M&A Talk: #1 Podcast on Selling a Business

For New Sellers: Learning from Deals Gone Wrong -- An Interview with M&A Advisor Jim Stevenson

10 Jul 2024

Contributed by Lukas

View the complete show notes for this episode. Learning from your mistakes is an important life lesson. Learning from the mistakes of others is smart ...

Tech M&A: Challenges and Opportunities in Buying and Selling Online Businesses

08 Jul 2024

Contributed by Lukas

View the complete show notes for this episode. A fairly new investment model for investing in online businesses is gaining strength and interest. Just...

For New Sellers: Culture, Cash, and Cannabis: Lessons from a Serial Entrepreneur

04 Jul 2024

Contributed by Lukas

View the complete show notes for this episode. What You'll Learn M&A Evolution: Learn about the M&A transactions that resulted in the formation, gro...

For New Sellers: Deal Killers and Deal Makers -- A Private Equity Perspective

01 Jul 2024

Contributed by Lukas

View the complete show notes for this episode. What You'll Learn Major Deal Killers: A look at the risks private equity firms consider, such as cust...

For New Sellers: Optimizing Financial Health Before Selling Your Business

27 Jun 2024

Contributed by Lukas

View the complete show notes for this episode. Accountant Kyle Smith shares expert insights into optimizing a business's financial health before going...

For New Sellers: Maximizing Happiness in Retirement -- A Holistic Approach to Business Exit Planning

19 Jun 2024

Contributed by Lukas

View the complete show notes for this episode. Thinking about retirement is different for a business owner. You want to ensure you continue living lif...

For New Sellers: Strategies for Successfully Preparing Your Company for Sale

14 Jun 2024

Contributed by Lukas

View the complete show notes for this episode. What are the most common mistakes sellers make when it comes to selling a middle-market company? M&A ex...

For Experienced Sellers: Merging Private and Public -- Lessons from a $1 Billion Bitcoin Mining Merger

07 Jun 2024

Contributed by Lukas

A major consolidation in the Bitcoin mining industry occurred in November 2023 with the merger of Hut 8 and US Bitcoin. Learn what went on inside this...

For New Sellers: What is it like selling to a private investor?

31 May 2024

Contributed by Lukas

View the complete show notes for this episode. In an M&A world dominated by PE firms and family offices, there are a few private investors who march t...

For Experienced Sellers: Buy-Side Corporate Acquisitions – The Inside Scoop

23 May 2024

Contributed by Lukas

Get an insider's perspective on what buyers look for in M&A transactions with multi-million and billion-dollar corporations. What do companies this si...

For New Sellers: The Basics of Selling Your Company to a PE Firm

17 May 2024

Contributed by Lukas

Private equity (PE) firms are the most active buyers in the market, so sellers need to understand how they operate. Matt Coyne offers expert advice on...

For Professionals: An Expert's Views on Effective Post-Merger Integration Strategies

08 May 2024

Contributed by Lukas

M&A integration expert Ben de Haldevang shares insights into what can make post-acquisition integration smooth and successful. The integration structu...

For Experienced Sellers: Expert Advice on Avoiding Disputes Post-Closing

01 May 2024

Contributed by Lukas

M&A disputes post-closing are more common than people realize. Disputes arise from different sources for different reasons and can result in hundreds ...

For New Sellers: The Role and Impact of Human Nature in M&A Transactions

25 Apr 2024

Contributed by Lukas

Don't underestimate the role and impact of human nature in M&A transactions and the power of collaboration. Julienne Baron discusses connecting the do...

For New Sellers: An Expert Discussion of Buy-Side and Sell-Side M&A

18 Apr 2024

Contributed by Lukas

M&A is part art and part science, and sellers and buyers can benefit from considering the view from the other side of the negotiating table. Andrew Mo...

For Professionals: Alternative Investments – Capital Funding for the Future

10 Apr 2024

Contributed by Lukas

The world of alternative investments is complex but compelling for middle-market business owners and entrepreneurs to understand. Kimberly Flynn discu...

