M&A Talk (Mergers & Acquisitions), by Morgan & Westfield-logo

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield

Business & Economics Podcasts

M&A Talk is the #1 show exclusively focused on mergers & acquisitions. At M&A Talk, we bring you interviews with experts in private equity, business valuations, law, finance, and all topics related to M&A. We speak with the most experienced professionals in the industry to share their insights. Our past experts have included CEOs, authors, investment bankers, attorneys, CPAs, private equity partners, business appraisers, VC investors, and more. Brought to you by Morgan & Westfield (www.morganandwestfield.com), a nationwide leader in M&A. Access show notes on all M&A Talk podcasts at www.morganandwestfield.com/resources/podcast/

Location:

United States

Description:

M&A Talk is the #1 show exclusively focused on mergers & acquisitions. At M&A Talk, we bring you interviews with experts in private equity, business valuations, law, finance, and all topics related to M&A. We speak with the most experienced professionals in the industry to share their insights. Our past experts have included CEOs, authors, investment bankers, attorneys, CPAs, private equity partners, business appraisers, VC investors, and more. Brought to you by Morgan & Westfield (www.morganandwestfield.com), a nationwide leader in M&A. Access show notes on all M&A Talk podcasts at www.morganandwestfield.com/resources/podcast/

Language:

English


Episodes

The Corporate Transparency Act – What You Need To Know

2/20/2024
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 challenges it presents to small business owners. Designed to combat illicit activity and funding for terrorism operations, Bill discusses who is impacted, what information is gathered, the limitations of how the information is used, concerns to be aware of, and the enforcement mechanisms that are in place. Learn More: Strategies for Maintaining ConfidentialityHow Does Entity Type Affect the Sale of My Business?M&A Due Diligence | Checklist & Overview Additional Resources: Planning to sell your business? Schedule a free consultation today. Download a free PDF copy of The Art of The Exit: The Complete Guide to Selling Your Business and Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue. Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business. To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield. Listen to Other Episodes: Cooking the BooksTop Seven Issues Today Critical to Understanding Quality of EarningsWhy You Need To Think About Taxes Early When Selling a Business

Duration:00:36:00

Qualified Small Business Stock – Tax Benefit That Could Pay Millions

2/13/2024
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 geared toward buyers and sellers. Jessica Fairchild and Andrew Szymulanski discuss who benefits from QSBS, what the requirements are to qualify for this tax benefit, and ways to make the structure work for a small business sale or acquisition. Discover why it’s worth possibly structuring a transaction to qualify for QSBS treatment. Learn More: The Basics of Independent (Fundless) Sponsors in M&AThe Role of M&A Lawyers When Selling Your BusinessSelling Your Business? Hire an Attorney to Increase the Bottom Line 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 RevenueA Beginner’s Guide to Business ValuationThe Exit Strategy HandbookClosing the DealMorgan & WestfieldFood and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.Morgan & Westfield Listen to Other Episodes: How an M&A Attorney Can Help Sell Your BusinessImportance of Having an Attorney When Selling or Buying a BusinessThe Basics of Independent SponsorsThe Basics of Selling Your Business to an Independent Sponsor

Duration:01:05:28

Ask the Expert – How To Grow a Company Beyond $10 Million

2/6/2024
Building a successful business is hard. Taking it to the next level is even harder. Adam Coffey returns to M&A Talk with tips for entrepreneurs on scaling up and making success inevitable for middle-market companies. He discusses the issues that come with scaling a company, finding capital and using exit plans to fund growth, how to generate wealth for owners and employees, why a company’s culture is critical to its ultimate success, and building an equity incentive plan to retain talented employees. Learn More: Business Exit Plan & Strategy Checklist | A Complete GuideM&A Basics: Building a Sellable Business The Private Equity Toolkit with Michael Roher Additional Resources: Planning to sell your business? Schedule a free consultation today. Download a free PDF copy of The Art of The Exit: The Complete Guide to Selling Your Business and Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue. Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business. To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield. Listen to Other Episodes: Everything An Entrepreneur Needs to Know About Selling to PE FirmBehind the Scenes – A Founder’s Lessons from Selling 4 BusinessesThe Basics of Selling a Middle Market Company

