M&A Unplugged artwork

M&A Unplugged

256 episodes - English - Latest episode: almost 3 years ago - ★★★★★ - 85 ratings

Are you looking to Scale, Acquire or Exit a Business?

If so, the M&A Unplugged Podcast was designed with you in mind. On each episode we will interview actual buyers, sellers and professional transaction advisors. They will share their experiences - the good and the not so good! We promise, in every episode, you will gain valuable insights and actionable takeaways to help you maximize the value of your own transactions.

Mergers, Acquisitions, buying a business, selling a business, scaling a business and exiting a business all take time, preparation and the proper knowledge. M&A Unplugged promises to deliver relevant content for your business transaction and growth goals.

Hosted by Domenic Rinaldi, the owner and managing partner of Sun Acquisitions - a Chicago based mergers and acquisitions firm. Having been involved in over 300 M&A transactions across a broad range of industries, Domenic asks the questions that unlock the secrets to creating value in transactions.

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Episodes

54. How To Navigate M&A Deals During COVID with Trevor Crow

June 16, 2020 07:00 - 28 minutes - 27.4 MB

With the COVID-19 right in front of us, one of the most pressing questions many of us in this industry is how the pandemic will impact M&A deals. Although we are still at the early stages of the crisis, it helps to look at some of the telltale signs of how the landscape is changing. In this episode, Domenic Rinaldi is joined by Trevor Crow, a well-established M&A attorney who focuses his practice on representing buyers and sellers of businesses and the likes. Here, Trevor shares his insights...

054 How To Navigate M&A Deals In This COVID-19 Environment With Trevor Crow

June 16, 2020 07:00 - 28 minutes - 27.4 MB

With the COVID-19 right in front of us, one of the most pressing questions many of us in this industry is how the pandemic will impact M&A deals. Although we are still at the early stages of the crisis, it helps to look at some of the telltale signs of how the landscape is changing. In this episode, Domenic Rinaldi is joined by Trevor Crow, a well-established M&A attorney who focuses his practice on representing buyers and sellers of businesses and the likes. Here, Trevor shares his insights...

Trevor Crow: How To Navigate M&A Deals During COVID – Ep. 054

June 16, 2020 07:00 - 28 minutes - 27.4 MB

With the COVID-19 right in front of us, one of the most pressing questions many of us in this industry is how the pandemic will impact M&A deals. Although we are still at the early stages of the crisis, it helps to look at some of the telltale signs of how the landscape is changing. In this episode, Domenic Rinaldi is joined by Trevor Crow, a well-established M&A attorney who focuses his practice on representing buyers and sellers of businesses and the likes. Here, Trevor shares his insights...

053 Buyers And Sellers: The Two Sides Of M&A Transactions With John Schreiner And Jeff Petersen

June 09, 2020 07:00 - 31 minutes - 30.5 MB

Students need to be prepared to argue either side of the law when discussing a legal issue. That way, you can learn the law from all angles and see every corner of an argument. In today's episode, Domenic Rinaldi is joined by two expert attorneys, John Schreiner and Jeff Petersen, who discuss several legal issues that arise in most M&A transactions – one taking the seller's perspective while the other providing the buyer's perspective. This episode will help you see several important issues ...

53. Buyers And Sellers, The Two Sides Of M&A Transactions with John Schreiner And Jeff Petersen

June 09, 2020 07:00 - 31 minutes - 30.5 MB

Students need to be prepared to argue either side of the law when discussing a legal issue. That way, you can learn the law from all angles and see every corner of an argument. In today's episode, Domenic Rinaldi is joined by two expert attorneys, John Schreiner and Jeff Petersen, who discuss several legal issues that arise in most M&A transactions – one taking the seller's perspective while the other providing the buyer's perspective. This episode will help you see several important issues ...

John Schreiner And Jeff Petersen: Buyers And Sellers, The Two Sides Of M&A Transactions - Ep. 053

June 09, 2020 07:00 - 31 minutes - 30.5 MB

Students need to be prepared to argue either side of the law when discussing a legal issue. That way, you can learn the law from all angles and see every corner of an argument. In today's episode, Domenic Rinaldi is joined by two expert attorneys, John Schreiner and Jeff Petersen, who discuss several legal issues that arise in most M&A transactions – one taking the seller's perspective while the other providing the buyer's perspective. This episode will help you see several important issues ...

