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

What is the current state of fintech, fundraising, and private capital markets? David Frank, founder and CEO of Stonehaven, a company that’s developed a fintech operating system for investment bankers and investors in private capital markets, shares insights he sees through his company. From a high-level look at fintech and the future of AI to developing a global workforce and differences between venture capital, private equity, and public markets – this is much more than a high-level fintech conversation. View the complete show notes for this episode. Learn More: The Fungibility of Businesses as an Investment Tech & Software M&A Dynamics 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. Listen to Other Episodes:  Going Public? 3 Ways to Raise Funds What’s Different About Selling a High-Growth Company? Understanding Private Equity – A Primer for Sellers 

Employee stock ownership plans have long been an exit strategy for companies, but they are still misunderstood. Kelly Finnell shares his passion and expertise with ESOPs from his 40 years of specializing in them. Beyond the definition of an ESOP, Kelly offers his insights into the history of ESOPs, the tax benefits they present to owners and employees, what metrics a company should have for an ESOP, what companies would be poor candidates for an ESOP and stories of the successes and challenges involved with an ESOP. View the complete show notes for this episode. Learn More: Should I use SDE or EBITDA to Value a Business? Additional Ways to Market Your Company for Sale 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: Should You Consider an ESOP When Selling Your Business?  Selling Your Business to Your Team Through an ESOP  Healthcare M&A – ESOPs Made Clear  

Employee stock ownership plans, known as ESOPs, are an M&A alternative that places shares of a company in the hands of employees. This complex topic is the focus of Michael Bannon and Jordan Burg, ESOP experts in the healthcare industry with boutique investment bank CSG Partners. They discuss considerations around structuring an ESOP, advantages to owners and employees, the impact ESOPs can have on increasing employee happiness and tenure, and advice that goes beyond companies in the healthcare space. View the complete show notes for this episode.  Learn More: 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: Should You Consider an ESOP When Selling Your Business? Selling Your Business to Your Team Through an ESOP Healthcare M&A – Recent Changes and Predictions Healthcare M&A – Creating Value, Synergies, and Sales  

When it comes to buying a business, what are the top considerations and pitfalls to avoid? Jon Stoddard, an investor, serial acquirer, and host of the podcast Top M&A Entrepreneurs, joins M&A Talk to discuss buying small businesses, including the risks, lessons he has learned, and the rewards of dealing with start-ups. Jon discusses the differences in on-market vs. off-market deals, the importance of deal flow, raising capital, finding investment money, and the idea of buying a business with no money down. View the complete show notes for this episode. Learn More: M&A Seller Financing: A Complete Guide SBA Financing When Buying or Selling a Business Small Business Acquisition Financing Can I Sell My Business for All Cash? 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: An Insider’s Perspectives on Growing a Business Through Acquisitions 48 Deals in 2.5 Years – Here's What I Learned Case Study – From Lawyer to Multi-Million Dollar Tech Entrepreneur

Integration is a critical component of any acquisition, and IT integration, in particular, is key to achieving a successful integration. Uma Nidmarty is a specialist in IT integration and shares her 25+ years of experience in the world of M&A acquisitions. The discussion includes an explanation of some of the terminology, the impact integration can have on the value of a deal, major deal killers, the elements and costs involved in IT integration, and some examples of integrations gone wild. View the complete show notes for this episode. Learn More: Most Common Deal Killers When Selling Your Business 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: An Insider’s Perspectives on Growing a Business Through Acquisitions The Good, The Bad & The Ugly of Growth by Acquisition Corporate Carve-Outs – Tips on Selling Part of Your Company Helping the Buyer Integrate Your Company with Theirs

In this episode of M&A Talk, we take a deep dive into the many facets of M&A with Corey Kupfer, the author of Authentic Negotiating: Clarity, Detachment & Equilibrium – The Three Keys to True Negotiating Success & How to Achieve Them. We discuss the role of lifestyle businesses, lawyers as deal makers, happiness as a new metric in considering an M&A deal, The Five Whys, and the keys to negotiating in M&A. View the complete show notes for this episode. Learn More: The Role of M&A Lawyers When Selling Your Business A Guide to M&A Negotiating Tactics M&A Negotiating Tactic #1 – Honesty 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: Should You Consider an ESOP When Selling Your Business? 8 Simple Ways to Increase the Value of Your Business Veterinary M&A – Tips for Buying, Selling, and Investing

An ESOP, or employee stock ownership plan, is one of several options you may consider when selling your business. What is an ESOP, and should you consider one? In this episode of M&A Talk, we explore the ins and outs of ESOPS and help you determine whether an ESOP is the right exit path for you. You will learn how ESOPS work, whether your company is a right fit for an ESOP, how your business will be valued under an ESOP, and common multiples used to finance the transaction. View the complete show notes for this episode. Learn More: Should I use SDE or EBITDA to Value a Business? Additional Ways to Market Your Company for Sale 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. Listen to Other Episodes: Selling Your Business to Your Team Through an ESOP How Your Employees Can Impact the Value of Your Business Behind the Scenes – A Founder’s Lessons from Selling 4 Businesses  

Looking at M&A transactions from the sell-side, building value is the foremost goal for a business owner. Jonathan Wilson, the founder of Dubb Value Creation (Consulting Firm), returns to M&A Talk to discuss the importance of incorporating sell-side readiness into a strategic plan and outlines his eight key concepts for building value. He covers the importance of financial forecasts, reducing concentrations of risk, recurring and repeat revenue, synergies and dis-synergies, and the need to always have a growth strategy that can be described to a buyer. View the complete show notes for this episode. Learn More: Adjusting Financial Statements: A Complete Guide EBITDA | Definition, Formula & Example – A Complete Guide Reducing Concentrations of Risk Before Selling Your Business Preparing Financial Statements When Selling a Business Business Valuation Methods in a Nutshell Business Valuation: A List of Factors to Consider What is the difference between repeat and recurring customers? 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: After the Sale – Planning a Smooth Integration with the Buyer The Art and Science of Valuing a Middle-Market Business M&A Valuations in the Real World  

In the M&A world, the veterinary field is changing as practices become more consolidated. Eric Lewandowski, a managing director in the KPMG Strategy consulting group, shares his insights into the appeal and growth potential of veterinary platforms. He discusses how changes in the relationship between pets and their families are being reflected in the M&A industry, the influence of technology in vet practices, the differences between corporate and clinical ownership, and private equity’s role in the evolving veterinary market. View the complete show notes for this episode.  Learn More: EBITDA | Definition, Formula & Example – A Complete Guide Is there a Difference Between an Appraisal and a Valuation? 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. Listen to Other Episodes: An Insider’s Perspectives on Growing a Business Through Acquisitions Healthcare M&A – Recent Changes and Predictions Selling Your Company to a Private Equity Firm vs. a Family Office

In this engaging discussion about the human side of M&A, attorney Matt Saur, co-founder and partner of Woolery & Co., discusses how the human element of M&A law affects business outcomes. Matt shares stories illustrating the importance of relationships and covers the steep learning curve and plateaus that occur when learning the basics of M&A. He discusses the importance of developing intangible skills around the deal-making process, how a good story on the front end can help get a good outcome for the seller, and why the very best lawyers are business people. View the complete show notes for this episode. Learn More: The Role of M&A Lawyers When Selling Your Business Tips on Preparing Your Business for Sale A Guide to M&A Negotiating Tactics 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. Listen to Other Episodes: The Practical Side of M&A They Don’t Teach in Law School The Basics of Selling Your Business to an Independent Sponsor An Overview of the Legal Side of Selling Your Company