M&A Unplugged

Every transaction hangs by the thread of communication. How you get your message across can either make or break a deal. Yet, this important aspect tends to be the most overlooked by many in the M&A industry. That is why in this episode, Domenic Rinaldi invites guest Justin Breen, the CEO of the PR firm, BrEpic Communications LLC, to talk about how you get the communication down the line in a way that positively impacts the entire M&A process. At the heart of it is the importance of knowing your story that captures your message and getting it out there. He gives advice for those who just purchased a new business on how they should approach their PR in terms of their employees, clients, and even with the media.

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Whether you're a group of investors acquiring a business that you're going to operate yourselves or your company looking to acquire another company, integration is critical. Matot, a fourth-generation dumbwaiter manufacturer, complete a strategic acquisition several years ago. Jim Piper, its President, sits down with Domenic Rinaldi to talk about the integration of the acquired company - what went right, what could have been done better, and some best practices to consider when planning for your own acquisition. Tune in to today's show to learn all about their success story.

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Many business owners who sell their businesses wind up being remorseful, not because of the amount of money that they received for their business, but because they don't know the next thing to do and have lost their purpose. Are you really ready to step aside from your business personally, financially, and emotionally? If you want to learn how to prepare for the sale and avoid some of the common pitfalls when selling, check out Domenic Rinaldi's interview with Will Moore of Moore Momentum.

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Where should you start when you think about integration? In this episode, Jim Jeffries, founder of M&A Leadership Council, joins Domenic Rinaldi to talk about post-merger integration and transition and how that can typically make or break the return on investment for your acquisition. Oftentimes, this phase of the deal gets lost in the shuffle because so much time and attention is spent on consummating the actual transaction. Jim and Domenic discuss the importance of formulating your strategy and the difference between doing the deal versus completing the deal. Get to know the S-3 model and how each of these plays an important role in integration.

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Not nearly talked about in M&A transactions is the critical role of mindset and emotion. Without realizing it, you may have overspent or even over-invested in a transaction or deal that is not giving you the results you expected. Tackling this very important yet often overlooked topic, Domenic Rinaldi sits down with Jason Abell, the President of Rewire, Inc., to help get you thinking about your mindset for a deal and how to be better prepared. Jason helps us better understand the elements of mindset, how it could make or break a deal, what role it plays to people going through major transitions in life, and how it impacts the ultimate culture of a business. Whether you are a seller or buyer, this episode will help you figure out how mindset can improve your odds of getting a successful transaction done. Follow Domenic and Jason as they share more.

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From an M&A perspective, healthcare is an interesting frontier that you may want to look into as an investor. On the other hand, as the industry works itself through the COVID-19 pandemic, it is a good time for owners who want an exit to start contemplating a sell. Whether you're an owner looking to sell or an investor looking to dip their toes into healthcare, you'd be surprised to know that there is so much to learn about regulation and valuation in M&A transactions in this particular industry. Before entering a transaction, you may want to consider talking to your regulatory attorney. Dive right into this conversation between Domenic Rinaldi and healthcare regulatory attorney, Joshua Freemire of Epstein Becker & Green to learn more.

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Earnouts are an important part of M&A transactions, with about 20% of all deals involving some form of it in normal circumstances. With COVID-19 at our heels, that percentage is going up as buyers take extra precaution, given the uncertain economic environment we now find ourselves in. Whether you're a seller or a buyer, it's important to learn how earnouts work, protect yourself, and strike win-win deals based on mutual trust and understanding. Domenic Rinaldi takes a peek at this timely topic as he sits down with deal attorneys, Jeffrey Petersen of The Law Offices of Jeffrey T. Petersen and John Schreiner of Perkins Coie. With Jeffrey taking the seller's side and John playing the buyer's counsel, they trade ideas on how sellers and buyers can make the best deals given their specific circumstances. It's all you need to know about earnouts in one episode! Be sure not to miss out on it!

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As we navigate this uncertain business environment created by COVID-19, both sellers and buyers have to add a few considerations if they're contemplating an M&A transaction. The question of the PPP loan is certainly one of the elephants in the room. How does it affect an asset's valuation? How can sellers and buyers protect themselves when entering these transactions? Don't miss out on this episode, where M&A experts Tad Render of Miller, Cooper & Co., Ltd. and your host, Domenic Rinaldi, discuss in detail some of the most important things buyers and sellers should take into account before striking a deal in these uncertain times. Contemplating a sale? Planning on buying an asset out? Now more than ever, you may need to sit down with all your advisors before you proceed.

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There is room for intuition in business, and it can lead us to better decisions and better results. This is what Dean Newlund explores in his podcast, The Business of Intuition. Dean is the CEO of Mission Facilitators International, a training and development firm that offers leadership development programs to medium to large organizations nationally and worldwide. Dean is a student of intuition. His passion is to get intuition out of the closet and into the boardroom. With host Domenic Rinaldi on the show, he explains why we don't use intuition as much as we should and why it pays to pay attention to it a little bit more.

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Valuing a business is hard enough when things are going well, but valuing a business that has been impacted by the COVID-19 pandemic can be another kind of tricky at best. Joining host, Domenic Rinaldi, in this episode, to talk about how best to get through the motions of these troubled times in your business is Alexandra (Alex) Reed Lajoux, Ph.D., M.B.A., the founding principal of Capital Expert Services, LLC. Alex discusses the things buyers and sellers should be thinking about when it comes to valuations during this pandemic and how business owners should look at a potential exit. She also shares some advice for buyers out there on how to approach a potential seller without looking like taking advantage of the current tough situation we are all in. Listen in on this important conversation to learn how to navigate through these times and come out stronger than when you entered.

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