52. Why Now is a Good Time For Estate Planning with Eric Kalnins

June 02, 2020 07:00 - 34 minutes - 33.5 MB

Estate planning is a constantly moving and shifting process, and it’s not just something you should be thinking about once in a while. If you constantly keep everything up to date, in case anything ever happens to you, you can rest safe knowing that your loved ones will definitely be taken care of by the wealth you leave behind. Domenic Rinaldi is joined by Eric Kalnins, a Partner at Handler Thayer, LLP. Domenic and Eric talk about the importance of estate planning, and the particulars that ...

Eric Kalnins: Why Now is a Good Time For Estate Planning – Ep. 052

June 02, 2020 07:00 - 34 minutes - 33.5 MB

Estate planning is a constantly moving and shifting process, and it’s not just something you should be thinking about once in a while. If you constantly keep everything up to date, in case anything ever happens to you, you can rest safe knowing that your loved ones will definitely be taken care of by the wealth you leave behind. Domenic Rinaldi is joined by Eric Kalnins, a Partner at Handler Thayer, LLP. Domenic and Eric talk about the importance of estate planning, and the particulars that ...

052 A Good Time For Estate Planning With Eric Kalnins

June 02, 2020 07:00 - 34 minutes - 33.5 MB

Estate planning is a constantly moving and shifting process, and it’s not just something you should be thinking about once in a while. If you constantly keep everything up to date, in case anything ever happens to you, you can rest safe knowing that your loved ones will definitely be taken care of by the wealth you leave behind. Domenic Rinaldi is joined by Eric Kalnins, a Partner at Handler Thayer, LLP. Domenic and Eric talk about the importance of estate planning, and the particulars that ...

Doug Sandler: The Value Of A Business - Ep. 051

May 26, 2020 07:00 - 30 minutes - 29.9 MB

Being that businesses are often among a person’s top three most valuable assets, selling a business isn’t an easy process. There’s a lot to take into account, from the valuation to the buyer selection. At the end of the day, what’s important is that you are able to sell the business and get the most out of it. In a special episode of M&A Unplugged, Domenic Rinaldi joins the popular podcast, Nice Guys on Business, for an interview with host Doug Sandler. Together, Domenic and Doug discuss the...

51. The Value Of A Business with Doug Sandler

May 26, 2020 07:00 - 30 minutes - 29.9 MB

Being that businesses are often among a person’s top three most valuable assets, selling a business isn’t an easy process. There’s a lot to take into account, from the valuation to the buyer selection. At the end of the day, what’s important is that you are able to sell the business and get the most out of it. In a special episode of M&A Unplugged, Domenic Rinaldi joins the popular podcast, Nice Guys on Business, for an interview with host Doug Sandler. Together, Domenic and Doug discuss the...

051 The Value Of A Business With Doug Sandler

May 26, 2020 07:00 - 30 minutes - 29.9 MB

Being that businesses are often among a person’s top three most valuable assets, selling a business isn’t an easy process. There’s a lot to take into account, from the valuation to the buyer selection. At the end of the day, what’s important is that you are able to sell the business and get the most out of it. In a special episode of M&A Unplugged, Domenic Rinaldi joins the popular podcast, Nice Guys on Business, for an interview with host Doug Sandler. Together, Domenic and Doug discuss the...

The Value Of A Business With Doug Sandler

May 26, 2020 07:00 - 30 minutes - 28.2 MB

Being that businesses are often among a person’s top three most valuable assets, selling a business isn’t an easy process. There’s a lot to take into account, from the valuation to the buyer selection. At the end of the day, what’s important is that you are able to sell the business and get the most out of it. In a special episode of M&A Unplugged, Domenic Rinaldi joins the popular podcast, Nice Guys on Business, for an interview with host Doug Sandler. Together, Domenic and Doug discuss the...

50. Strengthening Your Company By Creating Value For Your Customers with Todd Hockenberry

May 19, 2020 07:00 - 34 minutes - 33.2 MB

Sales and marketing are so important to the lifeblood of a company. Who sits at the center of these is their customer. As such, it is crucial for companies to think of how they are creating valuable content and experiences tailored to them. This is the principle of inbound, and in today’s episode, Domenic Rinaldi sits down to talk deeper about this topic with Todd Hockenberry, the founder of Top Line Results and an advisor and coach for B2B industrial and manufacturing companies. Through his...

