How do I know if they’re sincere, or trying to steal my information? Jonathan Baker, an M&A advisor specializing in marketing firms, discusses the nuances of selling your business to a competitor. Jonathan highlights the risks of sharing sensitive information with competitors and how to tell if their interest is sincere.
What’s your role in the transition process when selling your business? Expert Joan Helmer discusses the transition period from the seller’s perspective – how to prepare, expectations, what can go wrong, and its phases, from the LOI to the closing. He emphasizes that the pre-closing phase involves aligning strategic elements, departmental roles, and operational gaps, while the post-closing phase focuses on integrating s...
Why can selling a business be such an emotional process, and what can you do to make it less stressful? 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 company, and the long-term impact of an acquisition on the business’s teams and clients. Nate notes that successful sell...
Mina Haque, CEO of Tony Roma’s, spent almost nine months on legal due diligence, learning the ins and outs of the corporation, and building strong relationships with franchise owners. This led to her being named CEO of the company, focused on continuing the stabilization and growth of this global brand. She highlights the challenges of maintaining brand consistency and shares her insights through the acquisition, empha...
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