The M&A Source Podcast M&A Source

In this tax-season special episode of the M&A Source Podcast, we delve into the fascinating world of taxes within the mergers and acquisitions space. Our guest, Roman Basi, a seasoned attorney, CPA, and real estate broker, shares invaluable insights into the complexities of taxes affecting M&A transactions. From capital gains adjustments to international tax policies, Roman's expertise sheds light on the myriad ways taxes influence the outcome of business deals.Roman's journey, from his early days working in his father's real estate company to becoming a leading expert in financial, legal, and tax planning, provides listeners with a unique perspective on the importance of tax knowledge in the M&A industry. His contributions to education and his role as president of the Center for Financial, Legal and Tax Planning underscore the critical intersection of law, accounting, and real estate in successful business transactions.This episode is a must-listen for M&A advisors, business owners, and anyone interested in the behind-the-scenes tax implications of business mergers and acquisitions. Roman's practical advice and personal anecdotes offer a compelling narrative that demystifies taxes, making them an engaging topic for all.Key Takeaways:* The Impact of Taxes on M&A Transactions: Understanding the role of capital gains tax, corporate changes, and international policies in shaping business deals.* Roman Basi’s Multifaceted Expertise: Insights from a career spanning law, accounting, and real estate, emphasizing the interdisciplinary nature of tax planning.* Educational Contributions: Roman's dedication to educating professionals and business owners on tax strategies and legal intricacies.* Personal Journey: A glimpse into Roman's path from managing a family-owned operation to becoming a leading figure in financial and tax planning.* Practical Advice for M&A Professionals: Strategies for navigating the tax landscape and optimizing transaction outcomes through informed decision-making.

In this short community update, hear from Kathlene Thiel, our 2024 Conference Chair as she explains our agenda and what you can expect from this Spring conference.

Visit the show notes at https://podcast.masource.org (https://podcast.masource.org)Visit M&A Source at https://masource.org (https://masource.org)In today's episode of the M&A Source Podcast, we discuss the myriad benefits that M&A Source offers to its members with Russell Cohen, an M&A advisor and board member for M&A Source. Russel is also the chairman for the membership benefits committee.Russell and David cover a wide range of topics, from exclusive discounts on essential services like insurance and data room solutions to access to valuable tools that are crucial for any successful M&A advisor. Russell shares his personal experiences and success stories, highlighting how these benefits have positively impacted his professional journey.We also touch on the importance of the M and A Source community in fostering connections and sharing knowledge within the M&A world.Whether you're an experienced advisor or just starting, this episode is a treasure trove of information on how being a part of M&A Source can elevate your practice in the competitive world of mergers and acquisitions.Resources Mentioned in the Show:* Membership Benefits: https://masource.org/membership/benefits/ (https://masource.org/membership/benefits/)* Vertical IQ: https://verticaliq.com/ (https://verticaliq.com/) (regularly $100 / mo or $125 per report - Free to members)* Private Equity Info: https://privateequityinfo.com/ (https://privateequityinfo.com/)* VaultRooms (data rooms): https://vaultrooms.com/ (https://vaultrooms.com/) (free with membership)* DealRelations (CRM): https://dealrelations.com/ (https://dealrelations.com/) (member discount)* Digital Wow (Web, Social Media, etc): https://www.thedigitalwow.com/masource (https://www.thedigitalwow.com/masource)* ValueCraftz: http://www.valuecraftz.com/ (http://www.valuecraftz.com/) (member discount)* ClientsIO (email lead generation): https://clientsio.com/ (https://clientsio.com/) (two months free)* Sourcescrub (private company research): https://www.sourcescrub.com/ (https://www.sourcescrub.com/) (50% off)

Welcome to our latest episode of the M&A Source Podcast. In this episode, we dive deep into the world of Purchase Agreements with our esteemed guest, Matt Bowles, an attorney at Hogan Lovells. Here's what you'll discover in this insightful discussion:* Introduction to Purchase Agreements: We start by exploring why purchase agreements are more than just documents. They are crucial tools in M&A transactions, impacting everything from payment to maintaining tranquility in post-deal activities.* Expert Insight: Matt Bowles brings his extensive experience with purchase agreements to the table, offering in-depth knowledge for both beginners and veterans in the M&A space.* Anatomy of a Purchase Agreement: Delve into the structure of purchase agreements. We discuss key components such as economic terms, representations, warranties, covenants, and closing conditions.* Real-World Applications: Listen to real-world scenarios from Matt's experience, demonstrating the practical application and importance of purchase agreements in various M&A situations.* Role of Intermediaries and Attorneys: Understand the crucial roles that intermediaries and attorneys play in the M&A process, particularly in relation to purchase agreements.* M&A Stories: Matt shares stories from his career, illustrating both successful and challenging M&A deals, and how purchase agreements played a role in these.* Educational Focus: Whether you're new to M&A or a seasoned professional, this episode provides valuable insights into the complex world of purchase agreements.* Final Takeaways: We wrap up with key learnings and advice for M&A professionals, emphasizing the importance of understanding and effectively utilizing purchase agreements.Join us in this enlightening conversation and enhance your understanding of the critical role of purchase agreements in M&A transactions. Whether you're a business owner, intermediary, or legal professional, this episode offers valuable insights for all.Additional Resources:* Matt Bowles' LinkedIn Profile (https://www.linkedin.com/in/mattbowles01)* Hogan Lovells Website (https://www.hoganlovells.com/)* M&A Source Website (https://masource.org) for Further Learning and Networking OpportunitiesConnect with Us:* Visit our Website: https://masource.org (https://masource.org)* Follow us on LinkedIn (https://www.linkedin.com/company/m-a-source/)/Twitter (https://twitter.com/MAsource)/Facebook (https://www.facebook.com/themasource)* Subscribe to our podcast (https://podcast.masource.org/) for more insightful episodesDon't forget to leave us a review if you found this episode valuable!

In this episode of the M&A Source Podcast (https://podcast.masource.org), host Dave Dejewski is joined by Ryan Hurst, an expert in financial consulting, to discuss the complexities and significance of working capital in mergers and acquisitions.Key Highlights:Ryan Hurst's Background: Ryan shares his journey from growing up in a family-owned business to his current role in financial consulting, focusing on helping business owners broaden their perspectives on their companies' potential.Understanding Working Capital: The episode delves into the multifaceted nature of working capital in M&A transactions. Ryan explains the varying interpretations across different sectors like accounting, valuation, and transaction advisory.Real-World Scenarios: Ryan provides three compelling case studies, each highlighting different aspects and challenges of working capital in M&A:* A Complex Transaction: A $60-70 million deal with inventory and project completion issues.* A Typical Scenario: A $30-40 million consumer products deal illustrating common working capital challenges.*   An Ideal Transaction: A smooth $50-60 million construction-oriented company sale, demonstrating the benefits of thorough preparation and clear communication.Advice for M&A Intermediaries: The importance of early preparation, understanding working capital, building trust, and staying informed about industry trends is emphasized.Connecting with Ryan Hurst: Listeners interested in Ryan’s expertise can reach him through RKL’s website, LinkedIn, or his email. See his bio and contact info here. (https://podcast.masource.org/working-capital-with-ryan-hurst/)---*This podcast is brought to you by M&A Source, a nonprofit organization dedicated to the professional development of mergers and acquisitions intermediaries. For more information, visit [M&A Source](www.masource.org (www.masource.org)).*

Scott Mashuda, a founding Partner of River’s Edge Alliance Group and M&A Source’s Chairman-elect, discusses his background and what he’s excited about for M&A Source in 2023.