The M&A Mastermind Podcast The M&A Mastermind Podcast - Episode 77 - Asset Protection
In this episode of the M&A Mastermind Podcast, Nick Olsen and Joe Strazzeri delve into the critical topic of asset protection within the context of mergers and acquisitions. They discuss the importance of integrating asset protection strategies into advanced planning, emphasizing that business owners must consider not just the gross sale price of their assets, but also the net cash flow and potential liabilities that could arise post-sale. Joe outlines various asset protection strategies, including the use of different legal structures, insurance, and trusts, while also addressing the potential risks from creditors and the importance of proactive planning. The conversation highlights the need for M&A advisors to collaborate with other professionals to ensure comprehensive client protection and successful deal closures.
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Some Key takeaways include:
- Asset protection is a crucial part of advanced planning.
- Clients often focus on gross numbers without considering net cash flow.
- Different jurisdictions offer varying levels of asset protection.
- Insurance is a key component of a comprehensive asset protection strategy.
- Understanding potential creditors is essential for effective planning.
- The asset protection continuum includes various strategies and structures.
- M&A advisors should collaborate with other professionals for better outcomes.
- Proactive planning can prevent deal derailment later in the process.
- Clients need to understand the implications of their financial decisions.
- Successful M&A advisors build strong relationships and follow up with clients.
About the show:
The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.
The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.
With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.
Chapters:
00:00 Introduction to Asset Protection Continuum
02:47 Understanding the Importance of Asset Protection
06:14 Types of Asset Protection Strategies
09:01 Navigating Potential Creditors and Liabilities
13:53 The Asset Protection Continuum Explained
18:09 Advising Clients on Asset Protection
21:59 Closing Thoughts on M&A and Client Protection
Keywords: asset protection, M&A, advanced planning, tax planning, estate tax, business sale, financial advice, client protection, liability, investment strategies