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

Wondering how to build an M&A team that will help you maximize your business’s value? In this episode, Dustin Williamson, CFO, discusses the importance of seeking good advice from experienced professionals. He highlights the critical stages of the M&A process, including the need for financial advice, investment banking, and legal counsel who specialize in M&A. View the complete show notes for this episode. Want To Learn More? The Role of Accountants When Selling Your BusinessThe Role of M&A Lawyers When Selling Your BusinessDo I Need to Hire a Local Business Broker? 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.

Ever wondered what it’s like to raise capital in a Series A round? Listen to Guillaume Thomas, founder and CEO of Martingale Cognac, discuss his experience raising capital for his cognac startup. Find out how he convinced people to invest, what his greatest challenge was, and what he learnt from his investors. View the complete show notes for this episode. Want To Learn More? The Impact of AI, Fintech, and Fundraising on M&ARaising Value: A Fresh PerspectiveBehind the Scenes – From Startup to a $441 Million Exit 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.

One of the biggest challenges of selling your business is figuring out when and how to tell your employees. Announcing too early or too late can create a lot of headaches for both you and the buyer. You’ll need to sort out big questions like: Will existing employee contracts continue, or will new ones be needed? What happens to their stock options and accrued leave? Should you ask them to sign non-competes? This episode of M&A Talk, with attorney Kyle Lawrence, dives into these crucial employee-related questions, helping you prepare for this important part of selling your business. View the complete show notes for this episode. Want To Learn More? Alternatives to Non-Competes with EmployeesInforming & Retaining Employees When Selling a BusinessHow Your Employees Can Impact the Value of 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.

Half of business sales fail due to issues buyers uncover during financial due diligence, but being prepared for due diligence can lead to higher sale prices and a smoother transaction. In this episode, CPA and due diligence expert Bill Wiersema discusses inaccurate revenue recognition, non-compliance with state and local tax laws, and how sellers can increase their business’s value by addressing accounting changes, tax compliance, and non-recurring items. View the complete show notes for this episode. Want To Learn More? M&A Due Diligence Preparation Adjusting Financial Statements: A Complete GuidePreparing Financial Statements When Selling a BusinessTop Financial Challenges in Selling a 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.

Are you prepared for the due diligence phase of selling your business? What sort of things will a strategic buyer want to see? In this episode, strategic buyer Michael Seitz shares his advice on selling your business, from ensuring your landlord is on board with the sale, to setting realistic price expectations, to how you should pick your attorney. View the complete show notes for this episode. Want To Learn More? M&A Guide | The 4 Types of Buyers of BusinessesM&A Due Diligence PreparationSelling to a PE Firm as Part of a Roll-upPreparing 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.

What happens when you and your partner have different ideas of your business’s future? What if that business partner is also a family member? In this episode, we talk with Chris Younger, an investment banker, about the challenges and potential solutions when selling a company due to partner conflict. View the complete show notes for this episode. Want To Learn More? M&A Basics | Why Do Business Owners Sell Their Business?Family Offices and Management Buyouts – What You Need to KnowNavigating Partnership Disputes: Lessons from a Valuation Expert 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 really makes a buyer take notice? This episode delivers actionable steps to make your business irresistible to buyers. Learn how to highlight what matters most: a strong team, steady growth, and real long-term value. Guest Jon Martinka, a veteran M&A Advisor, also offers practical advice on how to attract buyers and maximize your exit. View the complete show notes for this episode. Want To Learn More? Increasing the Value of Your Business | The RVD ModelReducing Concentrations of Risk Before Selling Your BusinessWhy Do Some Businesses Not Sell?M&A Due Diligence | Checklist & OverviewOptimizing Your Business for a Successful Exit 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 much money do you need to live the life you want after you sell your business? How can you make sure that you get it? Wealth manager Joe LoPresti shares his experience on how you can prepare for the sale of your business. This podcast covers how you can prepare for the future you want and how to build a team of advisors who proactively help you manage your wealth after the sale. View the complete show notes for this episode. Want To Learn More? The Role of Family Offices in M&ACritical Financial and Estate Planning Strategies When Selling Your BusinessWill Selling Your Business Make You Happy? 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.

Did you know that you can use your retirement funds to buy a business? Jeremy Ames, co-founder and CEO of Guidant Financial, explains how individuals can invest in a business using a 401(k) rollover. This episode of M&A Talk covers the basics of a 401(k) rollover, including the requirements, the risks, and how to replenish your 401(k) after the sale is done. View the complete show notes for this episode. Want To Learn More? Retirement Funds Financing When Buying or Selling a BusinessSmall Business Acquisition FinancingMorgan & Westfield’s Buyer’s GuideGuidant Financial 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 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.