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

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.

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