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

022 Kathy Miller: Transitioning from Selling a Business to Retirement

November 12, 2019 08:00 - 39 minutes - 37.9 MB

In 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...

David Buckley: Legal Considerations In Mergers & Acquisitions – Ep. 021

November 05, 2019 08:00 - 38 minutes - 36.5 MB

In this episode, Domenic and David discuss:  Estate Planning Legal areas of focus when planning an M&A Assembling the right team Securing your key employees    Key Takeaways:  Consider the long-term perspective of the estate when business planning Get the “curb appeal” of your business looking good before you have a buyer Start with the end in mind Preparing and assembling the right team upfront can make all the difference on how your sale turns out     "Building the inte...

021 David Buckley: Legal Considerations

November 05, 2019 08:00 - 38 minutes - 36.5 MB

In this episode, Domenic and David discuss:  Estate Planning Legal areas of focus when planning an M&A Assembling the right team Securing your key employees    Key Takeaways:  Consider the long-term perspective of the estate when business planning Get the “curb appeal” of your business looking good before you have a buyer Start with the end in mind Preparing and assembling the right team upfront can make all the difference on how your sale turns out     "Building the inte...

21. Legal Considerations In Mergers & Acquisitions with David Buckley

November 05, 2019 08:00 - 38 minutes - 36.5 MB

In this episode, Domenic and David discuss:  Estate Planning Legal areas of focus when planning an M&A Assembling the right team Securing your key employees    Key Takeaways:  Consider the long-term perspective of the estate when business planning Get the “curb appeal” of your business looking good before you have a buyer Start with the end in mind Preparing and assembling the right team upfront can make all the difference on how your sale turns out     "Building the inte...

Lamar Stanley: All About Private Equity Groups – Ep. 020

October 29, 2019 07:00 - 32 minutes - 31.7 MB

In this episode, Domenic and Lamar Stanley discuss:   How Gen Cap approaches fundraising  Approaching returns on investments  Client concentration  The market going forward and trends      Key Takeaways:   Gen Cap prefers to back and keep a management team that has experience and history in the firm  Delegate tasks before you go to market  Don’t try to time the market, sell when you still have room for growth  Get the bad news out early         "Inevitably in every proc...

020 Lamar Stanley: Private Equity Groups

October 29, 2019 07:00 - 32 minutes - 31.7 MB

In this episode, Domenic and Lamar Stanley discuss:   How Gen Cap approaches fundraising  Approaching returns on investments  Client concentration  The market going forward and trends      Key Takeaways:   Gen Cap prefers to back and keep a management team that has experience and history in the firm  Delegate tasks before you go to market  Don’t try to time the market, sell when you still have room for growth  Get the bad news out early         "Inevitably in every proc...

20. All About Private Equity Groups with Lamar Stanley

October 29, 2019 07:00 - 32 minutes - 31.7 MB

In this episode, Domenic and Lamar Stanley discuss:   How Gen Cap approaches fundraising  Approaching returns on investments  Client concentration  The market going forward and trends      Key Takeaways:   Gen Cap prefers to back and keep a management team that has experience and history in the firm  Delegate tasks before you go to market  Don’t try to time the market, sell when you still have room for growth  Get the bad news out early         "Inevitably in every proc...

019 Phil Stout: Acquiring a Small Business and Growing it

October 22, 2019 07:00 - 35 minutes - 34.7 MB

In this episode, Domenic and Phil Stout discuss:   Phil’s background and how he and his wife were led to owning a small business  Becoming comfortable in a new industry  Preparing ahead of time to buy a business  Owning a business with your partner      Key Takeaways:   When looking for a business to acquire its key to have a list of requirements that are important to you as an individual  Have a realistic expectation of what cashflow will be expected  Have a good division of ...

Phil Stout: Acquiring A Small Business And Growing It – Ep. 019

October 22, 2019 07:00 - 35 minutes - 34.7 MB

In this episode, Domenic and Phil Stout discuss:   Phil’s background and how he and his wife were led to owning a small business  Becoming comfortable in a new industry  Preparing ahead of time to buy a business  Owning a business with your partner      Key Takeaways:   When looking for a business to acquire its key to have a list of requirements that are important to you as an individual  Have a realistic expectation of what cashflow will be expected  Have a good division of ...