You'll Never Get Pricing Right, But How Can You Get Better

03 Apr 2024

Contributed by Lukas

Buyers trade money for value. Understanding this is key to a company getting better tomorrow. Pricing expert Mark Stiving talks about the easiest way ...

For New Sellers: Supporting Mental Health with Virtual Therapy – A Start-Up's Expansion

26 Mar 2024

Contributed by Lukas

Learn about the M&A growth of two start-ups in a new virtual business – mental health services online. William Masih discusses questions for sellers...

For New Sellers: A Buyer's Perspective — Why the Human Side is More Important Than Money in M&A Transactions

19 Mar 2024

Contributed by Lukas

This edition of M&A Talk offers a refreshing perspective on what really matters in a business – the people. Austin King discusses topics that impact...

For New Sellers: What To Consider When Timing the Sale of Your Company

14 Mar 2024

Contributed by Lukas

Is it possible to time the sale of a middle-market company to optimize returns? How do current market conditions impact the timing and the company's v...

For New Sellers: Negotiating Purchase Agreements for $25 to $500+ Million M&A Deals

05 Mar 2024

Contributed by Lukas

Everything buyers and sellers need to know about negotiating a $25 million to $500+ million purchase agreement. Drew Polekoff discusses the elements ...

For New Sellers: An Expert's Tips on Getting the Sale of Your Business Across the 50-Yard Line

27 Feb 2024

Contributed by Lukas

Managing expectations and understanding what potential buyers look for is critical to selling a business successfully. Jason Hullender offers tips on ...

For Professionals: The Corporate Transparency Act – What You Need To Know

20 Feb 2024

Contributed by Lukas

The Corporate Transparency Act may require small businesses to report information about their ownership to the government. Bill Wiersema returns to M...

For New Sellers: Qualified Small Business Stock – Tax Benefit That Could Pay Millions

13 Feb 2024

Contributed by Lukas

Qualified small business stock (QSBS) is a provision in the U.S. tax code that can provide tax-free income to investors. This engaging conversation ab...

For New Sellers: Ask the Expert – How To Grow a Company Beyond $10 Million

06 Feb 2024

Contributed by Lukas

Building a successful business is hard. Taking it to the next level is even harder. Adam Coffey returns to M&A Talk with tips for entrepreneurs on sca...

For New Sellers: The Benefits of Selling Your Company to a Family Office

30 Jan 2024

Contributed by Lukas

Talking about selling a middle-market company to a family office vs. a PE firm, James Carey has a detailed conversation on the differences between the...

For New Sellers: How to Deal with Unsolicited Offer in Buying Your Business

23 Jan 2024

Contributed by Lukas

If you get an email out of the blue expressing interest in buying your company, does this mean you have a buyer before you even knew you wanted one? N...

For Experienced Sellers: What is Hybrid Capital and Revenue-Based Financing?

16 Jan 2024

Contributed by Lukas

Hybrid capital, or revenue-based financing, might be the solution for a middle-market business owner seeking capital to grow while still maintaining c...

For New Sellers: Why You Need to Consider Taxes Before Selling Your Business

09 Jan 2024

Contributed by Lukas

The subject of taxes may be dry, but when it comes to selling a business, taxes can't be avoided forever. Tax attorney Alex Denault discusses the diff...

For Buyers: How To Buy A Good Business At A Great Price

02 Jan 2024

Contributed by Lukas

Buying a business starts with finding the right business. Best-selling author and experienced acquirer Richard Parker covers the basics a buyer shou...

For Buyers: Independent Sponsors or Search Funds – Which is Right for You?

27 Dec 2023

Contributed by Lukas

The role of independent sponsors as investors is growing in the M&A world. Bakari Akil is an acquisition entrepreneur, and he shares his inspiring sto...

For New Sellers: Expert Advice on Preparing for Due Diligence in Middle-Market M&A

15 Dec 2023

Contributed by Lukas

The due diligence process is stressful and has high stakes for both sides of any acquisition. Jonathan Wilson returns to M&A Talk to highlight the i...

