M&A Unplugged
256 episodes - English - Latest episode: about 3 years ago - ★★★★★ - 85 ratingsAre 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
038 The Impact Of Rep Warranty Insurance To Buyers And Sellers With Matt Somma
March 03, 2020 08:00 - 36 minutes - 51.8 MBWhat 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...
38. The Impact Of Rep Warranty Insurance To Buyers And Sellers with Matt Somma
March 03, 2020 08:00 - 36 minutes - 51.8 MBWhat 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...
037 Working With Loan Brokers Versus Banks With Doug Adams
February 25, 2020 08:00 - 30 minutes - 29.8 MBNaturally, 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 ...
37. Working With Loan Brokers Vs. Banks with Doug Adams
February 25, 2020 08:00 - 30 minutes - 29.8 MBNaturally, 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 ...
Doug Adams: Working With Loan Brokers Vs. Banks – Ep. 037
February 25, 2020 08:00 - 30 minutes - 29.8 MBNaturally, 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 ...
Darren Mize: How to Maximize The Value Of Your Business – Ep. 036
February 18, 2020 08:00 - 35 minutes - 34.1 MBThe 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 som...
036 Maximizing The Value Of Your Business With Darren Mize
February 18, 2020 08:00 - 35 minutes - 34.1 MBThe 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 som...
036 Maximizing The Value Of Your Business With Darren Mize
February 18, 2020 08:00 - 35 minutes - 34.1 MBThe 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 som...
36. How to Maximize The Value Of Your Business with Darren Mize
February 18, 2020 08:00 - 35 minutes - 34.1 MBThe 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 som...
Dr. Mark Sirkin: The Psychology Of Business – Ep. 035
February 11, 2020 08:00 - 37 minutes - 35.9 MBThe 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...
35. The Psychology Of Business with Dr. Mark Sirkin
February 11, 2020 08:00 - 37 minutes - 35.9 MBThe 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...
035 The Psychology Of Business: Getting To The Core Of Business With Dr. Mark Sirkin
February 11, 2020 08:00 - 37 minutes - 35.9 MBThe 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...
034 Creating A Self-Managing Company And Maximizing Business Value With Ken Arlen
February 04, 2020 08:00 - 43 minutes - 41.3 MBOne 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...
34. Creating A Self-Managing Company To Maximize Business Value with Ken Arlen
February 04, 2020 08:00 - 43 minutes - 41.3 MBOne 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...
Ken Arlen: Creating A Self-Managing Company To Maximize Business Value – Ep. 034
February 04, 2020 08:00 - 43 minutes - 41.3 MBOne 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...
33. Best Practices For Sellers in Mergers and Acquisitions with Joseph Beer
January 28, 2020 08:00 - 35 minutes - 34.2 MBMergers 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 confidenti...
033 Mergers And Acquisitions: Best Practices For Sellers With Joseph Beer
January 28, 2020 08:00 - 35 minutes - 34.2 MBMergers 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 confidenti...
Joseph Beer: Best Practices For Sellers in Mergers and Acquisitions – Ep. 033
January 28, 2020 08:00 - 35 minutes - 34.2 MBMergers 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 confidenti...
Domenic Rinaldi: The Three Foundational Components Of Selling A Business – Ep. 032
January 21, 2020 08:00 - 29 minutes - 28.5 MBLearning 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/ Love the show? Subscri...
32. The Three Foundational Components Of Selling A Business
January 21, 2020 08:00 - 29 minutes - 28.5 MBLearning 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/ Love the show? Subscri...
032 The Three Foundational Components Of Selling A Business
January 21, 2020 08:00 - 29 minutes - 28.5 MBLearning 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/ Love the show? Subscri...
Jay Myers: Realizing Your Dream And Delegating To More Business Dreamers – Ep. 031
January 14, 2020 08:00 - 40 minutes - 39.1 MBThe 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 o...
31. Realizing Your Dream And Delegating To More Business Dreamers with Jay Myers
January 14, 2020 08:00 - 40 minutes - 39.1 MBThe 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 o...
031 Realizing Your Dream And Delegating To More Business Dreamers With Jay Myers
January 14, 2020 08:00 - 40 minutes - 39.1 MBThe 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 o...
Dr. Bart Basi: Getting Smart About Your Taxes – Ep. 030
January 07, 2020 08:00 - 41 minutes - 39.8 MBTo 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 a...
030 Getting Smart About Your Taxes With Dr. Bart Basi
January 07, 2020 08:00 - 41 minutes - 39.8 MBTo 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 a...
30. Getting Smart About Your Taxes with Dr. Bart Basi
January 07, 2020 08:00 - 41 minutes - 39.8 MBTo 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 a...
