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

  • How to Build Leads through Online Marketing Strategies

    You know the importance of marketing your company’s products or services, and depending on the size of your operation, you may even handle some or most of the marketing responsibilities yourself. Now, how much of that time do you spend in your online marketing efforts? How much? Maybe 25%, 50%, all of it? Good for you. My guest on this edition of Deal Talk is here to reinforce the notion that the old tried and true marketing strategies are not as effective anymore, particularly if you're interested in adding true value to your business. Jan Rautenbach is the president of Capstone Advice, based in the Johannesburg area in South Africa and his company provides leading edge marketing services and support for clients all over the world.

    32 min
  • Reduce Taxes on Capital Gains

    After you’ve sold your company, you’ll face the reality of

    having to pay capital gains tax on the proceeds, but there are ways
    to minimize these taxes. These methods can be discussed during the
    M&A process between the buyer and seller. In fact, the
    structure of the deal itself may be critical to help the sell-side
    business owner reduce their tax exposure.  Ms. Meghan Jodz,
    Sr. Tax Manager at Grant Thornton, LLP, talks with Deal Talk’s Jeff
    Allen about a “Tax Shield” and how both buyers and sellers of
    businesses can work together to take advantage of improved tax
    efficiencies to minimize the amounts they have to pay the IRS.

    28 min
  • Is your Business Franchisable?

    Expanding your operations and brand through franchising is

    one way to grow your business. It involves using the money and
    managerial talents of others to open and operate locations in
    desirable markets. However, just because you have a successful
    business doesn’t mean it will pass the test as a “franchiseable” or
    franchise-ready business.  On this edition of “Deal Talk,”
    host Jeff Allen asks our guest expert how a business owner can
    determine if they and their business are ready for growth through
    franchising. Mark Siebert, CEO of iFranchise Group in Homewood,
    Illinois, discusses all the details and provides questions (and
    answers) you need to consider if you’re thinking about franchising
    your brand.

    30 min
  • How New Entrepreneurs Can Thrive – New Business Series

    Every new business owner wants their venture to be a big

    success, but for many, getting started on the right foot is often
    the biggest challenge.  From having an understanding of what
    your brand is and the importance of determining your corporate
    culture to the development of your product or lines of service, the
    questions you need to answer are critical in order to build a
    successful business you can one day sell at a premium value. 
    James Bottom is the Director of Innovation and Entrepreneurship at
    the University of Southern California and the founder of Incubatrix
    in Los Angeles. He and Jeff Allen will discuss the steps you need
    to take and the pitfalls you need to avoid to help your new
    business thrive.

    30 min
  • Common Myths Regarding SBA Loans and Buying a Business

    In this edition of deal talk, we're going to talk to you buyers out there. If you're considering buying an established small business that you've had your eye on and you know you're going to need financing, you may want to listen up. Specifically, we're going to talk with an expert about funding through the SBA, or small business administration, and some misconceptions concerning the process, expectations, and results of working with the SBA to help you finance your transaction. To do that, I'm going to lean on our guest expert in this area, Mr. Steve Mariani, he is a business finance advisory at Diamond Financial, based in Rollin, North Carolina. They help business owners and buyers Nationwide.

    31 min
  • How your Regional Small Business Development Center can Help your Small Business Succeed

    Many newer aspiring business owners and some who have been added for a while may be a bit challenged by some of the basic tenets or principles of operating a business. But good news is, chances are you have a very valuable resource in your own backyard, and I am talking about the Small Business Development Center and if you've never heard of these and there are number of them across the country we are here to talk with an expert who can shed a little more light, because he is essentially an insider. His name is Jim Griggy, he is a business advisor for the Small Business Development Center at the Summit Medina Business Alliance in Akron Ohio

    32 min
  • Why Franchise Business Owners should use Attorneys Specializing in Franchise Law

    If you're a business owner, entrepreneur, or investor this is the place to be. It's our mission to always to educate and inform you with the help of some of the most credible, highly-regarded experts in the industry of transacting businesses so you'll be equipped with the knowledge to help you make some important decisions when the time comes to sell your business or buy one. If you're a franchisor or a franchisee, or if you are considering purchasing a franchise I think you might find this segment particularly informative, because the needs of franchise business owners are different from independent business owners. How are those needs different? We're going to find out. My guest on this edition is Tom Spadea. He's a business and franchisee attorney and principal at Spadea, Lanard, & Lignana in Philadelphia.

    31 min
  • The Right Candidates for Franchise Ownership

    It’s important as a business owner to hire and maintain a team

    of people who are enthusiastic and motivated to help make the
    business a success. In the franchising world, the same is true, but
    it all starts with the need for the franchisor to choose the best
    owners for the various locations. So how do you determine which
    candidates are best suited to own and operate your stores? 
    What are the key factors and traits? How important is personal
    character? Should they have previous business ownership experience?
    There are many things to consider as Ron Bender, Chief Franchise
    Executive at Future Focus Franchise Advisors, will tell you on this
    edition of Deal Talk.

    30 min
  • Creating a Smooth Transition

    While there are a lot of moving parts in any M&A deal,

    ensuring a smooth transition from you to the new owner of your
    company is important for a number of reasons that could impact not
    only your reputation but also the prospects for success of the new
    ownership and the livelihoods of your loyal employees. That,
    however, only scratches the surface. How can you work now and
    during the acquisition process to help make sure the transition
    goes as smoothly as possible? Brent Freeman, investment banker and
    M&A advisor at The CBB Group, joins us to talk about the ways
    that a business owner can work to smooth out the bumps that
    sometimes occur when a company transitions from one owner to
    another.

    31 min
  • Finish Big and Exit Happy

    On this special edition of “Deal Talk,” we’ll talk about why

    some successful entrepreneurs sell their business and happily move
    on to the next chapter of their lives, while others sell their
    companies and seemingly live to regret it. Bo Burlingham — author
    of “Finish Big: How Great Entrepreneurs Exit Their Companies on
    Top” and, previously, The New York Times best-seller “Small Giants”
    — joins us from his Northern California home to talk about the key
    factors that separate owners who are happy after leaving their
    companies from those who are unhappy. Why do some go wrong while
    others are so successful? This is an interesting discussion that
    may get you thinking about your own future!

    41 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…