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Fully Invested – Your Advisor On Demand
Fully Invested – Your Advisor On Demand
hosted by: David Mariano, Director and head
of the firm’s Buy-Side advisory practice
Fully Invested – Your Advisor On Demand
While you are busy with the day-to-day demands of operating your business, we can help you properly plan for the future, whatever that future may entail. The purpose of this podcast is to act as your “advisor on demand” and to help you maximize the value of your business.
In this debut episode of Fully Invested, David Mariano interviews David Dunstan. Mr. Dunstan is a Managing Director and Founding Partner of Western Reserve. He serves as the firm’s President and leads the firm’s Distribution and Consumer practices.
Questions answered in this conversation
* Why is this show called Fully Invested and who is it for?
* What do we mean when we say “business value?”
* What has changed in the last 15-20 years in terms of transaction diligence?
* What can go wrong with mergers, acquisitions and financing transactions if proper planning and forethought hasn’t happened?
* What can a business owner do to maximize value?
* What drives the value of a business that would ultimately lead to a successful execution of a transaction?
Key points in this conversation
* Why business owners need to plan ahead for big picture items such as raising capital, ownership transition, mergers and acquisitions, valuation, etc.
* The amount of time it can take to plan and execute major business transactions.
* Why cash flow is a major determinant of business value.
* How we’ll share ideas in future episodes on how to increase enterprise value and maximize equity value.
* The nuances and elements of business value which have to be considered including business model, industry, intangible factors, etc.
* Increasing complexities of financing and acquisition deal teams.
* Business factors and trends that are attractive to investors (e.g. recurring revenue).
* How unsophisticated financial reporting can stop a transaction dead in its tracks.
* The importance of understanding the value drivers of your business and your industry.
* Understanding the competitive landscape and where you fit in it is critical.
* You can influence your value much more than you think you can.
We also tease the upcoming series that will kick off Fully Invested, which you won’t want to miss.
Resources mentioned in this podcast
* Click here for access to training and templates
Listen to Fully Invested below:
View all episodes
Fully Invested – Your Advisor On Demand
hosted by: David Mariano, Director and head
of the firm’s Buy-Side advisory practice
Fully Invested – Your Advisor On Demand
While you are busy with the day-to-day demands of operating your business, we can help you properly plan for the future, whatever that future may entail. The purpose of this podcast is to act as your “advisor on demand” and to help you maximize the value of your business.
In this debut episode of Fully Invested, David Mariano interviews David Dunstan. Mr. Dunstan is a Managing Director and Founding Partner of Western Reserve. He serves as the firm’s President and leads the firm’s Distribution and Consumer practices.
Questions answered in this conversation
* Why is this show called Fully Invested and who is it for?
* What do we mean when we say “business value?”
* What has changed in the last 15-20 years in terms of transaction diligence?
* What can go wrong with mergers, acquisitions and financing transactions if proper planning and forethought hasn’t happened?
* What can a business owner do to maximize value?
* What drives the value of a business that would ultimately lead to a successful execution of a transaction?
Key points in this conversation
* Why business owners need to plan ahead for big picture items such as raising capital, ownership transition, mergers and acquisitions, valuation, etc.
* The amount of time it can take to plan and execute major business transactions.
* Why cash flow is a major determinant of business value.
* How we’ll share ideas in future episodes on how to increase enterprise value and maximize equity value.
* The nuances and elements of business value which have to be considered including business model, industry, intangible factors, etc.
* Increasing complexities of financing and acquisition deal teams.
* Business factors and trends that are attractive to investors (e.g. recurring revenue).
* How unsophisticated financial reporting can stop a transaction dead in its tracks.
* The importance of understanding the value drivers of your business and your industry.
* Understanding the competitive landscape and where you fit in it is critical.
* You can influence your value much more than you think you can.
We also tease the upcoming series that will kick off Fully Invested, which you won’t want to miss.
Resources mentioned in this podcast
* Click here for access to training and templates
Listen to Fully Invested below: