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

Looking to supercharge your business and unlock its full potential? This episode reveals how growth equity can be the key to rapid expansion, even if you don’t think you need the capital. Discover the strategic reasons why a growth equity investment can lead to a more lucrative exit in a shorter timeframe, and learn how to prepare your company for a successful partnership that fuels your future. View the complete show notes for this episode. Want To Learn More? Selling Your Company to a Private Equity Firm vs. a Family OfficeThe Benefits of Selling Your Company to a Family OfficeThe Role of Family Offices in M&A Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business 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.

One of the biggest mistakes you can make when selling your business is not negotiating the letter of intent (LOI). Join M&A Attorneys Mittal Makadia and David Siegel while we discuss your negotiating leverage, common mistakes, and problematic clauses in the LOI. View the complete show notes for this episode. Want To Learn More? M&A Basics | The Letter of IntentNegotiating the Letter of IntentThe Role of M&A Lawyers When Selling Your Business Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business 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.

How can you build your business with the plan to sell it in the future? Join Saul Cohen, a CPA and acquisitions advisor, as we discuss how saleable businesses are intentionally built for sale and typically have higher valuations, with multiples increasing from 2-3 times those of lifestyle businesses. View the complete show notes for this episode. Want To Learn More? M&A Basics: Building a Sellable BusinessPreparing Financial Statements When Selling a BusinessM&A Guide | The 4 Types of Buyers of Businesses Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business 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.

How much had you thought about what life will be like after you sell your business? Join serial entrepreneur and private equity operator Jim Evanger to learn about the life changes after selling a business. Jim shares his experience of selling his first business, the emotional impact, and the subsequent transition to new ventures. View the complete show notes for this episode. Want To Learn More? Should I Sell My Business? Tips on Preparing Your Business for Sale The Importance of Persistence When Selling a Business Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business 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.

Have you heard about Search Funds and wondered what sets them apart from other investment-based buyers? Join us and Abdel Rahim, a search fund investor, as we discus the search fund model for selling businesses and how it offers founders a smooth transition, flexibility, and potential equity rollover for sellers. View the complete show notes for this episode. Want To Learn More? Entrepreneurship Through Acquisition: Insights from Harvard Business School ExpertsThe M&A Training & Transition PeriodEBITDA | Definition, Formula & Example – A Complete Guide Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business 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.

Have you been wondering what the “Big Beautiful Bill Act” means for the sale of your business? Join returning guest Bill Weirsema as we discuss the changes that are designed to make M&A transactions more attractive, reduce tax burdens for both buyers and sellers, and stimulate more activity in the market. View the complete show notes for this episode. Want To Learn More? Allocation of Purchase Price & Taxes When Selling a BusinessEBITDA | Definition, Formula & Example – A Complete GuideQualified Small Business Stock – Tax Benefit That Could Pay MillionsTop Tariff Strategies Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business 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.

What is the most stressful part of selling your business? Join us as we discuss the recent acquisition of National Pavement Partners and the balance they had to strike between completing due diligence and looking after their customers during their busiest season. View the complete show notes for this episode. Want To Learn More? M&A Reps & Warranties | A Complete Guide Indemnification in Purchase Agreements | M&A Basics The M&A Purchase Agreement | An Overview Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business 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.

Learn all about how the new SBA loan standard operation procedures will influence your sale. Steve Mariani, a financing intermediary, emphasized the importance of understanding these changes, particularly the equity injection rules and the impact on vehicle liens, to navigate SBA transactions effectively. View the complete show notes for this episode. Want To Learn More? SBA Financing When Buying or Selling a BusinessM&A Seller Financing: A Complete GuideSmall Business Acquisition Financing Additional Resources: Schedule a free consultation todaySign up for an Assessment and Valuation of Your Business.The Art & Science of Selling a BusinessThe 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 do buyers look for in a business, and how can you increase the value of your business by focusing on these areas? Join us as we discuss strategies for increasing the value of your businesses to attract buyers with Justin Goodbread, a business coach and financial advisor. View the complete show notes for this episode. Want To Learn More? M&A Guide | The 4 Types of Buyers of BusinessesOptimizing Your Business for a Successful ExitHow Involved Will I Be in Selling My Business? Additional Resources: Schedule a free consultation todaySign up for an Assessment and Valuation of Your Business.The Art & Science of Selling a BusinessThe 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.

Once you’ve sold your business, you need to think about how to best secure your future. John Paul Szita, an entrepreneur and real estate investor, suggests allocating at least one-third of your proceeds to real estate investing alongside experienced partners. View the complete show notes for this episode. Want To Learn More? How to be Happy After Selling Your CompanyHow to Be Financially Free after You Sell Your BusinessCritical Financial and Estate Planning Strategies 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.

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.