Duration:00:55:24

The Benefits of Selling Your Company to a Family Office

1/30/2024
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 frames each has for seeing a return on their capital investments, what a family office looks for when deciding to partner with an entrepreneur, why family offices tend to be hands-on in how they operate and interact with their portfolio companies and the implications these issues have on the sales process and afterward. View the complete show notes for this episode. Learn More: The Role of Family Offices in M&AThe Private Equity Toolkit with Michael RoherThe Basics of Independent (Fundless) Sponsors in M&AM&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.A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the DealMorgan & WestfieldFood and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.Morgan & Westfield Listen to Other Episodes: Selling Your Company to a Private Equity Firm vs. a Family OfficeFamily Offices and Management Buyouts – What You Need to KnowFamily Offices – What They Look for When Buying a Company

Duration:01:01:11

How to Deal with Unsolicited Offer in Buying Your Business

1/23/2024
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 quite. Channing Hamlet discusses what information to have at your fingertips and how to avoid a potential bait-and-switch marketing ploy. He discusses handling different situations, the importance of doing market research on your own company, understanding the marketplace and potential valuations so you can respond with knowledge rather than a gut reaction. Learn More: M&A Guide | The 4 Types of Buyers of BusinessesHow Long do Buyers of Businesses Stay in the Market?Business Valuation Methods in a NutshellLetter of Intent 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.A Beginner’s Guide to Business ValuationThe Exit Strategy HandbookClosing the DealMorgan & WestfieldFood and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.Morgan & Westfield Listen to Other Episodes: Financial Due Diligence – Why It’s Important to Prepare for the Sale of Your CompanyHow to Build Maximum Strategic Value in Your BusinessMaximizing Profits: Key Insights on Preparing a Company for Sale from an Experienced M&A Attorney

Duration:00:44:40

What is Hybrid Capital and Revenue-Based Financing?

1/16/2024
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 how this model of revenue-based financing works. This detailed discussion covers who can benefit from this approach, how the interest rate flows, how lending multiples are calculated, unitranche debt, and the debt-like and private equity-like features built into this hybrid model of financing. Learn More: Small Business Acquisition FinancingM&A Seller Financing: A Complete GuideArrange FinancingM&A Seller Financing: Handling a Buyer Default 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.A Beginner’s Guide to Business ValuationThe Exit Strategy HandbookClosing the DealMorgan & WestfieldFood and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.Morgan & Westfield Listen to Other Episodes: Family Offices and Management Buyouts – What You Need to KnowFinancing an Acquisition – What Buyers and Sellers Need To KnowExpanding Your Business with Growth EquityWhat Does the Future Look Like for Middle Market Valuations?

Duration:00:49:47

Why You Need to Consider Taxes Before Selling Your Business

1/9/2024
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 and a tax attorney, how an asset sale versus a stock sale impacts tax implications, successor liabilities and how they influence a transaction, the IRS ramifications of asset allocation, double taxation risks for C-Corps, when sales taxes apply, and some general rules on what sellers can expect in terms of paying taxes when they sell a business. Learn More: M&A Basics | Asset vs. Stock SaleAllocation of Purchase Price & Taxes When Selling a BusinessAdjusting Financial Statements: A 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.A Beginner’s Guide to Business ValuationThe Exit Strategy HandbookClosing the DealMorgan & WestfieldFood and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.Morgan & Westfield Listen to Other Episodes: (based on podcast notes) Do You Need Tax Insurance When Selling Your Business?How an M&A Attorney Can Help Sell Your BusinessExpert Advice from a Buyer – Why You Should Prepare Your Business for Sale

