M&A Unplugged

It takes a lot of courage to jump into mergers and acquisitions, more so if it is your first deal. Equip yourself with the knowledge of the issues people in the industry commonly encounter with the process and go in prepared. Owner of the Law Office of Joel Ankney, PC, Joel Ankney, shares his expertise and experience on the subject matter. He raises several scenarios that surprise his clients about the process and gives his strategies on how he deals with them and earns their trust. Learn how to close your deals as smoothly as possible by being ahead of the curve and raising your awareness and understanding that an acquisition is not an event, but a process.

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One of the often-overlooked areas when it comes to mergers and acquisitions is intellectual property. It is time to change that and bring the necessary conversation forward. In this episode, Domenic Rinaldi is joined by Andrea Fuelleman to help guide us on this topic. Andrea is a partner at the law firm of Neal, Gerber & Eisenberg, where she focuses her practice on brand protection and intellectual property enforcement matters. Here, she discusses the differences between copyrights, patents, and trademarks, as well as between the use of rights and registrations. Highlighting the importance of trademark diligence in your M&A transactions, Andrea then explains the process and the best practices to safeguard your brand identity and make sure you are getting clean titles and away from potential infringement.

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Today's discussion couldn't have come at a better time where many business' stability is at the brink of collapse. Domenic Rinaldi talks with Jeff Sands about corporate turnaround, how you can set things right and save not only your business but people's jobs as well. Jeff is the Managing Director of Dorset Partners LLC and the author of Corporate Turnaround Artistry: Fix Any Business in 100 Days. He shares with us his expertise about the topic, highlighting the importance of team effort to the process. For business owners, Jeff then gives out some pointers about the things to consider first as well as the major blocks that go into the life cycle of a turnaround. Turnarounds are all about speed and precision, so it helps to do it as fast as you can with the right professionals to guide you. Don't miss out on what Jeff is going to share in this episode.

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Even before the time of the COVID-19 crisis, the practice of hiring VAs from all over the world had already become common practice, and the crisis only served to expand the practice in more fields. Hiring VAs can be a delicate process because you're entrusting so much to people you've never even met, but once you've established things properly, it should go off without a hitch. Domenic Rinaldi is joined by Nathan Hirsch, who is an entrepreneur, an expert in remote hiring and eCommerce, and the co-founder of the acclaimed platform, FreeeUp.com. Nathan speaks to Domenic about what to look for when you're hiring VAs to ensure a great partnership. Hiring VAs is a great practice to continue your business expansion, so why don't you give it a try?

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The world has increasingly become data-driven. Yet, not many businesses understand the weight of its importance, especially when it comes to driving towards success. Nationally-recognized data leader and published author, Anthony Algmin, speaks with Domenic Rinaldi to shed light on why we need to take advantage of data in our businesses. He talks about how data impacts businesses' mergers and acquisition both from the seller and buyer's perspective, how data helps a company improve, and how data creates a competitive advantage. Taking us further into the subject, Anthony explains the concept of Data Leadership through his own personal experience with clients. He taps into the risks involved and provides some tools that could help you evaluate the quality of data. Leverage the use of data in your business now before you find yourself lagging behind the rest.

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Nobody actively wants to turn over and leave their business, but for whatever reason, if that day ever comes, as a business owner, you have to have an exit strategy in mind. Having a good, solid framework for exit planning is something that you should be considering right at the very beginning because, in the long run, it could just be a huge benefit to you. Steve Migala is a Shareholder at Lavelle Law, Ltd. with a broad transactional practice. Steve chats with Domenic Rinaldi about his framework for how business owners should think about a potential succession or exit from their business. A smart business is one that planned with the end in mind, so make sure you've got a strategy lined up.

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Domenic Rinaldi, Managing Partner of Sun Acquisitions and the Host of M&A Unplugged, interviews the head of Busey Bank's SBA program, Steve Lasiewicz, about the current state of bank lending during the COVID-19 crisis. These are obviously unprecedented times but this is a glimpse at how Busey Bank is managing their SBA program. We will attempt to provide meaningful updates to our clients and community as the lending environment adapts to this crisis. Stay safe and healthy!

The tax burden on the acquisition or sale of a business is one of the most overlooked aspects of transactions. Many business owners fall trap into unnecessary things that could have been easily solved if they only considered creating a well thought out tax strategy. In this episode, we shine the spotlight on this often missed subject with the President of The Center for Financial, Legal & Tax Planning, Roman Basi. As someone who lives and breathes in the tax code to help business owners maximize their tax situations, Roman guides us into a deeper understanding of tax codes and how he and his team assist their clients throughout the process. He unpacks some of the recent tax changes, including those that fly below the radar for a lot or business owners, and the impact they have on businesses. Read through this eye-opening conversation with Roman that will have you negotiate and choose your business deals better.

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Business valuation is defined as a process and a set of procedures used to estimate the economic value of an owner's interest in a business. Calculating the valuation of the business is an essential step before buying or selling a business, and many investors require it before putting their money down. Dominic Rinaldi is joined by Steve Mize, a Founding Partner at GCF Valuation, to talk about valuations from a buyer and seller's perspective. Steve has been an accredited senior appraiser for many years and has been valuing small and mid-size businesses across all industries. Learn how he and his team do their business valuation process, as well as how they interact with banks and deal with bank requirements.

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What is a rep and warranty and insurance and how can it impact a buyer and a seller? In today's episode, Dominic Rinaldi talks to Attorney Matt Somma, the Vice President and transactional risk broker in ABD's M&A advisory practice. Dominic and Matt take a closer look at the ins and outs of rep and warranty insurance and how this type of insurance impacts buyers and sellers. Matt also walks us through the negotiation process for closing an insurance deal and shares the downsides and thresholds of reps and warranties.

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