19. Acquiring A Small Business And Growing It with Phil Stout

October 22, 2019 07:00 - 35 minutes - 34.7 MB

In this episode, Domenic and Phil Stout discuss:   Phil’s background and how he and his wife were led to owning a small business  Becoming comfortable in a new industry  Preparing ahead of time to buy a business  Owning a business with your partner      Key Takeaways:   When looking for a business to acquire its key to have a list of requirements that are important to you as an individual  Have a realistic expectation of what cashflow will be expected  Have a good division of ...

18. Environmental Due Diligence with Tim Allen

October 15, 2019 07:00 - 34 minutes - 33 MB

In this episode, Domenic and Tim Allen discuss:   Phase 1 reports and when they are needed  Phase 2 if your report has REC’s impacting the property  Phase 3 remediation  Defensive Environmental consulting      Key Takeaways:   R.E.C. Recognized environmental concern and responses until the problems  The bank and their risk department decide what the next step is going to be  If you don’t do a phase 1, then you bought the liability when you bought the building  You can use ac...

Tim Allen: Environmental Due Diligence – Ep. 018

October 15, 2019 07:00 - 34 minutes - 33 MB

In this episode, Domenic and Tim Allen discuss:   Phase 1 reports and when they are needed  Phase 2 if your report has REC’s impacting the property  Phase 3 remediation  Defensive Environmental consulting      Key Takeaways:   R.E.C. Recognized environmental concern and responses until the problems  The bank and their risk department decide what the next step is going to be  If you don’t do a phase 1, then you bought the liability when you bought the building  You can use ac...

018 Tim Allen: Environmental Due Diligence

October 15, 2019 07:00 - 34 minutes - 33 MB

In this episode, Domenic and Tim Allen discuss:   Phase 1 reports and when they are needed  Phase 2 if your report has REC’s impacting the property  Phase 3 remediation  Defensive Environmental consulting      Key Takeaways:   R.E.C. Recognized environmental concern and responses until the problems  The bank and their risk department decide what the next step is going to be  If you don’t do a phase 1, then you bought the liability when you bought the building  You can use ac...

Steve Lasiewicz: Business Acquisition Loans – Ep. 017

October 08, 2019 07:00 - 36 minutes - 34.8 MB

In this episode, Domenic and Steve Lasiewicz discuss:   SBA loans and the advantages  Items that really matter to acquire a business  Partner buyouts   How to approach SBA loans; advice      Key Takeaways:   When giving loans, the trends of the business, what knowledge is needed to operate that business and why is the seller selling the business are looked at closely  The buyer needs to know and understand the business they are acquiring  A detailed business plan with a detail...

17. Business Acquisition Loans with Steve Lasiewicz

October 08, 2019 07:00 - 36 minutes - 34.8 MB

In this episode, Domenic and Steve Lasiewicz discuss:   SBA loans and the advantages  Items that really matter to acquire a business  Partner buyouts   How to approach SBA loans; advice      Key Takeaways:   When giving loans, the trends of the business, what knowledge is needed to operate that business and why is the seller selling the business are looked at closely  The buyer needs to know and understand the business they are acquiring  A detailed business plan with a detail...

017 Steve Lasiewicz: Business Acquisition Loans

October 08, 2019 07:00 - 36 minutes - 34.8 MB

In this episode, Domenic and Steve Lasiewicz discuss:   SBA loans and the advantages  Items that really matter to acquire a business  Partner buyouts   How to approach SBA loans; advice      Key Takeaways:   When giving loans, the trends of the business, what knowledge is needed to operate that business and why is the seller selling the business are looked at closely  The buyer needs to know and understand the business they are acquiring  A detailed business plan with a detail...

016 Tad Render: The 10 Commandments of Selling Your Business

October 01, 2019 07:00 - 34 minutes - 33 MB

In this episode, Domenic and Tad Render discuss:   Understanding your goals and objectives  Unintended consequences of decisions  Maximize the value of your business and making sure you're compensated  Continue to focus on the business during the process     Key Takeaways:   A mediator adds a lot of value to any deal  Make sure all your contracts are in order before going to market  Consider tax ramifications  Use the diligence phase to date your new partner     "The high...

