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

View the complete show notes for this episode. In an M&A world dominated by PE firms and family offices, there are a few private investors who march to their own beat when it comes to looking for companies to buy. Rami Cassis is one such investor, and he shares his insights into what he looks for when acquiring a company and offers tips on common mistakes that sellers make. This candid conversation covers what appeals to a private investor, the differences between working with a PE firm, and the critical nature of chemistry in M&A transactions.  What you’ll learn Types of Buyers: Learn about the differences between a family office, private equity, and private investors. Chemistry: Consider the importance of chemistry in M&A relationships from the initial meeting with a buyer through final integration. Tips on Private Equity: There are pros and cons to consider before selling to a private equity firm. Want More? Related Resources: EBITDA | Definition, Formula & Example – A Complete Guide The Role of Family Offices in M&A M&A Due Diligence Preparation The Benefits of Selling Your Company to a Family Office Family Offices and Management Buyouts – What You Need to Know The Basics of Selling Your Business to a Private Equity Firm Additional Resources: Planning to sell your business? Schedule a free consultation today. Download a free PDF copy of The Art of The Exit: The Complete Guide to Selling Your Business, Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue, and Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business. Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal  

Get an insider’s perspective on what buyers look for in M&A transactions with multi-million and billion-dollar corporations. What do companies this size look for when making an acquisition? How do they make the decision to build, buy, or partner with a company? How do middle-market companies fit into the acquisition picture? Nadia Gil shares her passion for the M&A industry and stories from corporate development successes to give middle-market sellers insight into corporate acquisitions. View the complete show notes for this episode.   Want More? Related Resources  Why do Companies Acquire Other Businesses? Top 5 M&A Value Drivers for Tech & Software Companies Tech & Software M&A Dynamics Additional Resources: Planning to sell your business? Schedule a free consultation today. Download a free PDF copy of The Art of The Exit: The Complete Guide to Selling Your Business, Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue, and Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business. Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal Listen to Other Episodes: Corporate Development – Can Someone Explain This To Me? with Alessandro Cozzi Using Outsourced Corporate Development to Make Acquisitions with Ryan Goral Case Study – Lessons Learned From Selling Multiple Tech Companies with Ryan Buckley M&A Process: A Buy-side Perspective  

Matt Coyne offers expert advice on selling middle-market companies to PE firms. Topics include what PE firms look for, benefits and concerns of selling to a PE firm, tips on working with them, typical financial structures, and expectations post-sale. The podcast covers nuances between platform and add-on acquisitions, dynamics between strategic and financial buyers, debunking misconceptions about PE firms, role of professional management in PE investments, and the importance of transparency in post-sale communication.

M&A integration expert Ben de Haldevang shares insights into what can make post-acquisition integration smooth and successful. The integration structure evolves through the diligence process and can help defy false optimism and outlooks that are not based on reality.  View the complete show notes for this episode. Want More? Related Resources:  M&A Post-Closing Technical Aspects - Morgan & Westfield M&A Due Diligence | Checklist & Overview - Morgan & Westfield M&A Post-Closing Technical Aspects - Morgan & Westfield Save the Silver Bullet: The small steps to successful transformation by Ben de Haldevang Additional Resources: Planning to sell your business? Schedule a free consultation today. Download a free PDF copy of The Art of The Exit: The Complete Guide to Selling Your Business, Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue, and Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business. Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield. Listen to Other Episodes: Managing Personality and Cultural Differences When Selling Your Business - Morgan & Westfield How Your Employees Can Impact the Value of Your Business Helping the Buyer Integrate Your Company with Theirs - Morgan & Westfield  

Bill Wiersema, M&A expert, shares valuable advice on avoiding post-closing disputes in M&A deals. Topics include common areas of dispute, the importance of expert advisors, working capital adjustments, earnouts, due diligence, and the role of financial experts in preventing conflicts.

Don’t underestimate the role and impact of human nature in M&A transactions and the power of collaboration. Julienne Baron discusses connecting the dots in M&A, including communication, the importance of advisors understanding the details in a deal, and knowing the right questions to ask to make it all a success. She shares tips on successfully navigating risk, how cultural differences impact communication, and the importance of hands-on experience in addressing the complexities of any M&A transaction. View the complete show notes for this episode. Learn More About This Episode Business Valuation: A List of Factors to Consider Business Valuation Process: What is Your Process? Can I Sell my Business to a Non-US Citizen or Foreigner? M&A Basics | Why Do Business Owners Sell Their Business? M&A Purchase Agreement | A Complete Guide Additional Resources: Planning to sell your business? Schedule a free consultation today. Download a free PDF copy of The Art of The Exit: The Complete Guide to Selling Your Business, Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue, and Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business. Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield. Listen to Other Episodes: How an M&A Attorney Can Help Sell Your Business Managing Personality and Cultural Differences When Selling Your Business Maximizing Profits: Key Insights on Preparing a Company for Sale from an Experienced M&A Attorney The Practical Side of M&A They Don’t Teach in Law School  

M&A is part art and part science, and sellers and buyers can benefit from considering the view from the other side of the negotiating table. Andrew Morbitzer goes into detail about where the art and science lie in M&A transactions. He discusses the concept of proactive vs. reactive M&A strategies, what to learn from past failed acquisitions, the lifecycle of an acquisition – from strategy to alignment, to commitment, to integration – and how to transfer this science to successful transactions. View the complete show notes for this episode. Learn More: M&A Guide | The 4 Types of Buyers of Businesses Why Do Some Businesses Not Sell? What Affects How Easy It Will Be to Sell My Business? M&A Due Diligence | Checklist & Overview Selling Your Business? Hire an Attorney to Increase the Bottom Line Allocation of Purchase Price & Taxes When Selling a Business Additional Resources: Planning to sell your business? Schedule a free consultation today. Download a free PDF copy of The Art of The Exit: The Complete Guide to Selling Your Business, Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue, and Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business. Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield. Listen to Other Episodes: A Buyer’s Perspective — Why the Human Side is More Important Than Money in M&A Transactions A Look Inside the Head of a Strategic Buyer How an M&A Attorney Can Help Sell Your Business.

Kimberly Flynn, an expert in asset management and alternative investments, discusses the complexities of alternative investments and their impact on M&A. She explores how private equity and VC firms utilize M&A, options for raising capital, and the future of alternative investments in investment portfolios.

Buyers trade money for value. Understanding this is key to a company getting better tomorrow. Pricing expert Mark Stiving talks about the easiest way to increase a company’s value and looks at how pricing adjustments impact value, sales growth, and the perception of a business. He discusses developing strategies for an effective price increase, managing the timing, how a company can confidently raise prices without the fear of losing customers, and other strategies that can increase a company’s value. View the complete show notes for this episode. Learn More: Business Valuation & Return on Investment (ROI) Business Valuation: A List of Factors to Consider Business Valuation Guide: Do I need a Valuation? What’s a ‘Main Street’ vs. a Middle-Market Company? Marketing a Small Business for Sale Additional Resources: Planning to sell your business? Schedule a free consultation today. Download a free PDF copy of The Art of The Exit: The Complete Guide to Selling Your Business, Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue, and Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business. Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield.

Entrepreneur William Masih discusses M&A in the mental health services industry, covering topics like making therapy accessible, valuing a business through the scorecard method, strategic acquisitions, and negotiation mechanics. The podcast explores expanding services, leveraging technology for therapy, acquiring TerraChat, relationship building, deal structuring, startup funding, and promoting mental health awareness.