Duration:00:51:14

How To Buy A Good Business At A Great Price

1/2/2024
Buying a business starts with finding the right business. Best-selling author and experienced acquirer Richard Parker covers the basics a buyer should know before looking at buying a business. He discusses how to arm yourself with the right knowledge and guidance to make educated decisions, the importance of identifying the right business for yourself – one that matches your strengths, how the lack of knowledge can paralyze potential buyers, and the top mistakes people make when looking at buying a business. Learn More: Why is the Range of Possible Values so Wide for a Business?Business Valuation Basics: 9 Critical Concepts to UnderstandM&A Due Diligence PreparationThe Basics of Independent (Fundless) Sponsors in M&A 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.A Beginner’s Guide to Business ValuationThe Exit Strategy HandbookClosing the DealMorgan & WestfieldFood and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.Morgan & Westfield Listen to Other Episodes: Financing an Acquisition – What Buyers and Sellers Need To KnowWhat a Buyer Looks for When Acquiring a Middle-Market BusinessFinancial Due Diligence – Why It’s Important to Prepare for the Sale of Your Company

Duration:00:45:33

Independent Sponsors or Search Funds – Which is Right for You?

12/27/2023
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 outs of buying companies and provides tips on getting started. He defines independent sponsors and search funds, clarifies the differences between these acquisition models, and discusses the role of the investor. Bakari also talks about his experience as a digital nomad and the lessons he’s learned while working around the world. View the complete show notes for this episode. Learn More: The Basics of Independent (Fundless) Sponsors in M&A 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.A Beginner’s Guide to Business ValuationThe Exit Strategy HandbookClosing the DealMorgan & WestfieldFood and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.Morgan & Westfield Listen to Other Episodes: What Sellers Should Know About Selling Their Business to a Search FundThe Basics of Selling Your Business to an Independent SponsorExpert Advice on Preparing for Due Diligence in Middle-Market M&A

Duration:00:48:03

Expert Advice on Preparing for Due Diligence in Middle-Market M&A

12/15/2023
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 stage and what to expect during this period of a business sale. He discusses the differences between how various types of buyers handle due diligence, gives an overview of what documents are needed, what to look out for, the need for speed, and how to prepare for due diligence from the very beginning of the sale process. View the complete show notes for this episode Learn More: M&A Due Diligence | Checklist & OverviewM&A Due Diligence PreparationThe Role of Family Offices in M&A 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.A Beginner’s Guide to Business ValuationThe Exit Strategy HandbookClosing the DealMorgan & WestfieldFood and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.Morgan & Westfield Listen to Other Episodes: After the Sale – Planning a Smooth Integration with the Buyer8 Simple Ways to Increase the Value of Your BusinessDo You Need to Prepare for Due Diligence When Selling Your Business?Why Seller Due Diligence is Vital to a Successful Sale

Duration:00:50:18

Family Offices and Management Buyouts – What You Need to Know

12/8/2023
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 how their family office views these businesses as partners and share insights on what can make an MBO successful. They discuss what the family office looks for in a company, how the finances work, how the management team is involved, how the company can grow over time, and what this means for the next generation of management owners. View the complete show notes for this episode. Learn More Business Broker and M&A Advisor Fees: A Comprehensive GuideSBA Financing When Buying or Selling a BusinessM&A Basics | Why Do Business Owners Sell Their Business? Additional Resources: Planning to sell your business? Schedule a free consultation today. Download a free PDF copy of The Art of The Exit: The Complete Guide to Selling Your Business and Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue. Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business. To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield. Listen to Other Episodes: Behind the Scenes of a Family OfficeWhy You Should Consider Selling Your Business to a Family OfficeSelling Your Company to a Private Equity Firm vs. a Family Office

Duration:01:04:25

Why You Need To Think About Taxes Early When Selling a Business

12/1/2023
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 big punch. He covers some of the little-known issues that come up around taxes when selling a middle-market business. He talks about the tax implications of stock deals vs. asset deals, double taxation, and tax differences between an S-Corp and a C-Corp. He explains what an F reorganization is, how it may be a solution, and the advantages and limitations of an LLC vs. an S-Corp. View the complete show notes for this episode. Learn More The Role of Accountants When Selling Your BusinessHow Does Entity Type Affect the Sale of My Business?18 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.A Beginner’s Guide to Business ValuationThe Exit Strategy HandbookClosing the DealMorgan & WestfieldFood and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.Morgan & Westfield Listen to Other Episodes: Tax Insurance: The Business Solution You Didn’t Know Was PossibleHow an M&A Attorney Can Help Sell Your BusinessDo You Need Tax Insurance When Selling Your Business?

