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

Listen as we go on a journey with Ben Antier, co-founder of Publica, from initially founding Publica to his successful exit several years later. We’ll cover how Ben came up with the idea, how he found his partners, raised money, created his first product, and how he scaled the company. You will learn what he attributes his success to, what challenges he ran into, and how he managed the sale and negotiations. Join us as Ben shares the lessons he learned that you can take to successfully scale your company. 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.  

Michael Roub joins us in a discussion focused on the healthcare market. He shares his insights as an executive and strategic consultant with significant corporate development, M&A, operations, and capital raising experience. Michael is Managing Partner and Founder of Inflection 360. He has spent two decades providing strategic direction and leadership to healthcare practices, business owners, and management teams. In this episode, we take a deep dive into the healthcare market, including considerations around acquisitions, looking at synergies, financing sources, and the future of the healthcare M&A market. View the complete show notes for this episode. Learn More:  EBITDA | Definition, Formula & Example – A Complete Guide 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 discuss the relationship between change management and integration, the role of the M&A Playbook, what you can do to prepare your business for sale, and how to assess a company’s culture before an acquisition. We discuss change management, ensuring a smooth transition and integration after acquisition, and how the process differs depending on the size and type of business. Learn what an M&A Playbook is and the importance of aligning M&A strategy with corporate strategy. We wrap up discussing how to assess a company’s culture and ensure the transition goes as smoothly as possible. View the complete show notes for this episode. Learn More:  The difference between valuing public and private businesses What’s a ‘Main Street’ vs. a middle-market company? Why is the range of possible values so wide for a business? Increasing the Value of Your Business | The RVD Model M&A Basics: Building a Sellable Business EBITDA | Definition, Formula & Example – A Complete Guide Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.  

Attorney and franchise specialist John Berg joins us to talk about multi-unit businesses and franchises. John guides franchisees and independent business owners through their strategic planning and daily operational issues and he shares his insights with us around financing sources, complex transaction demands, succession and transition planning for owners of multi-unit businesses, and the unique legal aspects of managing a franchise or multi-unit business. We also look at the challenge posed by managing rising labor costs in the multi-unit restaurant industry. If you are involved with a franchise or want to be, then this discussion is for you. View the complete show notes for this episode. Learn More: EBITDA | Definition, Formula & Example – A Complete Guide Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.  

Rob Brighton joins us to talk about key considerations for selling your small to medium-sized business. Rob is a corporate transactional attorney, with experience in both building a company and selling it. He discusses key legal considerations when selling a business, corporate and financial structures including recaps, rollovers, and equity, the use of earnouts in M&A transactions, and due diligence. We also discuss the importance of preparing for a sale and understanding the true costs involved in closing the transaction. View the complete show notes for this episode. Learn More: The Role of Attorneys When Selling Your Business Earnouts When Selling or Buying a Business | Complete Guide EBITDA | Definition, Formula & Example – A Complete Guide M&A Reps & Warranties | A Complete Guide Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.  

Join us for a talk with Jay Wright, investment banker and author, as we discuss IPOs, growth equity in the public and private markets, and an overview of how to prepare your company for sale. This wide-ranging conversation with Jay taps into his decades of experience as an investment banker, CFO, CEO, and Chairman of multiple firms. Jay shares his passion and expertise in structuring private placements and creating exits via mergers and acquisitions and open market sales. This is the episode to listen to if you are interested in preparing your business for sale. View the complete show notes for this episode. Learn More: The difference between valuing public and private businesses EBITDA | Definition, Formula & Example – A Complete Guide M&A Guide | The 4 Types of Buyers of Businesses M&A Basics: Building a Sellable Business Business Valuation Guide: Do I need a valuation? Is there a difference between an appraisal and a valuation Reducing Concentrations of Risk Before Selling Your Business 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 quickly scale up the companies they acquire? Listen as we talk with private equity specialist Mike Roher about the primary methods private equity groups employ and how you can use these methods to grow your own company and dramatically increase its value. Private equity firms are full-time acquirers of companies and are experts at acquiring, growing, and exiting companies – it’s all they do. In this show, you will learn the primary tricks PE firms use to increase the value of the companies they acquire. View the complete show notes for this episode. Learn More:  18 Differences Between Valuing Public and Private 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.  

What’s it like to be on both sides of the table, as the hunter (the acquirer) and the hunted (the acquired), in an M&A transaction? In this show, we talk with private equity specialist Jim Evanger in a deep dive into the process of selling your company, viewing it from two sides. We cover preparing your company for sale, handling the initial negotiations and the letter of intent, conducting due diligence, the closing process, determining the transaction structure, and managing the integration process – all from the perspective of both the buyer and the seller. View the complete show notes for this episode. Learn More: EBITDA | Definition, Formula & Example – A Complete Guide Why do companies acquire other businesses? Do buyers of businesses pay for potential? M&A Negotiating Tactic #1 – Honesty M&A Process: Informing and Retaining Employees Alternatives to Non-Competes with Employees Confidential Information Memorandum (CIM) | A Detailed 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: Preparing to Sell a Digital Company Managing Personality and Cultural Differences When Selling Your Business Financial Due Diligence – Why It’s Important to Prepare for the Sale of Your Company

What is operational due diligence? If you’re selling a company and would like to know how the buyer will conduct due diligence and how to sail through the process with minimal problems, you will find this show helpful. We discuss the purpose of due diligence, how you should prepare, and what happens when issues are uncovered. Vadim Tsysin is a Managing Director with Alvarez & Marsal in Chicago, specializing in pre-investment due diligence, post-deal merger integration services, and M&A advising. View the complete show notes for this episode. Learn More:  EBITDA | Definition, Formula & Example – A Complete Guide M&A Reps & Warranties | A Complete Guide 18 Differences Between Valuing Public and Private 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.  

Why does a $5 billion company sell some of its business units? What can you learn from them? Russell Iorio was the former Senior VP of Corporate Development at Leggett & Platt, a $5 billion diversified manufacturer with 15 business units in 18 countries. Russell was in charge of deciding whether to divest the companies’ business units. He is an expert at selling businesses since they did this regularly. Join us as we take a deep look at the process of selling a business from a professional’s point of view. View the complete show notes for this episode. Learn More: How successful are most business acquisitions? Strategies for Maintaining Confidentiality EBITDA | Definition, Formula & Example – A Complete Guide Why do companies acquire other businesses? M&A Guide | The 4 Types of Buyers of Businesses M&A Basics | Allocation of Purchase Price Selling Your Business | Asset vs. Stock 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. 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: The Basics of Selling Your Business to a Family Office Selling Your Company to a Private Equity Firm vs. a Family Office Everything An Entrepreneur Needs to Know About Selling to PE Firm