Topics discussed include challenges and considerations of expanding internationally, complexities of moving employees abroad, cost of international expansion, role of project manager in M&A transactions, differences between asset and stock purchases, importance of HR due diligence, team dynamics and post-closing integration, considerations and obstacles of international growth, opportunities and challenges of expanding into different regions, and seeking expert assistance for international expansion.

Attorney Trevor Crow explains how a rollover works in M&A transactions, discussing major terms and documents involved, negotiating strategies employed by PE firms, benefits of contributing assets for equity, and the importance of a well-defined letter of intent in rollover transactions.

This in-depth conversation about preparing a company for sale looks at the process from the view at the end of the transaction. Pat Linden, an M&A attorney who has closed well over 100 deals, offers insights into the importance of being prepared before even starting the sales process. He shares tips on maximizing the final price, negotiating from a strong position, maintaining a poker face, recognizing sunk costs, dealing with emotional stress, and getting it right to get the best price possible. View the complete show notes for this episode. Learn More: Letter of Intent Business Valuation Standards of Value & Fair Market Value The Role of M&A Lawyers When Selling Your Business 10 Key Components of Successfully Selling Your Business  Selling Your Company: Bridging the Gaps Between Financial and Legal Advisors The Last 5% in M&A: Why It Matters The Most “We Always Do It This Way” in M&A – Sellers Beware 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: Behind the Scenes – A Look at the Human Side of M&A Law The Practical Side of M&A They Don’t Teach in Law School How an M&A Attorney Can Help Sell Your Business

What does it take to complete a successful acquisition quickly and smoothly on an international scale? Get the insider’s view of global powerhouse Descartes’ acquisition of Australian company Localz in this discussion with both companies. Hear about the importance of clear communication, tips on being prepared for the intensity of the acquisition process, dealing with issues such as time zones, and relationship building on an international scale – all elements critical to achieving a successful acquisition. View the complete show notes for this episode. Learn More: Why do Companies Acquire other Businesses? Crossroads: Deciding to Sell Your Business vs. Doubling Down Should I Sell My Business? Process for Screening Buyers When Selling a Business M&A Closing Process | A Complete Guide 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: Behind the Scenes – Acquisition of a Tech Company by a Public Company Lessons Learned on Selling a Business After Dozens of Exits Corporate Development – Can Someone Explain This To Me?

Listen in for expert advice on selling a business, geared toward sellers of middle-market companies. Investment banker and author of Mergers & Acquisitions For Dummies Bill Snow shares advice, tips, and insights from over 30 years of selling companies. He gives examples of adjustments that should be made or avoided, discusses the most common mistakes sellers make, explains why a cash flow statement is critical, covers the four methods of valuing a company, shares how an investment banker helps in negotiations, and his top piece of advice for all sellers. View the complete show notes for this episode. Learn More: EBITDA | Definition, Formula & Example – A Complete Guide M&A Guide | The 4 Types of Buyers of Businesses Confidential Information Memorandum (CIM) | A Detailed Guide M&A Due Diligence Preparation 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: An Introduction to Financial Due Diligence for Sellers Lessons Learned on Selling a Business After Dozens of Exits The Art and Science of Valuing a Middle-Market Business  

The world of private equity is often maligned and misunderstood. Adam Coffey brings his years of experience from the corporate and PE worlds to dispel the myths that surround the idea of selling a business to a PE firm. He shares stories from GE during its heyday under Jack Welch, discusses how he translates those lessons to the acquisitions, roll-ups, and turnarounds he has led, and talks about learning and the magic that private equity can bring to a company in helping it grow to the next level. View the complete show notes for this episode. Learn More: The Importance of Persistence When Selling a Business Increasing the Value of Your Business | The RVD Model M&A Basics: Building a Sellable Business Preparing Financial Statements When Selling a Business The Role of M&A Lawyers When Selling 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: Partnering with Private Equity Firms  Behind the Scenes of Private Equity  What You Need to Know Before Selling to a PE Firm

Returning to M&A Talk, Dan Tamkin looks at how the market has changed in recent years; how changes in interest rates affect valuations; the problem with low revenue, high EBITDA businesses; and why it’s important for buyers and sellers to get along. He discusses the impact of a mismatch between buyer and seller expectations, the surprising influence of a good dinner meeting to build trust and establish a relationship between the buyer and seller, and stories about getting deals done and some that fell through. View the complete show notes for this episode.  Learn More: Why Do Buyers Disappear When Selling My Business? Most Common Deal Killers When Selling Your Business SBA Financing When Buying or Selling a Business M&A Brokers & Adverse Incentives Do I Need to Hire a Local Business Broker? M&A Purchase Agreement | A Complete 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: Value Recovery Through Restructuring How to Determine When a Business is Ripe for Investment First Time Selling a Business? Here’s What To Expect.  

The world of M&A is complex, but it is possible to plan, learn, and be flexible enough to make an acquisition successfully happen. Cassio Bobsin takes a broad perspective of entrepreneurship and gives his insights into start-ups, mergers, integration, taking a company public, and the influence of AI on the M&A industry. Cassio doesn’t take the typical scientific approach to decide about an acquisition – he looks at core competencies, synergies, and best practices of a company and how to integrate them. View the complete show notes for this episode. Learn More: 18 Differences Between Valuing Public and Private Businesses M&A Guide | Selling Your Business to a Competitor Why do Companies Acquire Other Businesses? Earnouts When Selling or Buying a Business | Complete 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: Improving the Value of Your Business with Technology Behind the Scenes – Acquisition of a Tech Company by a Public Company IT Integration – Can Someone Explain This To Me?

What is a quality of earnings (Q of E) report? How can it help sellers and buyers in M&A transactions? Nicholas Spezio returns to M&A Talk to discuss the importance of the Q of E report. From an overview of the process to the difference between an audit and a Q of E, Nicholas covers how a Q of E can ensure that both parties are prepared for the diligence process by flushing out potential issues early enough in the transaction to be able to deal with the issues rather than losing the deal. View the complete show notes for this episode. Learn More:  M&A Due Diligence | Checklist & Overview M&A Due Diligence Preparation EBITDA | Definition, Formula & Example – A Complete 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: Everything Sellers Need to Know About Financial Due Diligence 7 Critical Issues Related to Quality of Earnings Avoiding Pitfalls in Financial Due Diligence When Selling a Business

Nicholas Spezio, a strategic boutique advisor for growth-stage companies, shares invaluable insights on financial due diligence. He emphasizes taking time during the closing process to ensure thorough evaluations. The discussion highlights integration challenges, especially in tech deals, and the importance of accurate revenue management. Nicholas also contrasts the financial needs of startups versus established firms, while advocating for well-organized financial records to ensure seamless transitions. With a blend of expertise and humor, he navigates the complexities of M&A.