16. The 10 Commandments Of Selling Your Business with Tad Render

October 01, 2019 07:00 - 34 minutes - 33 MB

In this episode, Domenic and Tad Render discuss:   Understanding your goals and objectives  Unintended consequences of decisions  Maximize the value of your business and making sure you're compensated  Continue to focus on the business during the process     Key Takeaways:   A mediator adds a lot of value to any deal  Make sure all your contracts are in order before going to market  Consider tax ramifications  Use the diligence phase to date your new partner     "The high...

Tad Render: The 10 Commandments Of Selling Your Business – Ep. 016

October 01, 2019 07:00 - 34 minutes - 33 MB

In this episode, Domenic and Tad Render discuss:   Understanding your goals and objectives  Unintended consequences of decisions  Maximize the value of your business and making sure you're compensated  Continue to focus on the business during the process     Key Takeaways:   A mediator adds a lot of value to any deal  Make sure all your contracts are in order before going to market  Consider tax ramifications  Use the diligence phase to date your new partner     "The high...

15. Private Equity Presence in M&A with Geoff Cockrell

September 24, 2019 07:00 - 34 minutes - 33.4 MB

In this episode of M&A Unplugged, Domenic and Geoff Cockrell discuss clarifying private equity and its true meaning and trends within the private equity industry as it relates to mergers and acquisitions. In addition, they discuss what issues private equity firms love to see and certain terms within an M&A deal to watch out for.     Key Takeaways:  From a seller perspective, be aware of how the firm is going to obtain the capital needed for the acquisition and their track record of clos...

015 Geoff Cockrell: Private Equity

September 24, 2019 07:00 - 34 minutes - 33.4 MB

In this episode of M&A Unplugged, Domenic and Geoff Cockrell discuss clarifying private equity and its true meaning and trends within the private equity industry as it relates to mergers and acquisitions. In addition, they discuss what issues private equity firms love to see and certain terms within an M&A deal to watch out for.     Key Takeaways:  From a seller perspective, be aware of how the firm is going to obtain the capital needed for the acquisition and their track record of clos...

Geoff Cockrell: Private Equity Presence in M&A – Ep. 015

September 24, 2019 07:00 - 34 minutes - 33.4 MB

In this episode of M&A Unplugged, Domenic and Geoff Cockrell discuss clarifying private equity and its true meaning and trends within the private equity industry as it relates to mergers and acquisitions. In addition, they discuss what issues private equity firms love to see and certain terms within an M&A deal to watch out for.     Key Takeaways:  From a seller perspective, be aware of how the firm is going to obtain the capital needed for the acquisition and their track record of clos...

Jon Dwoskin: How to Grow Your Business Big – Ep. 014

September 17, 2019 07:00 - 30 minutes - 29.6 MB

In this episode, Domenic and Jon Dwoskin discuss:  What keeps business owners from moving forward  As the market evolves, the way to separate yourself, the follow up needs to be up to standards  How to build your personal brand  Think Big methodology      Key Takeaways:  It all depends on how the company tackles their problem  What keeps businesses stagnant: wrong people wrong seats, not constantly recruiting, not training current talent, different levels of consciousness, where...

14. How to Grow Your Business Very Big! with Jon Dwoskin

September 17, 2019 07:00 - 30 minutes - 29.6 MB

In this episode, Domenic and Jon Dwoskin discuss:  What keeps business owners from moving forward  As the market evolves, the way to separate yourself, the follow up needs to be up to standards  How to build your personal brand  Think Big methodology      Key Takeaways:  It all depends on how the company tackles their problem  What keeps businesses stagnant: wrong people wrong seats, not constantly recruiting, not training current talent, different levels of consciousness, where...

014 Growing Your Business Very Big!

September 17, 2019 07:00 - 30 minutes - 29.6 MB

In this episode, Domenic and Jon Dwoskin discuss:  What keeps business owners from moving forward  As the market evolves, the way to separate yourself, the follow up needs to be up to standards  How to build your personal brand  Think Big methodology      Key Takeaways:  It all depends on how the company tackles their problem  What keeps businesses stagnant: wrong people wrong seats, not constantly recruiting, not training current talent, different levels of consciousness, where...

