M&A Talk: #1 Podcast on Selling a Business

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 information. View the complete show notes for this episode. Want To Learn More? Negotiating an M&A Purchase Agreement | M&A TipsM&A Due Diligence | Checklist & OverviewThe Role of M&A Lawyers When Selling Your Business Additional Resources: Schedule a free consultation todayThe Art of The Exit: The Complete Guide to Selling Your BusinessAcquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

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. View the complete show notes for this episode. Want To Learn More? The Myth of Private Equity: An Inside Look at Wall Street’s Transformative Investments18 Differences Between Valuing Public and Private BusinessesHow to Sell an Online Business: A Case Study Additional Resources Schedule a free consultation todayThe Art of The Exit: The Complete Guide to Selling Your BusinessAcquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

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. View the complete show notes for this episode. Want To Learn More? Net Working Capital (NWC) for M&A – A Complete GuideDo I Need to Hire a Local Business Broker?What Percentage of Businesses Sell? Additional Resources: Schedule a free consultation todayThe Art of The Exit: The Complete Guide to Selling Your BusinessAcquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

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. View the complete show notes for this episode. Want To Learn More? How to Sell an Online Business: A Case StudyTop 5 M&A Value Drivers for Tech & Software CompaniesPreparing Emotionally for the Closing Additional Resources: Schedule a free consultation todayThe Art of The Exit: The Complete Guide to Selling Your BusinessAcquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

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. View the complete show notes for this episode. Want To Learn More? Increasing the Value of Your Business | The RVD ModelSelling Value: How to Win More Deals at Higher PricesInstant Profits: How to Raise Prices Without Losing CustomersImpact Pricing: Your Blueprint for Driving ProfitsWin, Keep, Grow: How to Price and Package to Accelerate Your Subscription Business Additional Resources: Schedule a free consultation todayThe Art of The Exit: The Complete Guide to Selling Your BusinessAcquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

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. View the complete show notes for this episode. Want To Learn More? M&A Due Diligence | Checklist & OverviewThe Importance of Preparing for Due DiligenceM&A Guide | The 4 Types of Buyers of Businesses Additional Resources Schedule a free consultation todayThe Art of The Exit: The Complete Guide to Selling Your BusinessAcquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

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. View the complete show notes for this episode. Want To Learn More? Why Do Companies Acquire Other Businesses?Earnouts When Selling or Buying a Business | Complete GuideNet Working Capital (NWC) for M&A – A Complete Guide Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

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, and how to maximize your asset diversification. View the complete show notes for this episode. Want To Learn More? Can I Time the Sale of My Business?Three Things To Consider When Deciding If It’s The Right Time To Sell Your BusinessThe Private Equity Playbook: Management’s Guide to Working with Private Equity Additional Resources Schedule a free consultation todayThe Art of The Exit: The Complete Guide to Selling Your BusinessAcquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

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 financial outcome of your sale. View the complete show notes for this episode. Want To Learn More? Allocation of Purchase Price & Taxes When Selling a BusinessPreparing Emotionally for the ClosingCrossroads: Deciding to Sell Your Business vs. Doubling Down Additional Resources: Schedule a free consultation todayThe Art of The Exit: The Complete Guide to Selling Your BusinessAcquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

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. View the complete show notes for this episode. Want To Learn More? Additional Resources: Schedule a free consultation todayThe Art of The Exit: The Complete Guide to Selling Your BusinessAcquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

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. View the complete show notes for this episode. Want To Learn More? Negotiating the Letter of IntentM&A Negotiating Tactic #1 – HonestyThe M&A Purchase Agreement | An Overview Additional Resources: Schedule a free consultation todayThe Art of The Exit: The Complete Guide to Selling Your BusinessAcquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

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 lead to improving your sales and ultimately improving the value of your company. View the complete show notes for this episode. Want To Learn More? The Strategic Sales Leader: Mastering the Art of Vision, Strategy, and ExecutionThe Wisdom of Leaders: History’s Most Powerful Leadership Quotes, Ideas, and AdviceIncreasing the Value of Your Business | The RVD Model Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions please email them to podcast@morganandwestfield.com.

Show Summary: 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 sales strategically and stresses the significance of cultural fit in successful acquisitions. View the complete show notes for this episode. Want To Learn More? M&A Reps & Warranties | A Complete GuideIndemnification in Purchase Agreements | M&A BasicsM&A Negotiating Tactic #1 – Honesty Additional Resources: Schedule a free consultation todayThe Art of The Exit: The Complete Guide to Selling Your BusinessAcquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions please email them to podcast@morganandwestfield.com.

