The M&A Source Podcast

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 brings a wealth of knowledge and practical insights to our listeners. From the significant implications of capital gains tax adjustments and corporate tax changes to the nuances of depreciation, amortization rule changes, and international tax policies, this episode covers the vast landscape of tax considerations that M&A advisors and business owners must navigate. Roman's unique blend of legal, financial, and real estate expertise, combined with personal anecdotes and a passion for education, makes for an engaging discussion that not only enlightens but also empowers our audience with actionable knowledge. Join us as we explore the critical impact of taxes on the outcome of M&A transactions, learn from Roman's vast experience in the field, and discover how to leverage tax strategies for successful business deals. Whether you're an M&A professional, business owner, or simply intrigued by the complexities of tax laws, this episode is packed with valuable insights and stories that illuminate the often-overlooked aspects of taxes in the business world.

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.

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 on essential services like insurance and data room solutions to access to valuable tools that are crucial for any successful M&A advisor. Russell shares his personal experiences and success stories, highlighting how these benefits have positively impacted his professional journey. We also touch on the importance of the M and A Source community in fostering connections and sharing knowledge within the M&A world. Whether you're an experienced advisor or just starting, this episode is a treasure trove of information on how being a part of M&A Source can elevate your practice in the competitive world of mergers and acquisitions. Resources Mentioned in the Show: https://masource.org/membership/benefits/https://verticaliq.com/https://privateequityinfo.com/https://vaultrooms.com/https://dealrelations.com/https://www.thedigitalwow.com/masourcehttp://www.valuecraftz.com/https://clientsio.com/https://www.sourcescrub.com/

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: Join us in this enlightening conversation and enhance your understanding of the critical role of purchase agreements in M&A transactions. Whether you're a business owner, intermediary, or legal professional, this episode offers valuable insights for all. Additional Resources: Matt Bowles' LinkedIn ProfileHogan Lovells WebsiteM&A Source WebsiteConnect with Us: https://masource.orgLinkedInTwitterFacebookSubscribe to our podcast Don't forget to leave us a review if you found this episode valuable!

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 their companies' potential. Understanding Working Capital: The episode delves into the multifaceted nature of working capital in M&A transactions. Ryan explains the varying interpretations across different sectors like accounting, valuation, and transaction advisory. Real-World Scenarios: Ryan provides three compelling case studies, each highlighting different aspects and challenges of working capital in M&A: Advice for M&A Intermediaries: The importance of early preparation, understanding working capital, building trust, and staying informed about industry trends is emphasized. Connecting with Ryan Hurst: Listeners interested in Ryan’s expertise can reach him through RKL’s website, LinkedIn, or his email. See his bio and contact info here. --- *This podcast is brought to you by M&A Source, a nonprofit organization dedicated to the professional development of mergers and acquisitions intermediaries. For more information, visit [M&A Source](www.masource.org).*

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.

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

Bob McCormack of Murphy McCormack Capital Advisors interviews Rich Jones of Zabel Companies to discuss Zabel's history and background and their approach to partnering with lower middle market companies to drive long-term, sustainable growth. In the interview, they discuss how building a trust-based relationship between buyer and seller can minimize deal distractions and identify the right partner to both support growth and preserve a company's legacy.

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.

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 taxes when selling their business. In the interview they discuss the four cornerstones of tax reduction when selling a business, the stages of a transition as it relates to tax planning, and specific ways that intermediaries can assist clients in preparing for a transaction.

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.

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 his

Jeff Swiggett, the Owner of VR Business Sales of New Haven in Connecticut and M&A Source’s Chairman-elect discusses his background, the M&A industry and some of the things he’s excited about for M&A Source in 2022.

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

John Dalton, the Founder and Managing Partner of Industrial Device Investments, a Knoxville, TN based private equity firm, discusses his book Run to Own = Run to Sell. In the interview, John discusses the topics in the book like useful resources for Strategy, Hiring, Culture, Debt vs. Equity, and who many more.

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

Sara Burden, the President and Owner of Walden Businesses, a Atlanta based investment bank, discusses her background and the course that she is teaching at M&A Source\'s Fall Conference: The Subtle Art of Educating a Seller

Sara Burden, the President and Owner of Walden Businesses, an Atlanta based investment bank, discusses her background and the course that she is teaching at M&A Source's Fall Conference: The Subtle Art of Educating a Seller. In the interview, Sara discusses topics covered in the course like the getting to an engagement, retainer and development fees, building trust with clients, roles in a deal process, and many more.

Rick Marchese, the founder of Lares Loreno Private Capital, a corporate finance firm based in Singapore, discusses the course that he taught at M&A Source's virtual Fall Conference: Sell-side Modeling to Maximize Value. In the interview, Rick goes discusses topics covered in the course like the differences between valuation and pricing, relative vs. intrinsic value, normalizing financial statements, and many more.

Rick Marchese, the founder of Lares Loreno Private Capital, a corporate finance firm based in Singapore, discusses the course that he taught at M&A Source\'s virtual Fall Conference: Sell-side Modeling