M&A Talk, by Morgan & Westfield

M&A Talk, by Morgan & Westfield

By Morgan & WestfieldBusinessManagement
Download on the App Store

M&A Talk, by Morgan & Westfield episodes

  • Firsthand Experience of Selling a Business

    It’s one thing to consider selling your business. It’s another

    thing to actually do it. On this edition of “Deal Talk,” Jeff Allen
    meets with Dr. Harry Freedman, who talks candidly about his
    experience of selling his business—a successful franchise quick oil
    change shop.  Dr. Freedman discusses some of the anxiety he
    had during the process along with what he believes was the key to a
    smooth transaction.  You’ll also learn about the team that Dr.
    Freedman worked with every step of the way. This show provides a
    fascinating first-hand account of selling a business, and is
    particularly valuable if you are considering selling a business for
    the first time.

    17 min
  • Growing Your Company Through Franchising

    Many business owners looking to grow their businesses may never

    consider franchising for a variety of reasons. However, the
    decision to ignore or avoid franchising as a legitimate means of
    business growth may come from a lack of understanding of the real
    short and long term benefits of a corporate growth model with a
    long track record of success.  The truth is that franchising
    is not just for fast food and dry cleaning chains.  Businesses
    in all industries are leveraging franchising for growth. Listen and
    learn from Mark Siebert, CEO of iFranchise Group, about what makes
    a business “franchiseable” and what franchisees should consider
    when looking for a business to buy.

    31 min
  • SBA Loans not just for Startups

    Small business owners may be surprised to learn that SBA loans are not just ideal finance options for startup companies.  The Small Business Administration wants startup and seasoned entrepreneurs alike to know that financing is available for a multitude of needs and that it can be obtained quickly compared to other sources of financing.  Mr. Matt Millett, Vice President SBA Business Development at Community Bank in Southern California, discusses the different types of SBA loan programs that are available to business owners. He’ll also discuss the advantages of SBA loans over other types of financing.

    32 min
  • She Bought Her Employer’s Company

    It is becoming more common for individuals who like their jobs so much, that they buy their employer’s company.  Deborah Sweeney is one example.  After a successful career as a business law attorney, she entered the corporate space to lead MyCorporation.com while it was in the hands of Intuit.  How Ms. Sweeney eventually acquired MyCorporation may be a textbook example of how a dedicated C-level executive could put themselves in a position of favor with their company’s ownership for the acquisition of the business outright. Join Jeff Allen as he gets all the details from the owner of MyCorporation, herself—Deborah Sweeney.

    30 min
  • Prepare to Sell Your Business 2 to 5 Years from Now: Part 3 of a 3-part Series

    In this 3rd and final segment of our 3-part series with Jennifer Martin, you’ll want to have a pen or your PC or tablet handy to take some notes because this show is all about “the lists.” If you’re 3 to 12 months away from officially listing your business for sale, you’ll need to track and document everything from all the products and services you sell to the intellectual property you own and other important details. Jennifer provides her step-by-step approach to compiling these lists, then telling you how you’ll use them and who you’ll need to help you along the way. Ms. Martin consultants with clients throughout the United States through her company, Zest Business Consulting.

    36 min
  • Selling when you’re not Ready

    According to our guest on this edition of “Deal Talk,” more

    often than not, small business owners attempt to sell their
    companies before they are actually ready to sell. Regardless of the
    reason, if you haven’t taken the necessary steps to prepare, the
    buyer has the upper hand, and they’ll likely want to pay you
    substantially less than you’re asking. Lack of preparation results
    in low valuations, but even if you absolutely must sell your
    business right away, there may be some things you can do to help
    you profit as much as possible. Listen as Lance Metcalf, CPA,
    business attorney and owner of the Metcalf Adair Law Firm, shares
    his wisdom on this subject from a financial and legal
    perspective.

    30 min
  • Is Your Company Financially Fit?

    Health and fitness is just as important to our businesses as it

    is to our bodies, so why do so many business owners overestimate
    the financial health of their organizations? Is it possible that
    the numbers in your ledger may be hiding fiscal concerns that, if
    not addressed, could have a long-term negative impact on your
    company’s value? It may be time for a comprehensive assessment of
    your financials, but how do you start the process, and what should
    you look for?  Gabrielle Luoma, Chartered Global Management
    Accountant, CPA and owner of the firm GMLCPA LLC in Tucson,
    Arizona, will let us know.

    30 min
  • Common Legal Mistakes Business Owners Make

    Even in the best of times, running your business can be a

    challenge. With so many things to remember, it’s easy to forget
    certain responsibilities that could end up costing you a lot of
    money when you sell your company. And if a prospective buyer takes
    you to court over issues you fail to disclose or inconsistencies in
    your financials, the results could be catastrophic and even prevent
    any chance of selling your business in the future. Find out about
    the most common legal mistakes that business owners make and how
    you can avoid them as we welcome business attorney and managing
    partner of The Ticktin Law Group Mr. Jamie Sasson on this edition
    of “Deal Talk.”

    32 min
  • Look to Private Equity for Business Growth, Expansion

    Private equity may be seen by some as the evil step-child in the

    investment banking world, but the truth is, more and more
    businesses are turning to private equity as a means to help them
    expand their operations into other markets and grow their
    companies. The effect that this can have on the overall value of a
    company can be exponential. Today, it’s becoming commonplace for
    small businesses with as little as $1 million in annual revenue to
    benefit from the capital injection from aggressive PE firms. So
    what are investors most interested in, and what kinds of businesses
    are they attracted to? Find out when Jeff Allen visits with Phil
    Brennan, managing partner at Go Capital, on this edition of “Deal
    Talk.”

    31 min
  • Getting Premium Value for your Business

    We all want to get the most for our companies in an acquisition,

    whether in an asset sale or a stock sale. The idea of getting
    premium value for our business is what many of us have in mind. But
    what exactly is “premium” value, and how do we achieve it? A good
    place to start is with a professional business valuation to see
    where things currently stand. But then what? Our guest on this
    segment has some thoughts that may help you work toward elevating
    your company’s value. Join us as we welcome corporate financial
    consultant Angela Sadang, director in the Financial Advisory
    Services Group at Marks Paneth LLP in New York.

    30 min

About M&A Talk, by Morgan & Westfield

From the publisher's feed

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…