Plant-based foods are gaining popularity as consumers recognize the relationship between eating well and feeling well. Connie Marples, founder of Boosh Plant-Based Foods, shares her experiences operating a start-up through going public and recently acquiring Beanfields. She discusses consumer preferences and interest in plant-based foods, financial audits, integrating an established new acquisition into a company model, and the challenges presented in moving a home kitchen recipe to a commercial recipe.

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• Preparing Financial Statements When Selling a Business

Additional Resources:

• Download a free PDF copy of The Art of The Exit: The Complete Guide to Selling Your Business
• Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal | Acquired
• Planning to sell your business? Schedule a free consultation today.

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• Evolution and Growth Potential in the Craft Brewing Industry
• The Future of Food & Beverage Distribution
• 7 Critical Issues Related to Quality of Earnings

Beer is one of the oldest food products in the world. Lawyer and craft brewer Kevin McGee of Anderson Valley Brewing Company explores the excitement of the craft beer industry and gives a brief history from Prohibition to today. He discusses the definition and concept of craft beer, what draws consumers to craft beer, the influence of private equity investments and how this changed the industry, pricing pressures, the evolution of distribution channels, and the future of this rapidly evolving industry.  

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Learn More:

• M&A Advisors to the Food and Beverage Industry
• Morgan & Westfield – Food & Beverage Overview

Additional Resources:

• Get your copy now of A Beginner’s Guide to Business Valuation | The Art of the Exit | The Exit Strategy Handbook | Closing the Deal | Acquired

• Are you selling a business? Schedule a free consultation now.

Listen to Other Episodes:

• The Future of Food & Beverage Distribution

What is outsourced corporate development? What companies are suited for this type of growth, and what is the process? Ryan Goral, founder of G-Spire Group, a company focused on helping entrepreneurs grow through acquisitions, answers these questions and more. Topics include prerequisites an owner should have in place before pursuing growth, what’s involved in different phases, discussion of the most challenging part of making an acquisition, what comes after an offer is accepted, and the integration phase.

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Learn More:

• 7 Steps to Selling a Business Fast
• A Simple Recipe for an Efficient Business Sale
• How Long Does it Take to Sell a Business? Study of 10k Deals
• Why do Companies Acquire other Businesses?

Additional Resources:

• Get your copy now of A Beginner’s Guide to Business Valuation | The Art of the Exit | The Exit Strategy Handbook | Closing the Deal | Acquired

• Are you selling a business? Schedule a free consultation now.

Listen to Other Episodes:

• The Future of Food & Beverage Distribution

Approximately half of the acquisitions are unsuccessful. Why? A lot has to do with a lack of successful integration. How can acquirers improve their chances of success? Why is there a disconnect between the pre-closing team and the post-closing integration team? Listen as we take a deep dive into M&A integration strategy with Tony Benedict on the perils of post-acquisition integration.

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Learn More:

• Why Half of the Acquisitions Fail?
• Why do companies acquire other businesses?

Additional Resources:

• Get your copy now of A Beginner’s Guide to Business Valuation | The Art of the Exit | The Exit Strategy Handbook | Closing the Deal | Acquired

• Are you selling a business? Schedule a free consultation now.

Listen to Other Episodes:

• The Future of Food & Beverage Distribution

Experienced dealmaker and entrepreneur Touraj Parang shares his philosophy that an exit strategy, if implemented early, is the surprising secret to ultimate startup success. This wide-ranging discussion covers the differences and parallels between venture capital and corporate development, common mistakes to avoid when selling, planning a successful exit strategy, insights into how to make leverage work in exit planning, and tips on negotiating the LOI and purchase agreement for a successful exit.

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Learn More:

• A Guide to M&A Negotiating Tactics
• M&A Purchase Agreement | A Complete Guide
• Negotiating the Letter of Intent
• M&A Basics | The Term Sheet

Additional Resources:

• Get your copy now of A Beginner’s Guide to Business Valuation | The Art of the Exit | The Exit Strategy Handbook | Closing the Deal | Acquired

• Are you selling a business? Schedule a free consultation now.