050 Inbound Organization: Strengthening Your Company By Creating Value For Your Customers With Todd Hockenberry

May 19, 2020 07:00 - 34 minutes - 33.2 MB

Sales and marketing are so important to the lifeblood of a company. Who sits at the center of these is their customer. As such, it is crucial for companies to think of how they are creating valuable content and experiences tailored to them. This is the principle of inbound, and in today’s episode, Domenic Rinaldi sits down to talk deeper about this topic with Todd Hockenberry, the founder of Top Line Results and an advisor and coach for B2B industrial and manufacturing companies. Through his...

Todd Hockenberry: Strengthening Your Company By Creating Value For Your Customers – Ep. 050

May 19, 2020 07:00 - 34 minutes - 33.2 MB

Sales and marketing are so important to the lifeblood of a company. Who sits at the center of these is their customer. As such, it is crucial for companies to think of how they are creating valuable content and experiences tailored to them. This is the principle of inbound, and in today’s episode, Domenic Rinaldi sits down to talk deeper about this topic with Todd Hockenberry, the founder of Top Line Results and an advisor and coach for B2B industrial and manufacturing companies. Through his...

049 Making Value Conversations With Loren Fogelman

May 12, 2020 07:00 - 30 minutes - 29.6 MB

Sales conversations can be uncomfortable for most entrepreneurs, especially those who do not want to be constantly on the chase for closing the deal. Top-ranked business coach, Loren Fogelman, joins Domenic Rinaldi today in an engaging episode on making value conversations with prospective clients. Loren prefers to call a sales conversation a value conversation, stressing that entrepreneurs need to be seen by their clients as trusted advisors. Clients need to feel that their best interest is...

49. How to Create Value Conversations with Loren Fogelman

May 12, 2020 07:00 - 30 minutes - 29.6 MB

Sales conversations can be uncomfortable for most entrepreneurs, especially those who do not want to be constantly on the chase for closing the deal. Top-ranked business coach, Loren Fogelman, joins Domenic Rinaldi today in an engaging episode on making value conversations with prospective clients. Loren prefers to call a sales conversation a value conversation, stressing that entrepreneurs need to be seen by their clients as trusted advisors. Clients need to feel that their best interest is...

Loren Fogelman: How to Create Value Conversations – Ep. 049

May 12, 2020 07:00 - 30 minutes - 29.6 MB

Sales conversations can be uncomfortable for most entrepreneurs, especially those who do not want to be constantly on the chase for closing the deal. Top-ranked business coach, Loren Fogelman, joins Domenic Rinaldi today in an engaging episode on making value conversations with prospective clients. Loren prefers to call a sales conversation a value conversation, stressing that entrepreneurs need to be seen by their clients as trusted advisors. Clients need to feel that their best interest is...

48. How to Energize Your Sales with Tom Kelly

May 05, 2020 07:00 - 31 minutes - 30.7 MB

The primary function of a business is to sell a certain product or range of products, so you’ve always got to keep your eyes on that prize. Making sure your sales function is in tip-top shape is absolutely essential to ensuring your business is in good condition, otherwise, it could mean trouble. Tom Kelly is a professional business coach and the owner of Potential In Motion. Tom sits down with Domenic Rinaldi to go into different ways through which you can improve your business’ sales funct...

Tom Kelly: How to Energize Your Sales – Ep. 048

May 05, 2020 07:00 - 31 minutes - 30.7 MB

The primary function of a business is to sell a certain product or range of products, so you’ve always got to keep your eyes on that prize. Making sure your sales function is in tip-top shape is absolutely essential to ensuring your business is in good condition, otherwise, it could mean trouble. Tom Kelly is a professional business coach and the owner of Potential In Motion. Tom sits down with Domenic Rinaldi to go into different ways through which you can improve your business’ sales funct...

048 Energizing Your Sales With Tom Kelly

May 05, 2020 07:00 - 31 minutes - 30.7 MB

The primary function of a business is to sell a certain product or range of products, so you’ve always got to keep your eyes on that prize. Making sure your sales function is in tip-top shape is absolutely essential to ensuring your business is in good condition, otherwise, it could mean trouble. Tom Kelly is a professional business coach and the owner of Potential In Motion. Tom sits down with Domenic Rinaldi to go into different ways through which you can improve your business’ sales funct...

047 Common M&A Process Surprises That Catch People Off Guard With Joel Ankney

April 28, 2020 07:00 - 37 minutes - 36.1 MB

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 ho...