Duration:00:30:09

The Emotional Rollercoaster of Buying or Selling a Business

11/24/2023
Whether you realize it or not, buying or selling a business is an emotional rollercoaster. Drew Bisping talks about this emotional journey from both sides of the table as a buyer and seller. He discusses the role that emotions play in the sales process and what you can do about it, the importance of using the right advisors, the very real impact that comes from deal fatigue, and why it is critical to be prepared and understand the impact a sale will have emotionally on yourself, your employees, and partners. View the complete show notes for this episode. Learn More: Net Working Capital (NWC) for M&A – A Complete GuideM&A Negotiating Tactic #1 – HonestyM&A Due Diligence | Checklist & 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.A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the DealMorgan & WestfieldFood and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.Morgan & Westfield Listen to Other Episodes: Will Selling Your Business Make You Happy?Maximizing Profits: Key Insights on Preparing a Company for Sale from an Experienced M&A AttorneyManaging Personality and Cultural Differences When Selling Your Business

Duration:00:59:49

Top 4 Issues for Sellers to Avoid with an LOI

11/16/2023
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 his tips on avoiding these issues. He highlights the importance of planning for taxes and understanding the tax implications of a sale from the outset, how valuations vary and what can impact them, setting up a data room for due diligence before the LOI stage, the dangers of having unrealistic expectations, and the costs of not being prepared. View the complete show notes for this episode. Learn More: Negotiating the Letter of IntentLetter of IntentA Guide to M&A Negotiating TacticsEarnouts 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.A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the DealMorgan & WestfieldFood and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.Morgan & Westfield Listen to Other Episodes: Do You Need Reps & Warranties Insurance When Selling a Business?Expert Advice on How To Sell Your Middle-Market CompanyHow to Plan the Sale of Your Business from Start to Finish

Duration:01:02:27

Family Offices – What They Look for When Buying a Company

11/8/2023
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 are major buyers of middle market companies, it’s important sellers understand what they look for in an investment and who the decision makers are within a family office. The discussion includes direct investments, investment trends in the secondary market, and the differences between family offices and independent sponsors. View the complete show notes for this episode. Learn More: Should I Sell My Business?Dealing with Investors Who Want to Buy Your BusinessM&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.A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the DealMorgan & WestfieldFood and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business.Morgan & Westfield Listen to Other Episodes: Why You Should Consider Selling Your Business to a Family OfficeBehind the Scenes of a Family OfficeThe Basics of Independent Sponsors

Duration:01:06:27

What Does the Future Look Like for Middle Market Valuations?

11/3/2023
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 to impact valuations? Bill’s answer is, “It depends.” He shares his insights into the impact of higher interest rates, inflated unit margins, the consequences of supply chain difficulties, gauging a company’s performance in unusual times, and trends and issues that will continue to influence valuations in the middle market. View the complete show notes for this episode. Learn More: Earnouts When Selling or Buying a Business | Complete GuideM&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.A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the DealMorgan & WestfieldFood and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business.Morgan & Westfield. Listen to Other Episodes: 7 Critical Issues Related to Quality of EarningsAvoiding Pitfalls in Financial Due Diligence When Selling a BusinessHow to Build Maximum Strategic Value in Your Business

