M&A Unplugged

Naturally, people work on financial matters with their banks—so much so that most of the time, they don't realize their options when it comes to loan brokers. Working with loan brokers can be a very different experience for most, but it can also bring unexpected benefits. Doug Adams is the Principal and President of Emerson Capital Corp. Joining Domenic Rinaldi, Doug differentiates the requirements and benefits of working with loan brokers versus working with banks. Check out the difference and see what works for you.

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The more you know where your business stands, the better you can implement strategies that will help boost its performance. This is why business valuation is very necessary for every business to go through. An expert on this front, host, Domenic Rinaldi, talks with Darren Mize, one of the principals of one of the premier valuation companies in the US, GCF Valuations. Together, they go through the importance of getting a business valuation, exploring the process that goes with it. Sharing some of the success stories, Darren takes us across the work of GCF, along with his career, of delivering outstanding results across all industries. If you want to understand how businesses are valued, then tune into this episode as Darren shares the things business owners (whether buyer or seller) should be thinking to maximize the value of their business and more!

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The Psychology of Business is slowly but steadily being recognized as a distinct branch of study by larger bodies in Psychology, so the practice has been developing throughout the years. This field of study puts practices in businesses in focus, and studies what brings about these practices. Domenic Rinaldi is joined by Dr. Mark Sirkin, the Founder and CEO of Sirkin Advisors, who dives into this unique and interesting field to explore the best practices that lead to business success. Perhaps this can lead you to a new discovery about the path you're meant to take for your business.

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One of the surest ways to maximize business value is to create a self-managing company. While this may seem easier said than done, it is nonetheless possible. Guest, Ken Arlen, is the person who has the experience to show you the ropes and got your back covered. Ken is the founder of Arlen Music Productions—a world-class entertainment self-managing company. With his proven experience on the field, Ken shares with you how you can create a self-managing business of your own—from having a great strategy to hiring great people who can do the work. There is an evolution that entrepreneurs have to go through. Having a self-managed company is the rainbow waiting at the end. Enjoy the rewards and benefits of managing your business. Allow Ken to share his journey and insights on starting down the path in this episode.

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Mergers and acquisitions are big events for various parties including the seller, buyer, company employees, and the legal team. On today's show, Domenic Rinaldi focuses on the seller and talks to Joseph Beer, the Vice President of Operations at Sun Acquisitions, LLC, about the seller's responsibility during the M&A process. Joe explains some best practices for sellers that they need to think about before putting their business for sale as it relates to diligence. He highlights on confidentiality as a crucial factor during an acquisition and stresses on continuously assessing buyers. Given the complexity of the entire M&A process, Joe also notes the importance of selecting the right attorney.

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Learning how to exit a business is just as important as starting one. In this episode, host Domenic Rinaldi gives out the three foundational components that you, as a business owner, must see through to ensure that you are ready to sell your business and do it with success. Grab a pen and paper and take down notes. Consider these things well as soon as possible because some are going to take some time to pull together.

Contact Dr. Basi- https://www.taxplanning.com/

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The American dream of starting building and selling a business can be elusive for many entrepreneurs. In this episode, host Domenic Rinaldi talks to Jay Myers, a successful entrepreneur, award-winning author, and Founder and former CEO of Interactive Solutions (ISI). Here, he shares his journey towards realizing his dreams through a solid business strategy, where he incorporates some ways of gaining repeat clients. Having run a company to success, Jay shares to us the process of letting go of his business and moving on. As part of his strategy, he elaborates on the importance of recurring revenue in maintaining clean financials and wisely recommends having good advisors. He believes that anyone selling a business should ensure something to go to after pulling out from the business to prevent emotional remorse.

Contact Dr. Basi- https://www.taxplanning.com/

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To many, taxes feel like a hindrance: something that just gets in the way of the resources you're trying to gain by making a sale. But maximizing savings on taxes doesn't have to be all that difficult—provided you're working with the right people. Domenic Rinaldi is joined by Dr. Bart Basi, a taxation expert working with The Center for Financial, Legal & Tax Planning, Inc., to discuss how you can get smarter about doing your taxes. Hiring an expert who understands the tax ramifications and all legal precedents related to your potential sale can save you so much in the long run. In this present period where lots of accountants, businesspeople, and brokers don't quite understand the big picture as well as all the details regarding the circumstances of your sale, make sure you're steps ahead.

Contact Dr. Basi- https://www.taxplanning.com/

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TAGS: Maximizing Savings On Taxes, Taxation, Tax Code, C Corporation, Limited Liability Company, Market

In this episode, Domenic:

• Thanks his audience for their support throughout the year.
• Welcomes listener feedback on show ideas, guest suggestions and the like.
• Mentions some exciting interviews to come in 2020, so stay tuned.
• Announces the launch of their new consulting business, K2 Adviser.

"We've been so blessed and thankful for all of our steady listeners and for the growth of our audience both domestically and internationally." — Dominic Rinaldi

Connect with Domenic Rinaldi:

Sun Acquisitions Website: www.sunacquisitions.com

M&A Unplugged Website: www.maunplugged.com

Email: [email protected]

Linkedin:

Domenic Rinaldi: https://www.linkedin.com/in/domenicrinaldi/

Sun Acquisitions: https://www.linkedin.com/company/sun-acquisitions-llc/

Facebook:

Sun Acquisitions: https://www.facebook.com/sunacquisitions/

M&A Unplugged: https://www.facebook.com/MAUnplugged/

Twitter:

@SunAcquisitions https://twitter.com/SunAcquisitions

@M_A_Unplugged https://twitter.com/M_A_Unplugged

Instagram:

@sunacquisitions https://www.instagram.com/sunacquisitions/

@ma_unplugged_podcast https://www.instagram.com/ma_unplugged_podcast/

YouTube:

Sun Acquisitions: https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg

Show notes by Podcastologist: Chelsea Taylor-Sturkie

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Domenic and Jim Oliver discuss:

• The actual rate of return versus the average rate of return on investments.
• Jim's background and his start in mastering the infinite banking concept.
• The whole life insurance policy rider that generates the borrowing platform.
• How Jim uses the concept to acquire and invest in businesses.

Key Takeaways:

• It can only be done with a Mutual Life Insurance company.
• You can borrow against your premium without touching the principle.
• You pay an average interest rate of 5% against the value of the loan which is in turn, tax deductible.
• It is an alternative bank that you control.

"We designed it to be the lowest death benefit, highest cash value available." — Jim Oliver

About Jim Oliver: bio not provided

Connect with Jim Oliver: https://www.facebook.com/createtailwind

Website: https://createtailwind.com

LinkedIn: https://www.linkedin.com/company/create-tailwind/about/

Connect with Domenic Rinaldi:

Sun Acquisitions Website: www.sunacquisitions.com

M&A Unplugged Website: www.maunplugged.com

Email: [email protected]

Linkedin:

Domenic Rinaldi: https://www.linkedin.com/in/domenicrinaldi/

Sun Acquisitions: https://www.linkedin.com/company/sun-acquisitions-llc/

Facebook:

Sun Acquisitions: https://www.facebook.com/sunacquisitions/

M&A Unplugged: https://www.facebook.com/MAUnplugged/

Twitter:

@SunAcquisitions https://twitter.com/SunAcquisitions

@M_A_Unplugged https://twitter.com/M_A_Unplugged

Instagram:

@sunacquisitions https://www.instagram.com/sunacquisitions/

@ma_unplugged_podcast https://www.instagram.com/ma_unplugged_podcast/

YouTube:

Sun Acquisitions: https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg

Show notes by Podcastologist: Nicolette Jackson-Pownall

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.