The M&A Mastermind Podcast

Nick Olsen
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The M&A Mastermind Podcast

The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice. The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more. With host Nick Olsen, each episode’s ”mastermind” will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.

  1. -1 ДН.

    The M&A Mastermind Podcast - Episode 74 - Pre-transition Tax Planning

    In this episode of the M&A Mastermind podcast, Nick Olsen speaks with Joel Redmond, managing director for family wealth consulting at Key Private Bank, about the critical importance of pre-transaction tax planning for business owners. They discuss the significant tax implications that can arise during business transitions, the optimal timing for tax planning, and the impact of entity structure on taxation. Joel outlines the four cornerstones of tax reduction strategies and emphasizes the need for thorough entity structure analysis to maximize tax benefits. The conversation highlights the complexities of tax planning and the necessity for business owners to engage in proactive strategies to minimize their tax liabilities during transitions. In this conversation, Joel Redmond discusses various estate tax strategies, wealth transfer techniques, and the importance of timing in tax planning. He emphasizes the need for collaboration with M&A advisors and outlines key takeaways for pre-transaction planning, highlighting the significance of starting early and evaluating options to optimize tax savings. Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.   Some Key takeaways include: Pre-transaction tax planning is crucial for business owners. Business owners often overlook significant tax implications during transitions. The ideal time for tax planning is 18 to 60 months before a sale. Entity structure can greatly impact tax outcomes. Section 1202 offers substantial capital gains tax benefits. Many business owners are unaware of the depth of tax benefits available. Four cornerstones of tax reduction include rollover strategies, state tax strategies, transfer tax strategies, and post-transaction strategies. Entity structure analysis is essential for effective tax planning. Proactive planning can lead to better financial outcomes for business owners. Collaboration with various professionals enhances tax planning effectiveness. Estate planning involves both qualitative and quantitative aspects. Utilizing exemption amounts can significantly reduce estate taxes. Insurance can serve as an effective wealth replacement strategy. Entity planning can help freeze the value of real estate for tax purposes. Sales to irrevocable grantor trusts can provide tax advantages. Timing of transactions can impact tax liabilities significantly. Early planning allows for better evaluation of options and strategies. Clients should not hesitate to explore various planning strategies. Evaluating options can provide psychological relief and clarity. Collaboration with M&A advisors is crucial for successful transactions.   About the show: The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice. The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more. With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.   Chapters: 00:00 Introduction to Pre-Transaction Tax Planning 04:14 Understanding the Importance of Pre-Transaction Tax Planning 07:01 Optimal Timing for Tax Planning 10:29 Entity Structure and Its Impact on Taxation 14:02 Four Cornerstones of Tax Reduction 22:05 Entity Structure Analysis and Its Significance 25:42 Estate Tax Strategies Unveiled 30:35 Wealth Transfer Techniques 33:36 Timing and Tax Planning 40:04 Collaboration with M&A Advisors

    52 мин.

  2. 13 ФЕВР.

    The M&A Mastermind Podcast - Episode 73 - Timing, Combining, and Sequencing

    In this episode of the M&A Mastermind podcast, Joe Strazzeri discusses advanced planning strategies for business owners, focusing on the importance of timing, combining, and sequencing various strategies to achieve financial goals. He outlines the eight key goals that business owners should consider, including maintaining control, ensuring lifestyle, and protecting against taxes and lawsuits. Joe emphasizes the need for integrated planning and the importance of working with knowledgeable professionals to navigate complex financial landscapes. He also shares insights on common and lesser-known strategies, as well as educational resources available for advisors. Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.   Some Key takeaways include: Timing, combining, and sequencing are crucial for effective planning. Business owners often focus on numbers without considering net value. Integrated planning can reduce taxes and increase asset protection. Emotional and relational factors play a significant role in business transitions. Cash flow is essential for supporting family and business needs. Advisors should be aware of both common and niche strategies. Education and continuous learning are vital for financial advisors. Professional guidance is necessary to avoid costly mistakes. Understanding client goals is key to effective planning. The right strategies can help achieve multiple financial objectives.   About the show: The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice. The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more. With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.   Chapters: 00:00 Introduction to Advanced Planning Strategies 08:43 The Eight Goals of Business Owners 17:32 Common and Lesser-Known Strategies for Advisors   Keywords: advanced planning, business strategies, tax planning, asset protection, financial goals, M&A, business owners, estate planning, wealth management, legal strategies

    26 мин.

  3. 6 ФЕВР.

