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

  • Advice from an Investor to Business Owners

    To find out what makes a business attractive to a prospective

    buyer, you need to talk to the person who writes the check, or in
    this case, several checks. Robert Ritch, CEO of Secured Equity
    Group, is such a person. And as an owner — and seller — of multiple
    businesses, Ritch knows what it takes to build value and succeed at
    attracting the right buyers or investors to practically any
    business in any industry. From startups to seasoned companies,
    Ritch tells you which attributes are most important to investors in
    this edition of “Deal Talk.”

    31 min
  • Why you should Avoid "Quick Fixes" to Raise your Company's Value

    There are many reasons for declining values of small, privately

    held companies. On this edition of “Deal Talk,” we’ll talk with
    Russell Glazer, CPA and partner at Gettry Marcus in New York, about
    some of the most common ones, and why you should think twice before
    attempting any “quick fixes” to improve the value of your business.
    We’ll discuss smarter alternatives to those quick fixes, as well as
    how often you should have your business appraised, and the best
    approach to setting a value for your company.

    29 min
  • Expert Ideas on Cost Cutting and Saving More Money

    Just when you thought you’ve made all the cuts you can make,

    believe it or not, there may be more that you can do to help your
    business save money.  Investors, business brokers and buyers
    themselves are on the lookout for profitable companies that are run
    efficiently and that have trimmed all unnecessary expenses and
    costs. The question is, what costs can you reduce — or cut further
    — to improve profitability? Our guest has some thoughts on this
    subject because he has made it his job to help business owners do
    just that. Welcome Mr. Vinil Ramchandran, president of
    AccuSolutions in Long Beach, California.

    33 min
  • Prepare to Sell Your Business 2 to 5 Years from Now: Part 1 of a 3 Part Series

    If you plan to retire within the next five years, this series is

    for you. As a business owner, there are steps you can take now to
    save you stress, time and money later on. Have you reviewed your
    exit plan? Is your team as effective and productive as it can be?
    Have you or your managers documented your operational systems and
    procedures? Do you know how much your business is worth …
    now?  Jennifer Martin, owner of Zest Business Consulting,
    kicks off this three-part series with the kind of information that
    has made her one of the most sought-after business consultants in
    America.

    35 min
  • Important Reasons to have your Business Appraised Now

    Business valuations — or business appraisals — are an important

    part of a successful transaction of any M&A deal, but
    valuations are also important for a number of other
    non-transactional purposes. In this edition of “Deal Talk,” you’ll
    learn about the other business and personal uses for business
    valuations. If you have business partners, are involved in forming
    a new entity, are married with a family or have special
    considerations, this show will be of special interest to you. Join
    Jeff Allen as he speaks with professional business valuation
    consultant Trisch Garthoeffner, CVA and owner of Anchor Business
    Valuations & Financial Services LLC.

    .

    30 min
  • Tips for Writing Buy-Sell Agreements

    Properly written buy-sell agreements are essential to the smooth transaction of any deal involving mergers and acquisitions. So why are most written so poorly, if at all? If the agreement in any way favors one party over the other, is based on an unreliable calculation method or excludes any pertinent information, the seller can find themselves in court. So how do you avoid litigation? What steps should you take to ensure that your buy-sell agreement is as iron-clad as possible? Those are just some of the questions we ask Michael Blake, CFA and director of Valuation Services at Habif, Arogeti & Wynne LLP in Atlanta, on this edition of “Deal Talk.”

    30 min
  • Know more about Five Star Painting

    In this episode, we talked to Mary Kay Liston who was named President of Five Star Painting when the Dwyer Group acquired it in 2015. Working with a team of talented franchise consultants, the company realized double-digit growth each year. Mary Kay’s career in franchising began in 2003 when she joined the Valpak Direct Marketing Systems. During her six years there, Mary Kay led the company’s largest operation and turned it from having a negative cash flow to a highly profitable entity. In just her second year as General Manager in Los Angeles she and her team of 100 associates received the coveted Chairman’s Cup, Valpak’s highest award for sales and operations excellence. She cultivated relationships with franchisees to foster best practices across the network.

    13 min
  • What Every Business Owner Should Do Whether you're Selling your Business or Not

    Having tight financial records sounds like a no-brainer, but do you know how often a business appraiser, CPA or business attorney finds errors or omissions or just evidence of generally poor bookkeeping that could actually kill an M&A deal? Oftentimes owners are completely oblivious. T.J. Liles-Tims, a certified valuations analyst and co-founder of BVFF Partners LCC in Oklahoma City, talks about the importance of having properly prepared financial statements and working with someone who can help you uncover issues that could negatively impact the valuation of your company.

    31 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…