22 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.

    Business Valuations with Shelia Darby

    Business Valuations with Shelia Darby

    Visit us at https://podcast.masource.org (https://podcast.masource.org)In this episode, Sheila Darby, Managing Director of Bizworth, discusses the importance of accurate business valuations in M&A transactions, the different valuation methodologies, challenges in valuations, best practices and ethical considerations, and the value of partnering with valuation professionals.Resources Discussed in this Episode* Aswath Damodaran resources on valuation and corporate finance: https://pages.stern.nyu.edu/~adamodar/ (https://pages.stern.nyu.edu/~adamodar/)* Business Reference Guide: https://businessreferenceguide.com/ (https://businessreferenceguide.com/)* Vertical IQ: https://verticaliq.com/ (https://verticaliq.com/)* Deal Stats: https://www.bvresources.com/products/dealstats (https://www.bvresources.com/products/dealstats)* Biz Comps: https://bizcomps.com/ (https://bizcomps.com/)* ValueSource: https://www.valusource.com/ (https://www.valusource.com/)* Peer Comps: https://peercomps.gvalue.com/ (https://peercomps.gvalue.com/)* Pitchbook: https://pitchbook.com/ (https://pitchbook.com/)* Brokerage Simplification Act Info: https://masource.org/resources/legal-updates/ (https://masource.org/resources/legal-updates/)Topic DiscussedStructure and SummaryThis episode features an interview with Sheila Darby, Managing Director of Bizworth, who has over 25 years of experience in business valuations. The discussion covers the following key sections:Introduction and Background Sheila shares her background, starting in the corporate world at companies like Enron and transitioning to the middle market and Main Street valuations. She discusses her certifications and the importance of continuous learning.Importance of Accurate Business ValuationsSheila explains why accurate business valuations are critical for both buyers and sellers in M&A transactions, helping to close more deals and avoid leaving money on the table.Valuation MethodologiesThe three main valuation approaches are discussed: asset approach, market approach, and income approach. Sheila dives into the details of each approach, common methods used, and when to apply them.Special Circumstances and ChallengesVarious special circumstances and challenges in business valuations are explored, including non-operating assets, intangible assets, regulatory impacts, distressed businesses, and rapid growth or volatile businesses.Best Practices and Ethical ConsiderationsSheila shares best practices for valuations, emphasizing transparency, honesty, and using reputable sources. She also discusses ethical considerations, drawing from her experience on the Ethics Oversight Board of NACVA.About BizworthSheila provides information about her company, Bizworth, and the valuation services they offer to support M&A advisors and business brokers.Questions/AnswersThroughout the interview, several questions were asked and answered:Q: How did you get into the business of valuations, and what drew you to it as a career?A: Sheila started in the corporate world at companies like Enron, working in valuation groups. She transitioned to Main Street and middle market valuations in 2014, finding it more appealing.Q: Why is an accurate business valuation critical for both the seller and the buyer in the M&A process?

    • 1 hr 14 min
    Beyond Numbers: Unveiling the Tax Puzzle in M&A Transactions with Roman Basi

    Beyond Numbers: Unveiling the Tax Puzzle in M&A Transactions with Roman Basi

    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.

    • 59 min
    Spring 2024 Conference Overview

    Spring 2024 Conference Overview

    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.

    • 6 min
    2024 M&A Source Member Benefits with Russell Cohen

    2024 M&A Source Member Benefits with Russell Cohen

    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)

    • 52 min
    Anatomy of a Purchase Agreement with Matt Bowles

    Anatomy of a Purchase Agreement with Matt Bowles

    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!

    • 58 min
    Working Capital with Ryan Hurst

    Working Capital with Ryan Hurst

    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)).*

    • 50 min

Customer Reviews

5.0 out of 5
7 Ratings

7 Ratings

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.

howehill ,

Great program

This is a podcast directly related to M&A in the lower mid-market. Lamar is a good interviewer who brings out meaningful details relevant to our industry.

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