For New Sellers: Family Offices and Management Buyouts – What You Need to Know

08 Dec 2023

Contributed by Lukas

A management buyout, or MBO, offers an attractive option for selling a middle-market company to the people who know it best – the management team. B...

For New Sellers: Why You Need To Think About Taxes Early When Selling a Business

01 Dec 2023

Contributed by Lukas

Taxes – taxes – taxes. The best way to deal with them is to be prepared, and Bill Wiersema returns to M&A Talk to do a short show with a big punc...

For New Sellers: The Emotional Rollercoaster of Buying or Selling a Business

24 Nov 2023

Contributed by Lukas

Whether you realize it or not, buying or selling a business is an emotional rollercoaster. Drew Bisping talks about this emotional journey from both s...

For New Sellers: Top 4 Issues for Sellers to Avoid with an LOI

16 Nov 2023

Contributed by Lukas

Negotiating a clear letter of intent keeps a seller's position strong throughout the sale process. Bill Snow returns to discuss the top four mistakes ...

For New Sellers: Family Offices – What They Look for When Buying a Company

08 Nov 2023

Contributed by Lukas

In a return discussion of family offices, Alejandro Levy takes a deeper dive into the nuances of the family office and how they structure their invest...

For Professionals: What Does the Future Look Like for Middle Market Valuations?

03 Nov 2023

Contributed by Lukas

Returning to M&A Talk, financial expert Bill Wiersema shares his thoughts on the current economic situation and the impact of the pandemic on middle m...

For New Sellers: Financing an Acquisition – What Buyers and Sellers Need To Know

26 Oct 2023

Contributed by Lukas

This comprehensive show on acquisition financing looks at what buyers and sellers need to know from the beginning. Stephen Speer shares his experience...

For New Sellers: What Sellers Should Know About Selling Their Business to a Search Fund

19 Oct 2023

Contributed by Lukas

This international edition of M&A Talk focuses on search funds and highlights multiple ways to fund an acquisition. Carl Lundberg offers an in-depth ...

For New Sellers: What a Buyer Looks for When Acquiring a Middle-Market Business

11 Oct 2023

Contributed by Lukas

When selling your company, knowing what a buyer looks for is invaluable. Malcolm Peace owns an investment firm focused on buying and growing middle-ma...

For New Sellers: Expert Advice from a Buyer – Why You Should Prepare Your Business for Sale

04 Oct 2023

Contributed by Lukas

Don't be scared to put your business on the market – just be prepared. This is the top piece of advice from strategic buyer Scott Hile. He shares hi...

For New Sellers: Why You Should Consider Selling Your Business to a Family Office

27 Sep 2023

Contributed by Lukas

The personal touch can be hard to find when it comes to selling a business, but family offices can bring the personal touch back into the mix. Father ...

Tech M&A: Preparing to Sell a Digital Company

20 Sep 2023

Contributed by Lukas

The digital marketplace is rapidly evolving and has unique challenges in M&A. Yury Byalik, an expert in buying digital companies, shares what he looks...

For New Sellers: Managing Personality and Cultural Differences When Selling Your Business

13 Sep 2023

Contributed by Lukas

The human element of a business sale is often overlooked. Attorney Danya Shakfeh discusses the impact of cultural differences where personal backgroun...

For New Sellers: Financial Due Diligence – Why It's Important to Prepare for the Sale of Your Company

06 Sep 2023

Contributed by Lukas

Preparing your business for sale is critical for success. Patrick O'Connell works with buyers during a transaction to perform financial due diligence ...

Tech M&A: How to Build Maximum Strategic Value in Your Business

30 Aug 2023

Contributed by Lukas

The earlier an entrepreneur starts planning for the sale of their business, the longer they have to compound value as it grows. Mac Lackey gives advic...

Everything You Need To Know Before Growing Internationally

26 Aug 2023

Contributed by Lukas

It is critical to have the right partner in place to successfully grow into an international market. Michele Museyri, with HSP Group, specializes in h...

For New Sellers: What Exactly is a Rollover and Why Should a Seller Care?

