9 episodes

If you work in the business of buying, growing, or selling businesses, this is the podcast for you!

Welcome to the M&A Source Podcast, a podcast brought to you by M&A Source, a non-profit professional organization that provides training and education for small to mid-size business mergers and acquisitions intermediaries. In each episode of the podcast, we will interview leaders in the M&A world to discuss education opportunities provided by M&A Source, trends in M&A Markets, and useful insights provided by the experts that use them.

Learn more about the podcast and the organization at M&A Source's website: www.masource.org.

The M&A Source Podcast M&A Source

    • Business
    • 5.0 • 7 Ratings

If you work in the business of buying, growing, or selling businesses, this is the podcast for you!

Welcome to the M&A Source Podcast, a podcast brought to you by M&A Source, a non-profit professional organization that provides training and education for small to mid-size business mergers and acquisitions intermediaries. In each episode of the podcast, we will interview leaders in the M&A world to discuss education opportunities provided by M&A Source, trends in M&A Markets, and useful insights provided by the experts that use them.

Learn more about the podcast and the organization at M&A Source's website: www.masource.org.

    Rick Marchese: Sell-side Modeling to Maximize Value

    Rick Marchese: Sell-side Modeling to Maximize Value

    Rick Marchese, the founder of Lares Loreno Private Capital, a corporate finance firm based in Singapore, discusses the course that he taught at M&A Source's virtual Fall Conference: Sell-side Modeling to Maximize Value.  In the interview, Rick goes discusses topics covered in the course like the differences between valuation and pricing, relative vs. intrinsic value, normalizing financial statements, and many more.

    • 40 min
    Rich Mowrey: How to Use Business Valuations to Close Better Deals

    Rich Mowrey: How to Use Business Valuations to Close Better Deals

    Rich Mowrey, an author and President of Management Services & Development, a firm that provides private ownership transition advisory services to closely-held businesses discusses the course that he taught at M&A Source's virtual Fall Conference: How to Use Business Valuations to Close Better Deals.  In the interview, Rich goes discusses topics covered in the course like how to value assets, preparing financial statements, how to think about add backs, and many more.

    • 38 min
    Bill Loftis:  Helping Sellers Identify the Most Suitable Buyer and Transaction Structure

    Bill Loftis:  Helping Sellers Identify the Most Suitable Buyer and Transaction Structure

    Bill Loftis, Managing Director and co-founder of Blue River Financial Group, a middle-market merger and acquisition advisory firm based in Detroit, MI, discusses the course that he taught at M&A Source's  2019 Fall Conference: Helping Sellers Identify the Most Suitable Buyers and Transaction Structures.  


    In the interview, Bill goes through the range of options offered to sellers as well as the considerations advisers should have in mind when making recommendations to sellers.

    • 26 min
    Jim Afinowich: Managing an M&A Auction in the Lower Middle Market

    Jim Afinowich: Managing an M&A Auction in the Lower Middle Market

    Jim Afinowich, a Partner and Designated Broker at IBG Fox & Fin, a multi-state business sales and acquisitions firm, discusses the course he taught at M&A Source's 2019 Fall Conference: Managing an M&A Auction in the Lower Middle Market.


    In the interview, Jim goes through the elements of and strategies to consider when running an M&A Auction.

    • 17 min
    John Howe: Building a Sustainable M&A Practice

    John Howe: Building a Sustainable M&A Practice

    John Howe, director of Business Transition Strategies, a mergers and acquisitions firm, discusses the course that he taught during the M&A Source Fall Conference in San Antonio, Building a Sustainable M&A Practice.


    In the interview, John covers a range of topics that contribute to a sustainable M&A practice and talks about the key ideas intermediaries should consider while building their practice

    • 20 min
    Monty Walker: Corporate Tax Returns and Hidden Key Points For M&A Advisory Firms

    Monty Walker: Corporate Tax Returns and Hidden Key Points For M&A Advisory Firms

    Monty Walker, Founder of Walker Business Advisory Services, a business transaction and advisory firm based in Wichita Falls, TX, discusses the course that he taught at M&A Source's Fall Conference in San Antonio: Corporate Tax Returns and Hidden Key Points for M&A Source Advisors. In the interview, Monty discusses the difference between tax returns and financial statements and how advisors should think about utilizing this information in a transaction process.

    • 22 min

Customer Reviews

5.0 out of 5
7 Ratings

7 Ratings

megan@podcastingyou ,

Important Content!

The M

LamarWS ,

Finally a great M&A podcast for the lower middle market.

Great to finally have a podcast that specifically talks to the lower middle market.

TN Valley ,

M&A Source podcast

Timely and relevant info about deal making in the lower middle market. This podcast is now top of my must-hear podcasts.

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