Duration:00:34:05

Financing an Acquisition – What Buyers and Sellers Need To Know

10/26/2023
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 questions lenders ask, what they look for before making an investment in a company, working with PE firms, family offices, SBA loans, and other capital providers; valuations; EBITDA multiples; how equity is used in an acquisition, and why a seller needs to understand how a buyer will finance the purchase of their business. View the complete show notes for this episode. Learn More: SBA Financing When Buying or Selling a BusinessSmall Business Acquisition FinancingEarnouts When Selling or Buying a Business | Complete GuideAdjusting Financial Statements: A 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.A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal.Morgan & WestfieldFood and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business.Morgan & Westfield. Listen to Other Episodes: Why You Should Consider Selling Your Business to a Family OfficeThe Basics of Selling Your Business to a Family OfficeWhy SBA Loans are a Great Way to Finance Your Business

Duration:00:59:47

What Sellers Should Know About Selling Their Business to a Search Fund

10/19/2023
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 raised for entrepreneurs, and differences in the M&A world between the UK and the US. He discusses investment funding in the UK, what buyers typically look for in a company, differences between a search fund, PE firm, angel investors, and other financial buyers, and the dynamics involved when working with a search fund. View the complete show notes for this episode. Learn More: SBA Financing When Buying or Selling a BusinessDealing with Investors who Want to Buy Your Business Additional Resources: The Art of The Exit: The Complete Guide to Selling Your Business.A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal | AcquiredPlanning to sell your business? Schedule a free consultation today.Morgan & WestfieldMorgan & WestfieldFood and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business. Listen to Other Episodes: Everything You Need To Know Before Growing InternationallyA Deep Dive Into Real Returns on Investment in the Private Equity WorldManaging Personality and Cultural Differences When Selling Your Business

Duration:01:06:32

What a Buyer Looks for When Acquiring a Middle-Market Business

10/11/2023
When selling your company, knowing what a buyer looks for is invaluable. Malcolm Peace owns an investment firm focused on buying and growing middle-market businesses. He talks about why he focuses on blue-collar businesses in Texas and taking them to the next level of growth. Malcolm discusses what a buyer looks for when evaluating a company, how technology can be used to help some owners step away from their company, how a typical deal may be structured, and the importance of being emotionally prepared. View the complete show notes for this episode. Learn More: Negotiating the Letter of IntentM&A Due Diligence PreparationM&A Reps & WarrantiesReducing Concentrations of Risk Before Selling Your BusinessEarnouts When Selling or Buying a Business | Complete GuideM&A Seller Financing: A Complete GuideNon-Disclosure Agreement (NDA) | A Complete Guide for M&AAllocation of Purchase Price & Taxes When Selling a BusinessPreparing Emotionally for the Closing Additional Resources: The Art of The Exit: The Complete Guide to Selling Your Business.A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal | AcquiredPlanning to sell your business? Schedule a free consultation today.Morgan & WestfieldMorgan & WestfieldFood and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business. Listen to Other Episodes: The Private Equity Toolkit – How PE Firms Grow BusinessesSelling Your Company to a Private Equity Firm vs. a Family OfficeWhat Exactly is a Rollover and Why Should a Seller Care?

Duration:01:10:58

Expert Advice from a Buyer – Why You Should Prepare Your Business for Sale

10/4/2023
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 learned from doing almost 100 transactions on the buy-side. Scott has seen what can go wrong with a deal and the common mistakes sellers make. He discusses the importance of being prepared, how this can help with running a business even before going to market, the impact on the value and time it takes to sell, and how being prepared builds trust with a buyer. View the complete show notes for this episode. Learn More: Increasing the Value of Your Business | The RVD ModelBusiness Exit Plan & Strategy Checklist | A Complete GuideM&A Basics: Building a Sellable BusinessReducing Concentrations of Risk Before Selling Your Business Additional Resources: The Art of The Exit: The Complete Guide to Selling Your Business.A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal | AcquiredPlanning to sell your business? Schedule a free consultation today.Morgan & WestfieldMorgan & WestfieldFood and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business. Listen to Other Episodes: Maximizing Profits: Key Insights on Preparing a Company for Sale from an Experienced M&A AttorneyFirst Time Selling a Business? Here’s What To Expect.Lessons Learned on Selling a Business After Dozens of Exits

Duration:01:10:37