16 Aug 2023

Contributed by Lukas

Selling your business through a rollover is complicated. Attorney Trevor Crow breaks this technical topic down into clear language as he explains how ...

For New Sellers: Key Insights on Preparing a Company for Sale from an Experienced M&A Attorney

09 Aug 2023

Contributed by Lukas

This in-depth conversation about preparing a company for sale looks at the process from the view at the end of the transaction. Pat Linden, an M&A att...

For Experienced Sellers: Inside Details on Descartes' International Acquisition of Localz

02 Aug 2023

Contributed by Lukas

What does it take to complete a successful acquisition quickly and smoothly on an international scale? Get the insider's view of global powerhouse Des...

For New Sellers: Expert Advice on How To Sell Your Middle-Market Company

26 Jul 2023

Contributed by Lukas

Listen in for expert advice on selling a business, geared toward sellers of middle-market companies. Investment banker and author of Mergers & Acquisi...

For New Sellers: Everything An Entrepreneur Needs to Know About Selling to PE Firm

18 Jul 2023

Contributed by Lukas

The world of private equity is often maligned and misunderstood. Adam Coffey brings his years of experience from the corporate and PE worlds to dispel...

For New Sellers: How to Avoid Mismatched Expectations with Buyers

12 Jul 2023

Contributed by Lukas

Returning to M&A Talk, Dan Tamkin looks at how the market has changed in recent years; how changes in interest rates affect valuations; the problem wi...

For Professionals: Perspectives on Start-ups, Mergers, and Integration

05 Jul 2023

Contributed by Lukas

The world of M&A is complex, but it is possible to plan, learn, and be flexible enough to make an acquisition successfully happen. Cassio Bobsin takes...

For New Sellers: Quality of Earnings in M&A Explained in 30 Minutes

30 Jun 2023

Contributed by Lukas

What is a quality of earnings (Q of E) report? How can it help sellers and buyers in M&A transactions? Nicholas Spezio returns to M&A Talk to discuss ...

For New Sellers: An Introduction to Financial Due Diligence for Sellers

21 Jun 2023

Contributed by Lukas

Don't rush to the closing – take the time to do financial due diligence properly. That's the advice from Nicholas Spezio with Exbo Group, a strategi...

For Buyers: Case Study – From Bootstrapped to Venture-Backed

12 Jun 2023

Contributed by Lukas

Serial entrepreneur Ryan Buckley returns to M&A Talk to discuss lessons learned as he moves from bootstrapping to seeking venture capital backing with...

For New Sellers: How an M&A Attorney Can Help Sell Your Business

02 Jun 2023

Contributed by Lukas

What can an M&A attorney bring to the table when selling a business? Jessica Fairchild, a corporate and M&A attorney for over 20 years, answers this q...

For New Sellers: First Time Selling a Business? Here's What To Expect.

17 May 2023

Contributed by Lukas

What are the two most important things to know before starting the journey to sell your business? Chris Younger, with Class VI Partners, answers this ...

For Experienced Sellers: Improving the Value of Your Business with Technology

11 May 2023

Contributed by Lukas

Consider the M&A world as science versus art. This fascinating discussion looks at acquisitions as transformations. Jay Goldman, author, and co-founde...

For New Sellers: Behind the Scenes – Acquisition of a Tech Company by a Public Company

03 May 2023

Contributed by Lukas

A successful partnership was recently formed when Ed Gardner of Descartes led the acquisition of GroundCloud, founded by David Leland. They both discu...

For Professionals: The Impact of AI, Fintech, and Fundraising on M&A

26 Apr 2023

Contributed by Lukas

What is the current state of fintech, fundraising, and private capital markets? David Frank, founder and CEO of Stonehaven, a company that's developed...

For New Sellers: ESOPs – Can Someone Explain This To Me?

18 Apr 2023

Contributed by Lukas

Employee stock ownership plans have long been an exit strategy for companies, but they are still misunderstood. Kelly Finnell shares his passion and e...

Healthcare M&A: ESOPs Made Clear

12 Apr 2023

Contributed by Lukas

Employee stock ownership plans, known as ESOPs, are an M&A alternative that places shares of a company in the hands of employees. This complex topic i...

