How can preparing for due diligence help sell your company? Will being prepared actually help close the deal? Rosco Graves, an accountant and due diligence expert, shares his insights into why preparing for due diligence is crucial to a smooth sale process.

View the complete show notes for this episode.

Want To Learn More?

• M&A Due Diligence | Checklist & Overview
• The Importance of Preparing for Due Diligence
• M&A Guide | The 4 Types of Buyers of Businesses

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].

Industry roll-ups: What are they? How do they work? What's in it for the business owner? Brandon Blewett, Head of M&A at Pave America, discusses what you can expect when selling your businesses to a PE firm as a part of a roll-up.

View the complete show notes for this episode.

Want To Learn More?

• Why Do Companies Acquire Other Businesses?
• Earnouts When Selling or Buying a Business | Complete Guide
• Net Working Capital (NWC) for M&A – A Complete Guide

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 you're considering selling your company, you want to get the most value for your business, right? Well, some exit paths are more lucrative than others. How can you determine the best path for your situation? Are PE firms an option? Get inside tips from M&A expert Adam Coffey about why the world of private equity has been growing so rapidly in recent years, learn the general blueprint on how PE firms grow capital, and how to maximize your asset diversification.

View the complete show notes for this episode.

Want To Learn More?

• Can I Time the Sale of My Business?
• Three Things To Consider When Deciding If It's The Right Time To Sell Your Business,
• The Private Equity Playbook: Management's Guide to Working with Private Equity

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].

Thinking of selling your company? What is your plan for the windfall of money you'll get once you complete the sale? Wealth advisor Jason Gordo discusses seven points to keep in mind as you create a financial plan and a wealth strategy before beginning the sale process. Build the right team of advisors to discuss your post-transaction life plan, set goals, and think about the things you should do to prepare for the financial outcome of your sale.

View the complete show notes for this episode.

Want To Learn More?

• Allocation of Purchase Price & Taxes When Selling a Business
• Preparing Emotionally for the Closing
• Crossroads: Deciding to Sell Your Business vs. Doubling Down

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 you've finally sold your business, can you jump on the next cruise ship and sail away? Nope. You'll leave money on the table, or worse still, sink the deal if you do that. Matt Coyne, an experienced M&A Advisor, explains how planning ahead for the transition period can make the deal go more smoothly and potentially add value to your company.

View the complete show notes for this episode.

Want To Learn More?

• What's involved with the transition period: Who is impacted by the transition; how can it lower risk for the buyer; can it impact the value of the business?
• What variables are there: How might the plan differ between a PE firm, a family office, or a strategic buyer; what compensation to expect; how long will it take?
• What are the steps in a transition period: how do you tell your employees; when do you tell them; what's it like on the buyer's side?
• How can you prepare: how far ahead should you start planning for the sale and integration; how long should you expect the integration period to be?

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].

If you are selling your business, you need an attorney. But do you know how to hire one? Get insider tips from Jude David, an Investment Banker and former M&A Attorney, on the biggest mistakes to avoid, what experience to look for, how to set expectations, tips on fees, and much more so you can get the right M&A attorney to help sell your business.

View the complete show notes for this episode.

Want To Learn More?

• Negotiating the Letter of Intent
• M&A Negotiating Tactic #1 – Honesty
• The M&A Purchase Agreement | An Overview

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].

As an owner, what's your biggest block to improving sales? How can fixing this improve the value of your company? We discuss the biggest problem that companies face in their sales and marketing teams with sales and marketing expert Derek Johnson. He says that many companies fail by focusing on tactics, not vision. Start with a vision, develop a strategy, then execute the strategy with precision. This can lead to improving your sales and ultimately improving the value of your company.

View the complete show notes for this episode.

Want To Learn More?

• The Strategic Sales Leader: Mastering the Art of Vision, Strategy, and Execution by Derek Wellington Johnson
• The Wisdom of Leaders: History's Most Powerful Leadership Quotes, Ideas, and Advice by Derek Wellington Johnson
• Increasing the Value of Your Business | The RVD Model

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].

Jeffrey Hooke, a former investment banker and private equity executive, discusses his career trajectory, emphasizing the challenges and lessons learned in finance. He highlights the complexities of working in large organizations like Lehman Brothers, the differences in deal-making between developed and emerging markets, and insights from his time at the World Bank. Jeff stresses the importance of finding a stimulating job, being well-organized, and maintaining interest in one's work for career success.

View the complete show notes for this episode.

Want To Learn More?

• Business Exit Plan & Strategy Checklist | A Complete Guide
• M&A Basics | Why Do Business Owners Sell Their Business?
• The Myth of Private Equity: An Inside Look at Wall Street's Transformative Investments
• Security Analysis on Wall Street: A Comprehensive Guide to Today's Valuation Methods
• M&A: A Practical Guide to Doing the Deal
• The Dinosaur Among Us: The World Bank and Its Path to Extinction
• Emerging Markets: A Practical Guide for Corporations, Lenders, and Investors

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].

The purchase agreement – getting it right from the beginning with the LOI helps a smooth closing. Gerry Williams, an M&A attorney, outlines a purchase agreement's key components and four main sections: the preliminary section (purchase price, working capital, earnouts, post-closing adjustments), reps and warranties, covenants, and indemnification. He emphasizes the importance of understanding the implications of deal structure (asset vs. stock) and the role of reps and warranty insurance in mitigating seller liability.

View the complete show notes for this episode.

Want To Learn More?

• Anatomy of an M&A Purchase Agreement | Complete Guide
• M&A Reps & Warranties | A Complete Guide
• Net Working Capital (NWC) for M&A – A Complete Guide
• M&A Basics | Asset vs. Stock Sale
• Earnouts When Selling or Buying a Business | Complete Guide
• Indemnification in Purchase Agreements | M&A Basics

• The Role of Your Accountant in the Sale of Your Business
• How an M&A Attorney Can Help Sell Your Business
• Transferring Risk and Achieving a Smooth Exit: The Role of Reps and Warranties Insurance in M&A

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].

Why do some companies struggle to raise funds while others don't? Investment banker Richard Luftig explains how mid-sized companies can access the funds they need. We discuss the challenges and strategies for raising money through either equity (i.e., selling shares) or debt capital (i.e., borrowing).

View the complete show notes for this episode.

Want To Learn More?

• The M&A Purchase Agreement | An Overview
• Small Business Acquisition Financing
• 18 Differences Between Valuing Public and Private Businesses

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].