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

The world of private equity is often maligned and misunderstood. Adam Coffey brings his years of experience from the corporate and PE worlds to dispel the myths that surround the idea of selling a business to a PE firm. He shares stories from GE during its heyday under Jack Welch, discusses how he translates those lessons to the acquisitions, roll-ups, and turnarounds he has led, and talks about learning and the magic that private equity can bring to a company in helping it grow to the next level. View the complete show notes for this episode. Learn More: The Importance of Persistence When Selling a Business Increasing the Value of Your Business | The RVD Model M&A Basics: Building a Sellable Business Preparing Financial Statements When Selling a Business The Role of M&A Lawyers When Selling Your Business Additional Resources: Download a free pdf copy of The Art of The Exit: The Complete Guide to Selling Your Business. Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal | Acquired Planning to sell your business? Schedule a free consultation today. To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield. 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 Business. Listen to Other Episodes: Partnering with Private Equity Firms  Behind the Scenes of Private Equity  What You Need to Know Before Selling to a PE Firm

Returning to M&A Talk, Dan Tamkin looks at how the market has changed in recent years; how changes in interest rates affect valuations; the problem with low revenue, high EBITDA businesses; and why it’s important for buyers and sellers to get along. He discusses the impact of a mismatch between buyer and seller expectations, the surprising influence of a good dinner meeting to build trust and establish a relationship between the buyer and seller, and stories about getting deals done and some that fell through. View the complete show notes for this episode.  Learn More: Why Do Buyers Disappear When Selling My Business? Most Common Deal Killers When Selling Your Business SBA Financing When Buying or Selling a Business M&A Brokers & Adverse Incentives Do I Need to Hire a Local Business Broker? M&A Purchase Agreement | A Complete Guide Additional Resources: Download a free pdf copy of The Art of The Exit: The Complete Guide to Selling Your Business. Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal | Acquired Planning to sell your business? Schedule a free consultation today. To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield. 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 Business. Listen to Other Episodes: Value Recovery Through Restructuring How to Determine When a Business is Ripe for Investment First Time Selling a Business? Here’s What To Expect.  

The world of M&A is complex, but it is possible to plan, learn, and be flexible enough to make an acquisition successfully happen. Cassio Bobsin takes a broad perspective of entrepreneurship and gives his insights into start-ups, mergers, integration, taking a company public, and the influence of AI on the M&A industry. Cassio doesn’t take the typical scientific approach to decide about an acquisition – he looks at core competencies, synergies, and best practices of a company and how to integrate them. View the complete show notes for this episode. Learn More: 18 Differences Between Valuing Public and Private Businesses M&A Guide | Selling Your Business to a Competitor Why do Companies Acquire Other Businesses? Earnouts When Selling or Buying a Business | Complete Guide Additional Resources: Download a free pdf copy of The Art of The Exit: The Complete Guide to Selling Your Business. Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal | Acquired Planning to sell your business? Schedule a free consultation today. To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield. 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 Business. Listen to Other Episodes: Improving the Value of Your Business with Technology Behind the Scenes – Acquisition of a Tech Company by a Public Company IT Integration – Can Someone Explain This To Me?

What is a quality of earnings (Q of E) report? How can it help sellers and buyers in M&A transactions? Nicholas Spezio returns to M&A Talk to discuss the importance of the Q of E report. From an overview of the process to the difference between an audit and a Q of E, Nicholas covers how a Q of E can ensure that both parties are prepared for the diligence process by flushing out potential issues early enough in the transaction to be able to deal with the issues rather than losing the deal. View the complete show notes for this episode. Learn More:  M&A Due Diligence | Checklist & Overview M&A Due Diligence Preparation EBITDA | Definition, Formula & Example – A Complete Guide Additional Resources: Download a free pdf copy of The Art of The Exit: The Complete Guide to Selling Your Business. Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal | Acquired Planning to sell your business? Schedule a free consultation today. To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield. 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 Business. Listen to Other Episodes: Everything Sellers Need to Know About Financial Due Diligence 7 Critical Issues Related to Quality of Earnings Avoiding Pitfalls in Financial Due Diligence When Selling a Business

Nicholas Spezio, a strategic boutique advisor for growth-stage companies, shares invaluable insights on financial due diligence. He emphasizes taking time during the closing process to ensure thorough evaluations. The discussion highlights integration challenges, especially in tech deals, and the importance of accurate revenue management. Nicholas also contrasts the financial needs of startups versus established firms, while advocating for well-organized financial records to ensure seamless transitions. With a blend of expertise and humor, he navigates the complexities of M&A.

