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

  • Tax Advantages for Commercial Property Owners

    If you own commercial property of any kind, whether it’s where you operate your business or it’s property you lease to others, this program is for you.  The IRS tax code includes provisions that could save you money--potentially, alot of money. However, many business owners are not aware of these advantages that have actually been part of the tax for years, so we’ve invited Mr. Steve Oppenheim to fill you in on the details. He’s, a CPA and partner at Gettry Marcus in New York. As a member of the firm’s  Real Estate Group, he works with commercial and residential property owners and developers on matters that may impact their businesses.

    31 min
  • What All Successful M&A Deals Have in Common

    Why do many M&A transactions fail after the deal? Why do so

    many deals fail to get done in the first place? It may be because
    the acquiring company and the business targeted for acquisition
    aren’t a good fit, either culturally or operationally, or for any
    number of other reasons. In other words, some businesses simply are
    not meant to be combined. On the other hand, what is the secret to
    success for those business acquisitions that do work? Why do some
    businesses go on to great success after they have been sold? Find
    out when Jeff Allen visits with business advisor Peter Boni, author
    of the new book “ALL HANDS ON DECK: Navigating Your Team Through
    Crises, Getting Your Organization Unstuck, and Emerging
    Victorious.

    31 min
  • Financial Readiness Before the Deal

    The Chief Financial Officer (CFO) is often a very instrumental  member of the sell-side team in any M&A deal offering a level of foresight, insight and overall financial expertise that bookkeepers and accountants cannot match.  But what if you don’t have a CFO on board? If you’re considering selling your business within the next 3 to 5 years, who can you turn to to help you devise and implement a plan to raise your company’s value?  Rob Taylor has some suggestions.  Currently the CFO with Accuform Signs, Mr. Taylor joins Jeff Allen to share his past experience as a CFO who helped prepare sell-side companies for successful M&A transactions.  Selling your company from a CFO’s perspective on this edition of Deal Talk.

    30 min
  • Investment Banks Provide Options, Flexibility

    Whether your company is in growth mode or you’re positioning your business for sale, you may want to consult the services of an investment banker. For low and mid-market level companies with revenues of $50 million or less, the decision of which bank to use may seem daunting, but not all investment banks are the same. Todd Taskey is an M&A Advisor with Potomac Business Capital. We had a chance to catch up with him to discuss his perspective on the importance of working shoulder-to-shoulder with business owners in order to determine the best ways forward for strategic growth whether through partnerships, joint ventures or acquisition.  

    30 min
  • Value Advantage of Being Lean

    Many business owners associate the subject of “lean” strictly

    with manufacturers. Today, however, businesses in all industries —
    including service businesses — can benefit from the implementation
    of lean principles to eliminate waste in all areas of their
    operations and increase the value of their companies in the
    process. On this edition of “Deal Talk,” Jeff Allen speaks with
    Colin Baird, vice president at Sullivan-Curtis-Monroe in Los
    Angeles, about what lean is and why business owners need to look
    seriously at process improvements that can help strengthen their
    balance sheets while adding value to their organizations.

    30 min
  • I Sold My Business – Dan Ness

    There’s no substitute for the wisdom of someone who has been

    through the process of selling their business. You can learn a lot
    from the experience of someone who has “been there, done that,”
    like Dan Ness. Dan is now the former owner of a Miracle Method
    franchise in Northern California — a business he owned for more
    than 32 years. When he and his wife got into the business, it was
    just the two of them, but they eventually grew their business into
    one of the most successful franchises in the country. Find out what
    Dan went through and what he had to do to get ready to sell, and
    learn about the overall process in his own words on this special
    edition of “Deal Talk.”

    32 min
  • What Investors Want You to Know

    Are you making plans to grow your business? Are you looking to

    recapitalize? If you answered “yes” to either of those questions,
    you may have given at least some passing thought to working with a
    private equity group. While not every PE firm seeks to gain
    controlling interest in a company, investors won’t simply hand
    their money to just anyone. In fact, investors are more cautious
    and selective than ever when deciding whether to invest in a
    company. So what are investors looking for? What are their
    conditions and criteria? Chris Sheeren knows. He is a partner at
    Huron Capital Partners in Detroit, and he talks with us about
    what’s important to investors when considering working with a
    business.

    31 min
  • Cyber Crime’s Threat to Valuations

    Cybercrime is one the fastest growing threats to businesses, and

    the risk it poses to valuations can be devastating, because it not
    only impacts company finances, it can also damage an organization’s
    reputation. Home Depot and Target are just two examples of how
    cybercrime can bring large corporations to their virtual knees,
    resulting in the loss of millions of dollars in the process.
    Imagine the damage that could be inflicted on your business.
    However, you and your company can avoid becoming victimized by
    cybercrime, but it takes vigilance. Join Jeff Allen as he talks
    with Dan Cotter, attorney and partner at Butler Rubin Saltarelli
    & Boyd, about cybercrime, what it looks like and steps you can
    take to prevent it.

    30 min
  • Solutions to Cash Flow and Revenue Problems

    Any business owner will tell you that at one point or another they have had an issue with cash flow, and for many business owners, this is a common ongoing problem. The problem can seem insurmountable if your business is not generating revenue. So how can you get your arms around all of it to stop the bleeding and make the necessary changes to get cash flowing again? Mr. Darrell Dorrell is a widely recognized CPA and the principal at Financial Forensics. His work in the area of forensic accounting has resulted in proven systems for cash flow management and daily revenue projections and tracking that you can benefit from immediately, starting today. This is can't-miss “Deal Talk.”

    32 min
  • Defer Capital Gains Tax With 1031 Exchange

    If you own property as part of your business and you’re

    considering selling your company, you may want to think about using
    that real estate to help you put off paying any capital gains taxes
    you may owe. The 1031 Exchange has been around for several years.
    However, many entrepreneurs are not familiar with the ins and outs
    of this provision of the IRS tax code. Chris Cali is a business
    attorney and an expert in commercial real estate matters. On this
    edition of “Deal Talk,” Mr. Cali explains the 1031 Exchange in
    detail and clarifies which situations and what kinds of property
    qualify for the provision. The 1031 Exchange may not eliminate
    taxes, but it could possibly save you tens of thousands through tax
    deferrals.

    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…