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

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.

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