Domenic Rinaldi: The Last Show of M&A Unplugged in 2019 – Ep. 029
December 31, 2019 08:00 - 7 minutes - 8.38 MBIn 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 wit...
29. The Last Show of M&A Unplugged in 2019
December 31, 2019 08:00 - 7 minutes - 8.38 MBIn 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 wit...
029 Last Show of 2019
December 31, 2019 08:00 - 7 minutes - 8.38 MBIn 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 wit...
Jim Oliver: What is Infinite Banking? – Ep. 028
December 24, 2019 08:00 - 34 minutes - 33.4 MBIn 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....
028 Infinite Banking with Jim Oliver
December 24, 2019 08:00 - 34 minutes - 33.4 MBIn 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....
28. What is Infinite Banking with Jim Oliver
December 24, 2019 08:00 - 34 minutes - 33.4 MBIn 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....
Craig Sherwood: Cyber Security Preparedness – Ep. 027
December 17, 2019 08:00 - 35 minutes - 34.3 MBIn this episode, Domenic and Craig Sherwood discuss: The importance of cyber security due diligence before a merger and acquisition deal. Whether you’re a buyer or a seller, how cyber security preparedness can increase the value of your offer. How Shambliss performs their functional assessment of a business in order to create a guide map for improved security measures. The value of best practices in security to increase competitiveness in the B-2-B marketplace. Key Take...
027 Cyber security preparedness with Craig Sherwood
December 17, 2019 08:00 - 35 minutes - 34.3 MBIn this episode, Domenic and Craig Sherwood discuss: The importance of cyber security due diligence before a merger and acquisition deal. Whether you’re a buyer or a seller, how cyber security preparedness can increase the value of your offer. How Shambliss performs their functional assessment of a business in order to create a guide map for improved security measures. The value of best practices in security to increase competitiveness in the B-2-B marketplace. Key Take...
27. Cyber Security Preparedness with Craig Sherwood
December 17, 2019 08:00 - 35 minutes - 34.3 MBIn this episode, Domenic and Craig Sherwood discuss: The importance of cyber security due diligence before a merger and acquisition deal. Whether you’re a buyer or a seller, how cyber security preparedness can increase the value of your offer. How Shambliss performs their functional assessment of a business in order to create a guide map for improved security measures. The value of best practices in security to increase competitiveness in the B-2-B marketplace. Key Take...
Andrew Kelleher: Preparing To Sell Your Business – Ep. 026
December 10, 2019 08:00 - 35 minutes - 33.9 MBIn this episode, Domenic and Andrew Kelleher discuss: Common legal issues when contemplating selling a business Estate issues when selling a business Getting people comfortable with a buy/sell agreement Life insurance as asset protection Key Takeaways: Begin with the end in mind; what does the post-sale life look like? Make sure all business owners are in order before starting a sale It is important to review the buy/sell agreement regularly as the business grows Life ...
026 Andrew Kelleher: Preparing to Sell your Business
December 10, 2019 08:00 - 35 minutes - 33.9 MBIn this episode, Domenic and Andrew Kelleher discuss: Common legal issues when contemplating selling a business Estate issues when selling a business Getting people comfortable with a buy/sell agreement Life insurance as asset protection Key Takeaways: Begin with the end in mind; what does the post-sale life look like? Make sure all business owners are in order before starting a sale It is important to review the buy/sell agreement regularly as the business grows Life ...
26. Preparing To Sell Your Business with Andrew Kelleher
December 10, 2019 08:00 - 35 minutes - 33.9 MBIn this episode, Domenic and Andrew Kelleher discuss: Common legal issues when contemplating selling a business Estate issues when selling a business Getting people comfortable with a buy/sell agreement Life insurance as asset protection Key Takeaways: Begin with the end in mind; what does the post-sale life look like? Make sure all business owners are in order before starting a sale It is important to review the buy/sell agreement regularly as the business grows Life ...
25. The Importance Of Having an Exit Plan with Wendi Ewalt And Leslie Chanel
December 03, 2019 08:00 - 30 minutes - 29.3 MBIn this episode, Domenic, Wendi Ewalt, and Leslie Chanel discuss: The early days of building Wenesco from the ground up. What happened to the company without a succession plan in place. Enacting changes within the company during transition periods. Advice for families of business owners without a succession plan. Key Takeaways: It’s so critical to have a succession plan and to build that early on with your advisors. Having a succession plan can help prevent the stress ...
025 The Story of Wenesco, Inc. and the Importance of Having a Succession Plan
December 03, 2019 08:00 - 30 minutes - 29.3 MBIn this episode, Domenic, Wendi Ewalt, and Leslie Chanel discuss: The early days of building Wenesco from the ground up. What happened to the company without a succession plan in place. Enacting changes within the company during transition periods. Advice for families of business owners without a succession plan. Key Takeaways: It’s so critical to have a succession plan and to build that early on with your advisors. Having a succession plan can help prevent the stress ...