    The M&A Mastermind Podcast - Episode 72 - The Impending 'Silver Tsunami'

    In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Jim Urban, an expert in exit and succession planning. Jim shares his journey from wealth advisor to specializing in helping privately owned businesses, particularly family businesses, navigate the complexities of exit planning. He discusses the importance of aligning personal wealth with business value, the unique processes he employs, and the critical need for robust continuity plans. The conversation also touches on the impending 'silver tsunami' of baby boomer business owners looking to exit, the significance of cultural fit in business sales, and the current market trends affecting exits. Jim emphasizes the importance of preparation and timing in exit planning, and he shares insights from his upcoming book, "Succession by Design." Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.   Some Key takeaways include: Jim Urban started as a wealth advisor and shifted to exit planning. The unique process begins with understanding the client's objectives. Aligning personal wealth with business value is crucial for successful exits. Robust continuity plans are essential to avoid liquidation events. Timing is key; ideally, clients should start planning 2-15 years before an exit. The 'silver tsunami' refers to the wave of baby boomers exiting their businesses. Cultural fit is increasingly important in business sales. Market conditions are favorable for exits, but preparation is necessary. Legacy considerations often outweigh the desire for top dollar in sales. Jim's upcoming book focuses on intentional succession planning.   About the show: The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice. The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more. With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.   Chapters: 00:00 Introduction to Exit Planning and Succession 03:06 Understanding the Unique Process of Exit Planning 06:08 Maximizing and Protecting Business Value 09:01 The Importance of Timing in Exit Planning 12:00 The Silver Tsunami: Baby Boomers Exiting 14:54 Cultural Fit in Business Sales 17:54 Market Trends and Future Exits 21:05 Legacy vs. Top Dollar in Business Sales 23:55 The Role of M&A Advisors in Exit Planning 26:58 Jim's Upcoming Book and Its Insights   Keywords: exit planning, succession planning, business value, M&A, baby boomers, legacy, market trends, business sales, continuity planning, risk management

    39 мин.

  4. 30 ЯНВ.

    The M&A Mastermind Podcast - Episode 71 - The intricacies of growing a business & preparing for the sale

    In this episode of the M&A Mastermind podcast, Nick Olsen interviews Colin Bowman, a partner and VP at Cultivate Advisors. They discuss the intricacies of growing a business, preparing it for sale, and the importance of increasing enterprise value. Colin shares his journey from the franchise world to advising small businesses, emphasizing the need for a solid business plan and the role of M&A advisors in the selling process. The conversation highlights the collaborative nature of business advisory services and the significance of emotional readiness for business owners considering a sale. Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.   Some Key takeaways include: Colin's journey from franchise ownership to business advising. The impact of COVID-19 on small businesses and entrepreneurship. Cultivate Advisors focuses on increasing enterprise value for clients. 70% of clients want to scale, while 30% are preparing to exit. Key metrics for increasing enterprise value include financial health and operational efficiency. Successful case studies demonstrate the effectiveness of their advisory model. The importance of collaboration between business advisors and M&A professionals. Emotional readiness is crucial for business owners looking to sell. Tax strategies play a significant role in post-sale financial planning. Cultivate Advisors offers complimentary advising to M&A professionals.   About the show: The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice. The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more. With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.   Chapters: 00:00 Introduction to Cultivate Advisors and Colin Bowman 01:10 Colin's Journey and the Impact of COVID-19 02:48 Understanding Cultivate Advisors' Business Model 03:41 Client Profiles and Business Lifecycle Stages 05:22 Increasing Enterprise Value: Key Metrics and Strategies 07:40 Success Stories: Case Studies of Growth 10:41 The Team Sport of Business Advisory 13:25 Preparing for Sale: The Role of M&A Advisors 19:32 The Importance of Emotional Readiness in Selling 21:46 Tax Strategies and Financial Planning for Business Owners 25:31 Collaboration with M&A Advisors for Successful Exits   Keywords: business growth, enterprise value, M&A, advisory services, small business, exit strategy, financial planning, entrepreneurship, case studies, business lifecycle

    30 мин.

  5. 23 ЯНВ.

    The M&A Mastermind Podcast - Episode 70 - Buyer's Insurance & Risk Management Due Dilligence

    In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Greg Maloney, CEO of Strategic M&A Advisors, discussing the critical role of insurance and risk management in mergers and acquisitions. They explore how sellers can prepare for buyer due diligence, the importance of professional advisors, and real-life case studies that highlight the impact of risk management on M&A transactions.  The conversation emphasizes the need for sellers to understand the due diligence process and the value of surrounding themselves with knowledgeable advisors to enhance their business's valuation and readiness for sale. Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.   Some Key takeaways include: Buyer's insurance and risk management are crucial in M&A. Sellers often lack preparation for buyer due diligence. Understanding risk factors can enhance business valuation. Professional advisors play a key role in M&A success. Real-life incidents can derail M&A transactions. Effective risk management can lower insurance costs. Sellers should engage with their insurance firms early. Due diligence is an extensive and critical process. Business owners should leverage available resources. A proactive approach to risk management is essential.   About the show: The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice. The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more. With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.   Chapters: 00:00 Introduction to M&A and Risk Management 03:10 Understanding Insurance and Risk Management in M&A 06:00 The Role of Due Diligence in M&A Transactions 09:05 Real-Life Impacts of Risk Management on M&A 11:55 Preparing Sellers for Buyer Due Diligence 14:52 The Importance of Professional Advisors 17:46 Case Studies: Lessons Learned from M&A Transactions 21:07 Final Thoughts on Risk Management and M&A   Keywords: M&A, risk management, insurance, due diligence, buyer's insurance, seller preparation, strategic advisors, case studies, business valuation, insurance policies

    33 мин.

  6. 16 ЯНВ.