For Buyers: Can You Really Buy a Business with No Money Down?

04 Apr 2023

Contributed by Lukas

When it comes to buying a business, what are the top considerations and pitfalls to avoid? Jon Stoddard, an investor, serial acquirer, and host of the...

For Experienced Sellers: IT Integration – Can Someone Explain This To Me?

28 Mar 2023

Contributed by Lukas

Integration is a critical component of any acquisition, and IT integration, in particular, is key to achieving a successful integration. Uma Nidmarty ...

An Expert Negotiator's Perspectives on Selling Your Business

21 Mar 2023

Contributed by Lukas

In this episode of M&A Talk, we take a deep dive into the many facets of M&A with Corey Kupfer, the author of Authentic Negotiating: Clarity, Detach...

Should You Consider an ESOP When Selling Your Business?

16 Mar 2023

Contributed by Lukas

An ESOP, or employee stock ownership plan, is one of several options you may consider when selling your business. What is an ESOP, and should you cons...

8 Simple Ways to Increase the Value of Your Business

07 Mar 2023

Contributed by Lukas

Looking at M&A transactions from the sell-side, building value is the foremost goal for a business owner. Jonathan Wilson, the founder of Dubb Value C...

Veterinary M&A – Tips for Buying, Selling, and Investing

28 Feb 2023

Contributed by Lukas

In the M&A world, the veterinary field is changing as practices become more consolidated. Eric Lewandowski, a managing director in the KPMG Strategy c...

Behind the Scenes – A Look at the Human Side of M&A Law

22 Feb 2023

Contributed by Lukas

In this engaging discussion about the human side of M&A, attorney Matt Saur, co-founder and partner of Woolery & Co., discusses how the human element ...

Corporate Carve-Outs – Tips on Selling Part of Your Company

15 Feb 2023

Contributed by Lukas

Full of complexity and challenging to implement, the corporate carve-out form of divestiture is gaining interest in the M&A world. Eric Jones is an ex...

Selling Your Business to Your Team Through an ESOP

07 Feb 2023

Contributed by Lukas

Employee stock ownership plans (ESOPs) offer middle-market business owners an exit option that can protect their legacy and incentivize their employee...

The Art and Science of Valuing a Middle-Market Business

31 Jan 2023

Contributed by Lukas

Part art and part science – the different sides of managing an M&A transaction come together in this discussion about maximizing the value of a midd...

An Insider's Perspectives on Growing a Business Through Acquisitions

24 Jan 2023

Contributed by Lukas

Learn firsthand how a business grows through acquisitions and advice for entrepreneurs considering an exit. Orrin Klopper, CEO of Netsurit, an IT and ...

Going Public? 3 Ways to Raise Funds

20 Jan 2023

Contributed by Lukas

This episode delves into the world of IPOs and the three main ways private middle-market companies raise money. Scott Lanciloti has over 20 years of s...

Corporate Development – Can Someone Explain This To Me?

17 Jan 2023

Contributed by Lukas

What exactly is corporate development, and what is the secret to its long-term success? Answers to these and many more questions come from corporate d...

Commercial Real Estate M&A – An Insider's View

14 Jan 2023

Contributed by Lukas

Commercial real estate attorney Brett Budlong opens up about the thrills, the stakes, and the hot-button issues in the commercial real estate M&A mark...

Healthcare M&A – Recent Changes and Predictions

11 Jan 2023

Contributed by Lukas

Healthcare is a top global issue that impacts personal lives and corporate deals. Michael Roub returns to M&A Talk to discuss recent changes in the ...

The Practical Side of M&A They Don't Teach in Law School

09 Jan 2023

Contributed by Lukas

M&A attorney Hans Sperling goes beyond dry legal talk discussing the impact the human element has in M&A. Focusing on more than the legal issues, Hans...

7 Critical Issues Related to Quality of Earnings

03 Jan 2023

Contributed by Lukas

The importance of a Quality of Earnings (QoE) report is often underestimated, and there is more art than just science to it. Bill Wiersema returns to ...