Serial entrepreneur Ryan Buckley returns to M&A Talk to discuss lessons learned as he moves from bootstrapping to seeking venture capital backing with his current company, Shovels. Ryan talks about his decision to pursue climate tech as his next project, how the idea of mining and analyzing building permit and inspection data can help people make better decisions about contractors they work with, what went into his decision to pursue VC money, and the importance of focusing on providing the most value. View the complete show notes for this episode. Learn More: Business Valuation & Return on Investment (ROI) Tech & Software M&A Dynamics Top 5 M&A Value Drivers for Tech & Software Companies A Guide to Valuing Tech, Software & Online Businesses Additional Resources: Download a free pdf copy of The Art of The Exit: The Complete Guide to Selling Your Business. Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal | Acquired Planning to sell your business? Schedule a free consultation today. To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield. 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 Business. Listen to Other Episodes: Case Study – Lessons Learned From Selling Multiple Tech Companies Improving the Value of Your Business with Technology Case Study – From Lawyer to Multi-Million Dollar Tech Entrepreneur  

What can an M&A attorney bring to the table when selling a business? Jessica Fairchild, a corporate and M&A attorney for over 20 years, answers this question and many more. She discusses why it is so important to work with a lawyer who knows how the M&A process works, knows what your goals are, and understands the key issues of your business when they are negotiating for you. She highlights the need to prepare for a sale as early as possible and build a team of good advisors to help you throughout the sales process. View the complete show notes for this episode. Learn More: M&A Basics | The Letter of Intent Business Exit Plan & Strategy Checklist | A Complete Guide The Role of M&A Lawyers When Selling Your Business Non-Disclosure Agreement (NDA) | A Complete Guide for M&A Jessica Fairchild Discusses Key Considerations for Founders Looking to Sell Their Business Additional Resources: Download a free pdf copy of The Art of The Exit: The Complete Guide to Selling Your Business. Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal | Acquired Planning to sell your business? Schedule a free consultation today. To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield. 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 Business. Listen to Other Episodes: First Time Selling a Business? Here’s What To Expect. Behind the Scenes – A Look at the Human Side of M&A Law How to Plan the Sale of Your Business from Start to Finish  

What are the two most important things to know before starting the journey to sell your business? Chris Younger, with Class VI Partners, answers this question and many more. He discusses the fundamentals of selling a middle-market company, the importance of preparation and planning ahead, looking for a buyer with the right fit, building a growth plan that can survive due diligence, and the amount of stress involved in a sale and what an owner can do to manage the stress and inevitable problems that crop up. View the complete show notes for this episode. Learn More: M&A Due Diligence | Checklist & Overview M&A Due Diligence Preparation M&A Basics | Why Do Business Owners Sell Their Business? Business Exit Plan & Strategy Checklist | A Complete Guide Additional Resources: Download a free pdf copy of The Art of The Exit: The Complete Guide to Selling Your Business Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal | Acquired Planning to sell your business? Schedule a free consultation today. To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield. Listen to Other Episodes: How to Get the Highest Price for Your Company Do You Need to Prepare for Due Diligence When Selling Your Business? How to Plan the Sale of Your Business from Start to Finish

Consider the M&A world as science versus art. This fascinating discussion looks at acquisitions as transformations. Jay Goldman, author, and co-founder of Sensei Labs, defines enterprise and portfolio orchestration, discusses how automation, collaboration, and software can help build more value in an organization, looks at how a company can execute better on value creation and go beyond closing the deal to place the emphasis creating a more durable, repeatable, and scalable model for long-term value creation. View the complete show notes for this episode.  Learn More: Tech & Software M&A Dynamics Additional Resources: Download a free pdf copy of The Art of The Exit: The Complete Guide to Selling Your Business Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal | Acquired Planning to sell your business? Schedule a free consultation today. To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield. Listen to Other Episodes: M&A for Virtual and Augmented Reality Companies The Impact of AI, Fintech, and Fundraising on M&A 8 Simple Ways to Increase the Value of Your Business

In this insightful discussion, Ed Gardner heads corporate development at Descartes, while David Leland is the founder of GroundCloud. They share the journey of GroundCloud's acquisition, detailing each phase from initial meetings to post-closing strategies. Key topics include the significance of cultural fit and safety in logistics, the role of investment banking, and the necessity of clear communication during transitions. Their experience offers valuable lessons for tech companies navigating the complexities of mergers and acquisitions.