Joel Ankney: Surprises Within the M&A Process – Ep. 047

April 28, 2020 07:00 - 37 minutes - 36.1 MB

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 ho...

47. Surprises Within the M&A Process with Joel Ankney

April 28, 2020 07:00 - 37 minutes - 36.1 MB

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 ho...

046 Protecting Your Brand Asset Through Intellectual Property Enforcement With Andrea Fuelleman

April 21, 2020 07:00 - 27 minutes - 26.6 MB

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,...

46. Protecting Your Brand Through Intellectual Property Enforcement with Andrea Fuelleman

April 21, 2020 07:00 - 27 minutes - 26.6 MB

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,...

Andrea Fuelleman: Protecting Your Brand Through Intellectual Property Enforcement - Ep. 046

April 21, 2020 07:00 - 27 minutes - 26.6 MB

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,...

Jeff Sands: Corporate Turnaround In These Uncertain Times - Ep. 045

April 14, 2020 07:00 - 33 minutes - 32 MB

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 ...

045 Corporate Turnaround In These Uncertain Times With Jeff Sands

April 14, 2020 07:00 - 33 minutes - 32 MB

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 ...

45. Corporate Turnaround In These Uncertain Times with Jeff Sands

April 14, 2020 07:00 - 33 minutes - 32 MB

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 ...

44. How to Hire Virtual Assistants To Do More with Nathan Hirsch

April 07, 2020 07:00 - 22 minutes - 22.7 MB

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 t...

044 FreeeUp Yourself: Hiring VAs To Do More With Nathan Hirsch

April 07, 2020 07:00 - 22 minutes - 22.7 MB

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 t...

Nathan Hirsch: How to Hire Virtual Assistants To Do More – Ep. 044

April 07, 2020 07:00 - 22 minutes - 22.7 MB

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 t...

043 Leveraging Data For Your M&A Transactions With Anthony Algmin

March 31, 2020 07:00 - 31 minutes - 31 MB

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 ...

Anthony Algmin: Leveraging Data For Your M&A Transactions - Ep. 043

March 31, 2020 07:00 - 31 minutes - 31 MB

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 ...

43. Leveraging Data For Your M&A Transactions with Anthony Algmin

March 31, 2020 07:00 - 31 minutes - 31 MB

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 ...

Steve Migala: Exit Planning: Turning Over The Business - Ep. 042

March 24, 2020 07:00 - 26 minutes - 25.6 MB

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 fram...

42. Exit Planning: Turning Over The Business with Steve Migala

March 24, 2020 07:00 - 26 minutes - 25.6 MB

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 fram...

042 Exit Planning: Turning Over The Business With Steve Migala

March 24, 2020 07:00 - 26 minutes - 25.6 MB

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 fram...

041 Special Episode: COVID-19 Bank Lending Update

March 19, 2020 04:00 - 17 minutes - 17.6 MB

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!  

41. Special Episode: COVID-19 Bank Lending Update

March 19, 2020 04:00 - 17 minutes - 17.6 MB

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!  

Special Episode: COVID-19 Bank Lending Update - Ep. 041

March 19, 2020 04:00 - 17 minutes - 17.6 MB

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!  

Roman Basi: Understanding Business Tax Codes – Ep. 040

March 17, 2020 07:00 - 33 minutes - 32 MB

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 maxi...

040 Understanding Business Tax Codes With Roman Basi

March 17, 2020 07:00 - 33 minutes - 32 MB

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 maxi...

40. Understanding Business Tax Codes with Roman Basi

March 17, 2020 07:00 - 33 minutes - 32 MB

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 maxi...

39. What To Know About Business Valuations Before Selling Or Buying A Business with Steve Mize

March 10, 2020 07:00 - 35 minutes - 50.9 MB

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 ...

Steve Mize: What To Know About Business Valuations Before Selling Or Buying A Business – Ep. 039

March 10, 2020 07:00 - 35 minutes - 50.9 MB

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 ...

039 Business Valuation: What You Need To Know Before Selling Or Buying A Business With Steve Mize

March 10, 2020 07:00 - 35 minutes - 50.9 MB

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 ...

Matt Somma: The Impact Of Rep Warranty Insurance To Buyers And Sellers – Ep. 038

March 03, 2020 08:00 - 36 minutes - 51.8 MB

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 threshold...

Guests

Doug Sandler
3 Episodes
Brett Trainor
2 Episodes

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