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

When selling your company, you are likely to be approached by an independent sponsor who may be interested in acquiring your company. What is an independent sponsor, and how are they different from private equity firms? Is their criteria different from other investors? What should you know about independent investors before you consider selling your business to one? Join us as we fully explore the world of independent sponsors with John Koeppel, an M&A attorney specializing in private equity. View the complete show notes for this episode.  Learn More:  M&A Reps & Warranties | A Complete Guide Escrow Holdbacks in M&A Transactions Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.  

How do private equity firms operate, and how do they create value for their investors? What is the role of the general partner and an operating partner? How does a PE fund operate? What do PE firms look for in an investment? What are the multiples for middle-market companies? These are the subjects of this recent Roundtable episode of M&A Talk with Brent Paris, Managing Partner of Dubin Clark, a middle-market PE firm, and Jim Evanger, an operating partner and interim CEO for private equity firms. View the complete show notes for this episode.  Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.  

Hiring velocity has doubled in the previous ten years, and the gig economy is expected to double to over half of the workforce by 2029. How are these and other trends affecting HR technology companies and M&A activity in these markets? Join us as we discuss the current state of HR Tech M&A and what the future holds for this industry. View the complete show notes for this episode.  Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.  

Listen as we take you on a ride from start to finish on a $441 million exit. Gustavo Ruiz Moya was the CEO of SafetyPay and successfully exited on January 31, 2022. We’ll discuss how Gustavo raised the capital to scale the company, important lessons he learned along the way, how he built the team, how the company was valued, how the deal was structured, who advised him along the way, and how he managed the sale and negotiating process. View the complete show notes for this episode. Learn More:  M&A Due Diligence | Checklist & Overview M&A Due Diligence Preparation Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.  

If you are buying or selling a business that involves an SBA loan, this show is for you. We spend over 90 minutes discussing the many facets of SBA loans, dispelling many of the most common myths along the way. Learn the differences between SBA and conventional loans, how the value of a business affects the loan, how SBA guarantees work, the requirements for obtaining a loan, how transactions are structured with an SBA loan, and much, much more. Whether you are a buyer or seller, this show will be invaluable to understanding the mechanics of SBA 7(a) loans. View the complete show notes for this episode.  Learn More:  Why should I get my business pre-qualified for financing? Small Business Acquisition Financing Can I sell my business for all cash? SBA Financing When Buying or Selling a Business EBITDA | Definition, Formula & Example – A Complete Guide Should I use SDE or EBITDA to value a business? E2 Visa — Can I sell my business to a non-US citizen or foreigner? Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.  

In an M&A transaction, there are deficiencies in the financials 98% of the time. As the seller, the key to preventing problems that can kill your deal is performing sell-side financial due diligence. What is sell-side due diligence, and what is a quality of earnings report? That’s the subject of my recent conversation with Bill Wiersema, an Audit Principal with Miller Cooper specializing in M&A financial due diligence. Bill is the author of four books and a frequent speaker on M&A topics. View the complete show notes for this episode.  Learn More: M&A Due Diligence | Checklist & Overview M&A Due Diligence Preparation Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.  

Listen in as we discuss advanced topics related to valuing businesses in the middle market, including how working capital affects value, why EBITDA isn’t the best metric, why operational experience is important to valuing a company, and more. We take a deep dive into the world of working capital in M&A transactions with the ‘King of Working Capital.’ Learn the components of working capital and how to properly assess each component to value a business accurately. We also discuss important factors to consider when valuing a company, maximizing the value of your business, typical EBITDA multiples, and the relationship between risk and return. View the complete show notes for this episode.  Learn More:  Is there a difference between an appraisal and a valuation? Business Valuation Guide: Do I need a valuation? EBITDA | Definition, Formula & Example – A Complete Guide The difference between valuing public and private businesses Adjusting Financial Statements: A Complete Guide Business Valuation Methods in a Nutshell M&A Guide | The 4 Types of Buyers of Businesses Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.  

In this episode of M&A Talk, we’ll learn how Greg Knight took control of GT Advanced Technologies, moving from bankruptcy to a $441 million exit in five years. Walk along with us during Greg’s entire journey from taking over the company after it emerged from bankruptcy proceedings, to how he created a vision to turn the company around, managed cash flow, scaled the company, and managed all the stakeholders – from the board to the employees to the hedge fund investors. Join us for this turnaround story. View the complete show notes for this episode.  Learn More:  Reducing Concentrations of Risk Before Selling Your Business Strategies for Maintaining Confidentiality Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.  

Ryan Buckley, a serial tech entrepreneur and former CEO of MightySignal, shares his journey of launching and selling tech companies. He discusses the challenges of scaling businesses and navigating financial difficulties. Listeners gain insights into 'parallel entrepreneurship,' where he encourages employee innovation while managing multiple ventures. Buckley also highlights the importance of programming knowledge in tech sales and offers advice for aspiring entrepreneurs, emphasizing a growth mindset and strategic decision-making.

In this episode of M&A Talk, we’ll take a deep dive into the art and science of cross-border transactions with Amit Thakur, the Managing Partner of Amax Capital, a boutique M&A and capital raising advisory firm in New York. Amit has advised clients on 6 continents. He specializes in situations requiring a deep understanding of the characteristics of complex structures and cross-border transactions. Amit has M&A experience across the globe, including North America, Asia, Africa, and Europe. View the complete show notes for this episode. Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.