Wendi Ewalt And Leslie Chanel: The Importance Of Having an Exit Plan – Ep. 025
December 03, 2019 08:00 - 30 minutes - 29.3 MBIn this episode, Domenic, Wendi Ewalt, and Leslie Chanel discuss: The early days of building Wenesco from the ground up. What happened to the company without a succession plan in place. Enacting changes within the company during transition periods. Advice for families of business owners without a succession plan. Key Takeaways: It’s so critical to have a succession plan and to build that early on with your advisors. Having a succession plan can help prevent the stress ...
Domenic Rinaldi: Survey Review And Happy Thanksgiving! – Ep. 024
November 26, 2019 08:00 - 14 minutes - 15.1 MBIn this episode, Domenic discusses: The results from a recent survey with prospective sellers and buyers. Understanding the ramifications of a sale. Creating a business that is self-managing. The upcoming programs and services in 2020 to better prepare for your M&A transaction. Key Takeaways: 84% of the respondents said they were looking to sell their business within the next 5 years. 64% of respondents don’t know what they will do after the sale. This is concerning as...
024 Survey Review & Happy Thanksgiving!
November 26, 2019 08:00 - 14 minutes - 15.1 MBIn this episode, Domenic discusses: The results from a recent survey with prospective sellers and buyers. Understanding the ramifications of a sale. Creating a business that is self-managing. The upcoming programs and services in 2020 to better prepare for your M&A transaction. Key Takeaways: 84% of the respondents said they were looking to sell their business within the next 5 years. 64% of respondents don’t know what they will do after the sale. This is concerning as...
24. Survey Review And Happy Thanksgiving!
November 26, 2019 08:00 - 14 minutes - 15.1 MBIn this episode, Domenic discusses: The results from a recent survey with prospective sellers and buyers. Understanding the ramifications of a sale. Creating a business that is self-managing. The upcoming programs and services in 2020 to better prepare for your M&A transaction. Key Takeaways: 84% of the respondents said they were looking to sell their business within the next 5 years. 64% of respondents don’t know what they will do after the sale. This is concerning as...
023 Jeremy Waitzman: Beyond the Price of a Sale
November 19, 2019 08:00 - 40 minutes - 38.4 MBIn this episode, Domenic and Jeremy Waitzman discuss: Earn-outs to bridge a gap Rollover equity Representations and warranties Indemnities Key Takeaways: Building a specialized and experienced team in mergers and acquisitions will save you time and money Business terms are just as important as price Understand what you are guaranteeing about your business and possible ramifications of breaching those in the future Be upfront with the buyers from the beginning with how ...
23. Beyond The Price Of A Sale of a Business with Jeremy Waitzman
November 19, 2019 08:00 - 40 minutes - 38.4 MBIn this episode, Domenic and Jeremy Waitzman discuss: Earn-outs to bridge a gap Rollover equity Representations and warranties Indemnities Key Takeaways: Building a specialized and experienced team in mergers and acquisitions will save you time and money Business terms are just as important as price Understand what you are guaranteeing about your business and possible ramifications of breaching those in the future Be upfront with the buyers from the beginning with how ...
Jeremy Waitzman: Beyond The Price Of A Sale of a Business – Ep. 023
November 19, 2019 08:00 - 40 minutes - 38.4 MBIn this episode, Domenic and Jeremy Waitzman discuss: Earn-outs to bridge a gap Rollover equity Representations and warranties Indemnities Key Takeaways: Building a specialized and experienced team in mergers and acquisitions will save you time and money Business terms are just as important as price Understand what you are guaranteeing about your business and possible ramifications of breaching those in the future Be upfront with the buyers from the beginning with how ...
Kathy Miller: Transitioning From Selling A Business To Retirement – Ep. 022
November 12, 2019 08:00 - 39 minutes - 37.9 MBIn this episode, Domenic and Kathy Miller discuss: Preparing for retirement Preparing a business for sale Going through the selling process Meeting buyers and selecting the right one Key Takeaways: Begin setting up your personal life for retirement before you sell your business- know where you are going and what you want to be doing next Always have an exit strategy in mind, have your house in order the whole time Continuing to build the business and keep it going, whil...
22. Transitioning From Selling A Business To Retirement with Kathy Miller
November 12, 2019 08:00 - 39 minutes - 37.9 MBIn this episode, Domenic and Kathy Miller discuss: Preparing for retirement Preparing a business for sale Going through the selling process Meeting buyers and selecting the right one Key Takeaways: Begin setting up your personal life for retirement before you sell your business- know where you are going and what you want to be doing next Always have an exit strategy in mind, have your house in order the whole time Continuing to build the business and keep it going, whil...