Half of business sales fail due to issues buyers uncover during financial due diligence, but being prepared for due diligence can lead to higher sale prices and a smoother transaction. In this episode, CPA and due diligence expert Bill Wiersema discusses inaccurate revenue recognition, non-compliance with state and local tax laws, and how sellers can increase their business’s value by addressing accounting changes, tax compliance, and non-recurring items. 

View the complete show notes for this episode.

Want To Learn More? 

• M&A Due Diligence Preparation
• Adjusting Financial Statements: A Complete Guide
• Preparing Financial Statements When Selling a Business
• Top Financial Challenges in Selling a Business

Additional Resources:

• Selling your business? Schedule a free consultation today.
• Download The Art of The Exit: The Complete Guide to Selling Your Business
• Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue

If you have any topic or guest suggestions, please email them to [email protected].

Are you prepared for the due diligence phase of selling your business? What sort of information will a strategic buyer want access to? In this episode, strategic buyer Michael Seitz shares his advice on selling your business, from ensuring your landlord is on board with the sale, to setting realistic price expectations, to how you should pick your attorney.

 View the complete show notes for this episode.

Want To Learn More? 

•  M&A Guide | The 4 Types of Buyers of Businesses
• M&A Due Diligence Preparation
• Selling to a PE Firm as Part of a Roll-up
• Preparing Emotionally for the Closing

Additional Resources:

• Selling your business? Schedule a free consultation today.
• Download The Art of The Exit: The Complete Guide to Selling Your Business
• Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue

If you have any topic or guest suggestions, please email them to [email protected].

What happens when you and your partner have different ideas about your business’s sale? What if that business partner is also a family member? In this episode, we talk with Chris Younger, an investment banker, about the challenges and potential solutions when selling a company due to partner conflict.

View the complete show notes for this episode.

Want To Learn More? 

• M&A Basics | Why Do Business Owners Sell Their Business?
• Family Offices and Management Buyouts – What You Need to Know
• Navigating Partnership Disputes: Lessons from a Valuation Expert

Additional Resources:

• Selling your business? Schedule a free consultation today.
• Download The Art of The Exit: The Complete Guide to Selling Your Business
• Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue

If you have any topic or guest suggestions, please email them to [email protected].

What really makes a buyer take notice of a business? This episode delivers actionable steps to make your business irresistible to buyers and highlights what matters most to them. Guest Jon Martinka, a veteran M&A Advisor, also offers practical advice on how to attract buyers and maximize your exit.

View the complete show notes for this episode.

 Want To Learn More? 

•  Increasing the Value of Your Business | The RVD Model
• Reducing Concentrations of Risk Before Selling Your Business
• Why Do Some Businesses Not Sell?
• M&A Due Diligence | Checklist & Overview
• Optimizing Your Business for a Successful Exit

Additional Resources:

• Selling your business? Schedule a free consultation today.
• Download The Art of The Exit: The Complete Guide to Selling Your Business
• Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue 

If you have any topic or guest suggestions, please email them to [email protected].

How much money do you need to live the life you want after you sell your business? How can you make sure that you get it? Wealth manager Joe LoPresti discusses how you can prepare for the future you want and how to build a team of advisors who proactively help you manage your wealth after the sale.

View the complete show notes for this episode.

Want To Learn More? 

•  The Role of Family Offices in M&A
• Critical Financial and Estate Planning Strategies When Selling Your Business 
• Will Selling Your Business Make You Happy?

Additional Resources:

• Selling your business? Schedule a free consultation today.
• Download The Art of The Exit: The Complete Guide to Selling Your Business
• Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue

If you have any topic or guest suggestions, please email them to [email protected].

Did you know that you can use your retirement funds to buy a business? Jeremy Ames, co-founder and CEO of Guidant Financial, explains how individuals can invest in a business using a 401(k) rollover. This episode of M&A Talk covers the basics of a 401(k) rollover, including the requirements, the risks, and how to replenish your 401(k) after the sale is done.

View the complete show notes for this episode.

Want To Learn More? 

• Retirement Funds Financing When Buying or Selling a Business
• Small Business Acquisition Financing
• Morgan & Westfield’s Buyer’s Guide
• Guidant Financial

Additional Resources

• Selling your business? Schedule a free consultation today.
• Download The Art of The Exit: The Complete Guide to Selling Your Business
• Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue

If you have any topic or guest suggestions, please email them to [email protected].

When are you obligated to disclose information about your business to the buyer? In this episode, attorney Darshan Kulkarni emphasizes the need to understand risk and be transparent about material information. 

View the complete show notes for this episode.

 Want To Learn More? 

• Negotiating an M&A Purchase Agreement | M&A Tips
• M&A Due Diligence | Checklist & Overview
• The Role of M&A Lawyers When Selling Your Business

Additional Resources:

• Selling your business? Schedule a free consultation today.
• Download The Art of The Exit: The Complete Guide to Selling Your Business
• Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue

If you have any topic or guest suggestions, please email them to [email protected].

What is happening in the world of corporate finance? How did we get where we are today and what does the future hold? Jeff Hooke returns to M&A Talk to continue the conversation about the most important lessons he has learned over 40 years in the investment banking world. He discusses trends over the past 10-20 years and relates where he thinks the markets are heading today.

View the complete show notes for this episode.

Want To Learn More? 

• The Myth of Private Equity: An Inside Look at Wall Street’s Transformative Investments by Jeffrey C. Hooke
• 18 Differences Between Valuing Public and Private Businesses
• How to Sell an Online Business: A Case Study

Additional Resources

• Selling your business? Schedule a free consultation today.
• Download The Art of The Exit: The Complete Guide to Selling Your Business
• Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue

If you have any topic or guest suggestions, please email them to [email protected].

Do you know how an investment banker can help you sell your company? Do you know the questions to ask to find the right one to help close the transaction? Bill Snow, an experienced Investment Banker, offers his insights into the top five myths surrounding hiring and working with an investment banker.  

View the complete show notes for this episode.

Want To Learn More? 

• Net Working Capital (NWC) for M&A – A Complete Guide
• Do I Need to Hire a Local Business Broker?
• What Percentage of Businesses Sell?

Additional Resources:

• Selling your business? Schedule a free consultation today.
• Download The Art of The Exit: The Complete Guide to Selling Your Business
• Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue

If you have any topic or guest suggestions, please email them to [email protected].

Take a look behind the curtain at how Acquire.com got started and how it is changing the M&A marketplace. Andrew Gazdecki, CEO of Acquire.com, discusses his platform’s role in helping bootstrap SaaS startups be acquired and selling multimillion-dollar software companies. He shares stories, insights, tips, and predictions of AI in the M&A world.

View the complete show notes for this episode.

 Want To Learn More? 

• How to Sell an Online Business: A Case Study
• Top 5 M&A Value Drivers for Tech & Software Companies
• Preparing Emotionally for the Closing

Additional Resources:

• Selling your business? Schedule a free consultation today.
• Download The Art of The Exit: The Complete Guide to Selling Your Business
• Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue

If you have any topic or guest suggestions, please email them to [email protected].