    The M&A Mastermind Podcast - Episode 69 - Advanced Tax Planning Overview

    In this episode of the M&A Mastermind Podcast, host Nick Olsen interviews Joe Strazzeri, a tax attorney and expert in advanced tax planning for business owners. Joe shares his background, the importance of tax planning, and the four motives that drive business owners. He emphasizes the need for early conversations about tax planning, the timing of strategies, and shares real-life success stories of clients who benefited from proper planning. The discussion also covers the role of M&A advisors, and the various brands and programs Joe offers to help advisors and business owners navigate the complexities of tax planning and business transitions. Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.   Some Key takeaways include: Tax planning is crucial for business owners, especially during exit. Understanding the four motives of business ownership is essential. Early conversations about tax planning can prevent costly surprises. The timing of tax planning strategies can significantly impact outcomes. Real-life examples illustrate the benefits of advanced tax planning. M&A advisors play a vital role in maximizing business value. Advanced planning requires a comprehensive approach and collaboration. Education and resources are available for advisors to enhance their skills. Proper planning can lead to significant financial benefits for clients. It's important to keep the client's best interests at heart.   About the show: The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice. The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more. With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.   Chapters: 00:00 Introduction to Advanced Tax Planning 05:33 The Importance of Early Tax Planning 12:43 Common Scenarios in Tax Planning 21:44 The Role of M&A Advisors 27:25 Overview of Joe's Brands and Programs   Keywords: tax planning, business owners, M&A, asset protection, wealth management, estate planning, financial advisors, advanced strategies, exit planning, family business

    33 мин.

  7. 9 ЯНВ.

    The M&A Mastermind Podcast - Episode 68 - Creating a Referral Network

    In this episode of the M&A Mastermind podcast, host Nick Olsen and guest Jim Cumbee discuss the critical role of referral networks in business development. They explore how referrals are often taken for granted, the importance of building relationships and credibility, and the use of content as a tool for connection. Jim shares personal anecdotes that highlight the serendipitous nature of referrals and emphasizes the need for professionalism and trust in these relationships. In this conversation, Jim Cumbee and Nick Olsen explore the intricacies of building and managing referral networks in professional services. They discuss the importance of trust and quality content in fostering relationships with referral sources, particularly wealth advisors, and how these relationships can lead to successful business transactions. Jim emphasizes the need for professionals to provide value to their referral sources and to maintain open communication throughout the process. The discussion also touches on the challenges of managing a large referral network and the significance of creating meaningful connections rather than transactional relationships. Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.   Some Key takeaways include: Referrals are often taken for granted in business. Building a referral network requires active nurturing and relationship building. Professionalism and capability are essential for gaining referrals. Content marketing can help reinforce credibility and keep you top of mind. Casual conversations can lead to significant business opportunities. Trust is more important than transactional relationships in referrals. Referral sources need to feel confident in your abilities. Being helpful and thoughtful can lead to more referrals. It's important to communicate your value without overtly promoting yourself. The nature of referrals is often serendipitous and unpredictable. I want the client to hire me if they're fully convinced. About the show: The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice. The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more. With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.   Chapters: 00:00 The Importance of Referral Networks 08:39 Building Relationships and Credibility 17:05 Content as a Tool for Connection 24:44 Trust and Professionalism in Referrals 30:24 Identifying Key Referral Sources 36:44 Building and Managing Referral Networks 44:53 Creating Value Through Quality Content   Keywords: referral networks, business development, credibility, professional relationships, M&A, solopreneurs, networking, content marketing, trust, entrepreneurship, referral fees, professional services, wealth advisors, business transactions, referral networks, quality content, relationship building, trust, networking strategies, business growth

    47 мин.

  8. 2 ЯНВ.

    The M&A Mastermind Podcast - Episode 67 - Best of 2024 pt.2

    We’re wrapping up 2024 with Part 2 of our year’s best moments from the M&A Mastermind Podcast! This follow-up episode dives even deeper into the insights, strategies, and success stories that defined the year. Join us as we spotlight more of the most impactful conversations with industry leaders, dealmakers, and transition experts. In this episode, you’ll discover: How to hire the right advisor the first time "Focusing on what you do best and hiring experts" - Episode 50 - YouTube Insights into the technology space in Germany "Timing is the key thing in the technology sector regarding M&A." - Episode 49 A deep dive into the software industry and philanthropy It isn't just about numbers and valuations; it’s about people - Episode 64 The human side of M&A "Cash at close, equity rollover, and the dreaded earn out." - Episode 48 Whether you’re planning your next move or staying sharp in the M&A arena, this episode is packed with actionable takeaways to help you win big in 2024 and beyond. Don’t miss Part 2 of this ultimate recap! Subscribe now to stay connected with the strategies shaping the M&A landscape.

    29 мин.
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The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice. The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more. With host Nick Olsen, each episode’s ”mastermind” will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.

Информация

  • Автор
    Nick Olsen
  • Годы выхода
    2024 - 2025
  • Выпуски
    74
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © Copyright 2023 All rights reserved.
  • Сайт подкаста
    The M&A Mastermind Podcast

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