

M&A Talk: #1 Podcast on Selling a Business
Morgan & Westfield
M&A Talk is the #1 show for owners looking to sell and maximize the value of their businesses. Gain actionable insights from experts with real-world experience in buying and selling companies. Presented by Morgan & Westfield, a boutique M&A firm specializing in selling small to mid-sized companies in the USA.
Schedule a free consultation at www.morganandwestfield.com/schedule-a-consultation/
Schedule a free consultation at www.morganandwestfield.com/schedule-a-consultation/
Episodes
Mentioned books

Apr 28, 2025 • 26min
For Experiences Sellers: How to Balance Risk and Reward When Disclosing Information to Your Buyer
When are you obligated to disclose information about your business to the buyer? In this episode, attorney Darshan Kulkarni emphasizes the need to understand risk and be transparent about material information. View the complete show notes for this episode. Want To Learn More? Negotiating an M&A Purchase Agreement | M&A Tips M&A Due Diligence | Checklist & Overview The Role of M&A Lawyers When Selling Your Business Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Apr 21, 2025 • 59min
For M&A Professionals: Part 2 of A Finance Veteran's Career From Wall Street to Emerging Markets
What is happening in the world of corporate finance? How did we get where we are today and what does the future hold? Jeff Hooke returns to M&A Talk to continue the conversation about the most important lessons he has learned over 40 years in the investment banking world. He discusses trends over the past 10-20 years and relates where he thinks the markets are heading today. View the complete show notes for this episode. Want To Learn More? The Myth of Private Equity: An Inside Look at Wall Street's Transformative Investments by Jeffrey C. Hooke 18 Differences Between Valuing Public and Private Businesses How to Sell an Online Business: A Case Study Additional Resources Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Apr 14, 2025 • 40min
For New Sellers: Five Myths About Hiring an Investment Banker
Do you know how an investment banker can help you sell your company? Do you know the questions to ask to find the right one to help close the transaction? Bill Snow, an experienced Investment Banker, offers his insights into the top five myths surrounding hiring and working with an investment banker. View the complete show notes for this episode. Want To Learn More? Net Working Capital (NWC) for M&A – A Complete Guide Do I Need to Hire a Local Business Broker? What Percentage of Businesses Sell? Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Apr 7, 2025 • 43min
For Buyers: How Acquire.com is Transforming Tech Startup Acquisitions
Andrew Gazdecki, CEO of Acquire.com, helps boost SaaS startups' acquisition journeys. He reveals how his platform transforms the M&A landscape for tech entrepreneurs. The conversation dives into the evolution of startup acquisitions, including overcoming initial challenges and the importance of effective communication during transitions. Gazdecki shares insights on the impact of AI in streamlining these processes, dispelling myths about traditional M&A firms, and highlights how tech can pave the way for smoother, more efficient deals.

Mar 31, 2025 • 31min
For New Sellers: How Solving Your Client's Problems Can Increase Your Company's Value
How do you increase your company's value? Is it as simple as raising prices? Pricing expert Mark Stiving explains how to explore the value that your product or services offer your customers and how you can turn that value proposition into more value in your company. View the complete show notes for this episode. Want To Learn More? Increasing the Value of Your Business | The RVD Model Selling Value: How to Win More Deals at Higher Prices by Mark Stiving Instant Profits: How to Raise Prices Without Losing Customers by Mark Stiving Impact Pricing: Your Blueprint for Driving Profits by Mark Stiving Win, Keep, Grow: How to Price and Package to Accelerate Your Subscription Business by Mark Stiving Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Mar 24, 2025 • 47min
For New Sellers: How Being Prepared for Due Diligence Can Help Sell Your Business
How can preparing for due diligence help sell your company? Will being prepared actually help close the deal? Rosco Graves, an accountant and due diligence expert, shares his insights into why preparing for due diligence is crucial to a smooth sale process. View the complete show notes for this episode. Want To Learn More? M&A Due Diligence | Checklist & Overview The Importance of Preparing for Due Diligence M&A Guide | The 4 Types of Buyers of Businesses Additional Resources Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Mar 18, 2025 • 44min
For Experienced Sellers: Selling to a PE Firm as Part of a Roll-up
Industry roll-ups: What are they? How do they work? What's in it for the business owner? Brandon Blewett, Head of M&A at Pave America, discusses what you can expect when selling your businesses to a PE firm as a part of a roll-up. View the complete show notes for this episode. Want To Learn More? Why Do Companies Acquire Other Businesses? Earnouts When Selling or Buying a Business | Complete Guide Net Working Capital (NWC) for M&A – A Complete Guide Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Mar 11, 2025 • 48min
For Experienced Sellers: How to Maximize Your Return and Sell to a PE Firm
When you're considering selling your company, you want to get the most value for your business, right? Well, some exit paths are more lucrative than others. How can you determine the best path for your situation? Are PE firms an option? Get inside tips from M&A expert Adam Coffey about why the world of private equity has been growing so rapidly in recent years, learn the general blueprint on how PE firms grow capital, and how to maximize your asset diversification. View the complete show notes for this episode. Want To Learn More? Can I Time the Sale of My Business? Three Things To Consider When Deciding If It's The Right Time To Sell Your Business, The Private Equity Playbook: Management's Guide to Working with Private Equity Additional Resources Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

7 snips
Mar 3, 2025 • 45min
Critical Financial and Estate Planning Strategies When Selling Your Business
Thinking of selling your company? What is your plan for the windfall of money you'll get once you complete the sale? Wealth advisor Jason Gordo discusses seven points to keep in mind as you create a financial plan and a wealth strategy before beginning the sale process. Build the right team of advisors to discuss your post-transaction life plan, set goals, and think about the things you should do to prepare for the financial outcome of your sale. View the complete show notes for this episode. Want To Learn More? Allocation of Purchase Price & Taxes When Selling a Business Preparing Emotionally for the Closing Crossroads: Deciding to Sell Your Business vs. Doubling Down Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Feb 27, 2025 • 53min
You've Sold Your Company. Now What?
When you've finally sold your business, can you jump on the next cruise ship and sail away? Nope. You'll leave money on the table, or worse still, sink the deal if you do that. Matt Coyne, an experienced M&A Advisor, explains how planning ahead for the transition period can make the deal go more smoothly and potentially add value to your company. View the complete show notes for this episode. Want To Learn More? What's involved with the transition period: Who is impacted by the transition; how can it lower risk for the buyer; can it impact the value of the business? What variables are there: How might the plan differ between a PE firm, a family office, or a strategic buyer; what compensation to expect; how long will it take? What are the steps in a transition period: how do you tell your employees; when do you tell them; what's it like on the buyer's side? How can you prepare: how far ahead should you start planning for the sale and integration; how long should you expect the integration period to be? Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.


