M&A Unplugged

Do you want to be knowledgeable and prepared when you decide to exit your own business? Having an in-depth look at Small Business Acquisition Loans (SBA) will come in handy when that day arises. Today's guest is Douglas Adams, the principal and president of Emerson Capital Corp, which provides financial solutions in business acquisition loans. In this episode, Douglas discusses with Domenic Rinaldi the qualification, costs, and debt structure of SBA. If you want to have great intel so you can better understand the assumptions that banks and buyers make with SBA, then this episode is for you.

Love the show? Subscribe, rate, review, and share!

• Here's How »

Join the M&A Unplugged Community today:

• k2adviser.com
• M&A Unplugged Twitter
• M&A Unplugged Facebook
• M&A Unplugged Instagram

Casting a wide net over the marketplace gives you a lot of choices when it comes to business acquisitions. But without proper search criteria, having many options may result in more challenging decision-making. Tim Lahey joins Domenic Rinaldi to share how he narrowed his business acquisition choices to just a few industries, allowing him to acquire the custom integration company, Homerun Technology. He also talks about the strategies he followed to ensure a smooth transition with its past owners and existing employees, how he used an SBA loan to finance this transaction, and how they closed the deal even with the COVID-19 virtual setting. Tim also explores the many ups and downs of business acquisitions, underlining the importance of having a thick skin.

Love the show? Subscribe, rate, review, and share!

• Here's How »

Join the M&A Unplugged Community today:

• k2adviser.com
• M&A Unplugged Twitter
• M&A Unplugged Facebook
• M&A Unplugged Instagram

Many people who get into the world of merging and acquisition pay little to no attention to various tax consequences and how to optimize them. Despite the different experiences between sellers and buyers, how can we bridge the gap here? Joining Domenic Rinaldi to delve into this matter is CPA and attorney, Ed Castellani. Together, they talk about the right way to approach a seller demanding stock transaction with no optimal tax outcome, the specifics of the letter of intent, the buckets of allocation, and how sellers can overall minimize their tax burden. Ed also dives deep into the world of C Corp, particularly on how they can be utilized to defer tax.

Love the show? Subscribe, rate, review, and share!

• Here's How »

Join the M&A Unplugged Community today:

• k2adviser.com
• M&A Unplugged Twitter
• M&A Unplugged Facebook
• M&A Unplugged Instagram

Did you know that 90% of all businesses never exceed $1 million in sales? That is a huge number of companies and solopreneurs basically just plateauing in their business growth after capping a certain threshold value. If you're an existing owner of a business or someone who is contemplating to acquire one and grow it, you may want to take some time for this one. Join in as Domenic Rinaldi talks to a return guest, Brett Trainor, an expert in helping companies that have plateaued break through that barrier and achieve substantial growth. Listen as they discuss Brett's template for analyzing a company's growth barriers, strategies for growth, and how to implement those strategies without making bad investments that won't provide a return.

For more comprehensive guidance, download our due diligence best practices guide and checklist, as well as, additional free resources on our website at www.k2adviser.com/resources.

When you get to the core of why people fail during their transactions, you'll see that it is because of the lack of preparation. And Domenic Rinaldi has some data to back this up. In this episode, he shares the highlights of the 300 buyer assessments collected in 2020, offering insights into why people fail to prepare and how you can avoid it. As we get into the thick of 2021, it is time to overcome the number one thing standing in the way of having a successful transaction. Follow Domenic in this short yet insightful discussion to learn the actionable steps.

There is something romantic about growing a business organically, but those who have been in the trenches know how unglamorous that process can be in the day-to-day. Growth through acquisition is a far quicker and easier option if you want to grow in scale, but you also have to be very careful about the potential pitfalls. This B2B marketer's story beautifully illustrates that point. Priscilla McKinney is no stranger to adversity, as she has seen her previous business literally burn down to the ground. Somehow, the confidence that she gained from rebuilding that business from the ashes backfired on her when she finally tried her hands on business acquisition. You are going to appreciate Priscilla's candor in sharing what transpired in this transaction, which is a cautionary tale on the many pitfalls of M&A and a reminder of the importance of surrounding yourself with an experienced M&A team. Join in as she shares all of that in this learning-packed conversation with Domenic Rinaldi.

For more comprehensive guidance, download our due diligence best practices guide and checklist, as well as, additional free resources on our website at k2adviser.com/resources.

Love the show? Subscribe, rate, review, and share!

• Here's How »

Join the M&A Unplugged Community today:

• k2adviser.com
• M&A Unplugged Twitter
• M&A Unplugged Facebook
• M&A Unplugged Instagram

Valuation has always been one of the tougher nuts to crack in M&A deals, even under normal circumstances. When you throw in a pandemic to the mix, things begin to become more challenging, but also more interesting. Join Domenic Rinaldi as he speaks with Howard & Howard's Joe DeVito to discuss some of the creative deal structures that M&A parties have adopted to bridge the valuation and risk gaps that came as a result of COVID-19. While 2020 certainly has been a tough ride as far as M&A transactions go, there is no reason to believe that 2021 would be any easier, so this episode is a must-listen if you're planning to strike a deal anytime soon. Listen in and pick up some cool ideas that you can use to close your own transaction.

For more comprehensive guidance, download our due diligence best practices guide and checklist, as well as, additional free resources on our website at k2adviser.com/resources.

Love the show? Subscribe, rate, review, and share!

• Here's How »

Join the M&A Unplugged Community today:

• k2adviser.com
• M&A Unplugged Twitter
• M&A Unplugged Facebook
• M&A Unplugged Instagram

70% of M&A transactions are doomed to fail because of poor preparation and unclear strategies. To help minimize the risks faced by most business buyers and sellers, Domenic Rinaldi talks about seven of the most common M&A pitfalls that must be avoided at all costs. From the ROI targets and due diligence to valuation and integration, he delves into the most important stages of M&A and how to navigate through them effectively. Take note of each one, and you are on a straight, clear path to a successful and rewarding transaction.

For more comprehensive guidance, download our due diligence best practices guide and checklist, as well as, additional free resources on our website at k2adviser.com/resources.

Love the show? Subscribe, rate, review, and share!

• Here's How »

Join the M&A Unplugged Community today:

• k2adviser.com
• M&A Unplugged Twitter
• M&A Unplugged Facebook
• M&A Unplugged Instagram

Whether you are contemplating buying your first business, or you already own a business, growth is one of the key elements to the long-term health of your company. It has become hard to grow a business in traditional ways.

On today's podcast, let Domenic Rinaldi share a strategy to grow your business faster and cheaper.

For more comprehensive guidance, download our due diligence best practices guide and checklist, as well as, additional free resources on our website at www.k2adviser.com/resources

COVID-19 shook the nation to its core and swept through various industries, putting a halt to many business operations. Private equity was profoundly affected by the crisis but jumped back into the game before 2021.

Domenic Rinaldi is joined by Scott Becker to discuss how to approach private equity with smaller, COVID-19 resistant deals on the rise.

For more guidance, download our due diligence best practices guide & checklist and additional free resources on our website at www.k2adviser.com/resources