Making The Deal: Frameworks For Transactions

Joe & Shawn discuss company culture and best fit with Sam Frank from Harvey Hohauser & Associates. Sam joins MTD to discuss his role in the retained executive search field and its impact on a company's bottom line.

Joe and Shawn have a sit down with Kevin McCarron, a seasoned insurance professional. This episode touches on several forms of insurance including environmental, Reps & Warranties insurance, key man and more. Tune in for details on insurance's role in transactions.

David Hamilton, founder of Kickpoint Ventures, joins Joe and Shawn for an engaging conversation. We take a step back from the mechanics of a transaction in this episode. Joe and Shawn leverage David for guidance on the value creation and the journey before the sale.

In this episode, Joe and Shawn discuss the types of buyers a business owner may encounter during a business sale process.

Joe and Shawn have a conversation with guest Kevin Moyer from Bennett Thrasher. The discussion centered around AI and its role in the Mergers & Acquisition market.

Joe and Shawn have an in depth conversation on Asset Based lending with John Klehm of Spectrum Commercial Finance.

What is ABL, when is it used, along with structuring considerations.

In Episode 7 of MTD, Shawn and Joe recap the first year of the podcast, discuss the holidays and related networking and touch on some personal notes. Happy Holidays! We'll see you in the New Year!

In Episode 6 of MTD, Joe and Shawn discuss what the deal package is. What does it include? Who helps prepare it? Who uses it?

In Episode Five of Making the Deal, Joe and Shawn discussion business valuation with Don Price of Bodmer, Price. THe discussion focuses on business valuation, the methods of arriving at a valuation, and the situations where a valuations might be needed for a transaction.

In Episode 4 of Making the Deal we discuss the "Deal Team". There are a lot of important players in making sure a transaction closes successfully and on the best terms for both the Buyer and the Seller. In this episode we talk about who those key players are and their respective roles.