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

This podcast delves into the importance of the human side in business, focusing on cultural diligence for successful acquisitions, balancing qualitative decisions with quantitative metrics, working with owners post-acquisition, and building relationships. It highlights the significance of valuing people and culture in M&A transactions, emphasizing emotional support and vulnerability in the industry.

Expert advice on timing the sale of a middle-market company, considering market health and economic indicators. Discussion on personal circumstances, valuation, and seeking advice from experts. Insights on market dynamics, transaction sizes, navigating turbulent times, political events, economic indicators in M&A, and complexities of selling a company. Guidance on financial considerations and expert advice for successful business sales.

Explore the intricacies of negotiating purchase agreements for mid-market companies valued between $25 million to over $500 million, covering elements of the agreement, negotiation approaches, and types of purchase agreements in the context of mergers and acquisitions. Delve into the significance of purchase agreements in M&A transactions, focusing on their crucial role in governing acquisitions and risk allocation. Discover the key elements of a complex purchase agreement, including transaction structure, stock equity sales, legal and financial considerations, purchase price adjustments, and working capital assessments.

Learn from an expert M&A advisor about managing expectations when selling a business, including the importance of company valuation, understanding EBITDA, customer concentration, and competitive advantages. Be prepared for the due diligence process and seek expert advice to maximize business value and ensure a successful transaction.

The podcast discusses the Corporate Transparency Act and its impact on small businesses, focusing on the need for reporting ownership information. They delve into the challenges faced by business owners, the enforcement mechanisms in place, and the implications for combating illicit activities and terrorism funding. The episode also covers the importance of privacy, transparency, technological advancements, and the expertise required to navigate regulatory complexities in M&A transactions.

Qualified small business stock (QSBS) is a provision in the U.S. tax code that can provide tax-free income to investors. This engaging conversation about the tax benefits of QSBS is geared toward buyers and sellers. Jessica Fairchild and Andrew Szymulanski discuss who benefits from QSBS, what the requirements are to qualify for this tax benefit, and ways to make the structure work for a small business sale or acquisition. Discover why it’s worth possibly structuring a transaction to qualify for QSBS treatment. Learn More:  The Basics of Independent (Fundless) Sponsors in M&A The Role of M&A Lawyers When Selling Your Business Selling Your Business? Hire an Attorney to Increase the Bottom Line 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 and Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue. Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal 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 Manufacturing, Distribution, or Grocery Business. 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 Importance of Having an Attorney When Selling or Buying a Business The Basics of Independent Sponsors The Basics of Selling Your Business to an Independent Sponsor  

Learn from expert Adam Coffey about scaling a company beyond $10 million, finding capital, using exit plans for growth, building equity incentives, and the critical role of company culture in success.

Talking about selling a middle-market company to a family office vs. a PE firm, James Carey has a detailed conversation on the differences between these buyers. He discusses the time frames each has for seeing a return on their capital investments, what a family office looks for when deciding to partner with an entrepreneur, why family offices tend to be hands-on in how they operate and interact with their portfolio companies and the implications these issues have on the sales process and afterward. View the complete show notes for this episode. Learn More: The Role of Family Offices in M&A The Private Equity Toolkit with Michael Roher The Basics of Independent (Fundless) Sponsors in M&A M&A Guide | The 4 Types of Buyers of Businesses 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 and Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue. Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal 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 Manufacturing, Distribution, or Grocery Business. To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield. Listen to Other Episodes: Selling Your Company to a Private Equity Firm vs. a Family Office Family Offices and Management Buyouts – What You Need to Know Family Offices – What They Look for When Buying a Company

If you get an email out of the blue expressing interest in buying your company, does this mean you have a buyer before you even knew you wanted one? Not quite. Channing Hamlet discusses what information to have at your fingertips and how to avoid a potential bait-and-switch marketing ploy. He discusses handling different situations, the importance of doing market research on your own company, understanding the marketplace and potential valuations so you can respond with knowledge rather than a gut reaction. Learn More:  M&A Guide | The 4 Types of Buyers of Businesses How Long do Buyers of Businesses Stay in the Market? Business Valuation Methods in a Nutshell Letter of Intent 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 and Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue. Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal 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 Manufacturing, Distribution, or Grocery Business. To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield. Listen to Other Episodes:  Financial Due Diligence – Why It’s Important to Prepare for the Sale of Your Company How to Build Maximum Strategic Value in Your Business Maximizing Profits: Key Insights on Preparing a Company for Sale from an Experienced M&A Attorney  

Hybrid capital, or revenue-based financing, might be the solution for a middle-market business owner seeking capital to grow while still maintaining control of their company’s strategic direction. Neil Johnson explains how this model of revenue-based financing works. This detailed discussion covers who can benefit from this approach, how the interest rate flows, how lending multiples are calculated, unitranche debt, and the debt-like and private equity-like features built into this hybrid model of financing. Learn More:  Small Business Acquisition Financing M&A Seller Financing: A Complete Guide Arrange Financing M&A Seller Financing: Handling a Buyer Default 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 and Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue. Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal 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 Manufacturing, Distribution, or Grocery Business. To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield. Listen to Other Episodes:  Family Offices and Management Buyouts – What You Need to Know Financing an Acquisition – What Buyers and Sellers Need To Know Expanding Your Business with Growth Equity What Does the Future Look Like for Middle Market Valuations?