M&A Talk, by Morgan & Westfield

M&A Talk, by Morgan & Westfield

By Morgan & WestfieldBusinessManagement
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M&A Talk, by Morgan & Westfield episodes

  • Understanding Cross-border Business Investors

    What if someone in Canada, Mexico or overseas was interested in

    buying your business?  Would there be any difference in the
    way the transaction would be carried out?  Would there even be
    an advantage in selling your company to a foreign buyer?  The
    landscape has changed, and with so much interest from international
    investors in American businesses, it’s important to understand the
    motivation of the buyers and some of the things that make global
    mergers and acquisitions unique. Joining us with his expert
    perspective on this topic is Mr. Drew Dorweiler, CPA and Certified
    Valuation Analyst with over 30 years of global corporate
    experience.

    30 min
  • Outside Influences on Business Valuations

    There are many different types of business valuations and some

    of them are more comprehensive than others. Business appraisers
    also have different methods for calculating values.  Why is
    this important to business owners?  Moreover, why is it
    important for business owners to understand what types of events
    and activities can have an effect (often times negative effect) on
    the numbers?  Business valuations are important and the type
    you need depends on a number of factors.  Jeff Allen visits
    with Mr. C. Fred Hall, CVA and CEO of Affordable Business
    Valuations, who’ll offer an easy-going conversation to answer some
    of the most important questions appraisers are asked by business
    owners every day.

    30 min
  • Essential Advice for Sellers

    Business owners contemplating selling their companies for the

    first time often will benefit from the sage advice of this
    program’s guest.  Walter Zweifler of Zweifler Financial
    Research brings 40 years of professional business valuation and
    consultative experience to answer a range of common yet essential
    questions that many owners have when considering selling their
    business. Together, Mr. Zweifler and Jeff Allen discuss challenges
    to business sellers, the impact of the economy and marketplace on
    valuations, the importance of objectivity of business appraisers,
    options for sellers who aren’t sure about their exit strategies,
    and much more.

    29 min
  • Valuations from a Seller’s Standpoint

    You might be surprised to find out how many business owners

    don’t consider the need for a professional business valuation, or
    appraisal, prior to listing their business for sale.  But what
    if you are approached by someone who wants to buy your business and
    makes you an offer?  Why do you need an appraisal at that
    point if though you’re inclined to accept the offer?  The
    truth is you could be leaving tens or hundreds of thousands of
    dollars (or more) on the table without undergoing a professional
    business appraisal.  Peter Agrapides, founder of Filotimo
    Capital Consultants, returns to talk about why an appraisal from a
    professional valuation consultant prior to selling your business is
    very important.

    30 min
  • Who Should You Sell Your Business To?

    Who you want to sell your business to is one of the most

    important considerations you’ll make as you begin to think about
    selling or transitioning your company. It can affect the dynamics
    of the structure and operation of your business going forward and
    even its future existence as an operating entity.  Do you
    still want to be involved in your business?  How important is
    it that your employees are taken care of and remain happily
    employed?  There is a myriad of questions you need to
    ask.  Peter Agrapides, founder of Filotimo Capital
    Consultants, is a transactional valuation consultant who joins Jeff
    Allen with some important guidance for business owners on this
    issue.

    31 min
  • Plan your Exit Strategy Now

    Many entrepreneurs don’t include their exit strategy in their

    business plan, while others don’t consider changes they need to
    make to the strategy they already have in place.  Planning
    your exit from your company well before any sale or M&A deal
    can have huge benefits for you and everybody in your organization
    down the line. It can even help make the eventual sale of your
    business go more smoothly.  Get the details in our discussion
    with Mr. Bryan Graiff, member-in-charge of the transaction advisory
    in the litigation support group at Brown Smith Wallace LLC, in St.
    Louis.

    30 min
  • Hiring the Right Attorney can Save you Thousands

    One of the most important decisions you can make for your

    business is hiring the right attorney. He or she should be your
    legal partner, know your company well and have the best interests
    of your business in mind at all times. But with so many business
    attorneys out there with so many unique specialties, how do you
    know which one is best for you?  What questions should you
    ask?  Why is it particularly important for the due diligence
    that must be performed on your company prior to selling it? 
    Hanwei Cheng, senior legal counsel specializing in business law at
    Adli Law Group PC in Los Angeles joins us for this discussion on
    “Deal Talk.”

    30 min
  • Sell a Business with Less Tax Burden

    Capital gains tax is a fact of life. Depending on the structure

    of the deal and the amount of proceeds you receive from the sale of
    your business, the capital gains tax you pay could be
    substantial.  The question is: how can you reduce the tax
    burden so you can have more of the proceeds available to sustain
    the lifestyle you want to enjoy?  Cal Garvin of Garvin
    Associates brings over 35 years of experience in the financial
    services industry to discuss the options that are available to
    business owners today, including one option specifically intended
    for retiring baby boomers who are exiting the business world with
    no intention of returning.

    31 min
  • How to Determine When a Business is Ripe for Investment

    If you’ve been thinking about growing your business through a capital injection that may include working with a private equity firm or being acquired by another company, how do you know if your company is actually worthy of investment?  Positive cash flow and consistent year-over-year sales growth may not be all that is needed to lure the right investors or buyers.  On this edition of “Deal Talk” we’ll find out what an experienced serial entrepreneur and venture capitalist has to say about the companies he’s helped turn around and lead in the past.  Join us as Jeff Allen speaks with Dan Tamkin, currently the Corporate Developer and CTO at Transdev.

    30 min
  • You Need an Attorney to Sell your Business

    Business attorneys have a breadth of knowledge that we as

    business owners can use to our advantage.  However, it’s
    important to make sure you have the right attorney on your team
    before you sell your business.  Whether you own your own
    privately held company or a franchise, you need to know who to talk
    to and what questions to ask to find a lawyer who will have your
    best interests at heart. M. Blen Gee Jr. is a business lawyer
    specializing in commercial law, contracts, corporate law, business
    litigation and mergers & acquisitions.  He has helped
    hundreds of business owners, and agreed to share some of his legal
    tips with you on this edition of “Deal Talk.”

    32 min

About M&A Talk, by Morgan & Westfield

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M&A Talk is the #1 show exclusively focused on mergers & acquisitions. At M&A Talk, we bring you interviews with experts in private equity, business valuations, law, finance, and all…