013 Tom Minichiello: Be Diligent in your Diligence

September 10, 2019 07:00 - 38 minutes - 36.8 MB

In this episode, Domenic and Tom Minichiello discuss:  Common threads and traits of M&A transactions throughout Tom’s career.  The importance of diligence from a buyer and a seller side.  Lessons learned from deals not made.  CBRS and the innovations coming to the technology sphere.   Key Takeaways:  Look at whether or not you have the right team in place to handle the diligence and the integration.  Line up external resources to help with diligence if you don’t have the inter...

Tom Minichiello: Be Diligent In Your Due Diligence – Ep. 013

September 10, 2019 07:00 - 38 minutes - 36.8 MB

In this episode, Domenic and Tom Minichiello discuss:  Common threads and traits of M&A transactions throughout Tom’s career.  The importance of diligence from a buyer and a seller side.  Lessons learned from deals not made.  CBRS and the innovations coming to the technology sphere.   Key Takeaways:  Look at whether or not you have the right team in place to handle the diligence and the integration.  Line up external resources to help with diligence if you don’t have the inter...

13. Be Diligent In Your Due Diligence with Tom Minichiello

September 10, 2019 07:00 - 38 minutes - 36.8 MB

In this episode, Domenic and Tom Minichiello discuss:  Common threads and traits of M&A transactions throughout Tom’s career.  The importance of diligence from a buyer and a seller side.  Lessons learned from deals not made.  CBRS and the innovations coming to the technology sphere.   Key Takeaways:  Look at whether or not you have the right team in place to handle the diligence and the integration.  Line up external resources to help with diligence if you don’t have the inter...

12. M&A Integration Planning And Strategy with Jeff Alvis

September 03, 2019 07:00 - 35 minutes - 34 MB

In this episode, Domenic and Jeff Alvis discuss:  What The Keystone Group is and how they can help during the M&A process.  How diligence and planning are the same aspect of the process.  Culture assessment and gap analysis.  Having plans and resources in place from the beginning of the acquisition process.   Key Takeaways:  The time to think about integration is the day you start to think about doing an acquisition.   Do you have the people and the resources to actually execu...

012 Jeff Alvis: Integration Planning and Strategy

September 03, 2019 07:00 - 35 minutes - 34 MB

In this episode, Domenic and Jeff Alvis discuss:  What The Keystone Group is and how they can help during the M&A process.  How diligence and planning are the same aspect of the process.  Culture assessment and gap analysis.  Having plans and resources in place from the beginning of the acquisition process.   Key Takeaways:  The time to think about integration is the day you start to think about doing an acquisition.   Do you have the people and the resources to actually execu...

Jeff Alvis: M&A Integration Planning And Strategy – Ep. 012

September 03, 2019 07:00 - 35 minutes - 34 MB

In this episode, Domenic and Jeff Alvis discuss:  What The Keystone Group is and how they can help during the M&A process.  How diligence and planning are the same aspect of the process.  Culture assessment and gap analysis.  Having plans and resources in place from the beginning of the acquisition process.   Key Takeaways:  The time to think about integration is the day you start to think about doing an acquisition.   Do you have the people and the resources to actually execu...

011 CLM Equity: Transitioning With Ease After an Acquisition

August 27, 2019 07:00 - 36 minutes - 35.3 MB

In this episode, Domenic, Matthew Locci and Scott Maze discuss: Transitioning with ease from their previous jobs The support they received from their peers Having advisors to guide you through the entire process Sticking with what you know  Key Takeaways: Getting every factor in the right position so that they could leave their jobs in a seamless transition Source financing with multiple banks Flexibility is a key component in the success of a business Importance of looking at...

CLM Equity: Transitioning With Ease After An Acquisition – Ep. 011

August 27, 2019 07:00 - 36 minutes - 35.3 MB

In this episode, Domenic, Matthew Locci and Scott Maze discuss: Transitioning with ease from their previous jobs The support they received from their peers Having advisors to guide you through the entire process Sticking with what you know  Key Takeaways: Getting every factor in the right position so that they could leave their jobs in a seamless transition Source financing with multiple banks Flexibility is a key component in the success of a business Importance of looking at...

11. Transitioning With Ease After An Acquisition with CLM Equity

August 27, 2019 07:00 - 36 minutes - 35.3 MB

In this episode, Domenic, Matthew Locci and Scott Maze discuss: Transitioning with ease from their previous jobs The support they received from their peers Having advisors to guide you through the entire process Sticking with what you know  Key Takeaways: Getting every factor in the right position so that they could leave their jobs in a seamless transition Source financing with multiple banks Flexibility is a key component in the success of a business Importance of looking at...

