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

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?

The subject of taxes may be dry, but when it comes to selling a business, taxes can't be avoided forever. Tax attorney Alex Denault discusses the differences between a CPA and a tax attorney, how an asset sale versus a stock sale impacts tax implications, successor liabilities and how they influence a transaction, the IRS ramifications of asset allocation, double taxation risks for C-Corps, when sales taxes apply, and some general rules on what sellers can expect in terms of paying taxes when they sell a business. Learn More: M&A Basics | Asset vs. Stock Sale Allocation of Purchase Price & Taxes When Selling a Business Adjusting Financial Statements: A Complete Guide 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: (based on podcast notes) Do You Need Tax Insurance When Selling Your Business? How an M&A Attorney Can Help Sell Your Business Expert Advice from a Buyer – Why You Should Prepare Your Business for Sale

Learn from Richard Parker about the basics of buying a business, finding the right match for your strengths, and avoiding common mistakes. Discover the challenges of acquiring businesses successfully, approaching non-publicly listed businesses, and navigating seller expectations. Emphasizing the importance of informed decisions, independent appraisals, and learning through ownership, this podcast provides valuable insights for potential buyers.

The role of independent sponsors as investors is growing in the M&A world. Bakari Akil is an acquisition entrepreneur, and he shares his inspiring story of learning the ins and outs of buying companies and provides tips on getting started. He defines independent sponsors and search funds, clarifies the differences between these acquisition models, and discusses the role of the investor. Bakari also talks about his experience as a digital nomad and the lessons he's learned while working around the world. View the complete show notes for this episode. Learn More: The Basics of Independent (Fundless) Sponsors in M&A 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: What Sellers Should Know About Selling Their Business to a Search Fund The Basics of Selling Your Business to an Independent Sponsor Expert Advice on Preparing for Due Diligence in Middle-Market M&A

Learn about the importance of preparing for due diligence in middle-market M&A deals. Discover the differences in how various buyers handle due diligence, the key documents needed, and the need for speed. Understand the emotional struggles faced by sellers during this high-stakes process and the importance of mental well-being. Gain insights on essential steps for sellers to navigate the due diligence stage effectively.

A management buyout, or MBO, offers an attractive option for selling a middle-market company to the people who know it best – the management team. B.G. and Geordie Lemmon discuss how their family office views these businesses as partners and share insights on what can make an MBO successful. They discuss what the family office looks for in a company, how the finances work, how the management team is involved, how the company can grow over time, and what this means for the next generation of management owners. View the complete show notes for this episode. Learn More Business Broker and M&A Advisor Fees: A Comprehensive Guide SBA Financing When Buying or Selling a Business M&A Basics | Why Do Business Owners Sell Their 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 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: Behind the Scenes of a Family Office Why You Should Consider Selling Your Business to a Family Office Selling Your Company to a Private Equity Firm vs. a Family Office

Taxes – taxes – taxes. The best way to deal with them is to be prepared, and Bill Wiersema returns to M&A Talk to do a short show with a big punch. He covers some of the little-known issues that come up around taxes when selling a middle-market business. He talks about the tax implications of stock deals vs. asset deals, double taxation, and tax differences between an S-Corp and a C-Corp. He explains what an F reorganization is, how it may be a solution, and the advantages and limitations of an LLC vs. an S-Corp. View the complete show notes for this episode. Learn More The Role of Accountants When Selling Your Business How Does Entity Type Affect the Sale of My Business? 18 Differences Between Valuing Public and Private 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: Tax Insurance: The Business Solution You Didn't Know Was Possible How an M&A Attorney Can Help Sell Your Business Do You Need Tax Insurance When Selling Your Business?