M&A Unplugged

The most common pitfalls buyers face can be avoided, however, if buyers can pay attention to them in due time.

Joined by Joe Beer, the VP of Operations at Sun Acquisitions and over 200 deals under his belt, Domenic Rinaldi shares the top 7 most common due diligence pitfalls that buyers encounter during M&A transactions.

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

It goes without saying that getting due diligence right can make or break your transaction.

Your go-to M&A expert, Domenic Rinaldi, devotes this episode to give you a roadmap on due diligence. He discusses the best practices that successful deals have in common and provides a checklist of tasks to undertake during diligence.

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

For those who delve into business acquisitions, huge changes may be coming their way.

Doug Adams of Emerson Capital and Domenic Rinaldi talk about the significant amendments to the CARES Act and the waving SBA fees for all new deals. This huge news will result in cheaper acquisitions for buyers and more earnings for sellers.

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

Many entrepreneurs & businesses turn to wealth management firms for help in managing finances & assets.

To learn more about this industry, Domenic Rinaldi interviews Tom Hine of Capital Wealth Management. He discusses how he started his own financial planning career, and how he built his business through conducting 7 acquisitions.

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

Many successful entrepreneurs know that, in one way or another, you will have to find your exit—one that leaves you far better than when you started. In this episode, Domenic Rinaldi invites serial entrepreneur and CEO of CareerGrig, Greg Kihlstrom, to talk about Greg's experience growing a business through acquisition and then selling that same business years later for a much higher multiple.

He shares how he was able to integrate a business into his existing operation and how to methodically prepare your business for a sale. While taking us throughout his journey, Greg lets us in on the lessons he learned, the pitfalls many entrepreneurs fall into, and how he is helping bridge the gap between having a full-time job to being a freelancer.

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

What a year it has been! If you are still here standing, then you deserve a pat on the back for making it through. Now that we're at the end of this chaotic 2020, it's time to look back and recount the things we gained and the lessons we learned.

Domenic Rinaldi bids this year goodbye in this last episode of 2020 as he provides an end-of-the-year recap and a good story about deal preparation. After all, what is a good way to end a challenging year than prepare for the next and make it the year it could have been and more? Join Domenic as he signs off 2020.

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

Many businesses have admirable visions, enticing goals, and meaningful purposes, but still fall short in attaining success. Most of the time, it is caused by a lack of a well-targeted business mindset.

Domenic Rinaldi talks with Michael Zipursky, the CEO of Consulting Success, in discussing how to redirect your focus, hone an effective message, maximize outsourcing services, and pinpoint your target audience in order to start an effective, self-managing team. Michael also shares some useful tips on buying another business and coping with the business challenges caused by the pandemic.

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

The landscape from where banks operate has changed. In this episode, Domenic Rinaldi discusses how the banks are handling M&A transactions in lending these days with the help of Doug Adams of Emerson Capital.

With his expertise, Doug shares how deals are getting financed when the revenues of a business have been impacted positively or negatively, what the banks are looking for during underwriting, how to look at the deal structures when buying a business during this time, and more.

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

The COVID-19 pandemic has put all of us into this environment of uncertainty that moving forward often feels like walking with eyes closed. In this episode, Domenic Rinaldi goes solo to help us make sense of what is happening now in the M&A marketplace.

He answers whether or not deals are happening and how they have changed during this period of time and likely in the future after COVID. Domenic provides some great key things to think of before doing a deal, no matter if you're a buyer or a seller.

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

Due diligence and integration should have equal weighting in any acquisition. As integration is gaining more and more steam, more acquirers are asking how to do integration these days compared to years ago.

Joining Domenic Rinaldi on today's podcast is Mark Walztoni, who shares his high-level formula for approaching this phase, along with how to avoid some of the common pitfalls. This episode will surely help you be prepared for your next acquisition.

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