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

  • Costs and Advantages of Franchising

    Franchising your business can be a great way to grow your brand,

    and for entrepreneurs looking for their next business opportunity,
    owning a franchise has a number of important advantages. If you
    currently own your own privately held business, or if you are
    someone who is exploring the possibility of franchise ownership,
    this edition of “Deal Talk” is for you. Patrick Le Feuvre is a
    Houston-based franchise area representative for Cartridge World — a
    highly successful global franchise serving both business clients
    and general consumers. Mr. Le Feuvre talks about how the franchisor
    makes their money and how the franchisee benefits (and succeeds)
    from their interdependence on other franchisees in the company.

    34 min
  • Cut Costs by Outsourcing IT

    Never before in history has the world of business been so

    connected by technology. The surge in mobility from smart phones
    and tablets to cloud-based systems and SAAS has created
    unparalleled opportunities to grow our businesses beyond
    borders.  It also creates new challenges to deal with issues
    involving in-house information technology that can end up costing
    small businesses a fortune each year to resolve.  Our guest on
    this edition of Deal Talk discusses how small businesses today can
    cut these costs substantially by outsourcing their IT to highly
    advanced firms that specialize in handling it.  Join us for an
    interesting conversation with the CEO of Ronas IT, Mr. Roman
    Surikov.

    32 min
  • CPA's: Invaluable for Business Sellers

    The hiring of a CPA may be one of the most important

    partnerships you can have as a business owner, especially if you
    are preparing to sell your company over the next few years. 
    In fact, the CPA has multiple functions that go beyond helping you
    find ways to minimize taxes and cut costs.  Are you looking to
    raise the value of your business? Do you understand your key
    metrics and what lies beneath the numbers?  When should you
    contact a CPA and how much of a role will they play in the process
    of selling your business?  You'll be interested to know just
    how crucial a CPA can be in the years leading up to the sale of
    your company.  Matt Turpin, CPA and Certified Valuation
    Analyst at Carr, Riggs & Ingram joins us for this enlightening
    discussion on Deal Talk.

    34 min
  • Free Resources for Business Growth – New Business Series

    When business owners are looking for ways to grow our companies,

    they’re usually concerned about the cost associated in doing so,
    and for those entrepreneurs who are just starting out this is
    especially important.  Fortunately, today, there are a number
    of free and low-cost resources available to new business owners who
    want to grow their businesses but don’t have a lot of spare
    capital.  On this edition of Deal Talk, we welcome Mr. Frank
    Aguirre, Business Development Specialist at the Office of the Mayor
    of the City of Los Angeles.  Frank will discuss the types of
    organizations and agencies that exist to help business owners in LA
    and that may also be available in similar forms throughout the
    country.  

    30 min
  • Early Steps you should Take to Prepare your Business for Sale

    Today we're going to talk about the necessary steps you need to take when preparing to sell your company, or the things that you need to think about and start putting plans in motion. To do that I'm joined by Mike Bankus, the principal at Goriano Experts and Advisors, a business valuation consulting firm serving businesses, attorneys, and CPA's, and he's also a business broker partner with Stony Hill Business Brokers.

    29 min
  • Devastating Legal Risks to Avoid

    Whether you're a start-up entrepreneur or an experienced small

    business owner, you will get a lot out of this edition of Deal
    Talk, because no one wants to subject themselves to corporate
    litigation that can devastate both you and your
    business.   Is your business a formally recognized legal
    entity? Is it the best structure for your type of business? 
    Beyond that, have you protected yourself and your business
    partner—if you have one—with a founder's agreement?  Do you
    conduct any transactions over the Internet?  Participate in
    interstate or overseas commerce?  If so, you need to consider
    the legal issues. We're pleased to welcome Annal Vyas, attorney and
    visiting Professor of Clinical Law at the University of Akron to
    help us understand the top legal challenges and—importantly—how to
    avoid them.

    36 min
  • Franchise Businesses Need Proper Representation

    Many attorneys possess a tremendous depth of knowledge of

    business law that is relevant to both privately and publicly held
    businesses, but when it comes to franchise law, most attorneys fall
    short. While there are some similarities to general business
    operation, the world of franchising is in a different universe.
    According to this edition’s “Deal Talk” guest, Julie Lusthaus,
    partner at the firm of Einbinder Dunn & Goniea, if you are a
    franchisee or a franchisor, your interests will be best represented
    by an attorney specializing in franchise law. Whether your needs
    are transactional, regulatory or involve other legal interests, Ms.
    Lusthaus will explain why working with a franchise attorney is
    vital to your business.

    28 min
  • Choosing Construction Contractors Wisely for Savings and Safety Now and Later

    Choosing the right contractor for improvements, expansion or

    installation projects requires careful consideration.
    Unfortunately, many small business owners tend to give priority to
    the lowest bids, often putting quality and — most importantly —
    health and safety at risk, the consequences of which can be costly
    indeed in terms of time, money and legal penalties. Our guest on
    this edition of “Deal Talk” is Marina Manoukian, senior counsel at
    ADLI Law Group. Ms. Manoukian will share her experience of working
    with business owners to properly vet contractors for experience,
    licensing, safety protocols, quality assurance as well as their
    relationships with subcontractors, who often perform most of the
    work.

    31 min
  • Traditional and Alternative Funding Options

    Most small business owners are familiar with SBA loans and

    conventional loans as a means for funding their businesses.
    However, did you know there is a wide range of SBA loan types to
    meet specific needs? Interestingly, in addition to SBA,
    conventional bank loans and investor funding, there is also a way
    for you to use your retirement funds to fund your business. While
    this may not be for everyone, this method does have its advantages,
    and our guest has all the information. He is Dallas Kerley, chief
    development officer at Benetrends Inc. He'll cover the many
    traditional funding options and expand on the retirement rollover
    funding alternative in detail.

    28 min
  • How Succession Planning Benefits Everyone

    You may have an exit strategy, but it's your succession plan

    that will spell out the details of how your company will be led in
    the future and who will take control of the reins to lead the
    charge when you're gone. So why do so many business owners wait so
    long to form their succession plans? The answer may surprise you.
    On this edition of “Deal Talk,” host Jeff Allen welcomes Peter
    Brehm, business and tax attorney and owner of the Business Law
    Center in Bloomington, Minnesota, to discuss the advantages of a
    clearly laid-out succession plan, what the planning process
    involves and who benefits. This is a program your family and your
    company will thank you for tuning into!

    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…