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

  • Discovering Fraud in Your Company and How to Stop the Bleeding

    Billions of dollars are lost by companies every year as a result

    of fraud, and while fraud takes many forms, it often goes
    undetected until it is too late (when the dollars lost cannot be
    recovered). For some businesses, fraud can even pose a risk to
    their solvency and ongoing existence. Business owners can stop
    fraud in its early stages or even prevent it from occurring with
    the help of our special guest and fellow business owner Bob Bates,
    CFO and certified forensic accountant at HP Accounting Services.
    Mr. Bates shares a real-world case study as well as some tips to
    help you know where to look for fraud in your business and how to
    stop it.

    29 min
  • Franchise Owners can Benefit from their Area Reps

    There are many benefits to owning a franchise business. One that

    you should be taking advantage of is the knowledge and experience
    provided by your Area Representative if your franchisor has them as
    part of the executive team. The Area Rep may be one of your most
    valuable resources in terms of helping you to build a truly
    successful franchise. Ruben Trevino, Area Representative with
    Always Best Care Senior Services in New Jersey, joins Jeff Allen to
    discuss what he brings to the franchisees he works with on a daily
    basis to help them overcome challenges and build the best franchise
    business possible.

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

    Setting yourself up for success in the months and years before selling your business is important, but what do you need to do to ensure your success after your company is in the hands of someone else? The process, can begin as soon as you make the commitment to sell. Then, that’s when the work to execute your succession plan begins, but you don’t have to go it alone. Jenifer Martin, founder of Zest Business Consulting returns for the 2nd part of her 3 part series to help you take the necessary steps in the process of selling your company in the next 2 to 5 years.

    31 min
  • Unique Concerns of Small Global Business Appraisals

    Owners of small companies that do business internationally will

    be interested in this edition of “Deal Talk.” You’ll learn about
    some of the unique issues and considerations that global businesses
    may face in preparation for an M&A transaction.  In our
    changing world, we need to have a clear understanding of the
    industry and the economic forces at play across the entire
    globe.  Our guest, Walter Blijleven, CPA and co-owner of
    Curacao Financial Group, will explain how appraising global
    businesses has become more complex in recent times and what you can
    do to help simplify the process while at the same time building
    value in your company.

    30 min
  • Foreign Buyers Want Your Business

    American businesses are very attractive to cross-border and

    overseas investors looking to gain access to the highly coveted
    American market. Many of these investors are willing to pay top
    dollar; however, with so many companies in so many industries to
    choose from, foreign buyers can afford to be selective. So how do
    you attract the attention of these wealthy overseas buyers? Where
    are they located, and what are they looking for in an American
    company? Our guest shares his deep knowledge of the increased
    interest in American businesses from abroad. Join Jeff Allen as he
    speaks with Mr. Howard Johnson, managing director of Veracap
    M&A International Inc.

    30 min
  • Other Important Reasons for Appraisals

    You should always consult a professional appraiser for a

    business valuation when you are selling your company, but that’s
    not the only time you should have your business appraised,
    according to Michael Gould, director of Litigation Support and
    Valuation Services at RotenbergMeril. Mr. Gould discusses some of
    the other common reasons you should seek the services of a
    valuation consultant, some of which you may have never considered.
    Failure to do so could mean reduced value for your business and
    leaving a lot of your hard-earned money on the table. This is
    another don’t-miss “Deal Talk” episode!

    31 min
  • Legal Guidance on Commercial Property

    If you’ve been leasing your building or your business is growing

    and you’re thinking about buying commercial property for the first
    time, our guest on this edition of “Deal Talk” tells you why you
    shouldn’t do it without the help of a real estate attorney. From
    structural problems to environmental issues to zoning laws, our
    guest expert, Chris Cali, an attorney specializing in real estate
    and M&A at Latimer LeVay Fyock in Chicago, talks about all the
    concerns that come with buying commercial property. Just wait until
    you hear his story about the salon and spa! It will make you think
    twice before buying real estate for your company without first
    talking to an attorney who specializes in real estate.

    30 min
  • Positioning Your Business for Sale – Keep it Simple

    Having a good understanding of what is included in the valuation

    of your company may help you to better understand what you need to
    focus on when preparing your business for sale, whether you intend
    to do that now or in 25 years’ time.  The timing of the sale
    and even the appraisal of your business could affect its
    value.  It’s important to know about the inside and outside
    factors that can negatively impact your business’ value so that you
    can take the right steps to build it back up.  Join us for an
    informative conversation with Mr. Randy Lewis, CFA and Managing
    Director at LP Valuation in Los Angeles.

    31 min
  • The Key Drivers of Value in a Successful Business

    You can’t get to where you want to go if you don’t know where

    you are.  Have you taken a close look at your numbers? If you
    need to build the value of your company, where do you start? 
    Our guest on this segment of “Deal Talk” tells us why a
    professional valuation (or appraisal) is critical to understanding
    your company’s current situation.  He also discusses the key
    value drivers for businesses looking to improve more than just “top
    line” growth. Mr. Marcus Sullivan is a Certified Valuation Analyst
    and Founder of Sullivan Consulting who offers a fresh perspective
    gleaned from working with respected global clients.

    30 min
  • The Importance of Specialized Accountants to Reveal your Company's Value

    Business appraisals and financial audits are necessary, but sometimes the numbers just don’t add up. If you suspect that everything isn’t being properly accounted for, you may have to call upon the services of a forensic accountant. But what is a forensic accountant? We have one on with us today in this edition of “Deal Talk.” Darrell Dorrell is a CPA and principal at Financial Forensics who has delivered more than 100 addresses on financial topics to many national bodies, including the FBI, the Department of Justice and the Bankruptcy Bar Association. He’ll explain how a forensic accountant can potentially uncover hidden value for your company.

    30 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…