010 Building and Selling your Business

August 20, 2019 07:00 - 43 minutes - 41.2 MB

In this episode, Domenic and Toby VanOver discuss:   How they decided leaving their stable jobs and transitioning to their business   The importance of staying consistent with maintaining one's business    Consulting and creating a stable team for your business   The process of selling a business and reaping the most profit       Key Takeaways:   Even after selling your business, maintain it consistently   Maintain your business everyday as if you will sell it any day   Have y...

Toby VanOver: Building And Selling Your Business – Ep. 010

August 20, 2019 07:00 - 43 minutes - 41.2 MB

In this episode, Domenic and Toby VanOver discuss:   How they decided leaving their stable jobs and transitioning to their business   The importance of staying consistent with maintaining one's business    Consulting and creating a stable team for your business   The process of selling a business and reaping the most profit       Key Takeaways:   Even after selling your business, maintain it consistently   Maintain your business everyday as if you will sell it any day   Have y...

10. Building And Selling Your Business with Toby VanOver

August 20, 2019 07:00 - 43 minutes - 41.2 MB

In this episode, Domenic and Toby VanOver discuss:   How they decided leaving their stable jobs and transitioning to their business   The importance of staying consistent with maintaining one's business    Consulting and creating a stable team for your business   The process of selling a business and reaping the most profit       Key Takeaways:   Even after selling your business, maintain it consistently   Maintain your business everyday as if you will sell it any day   Have y...

009 Lessons From Multiple Business Transactions

August 13, 2019 07:00 - 44 minutes - 42.3 MB

In this episode, Domenic and Jonathan Banta discuss:  Jonathan's experience in preparing and selling business   The importance of earn outs when creating a partner relationship  What he learned from previous transactions of businesses about sale process, diligence, and integration  How to streamline the process of collaborating different businesses.     Key Takeaways:  There was a seamless integration due to familiarity and synergistic relationships  Need to select the appropria...

Jonathan Banta: Lessons From Multiple Business Transactions – Ep. 009

August 13, 2019 07:00 - 44 minutes - 42.3 MB

In this episode, Domenic and Jonathan Banta discuss:  Jonathan's experience in preparing and selling business   The importance of earn outs when creating a partner relationship  What he learned from previous transactions of businesses about sale process, diligence, and integration  How to streamline the process of collaborating different businesses.     Key Takeaways:  There was a seamless integration due to familiarity and synergistic relationships  Need to select the appropria...

008 Scott Becker: Lessons From a Healthcare M&A Attorney

August 06, 2019 07:00 - 29 minutes - 29.1 MB

In this episode, Domenic and Scott Becker discuss:  How to create a coherent plan of action   The factors that go into a successful financial transaction  How Scott managed multiple businesses  How to be successful at both buying and selling     Key Takeaways:  Scott credits his success to having lots of energy and drive, surrounding himself with magnificent people and leaders, and his understanding of the importance of being both niche centric and customer centric  There are th...

Scott Becker: Lessons From A Healthcare M&A Attorney – Ep. 008

August 06, 2019 07:00 - 29 minutes - 29.1 MB

In this episode, Domenic and Scott Becker discuss:  How to create a coherent plan of action   The factors that go into a successful financial transaction  How Scott managed multiple businesses  How to be successful at both buying and selling     Key Takeaways:  Scott credits his success to having lots of energy and drive, surrounding himself with magnificent people and leaders, and his understanding of the importance of being both niche centric and customer centric  There are th...

007 Aaron Stahl: The Power of Having the Right People

July 30, 2019 07:00 - 47 minutes - 67.2 MB

In this episode, Domenic and Aaron Stahl discuss:  Aaron’s journey to becoming an entrepreneur at 22 and growing P3 to the Franchise business it is today.  How he switched from a solopreneur running his lifestyle business to growing the company through the acquisition.  The speed bumps that came up during the sale unrelated to price.  The integration after acquisition.    Key Takeaways:  Have your vision and strategy before you undertake a potential acquisition.  Understand the se...

