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

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

M&A Talk is the #1 show for owners looking to sell and maximize the value of their businesses. Gain actionable insights from experts with real-world experience in buying and selling companies. Presented by Morgan & Westfield, a boutique M&A firm specializing in selling small to mid-sized companies in the USA. Schedule a free consultation at www.morganandwestfield.com/schedule-a-consultation/

  1. 27 DE JAN.

    For New Sellers: How to Master the M&A Purchase Agreement

    The purchase agreement – getting it right from the beginning with the LOI helps a smooth closing. Gerry Williams, an M&A attorney, outlines a purchase agreement’s key components and four main sections: the preliminary section (purchase price, working capital, earnouts, post-closing adjustments), reps and warranties, covenants, and indemnification. He emphasizes the importance of understanding the implications of deal structure (asset vs. stock) and the role of reps and warranty insurance in mitigating seller liability.  View the complete show notes for this episode. Want To Learn More?   Anatomy of an M&A Purchase Agreement | Complete Guide M&A Reps & Warranties | A Complete Guide Net Working Capital (NWC) for M&A – A Complete Guide M&A Basics | Asset vs. Stock Sale Earnouts When Selling or Buying a Business | Complete Guide Indemnification in Purchase Agreements | M&A Basics         Listen to Other Episodes: The Role of Your Accountant in the Sale of Your Business How an M&A Attorney Can Help Sell Your Business Transferring Risk and Achieving a Smooth Exit: The Role of Reps and Warranties Insurance in M&A Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions please email them to podcast@morganandwestfield.com.

    1h15min

  2. 20 DE JAN.

    For Experienced Sellers: How to Unlock Equity and Debt Financing

    Why do some companies struggle to raise funds while others don't? Investment banker Richard Luftig explains how mid-sized companies can access the funds they need. We discuss the challenges and strategies for raising money through either equity (i.e., selling shares) or debt capital (i.e., borrowing).  View the complete show notes for this episode. Want To Learn More?  The M&A Purchase Agreement | An Overview Small Business Acquisition Financing 18 Differences Between Valuing Public and Private Businesses Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions please email them to podcast@morganandwestfield.com.

    44min

  3. 13 DE JAN.

    For New Sellers: The Impact of Subjective Factors on the Value of Your Company

    Is valuing your business simply a numbers game? If not, how do subjective factors impact the value of your business? Jacob Orosz and Joe Bergin discuss the complexities of business valuation, which extends beyond simple EBITDA multiples. They discuss the impact of subjective factors, such as clean financials, a solid leadership team, and diversified customer base on the value of your company. They also look at a few key actions you can take to dramatically improve your business’s value. View the complete show notes for this episode. Want To Learn More?  Should I Use SDE or EBITDA to Value My Business for Sale? EBITDA | Definition, Formula & Example – A Complete Guide Quality of Earnings in M&A – The Ultimate Guide Earnouts When Selling or Buying a Business | Complete Guide Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions please email them to podcast@morganandwestfield.com

    47min

  4. 6 DE JAN.

    For Professionals: Lessons in Flexibility, Trust, and Founder Engagement

    Luke Smith, CEO and founder of Croud, a digital marketing agency with five global offices, discusses the unique nature of M&A deals. He shares Croud’s M&A journey, detailing five acquisitions ranging from small data businesses to larger digital marketing firms. Luke highlights the importance of flexible deal structures and maintaining trust with founders. He advises sellers to value their businesses and time their sales strategically and stresses the significance of cultural fit in successful acquisitions. View the complete show notes for this episode. Want To Learn More?  M&A Reps & Warranties | A Complete Guide Indemnification in Purchase Agreements | M&A Basics M&A Negotiating Tactic #1 – Honesty Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions please email them to podcast@morganandwestfield.com.

    49min

  5. HÁ 2 DIAS

    For M&A Professionals: A Finance Veteran’s Career From Wall Street to Emerging Markets

    Jeffrey Hooke, a former investment banker and private equity executive, discusses his career trajectory, emphasizing the challenges and lessons learned in finance. He highlights the complexities of working in large organizations like Lehman Brothers, the differences in deal-making between developed and emerging markets, and insights from his time at the World Bank. Jeff stresses the importance of finding a stimulating job, being well-organized, and maintaining interest in one’s work for career success. View the complete show notes for this episode. Want To Learn More?  Business Exit Plan & Strategy Checklist | A Complete Guide M&A Basics | Why Do Business Owners Sell Their Business? The Myth of Private Equity: An Inside Look at Wall Street’s Transformative Investments Security Analysis on Wall Street: A Comprehensive Guide to Today's Valuation Methods M&A: A Practical Guide to Doing the Deal The Dinosaur Among Us: The World Bank and Its Path to Extinction Emerging Markets: A Practical Guide for Corporations, Lenders, and Investors Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions please email them to podcast@morganandwestfield.com.

    48min

  6. 23/12/2024

    For Experienced Sellers: How to Minimize Risk When Selling to a Competitor

    Should I sell my business to a competitor? How do I know if they’re sincere, or trying to steal my information? Jonathan Baker, an M&A advisor specializing in marketing firms, discusses the nuances of selling your business to a competitor. Jonathan highlights the risks of sharing sensitive information with competitors and how to tell if their interest is sincere.  View the complete show notes for this episode.  Want To Learn More?   Punctuation M&A Guide | Selling Your Business to a Competitor How To Maintain Confidentiality When Selling Your Business Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue  If you have any topic or guest suggestions please email them to podcast@morganandwestfield.com.

    39min

  7. 21/12/2024

    For Experienced Sellers: A Guide to a Smooth Transition When Selling Your Business

    What’s your role in the transition process when selling your business? Expert Joan Helmer discusses the transition period from the seller’s perspective – how to prepare, expectations, what can go wrong, and its phases, from the LOI to the closing. He emphasizes that the pre-closing phase involves aligning strategic elements, departmental roles, and operational gaps, while the post-closing phase focuses on integrating systems and roles, often requiring a 100-day plan. He also highlights the importance of alignment on expectations, having a clear plan, and the seller’s role in due diligence. View the complete show notes for this episode. Want To Learn More?  The M&A Training & Transition Period M&A Negotiating Tactic #1 – Honesty Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions please email them to podcast@morganandwestfield.com.

    47min

  8. 16/12/2024

    For New Sellers: The Emotional Rollercoaster of Selling Your Business

    Why can selling a business be such an emotional process, and what can you do to make it less stressful? Nate Pratt, a financial services wealth advisor, discusses the emotional journey of selling a business. He highlights the importance of cultural alignment, focusing on retaining the top talent in a company, and the long-term impact of an acquisition on the business’s teams and clients. Nate notes that successful sellers start early, educate themselves, and share their passion and enthusiasm with potential buyers. Nate also stresses the need to be honest about the motivation to sell and to prepare emotionally. View the complete show notes for this episode. Want To Learn More?  Informing & Retaining Employees When Selling a Business Why is Selling a Business so Hard? M&A Negotiating Tactic #1 – Honesty Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions please email them to podcast@morganandwestfield.com.

    45min
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M&A Talk is the #1 show for owners looking to sell and maximize the value of their businesses. Gain actionable insights from experts with real-world experience in buying and selling companies. Presented by Morgan & Westfield, a boutique M&A firm specializing in selling small to mid-sized companies in the USA. Schedule a free consultation at www.morganandwestfield.com/schedule-a-consultation/

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