Financial expert Bill Wiersema discusses the impact of the pandemic on middle market valuations and shares insights into higher interest rates, supply chain difficulties, and gauging company performance in unusual times. The podcast explores trends and challenges in valuations, uniqueness of the pandemic-induced downturn, the impact of interest rates and uncertainty, supply chain issues, and the challenges of valuation in the post-pandemic era.

This podcast episode discusses different financing options for business acquisitions, including SBA loans, seller notes, and bank financing. It compares private equity funding with bank loans and highlights the excessive paperwork involved in SBA loans. The chapter also explores the structure and risk mitigation of equity co-investment in small business acquisitions, as well as the types of capital providers such as private equity firms and family offices. It emphasizes the importance of revenue and profitability trends when assessing an acquisition and the role of a buyer's quality of earnings report. Finally, it highlights the importance of having an acquisition capital intermediary on your team.

This international edition of M&A Talk focuses on search funds and highlights multiple ways to fund an acquisition. Carl Lundberg offers an in-depth discussion of search funds, how money is raised for entrepreneurs, and differences in the M&A world between the UK and the US. He discusses investment funding in the UK, what buyers typically look for in a company, differences between a search fund, PE firm, angel investors, and other financial buyers, and the dynamics involved when working with a search fund. View the complete show notes for this episode. Learn More: SBA Financing When Buying or Selling a Business Dealing with Investors who Want to Buy Your Business 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: Everything You Need To Know Before Growing Internationally A Deep Dive Into Real Returns on Investment in the Private Equity World Managing Personality and Cultural Differences When Selling Your Business  

When selling your company, knowing what a buyer looks for is invaluable. Malcolm Peace owns an investment firm focused on buying and growing middle-market businesses. He talks about why he focuses on blue-collar businesses in Texas and taking them to the next level of growth. Malcolm discusses what a buyer looks for when evaluating a company, how technology can be used to help some owners step away from their company, how a typical deal may be structured, and the importance of being emotionally prepared. View the complete show notes for this episode. Learn More: Negotiating the Letter of Intent M&A Due Diligence Preparation M&A Reps & Warranties Reducing Concentrations of Risk Before Selling Your Business Earnouts When Selling or Buying a Business | Complete Guide M&A Seller Financing: A Complete Guide Non-Disclosure Agreement (NDA) | A Complete Guide for M&A Allocation of Purchase Price & Taxes When Selling a Business Preparing Emotionally for the Closing 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 Private Equity Toolkit – How PE Firms Grow Businesses Selling Your Company to a Private Equity Firm vs. a Family Office What Exactly is a Rollover and Why Should a Seller Care?

Scott Hile, a strategic buyer with experience in almost 100 transactions, shares his advice on preparing a business for sale. He discusses the importance of being prepared, the impact on the value and time it takes to sell, and how being prepared builds trust with a buyer.

The personal touch can be hard to find when it comes to selling a business, but family offices can bring the personal touch back into the mix. Father and son Geordie and B.G. Lemmon talk about their family office, Brynavon, and how family offices work in the M&A world. They discuss the differences between a family office, a PE firm, and a strategic buyer, how they make investment decisions, how they work alongside the existing management team and the long-term perspective they take with their investments. View the complete show notes for this episode. Learn More: The Fungibility of Businesses as an Investment 7 Steps to Sell a Business Fast Quality of Earnings in M&A – The Ultimate 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: 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  

The digital marketplace is rapidly evolving and has unique challenges in M&A. Yury Byalik, an expert in buying digital companies, shares what he looks for when acquiring a digital business and offers advice on preparing a digital company for sale. Yury describes the most common mistakes sellers make the criteria buyers consider as they evaluate a company, and gives clear definitions of some of the hottest topics in M&A today. This is a show full of advice for sellers from a buyer’s perspective. View the complete show notes for this episode. Learn More: Top 5 M&A Value Drivers for Tech & Software Companies A Guide to Valuing Tech, Software & Online Businesses How Do I Sell My Amazon FBA Business? The Fungibility of Businesses as an Investment 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: Selling Your Company to a Private Equity Firm vs. a Family Office Everything An Entrepreneur Needs to Know About Selling to PE Firm What Exactly is a Rollover and Why Should a Seller Care?  

The human element of a business sale is often overlooked. Attorney Danya Shakfeh discusses the impact of cultural differences where personal backgrounds, values, and cultural influences can impact how a sale proceeds or falls apart. She discusses what to expect when working with an attorney, the importance of managing personality and cultural differences, how cultural differences can impact negotiations, some real-world cultural issues she has encountered, and what she has learned that is not taught in law school. View the complete show notes for this episode. Learn More: M&A Non-Compete Agreement | A Complete Guide M&A Purchase Agreement | A Complete Guide M&A Basics | Handling Buyer Meetings Can You Give me a Quick Opinion of the Value of my Business? Preparing Emotionally for the Closing How Long Does it Take to Sell a Business? 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 Practical Side of M&A They Don’t Teach in Law School How an M&A Attorney Can Help Sell Your Business An Expert Negotiator’s Perspectives on Selling Your Business  

Patrick O’Connell explains the financial due diligence process during a transaction and gives advice to sellers on how to prepare their company for sale. He discusses issues that arise during diligence and highlights the biggest mistakes sellers make. The importance of preparation and hiring a CPA firm is emphasized. Overall, the podcast provides valuable insights for potential sellers.

Learn how to maximize the strategic value of your business by designing it with prospective buyers in mind, telling a compelling story about competitive advantages, and planning ahead. Mac Lackey shares his experiences of starting and selling six companies for strategic value. They also discuss the buy versus build decision, communicating competitive advantage, building exclusive agreements, and designing a business for personal freedom and exit value.