M&A Valuations in the Real World

01 Jan 2023

Contributed by Lukas

The world of appraisals and valuations is full of jargon and terms not often heard in the M&A world, such as strategic, investment, and fair value. Ab...

The Niche Real Estate M&A Market – An Insider's View

23 Dec 2022

Contributed by Lukas

What is the effect of combining the real estate industry with M&A? Deb Smith has over 25 years of M&A experience and shares insights into the niche w...

What Returns Do Private Equity Firms Really Generate?

21 Dec 2022

Contributed by Lukas

Jeff Hooke returns to M&A Talk to discuss the world of private equity and the truth about returns from private equity fund investments. He digs into ...

48 Deals in 2.5 Years – Here's What I Learned

20 Dec 2022

Contributed by Lukas

You can learn a lot about M&A from books, but the best lessons come from real-life experiences that you won't read about in the books. Entrepreneur Jo...

Case Study – From Lawyer to Multi-Million Dollar Tech Entrepreneur

20 Dec 2022

Contributed by Lukas

Changing career tracks can be challenging, but it can also be exciting and lucrative. Going from economics grad to lawyer to tech entrepreneur, Nick F...

The Basics of Selling Your Business to a Family Office

11 Dec 2022

Contributed by Lukas

What exactly is a family office? How are they structured, and what goes into their investment decisions? Family offices are common buyers in the middl...

Case Study – How Two College Kids Monetized Social Media and Made Millions

01 Dec 2022

Contributed by Lukas

What is the creator economy? How can creators make money from their social media platforms? This is the story of how college friends Harry Gestetner a...

How to Get the Highest Price for Your Company

21 Nov 2022

Contributed by Lukas

When selling your company, you can get a better price if you consider more than simply growing revenue and profits. The question is – what do you ne...

What's Different About Selling a High-Growth Company?

12 Nov 2022

Contributed by Lukas

How does high-growth private M&A work? What are some of the industries involved, and what is the process? Will Hawthorne, Founder of Avid Capital Advi...

Do You Need Tax Insurance When Selling Your Business?

08 Nov 2022

Contributed by Lukas

There's an open secret in the M&A world – tax insurance. It lets you take risk off the table and turn it into a negotiating point. Yoav Shans and Ja...

The Good, The Bad & The Ugly of Growth by Acquisition

30 Oct 2022

Contributed by Lukas

Whether you want to sell your company or are looking to buy another company to help your growth, there is a lot to consider. Tips, advice, and tales o...

Selling Your Company to a Private Equity Firm vs. a Family Office

20 Oct 2022

Contributed by Lukas

When selling a mid-market business, you may run into a family office interested in acquiring your company. But, what are family offices, how do they w...

Behind the Scenes – Selling a Mid-Market Business to a Public Company

11 Oct 2022

Contributed by Lukas

When a company is sold, the relationship between the parties has a significant impact on the success of the transaction. We discuss the sale of XPS Te...

The Legal Aspects of Selling a Private Company

01 Oct 2022

Contributed by Lukas

Roger Royse, M&A attorney and tax specialist, discusses the sensitive issue of taxes and the implications of selling a closely held company with few s...

Will Selling Your Business Make You Happy?

27 Sep 2022

Contributed by Lukas

This is a different sort of episode on M&A Talk. This personal chat about happiness features Marco Robert, an entrepreneur, business consultant, and ...

Do You Need to Prepare for Due Diligence When Selling Your Business?

16 Sep 2022

Contributed by Lukas

Due diligence is a critical step in the M&A process, but it doesn't always get the attention it deserves. Anthony Nitsos specializes in helping compan...

How Your Employees Can Impact the Value of Your Business

11 Sep 2022

Contributed by Lukas

Listen in to this discussion about human capital and how it can impact the value of your business with Marco Robert, an international consultant, auth...

A VC's Advice on Increasing the Value of Your Business

09 Sep 2022

Contributed by Lukas

Leon Brujis talks about 2nd-level thinking and the art of investing in middle-market companies. A partner with Palladium, Leon discusses how 2nd-level...