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

Morgan & Westfield
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May 5, 2022 • 1h 11min

A Broad Look at IPOs, Private Equity, and Preparing for a Sale

Join us for a talk with Jay Wright, investment banker and author, as we discuss IPOs, growth equity in the public and private markets, and an overview of how to prepare your company for sale. This wide-ranging conversation with Jay taps into his decades of experience as an investment banker, CFO, CEO, and Chairman of multiple firms. Jay shares his passion and expertise in structuring private placements and creating exits via mergers and acquisitions and open market sales. This is the episode to listen to if you are interested in preparing your business for sale. View the complete show notes for this episode. Learn More: The difference between valuing public and private businesses EBITDA | Definition, Formula & Example – A Complete Guide M&A Guide | The 4 Types of Buyers of Businesses M&A Basics: Building a Sellable Business Business Valuation Guide: Do I need a valuation? Is there a difference between an appraisal and a valuation Reducing Concentrations of Risk Before Selling Your Business Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.
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Apr 29, 2022 • 1h 12min

The Private Equity Toolkit – How PE Firms Grow Businesses

How do private equity firms quickly scale up the companies they acquire? Listen as we talk with private equity specialist Mike Roher about the primary methods private equity groups employ and how you can use these methods to grow your own company and dramatically increase its value. Private equity firms are full-time acquirers of companies and are experts at acquiring, growing, and exiting companies – it's all they do. In this show, you will learn the primary tricks PE firms use to increase the value of the companies they acquire. View the complete show notes for this episode. Learn More: 18 Differences Between Valuing Public and Private Businesses Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.
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Apr 22, 2022 • 1h 31min

The Hunter vs. The Hunted in M&A – A View From Both Sides

What's it like to be on both sides of the table, as the hunter (the acquirer) and the hunted (the acquired), in an M&A transaction? In this show, we talk with private equity specialist Jim Evanger in a deep dive into the process of selling your company, viewing it from two sides. We cover preparing your company for sale, handling the initial negotiations and the letter of intent, conducting due diligence, the closing process, determining the transaction structure, and managing the integration process – all from the perspective of both the buyer and the seller. View the complete show notes for this episode. Learn More: EBITDA | Definition, Formula & Example – A Complete Guide Why do companies acquire other businesses? Do buyers of businesses pay for potential? M&A Negotiating Tactic #1 – Honesty M&A Process: Informing and Retaining Employees Alternatives to Non-Competes with Employees Confidential Information Memorandum (CIM) | A Detailed 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: Preparing to Sell a Digital Company Managing Personality and Cultural Differences When Selling Your Business Financial Due Diligence – Why It's Important to Prepare for the Sale of Your Company
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Apr 15, 2022 • 1h 12min

The Basics of Operational Due Diligence for Sellers

What is operational due diligence? If you're selling a company and would like to know how the buyer will conduct due diligence and how to sail through the process with minimal problems, you will find this show helpful. We discuss the purpose of due diligence, how you should prepare, and what happens when issues are uncovered. Vadim Tsysin is a Managing Director with Alvarez & Marsal in Chicago, specializing in pre-investment due diligence, post-deal merger integration services, and M&A advising. View the complete show notes for this episode. Learn More: EBITDA | Definition, Formula & Example – A Complete Guide M&A Reps & Warranties | A Complete Guide 18 Differences Between Valuing Public and Private Businesses Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.
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Apr 8, 2022 • 1h 6min

Lessons Learned on Selling a Business After Dozens of Exits

Why does a $5 billion company sell some of its business units? What can you learn from them? Russell Iorio was the former Senior VP of Corporate Development at Leggett & Platt, a $5 billion diversified manufacturer with 15 business units in 18 countries. Russell was in charge of deciding whether to divest the companies' business units. He is an expert at selling businesses since they did this regularly. Join us as we take a deep look at the process of selling a business from a professional's point of view. View the complete show notes for this episode. Learn More: How successful are most business acquisitions? Strategies for Maintaining Confidentiality EBITDA | Definition, Formula & Example – A Complete Guide Why do companies acquire other businesses? M&A Guide | The 4 Types of Buyers of Businesses M&A Basics | Allocation of Purchase Price Selling Your Business | Asset vs. Stock Sale 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
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Mar 31, 2022 • 56min