Aaron Stahl: The Power Of Having The Right Employees – Ep. 007

July 30, 2019 07:00 - 47 minutes - 67.2 MB

In this episode, Domenic and Aaron Stahl discuss:  Aaron’s journey to becoming an entrepreneur at 22 and growing P3 to the Franchise business it is today.  How he switched from a solopreneur running his lifestyle business to growing the company through the acquisition.  The speed bumps that came up during the sale unrelated to price.  The integration after acquisition.    Key Takeaways:  Have your vision and strategy before you undertake a potential acquisition.  Understand the se...

Paul Liles: Securing An SBA Loan – Ep. 006

July 23, 2019 07:00 - 40 minutes - 38.9 MB

In this episode, Domenic and Paul Lilies discuss:          What an SBA Loan is and how they differ from a traditional loan.          Getting your business to show the best cash flow before selling.          The most important financial statements for the bank and the SBA loan process.          What buyers should be looking for when considering an M&A transaction.     Key Takeaways:          SBA loans can make a lot of sense in the right cases.          Having the right set of ad...

006 Paul Liles: Securing an SBA Loan

July 23, 2019 07:00 - 40 minutes - 38.9 MB

In this episode, Domenic and Paul Lilies discuss:          What an SBA Loan is and how they differ from a traditional loan.          Getting your business to show the best cash flow before selling.          The most important financial statements for the bank and the SBA loan process.          What buyers should be looking for when considering an M&A transaction.     Key Takeaways:          SBA loans can make a lot of sense in the right cases.          Having the right set of ad...

Michael Polzin: Synergies Of Sellers And Buyers – Ep. 005

July 16, 2019 07:00 - 49 minutes - 47 MB

In this episode, Domenic and Michael Polzin discuss:  The leap of faith to start Leeward Business Advisors.  Focusing on documenting and transactions.  How Leeward Elite came about and evolved after acquisition.  The importance of customer service.    Key Takeaways:  Spend time with the owner of the business.  Be careful – is the seller the business, or are they running the business.  There is no perfect business.  Synergies – make sure all the synergies are there, not just ...

005 Michael Polzin: Synergies of Sellers and Buyers

July 16, 2019 07:00 - 49 minutes - 47 MB

In this episode, Domenic and Michael Polzin discuss:  The leap of faith to start Leeward Business Advisors.  Focusing on documenting and transactions.  How Leeward Elite came about and evolved after acquisition.  The importance of customer service.    Key Takeaways:  Spend time with the owner of the business.  Be careful – is the seller the business, or are they running the business.  There is no perfect business.  Synergies – make sure all the synergies are there, not just ...

Tad Render: The Power Of Preparation For a Business Transaction – Ep. 004

July 09, 2019 07:00 - 40 minutes - 38.5 MB

In this episode, Domenic and Tad discuss:  Preparing to sell, even years before you’re planning to sell.  Moving the needle during the preparatory period.  Q of E from a buy side and a sell side.  How to approach inventory.  Key Takeaways:  Do some preparation and you can get an extra ½ or full turn on your business.  Hire the right advisors and professionals.  Importance of networking capital in every transaction, testing what’s in the balance sheets today.  Dig deep – both ...

004 Tad Render: The Power of Preparation

July 09, 2019 07:00 - 40 minutes - 38.5 MB

In this episode, Domenic and Tad discuss:  Preparing to sell, even years before you’re planning to sell.  Moving the needle during the preparatory period.  Q of E from a buy side and a sell side.  How to approach inventory.  Key Takeaways:  Do some preparation and you can get an extra ½ or full turn on your business.  Hire the right advisors and professionals.  Importance of networking capital in every transaction, testing what’s in the balance sheets today.  Dig deep – both ...

003 Steve Kennett: Acquisition Criteria and Growth

July 02, 2019 07:00 - 43 minutes - 41.2 MB

In this episode, Domenic and Steve Kennett discuss:  Steve’s professional journey and his decision to own his own business.  His acquisition criteria must haves.  What attracted Steve to Phoenix Industrial Cleaning, Inc.  Growing after acquisition.    Key Takeaways:  First take an inventory of yourself, what’s important to you, what are you looking for in a transaction.  Line up the right set of advisors.  There’s no perfect business – every business has blemishes.  Understan...

Guests

Doug Sandler
3 Episodes
Brett Trainor
2 Episodes

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