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 job, being well-organized, and maintaining interest in one’s work for career success. View the complete show notes for this episode. Want To Learn More? Business Exit Plan & Strategy Checklist | A Complete GuideM&A Basics | Why Do Business Owners Sell Their Business?The Myth of Private Equity: An Inside Look at Wall Street’s Transformative InvestmentsSecurity Analysis on Wall Street: A Comprehensive Guide to Today's Valuation MethodsM&A: A Practical Guide to Doing the Deal The Dinosaur Among Us: The World Bank and Its Path to ExtinctionEmerging Markets: A Practical Guide for Corporations, Lenders, and Investors Additional Resources: Schedule a free consultation todayThe Art of The Exit: The Complete Guide to Selling Your BusinessAcquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions please email them to podcast@morganandwestfield.com.

Show Summary: 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 implications of deal structure (asset vs. stock) and the role of reps and warranty insurance in mitigating seller liability. View the complete show notes for this episode. Want To Learn More? Anatomy of an M&A Purchase Agreement | Complete GuideM&A Reps & Warranties | A Complete GuideNet Working Capital (NWC) for M&A – A Complete GuideM&A Basics | Asset vs. Stock SaleEarnouts When Selling or Buying a Business | Complete GuideIndemnification in Purchase Agreements | M&A Basics Listen to Other Episodes: The Role of Your Accountant in the Sale of Your BusinessHow an M&A Attorney Can Help Sell Your BusinessTransferring Risk and Achieving a Smooth Exit: The Role of Reps and Warranties Insurance in M&A Additional Resources: Selling your business? Schedule a free consultation today.Download The Art of The Exit: The Complete Guide to Selling Your BusinessDownload Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions please email them to podcast@morganandwestfield.com.

Show Summary: Investment banker Richard Luftig discusses financing options for obtaining a middle-market company. He delves into the challenges and strategies for raising capital through either equity or debt capital for middle-market companies. Richard explores why pre-revenue companies struggle to attract capital while established firms with sustainable revenue fare better. He discusses private credit funds, equity investment, and what constitutes a successful debt-raising strategy. View the complete show notes for this episode. Want To Learn More? The M&A Purchase Agreement | An OverviewSmall Business Acquisition Financing18 Differences Between Valuing Public and Private Businesses Additional Resources: Schedule a free consultation todayThe Art of The Exit: The Complete Guide to Selling Your BusinessAcquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions please email them to podcast@morganandwestfield.com.

Show Summary: 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 customer bases to attract higher valuations. They also look at the benefits of an owner taking an outsider’s view of the company to significantly reduce risk factors, such as owner dependence and customer concentration, to enhance valuation. View the complete show notes for this episode. Want To Learn More? Should I Use SDE or EBITDA to Value My Business for Sale?EBITDA | Definition, Formula & Example – A Complete GuideQuality of Earnings in M&A – The Ultimate GuideEarnouts When Selling or Buying a Business | Complete Guide Additional Resources: Schedule a free consultation todayThe Art of The Exit: The Complete Guide to Selling Your BusinessAcquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions please email them to podcast@morganandwestfield.com

Show Summary: 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 sharing sensitive information with competitors. He notes that while competitors may be more familiar with the industry, financial buyers often have a clearer process and timeline. He also discusses the differences in due diligence and the significance of cultural fit and employee retention in the marketing industry. View the complete show notes for this episode. Want To Learn More? PunctuationM&A Guide | Selling Your Business to a CompetitorHow To Maintain Confidentiality When Selling Your Business Additional Resources: Schedule a free consultation todayThe Art of The Exit: The Complete Guide to Selling Your BusinessAcquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions please email them to podcast@morganandwestfield.com.

Show Summary: 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 pre-closing phase involves aligning strategic elements, departmental roles, and operational gaps, while the post-closing phase focuses on integrating systems and roles, often requiring a 100-day plan. He also highlights the importance of alignment on expectations, having a clear plan, and the seller’s role in due diligence. View the complete show notes for this episode. Want To Learn More? The M&A Training & Transition PeriodM&A Negotiating Tactic #1 – Honesty Additional Resources: Schedule a free consultation todayThe Art of The Exit: The Complete Guide to Selling Your BusinessAcquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions please email them to podcast@morganandwestfield.com.

Show Summary: 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 sellers start early, educate themselves, and share their passion and enthusiasm with potential buyers. Nate also stresses the need to be honest about the motivation to sell and to prepare emotionally. View the complete show notes for this episode. Want To Learn More? Informing & Retaining Employees When Selling a BusinessWhy is Selling a Business so Hard?M&A Negotiating Tactic #1 – Honesty Additional Resources: Schedule a free consultation todayThe Art of The Exit: The Complete Guide to Selling Your BusinessAcquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions please email them to podcast@morganandwestfield.com.