Helping the Buyer Integrate Your Company with Theirs

Approximately half of acquisitions are unsuccessful. Why? A lot has to do with a lack of successful integration. How can acquirers improve their chances of success? Why is there a disconnect between the pre-closing team and the post-closing integration team? Listen as we take a deep dive into M&A integration strategy with Tony Benedict on the perils of post-acquisition integration. View the complete show notes for this episode. Learn More: Why Half of Acquisitions Fail Why do companies acquire other businesses? Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.
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Mar 25, 2022 • 1h 10min

Why Half of Acquisitions Fail

Mark analyzed 1,200 acquisitions over a 24-year period of time and realized that less than half were successful. Why were only half successful, and what did they have in common? Mark is the co-author of The Synergy Solution and has spent more than two decades helping companies ensure their acquisitions are successful. In this show, we discuss how to measure the success of an acquisition, how accurately the market can predict the success of an acquisition, and what successful acquisitions have in common. View the complete show notes for this episode. Learn More: Why do companies acquire other businesses? Current and Future Trends in M&A Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.
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Mar 18, 2022 • 42min

Cannabis M&A – The Highs and Lows of an Emerging Market

The evolution of the cannabis business is a complex and evolving industry that we discuss with Charles Alovisetti, one of the top cannabis lawyers in the country. Author of The Cannabis Business: Understanding Law, Finance, and Governance in America's Newest Industry, Charles offers an overview of the industry and shares his insights on the legal challenges involved with M&A transactions in this growing industry. View the complete show notes for this episode. Learn More: M&A Reps & Warranties | A Complete Guide M&A Due Diligence | Checklist & Overview Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.
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Mar 15, 2022 • 1h 10min

A Look Inside the Head of a Strategic Buyer

How do strategic buyers think? Listen as we talk with Charlie Burckmyer, head of M&A at Culligan International, the water company and a $2 billion strategic buyer. We cover the acquisition process, what motivates Culligan to acquire smaller competitors, common mistakes sellers make, and what types of businesses and value drivers strategic buyers find most attractive. If you're considering selling your company to a strategic acquirer, you'll find this show packed with helpful tips on the psychology of strategic buyers and what motivates them to pay top dollar for your company. View the complete show notes for this episode. Learn More: M&A as an Attorney, I-Banker, Buyer, and Target with Michael Frankel Why do companies acquire other businesses? M&A Guide | Selling Your Business to a Competitor M&A Guide | The 4 Types of Buyers of Businesses M&A Basics: Building a Sellable Business Business Exit Plan & Strategy Checklist | A Complete Guide M&A Basics | The Letter of Intent 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
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Mar 10, 2022 • 1h 3min

Why Don't Most Business Owners Plan Their Sale?

The majority of business owners don't plan their exit. Not planning your exit can leave money on the table and decrease the chances of a successful sale. Why don't most owners plan their exit? What should you take into consideration when planning an exit from your business? What are the common pitfalls of business owners looking to sell? How long does it take to adequately prepare your business for sale? We answer all these questions, and more, during this in-depth interview with Wendy Dickinson, a business coach specializing in helping mid-market business owners with exit planning. Wendy has a background as a therapist, so we also discuss the intersection between life and business, and how entrepreneurs can bridge this gap to ensure their exit meets both goals. We also discuss the psychology of transitions, how you can leave money on the table, and the basics of corporate governance for family businesses. View the complete show notes for this episode. Learn More: How Long Does it Take to Sell a Business? Business Exit Plan & Strategy Checklist | A Complete Guide Increasing the Value of Your Business | The RVD Model M&A Basics: Building a Sellable Business Crossroads: Deciding to Sell Your Business vs. Doubling Down Should I sell my business? Why Don't Some Business Sell Additional Resources: Download a free copy of The Complete Guide to Selling a Business Are you selling a business? Schedule a free consultation now.

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