Listen to Other Episodes:

• The Future of Food & Beverage Distribution

How food products move is a critical topic for the Food & Beverage industry. Dennis Silva, COO of Julius Silvert, talks about the distribution channel and differences in distribution needs for the retail food sector vs. the food service industry. Topics include food inflation and labor shortages, how these issues impact consumer options, changes in the “just-in-time” model of inventory ordering, food consumption trends, and the importance of a food producer having a vision and strategy for their product in the marketplace.

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Learn More:

• M&A Advisors to the Food and Beverage Industry
• History of the Global Food Industry

Additional Resources:

• Get your copy now of A Beginner’s Guide to Business Valuation | The Art of the Exit | The Exit Strategy Handbook | Closing the Deal | Acquired
• Are you selling a business? Schedule a free consultation now.

What is operational due diligence? If you’re selling a company and would like to know how the buyer will conduct due diligence and how to sail through the process with minimal problems, you will find this show helpful. We discuss the purpose of due diligence, how you should prepare, and what happens when issues are uncovered. Vadim Tsysin is a Managing Director with Alvarez & Marsal in Chicago, specializing in pre-investment due diligence, post-deal merger integration services, and M&A advising.

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Learn More:

• EBITDA | Definition, Formula & Example – A Complete Guide
• M&A Reps & Warranties | A Complete Guide
• 18 Differences Between Valuing Public and Private Businesses

Additional Resources:

• Get your copy now of A Beginner’s Guide to Business Valuation | The Art of the Exit | The Exit Strategy Handbook | Closing the Deal | Acquired
• Are you selling a business? Schedule a free consultation now.

Due diligence is a critical step in the M&A process, but it doesn’t always get the attention it deserves. Anthony Nitsos specializes in helping companies optimize internal systems and shares his insights and tips on preparing for due diligence. He discusses what is involved, the areas covered, how to prepare, common patterns, and the buyer’s goal. He also covers the cost of due diligence versus the cost of being unprepared and the impact on the final price. Don’t shortchange yourself in this vital activity.

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Learn More:

• Top 5 M&A Value Drivers for Tech & Software Companies
• M&A Due Diligence Preparation
• M&A Due Diligence | Checklist & Overview
• Why Don’t Some Businesses Sell?

Additional Resources:

• Get your copy now of A Beginner’s Guide to Business Valuation | The Art of the Exit | The Exit Strategy Handbook | Closing the Deal | Acquired
• Are you selling a business? Schedule a free consultation now.

Roger Royse, M&A attorney and tax specialist, discusses the sensitive issue of taxes and the implications of selling a closely held company with few shareholders. He presents a definition of a closely held company and discusses differences this sort of company presents in an M&A transaction, some issues around employees, and the “phantom plan.” He also addresses the importance of considering taxes when forming a company and looking ahead to the tax implications when it comes time to exit the company.

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Learn More:

• Selling Your Business? Hire an Attorney to Increase the Bottom Line
• Allocation of Purchase Price & Taxes When Selling a Business
• M&A Basics | Asset vs. Stock Sale
• How Does Entity Type Affect the Sale of My Business?
• Informing & Retaining Employees When Selling a Business

Additional Resources:

• Get your copy now of A Beginner’s Guide to Business Valuation | The Art of the Exit | The Exit Strategy Handbook | Closing the Deal | Acquired
• Are you selling a business? Schedule a free consultation now.

Jeff Muench joins us to talk about the intricacies of the M&A integration process. Jeff’s expertise is focused on helping companies overcome challenges with inventive, entrepreneurial, and customer-centric efforts that capture significant market share and lead organizations to places unimagined. In this episode, we discuss what the integration process looks like, how long it takes, what the biggest challenges are, and advice for how the seller can best prepare. Jeff also talks about the integration process that he led as head of M&A Integration at Walmart – a company that is quite familiar with the acquisition process.

View the complete show notes for this episode.

Additional Resources:

• Get your copy now of A Beginner’s Guide to Business Valuation | The Art of the Exit | The Exit Strategy Handbook | Closing the Deal | Acquired
• Are you selling a business? Schedule a free consultation now.