Visit us at https://podcast.masource.org (https://podcast.masource.org)In this episode, Sheila Darby, Managing Director of Bizworth, discusses the importance of accurate business valuations in M&A transactions, the different valuation methodologies, challenges in valuations, best practices and ethical considerations, and the value of partnering with valuation professionals.Resources Discussed in this Episode* Aswath Damodaran resources on valuation and corporate finance:...

In this tax-season special episode of the M&A Source Podcast, we delve into the fascinating world of taxes within the mergers and acquisitions space. Our guest, Roman Basi, a seasoned attorney, CPA, and real estate broker, shares invaluable insights into the complexities of taxes affecting M&A transactions. From capital gains adjustments to international tax policies, Roman's expertise sheds light on the myriad ways taxes influence the outcome of business deals.Roman's journey, from...

In this short community update, hear from Kathlene Thiel, our 2024 Conference Chair as she explains our agenda and what you can expect from this Spring conference.

Visit the show notes at https://podcast.masource.org (https://podcast.masource.org)Visit M&A Source at https://masource.org (https://masource.org)In today's episode of the M&A Source Podcast, we discuss the myriad benefits that M&A Source offers to its members with Russell Cohen, an M&A advisor and board member for M&A Source. Russel is also the chairman for the membership benefits committee.Russell and David cover a wide range of topics, from exclusive discounts on...

Welcome to our latest episode of the M&A Source Podcast. In this episode, we dive deep into the world of Purchase Agreements with our esteemed guest, Matt Bowles, an attorney at Hogan Lovells. Here's what you'll discover in this insightful discussion:* Introduction to Purchase Agreements: We start by exploring why purchase agreements are more than just documents. They are crucial tools in M&A transactions, impacting everything from payment to maintaining tranquility in post-deal...

In this episode of the M&A Source Podcast (https://podcast.masource.org), host Dave Dejewski is joined by Ryan Hurst, an expert in financial consulting, to discuss the complexities and significance of working capital in mergers and acquisitions.Key Highlights:Ryan Hurst's Background: Ryan shares his journey from growing up in a family-owned business to his current role in financial consulting, focusing on helping business owners broaden their perspectives on their companies'...

Scott Mashuda, a founding Partner of River’s Edge Alliance Group and M&A Source’s Chairman-elect, discusses his background and what he’s excited about for M&A Source in 2023.

Bob McCormack of Murphy McCormack Capital Advisors interviews Rich Jones of Zabel Companies to discuss Zabel's history and background and their approach to partnering with lower middle market companies to drive long-term, sustainable growth. In the interview, they discuss how building a trust-based relationship between buyer and seller can minimize deal distractions and identify the right partner to both support growth and preserve a company's legacy.

Rich Jones (Zabel Companies) and Bob McCormack (Murphy McCormack Capital Advisors) Discuss Building Trust between Entrepreneurs and Equity Partners

Lamar Stanley of Lead Capital Partners chats with Joel Redmond and Kalimah White of Key Private Bank about techniques that they use in their business advisory practice to help business owners reduce taxes when selling their business. In the interview they discuss the four cornerstones of tax reduction when selling a business, the stages of a transition as it relates to tax planning, and specific ways that intermediaries can assist clients in preparing for a transaction.

Lamar Stanley of Lead Capital Partners chats with Joel Redmond and Kalimah White of Key Private Bank about techniques that they use in their business advisory practice to help business owners reduce tax exposure in transactions.

Lamar Stanley of Lead Capital Partners chats with John Wahl of Live Oak Bank about what makes Live Oak different and how they structure lower middle market deals. In the interview they discuss the history of Live Oak, and John’s work in SBA lending, combination financing, and many other structures.

Lamar Stanley of Lead Capital Partners chats with John Wahl of Live Oak Bank about what makes Live Oak different and how they structure lower middle market deals. In the interview they discuss the history of Live Oak, and John's work in SBA lending, combination financing, and many other structures.

Jeff Swiggett, the Owner of VR Business Sales of New Haven in Connecticut and M&A Source’s Chairman-elect discusses his background, the M&A industry and some of the things he’s excited about for M&A Source in 2022.

Jeff Swiggett, the Owner of VR Business Sales of New Haven in Connecticut and M&A Source’s Chairman-elect discusses his background, the M&A industry and some of the things he’s excited about for M&A Source in 2022.

Meet the Chairman of M&A Source 2022, Jeff Swiggett

John Dalton, the Founder and Managing Partner of Industrial Device Investments, a Knoxville, TN based private equity firm, discusses his book Run to Own = Run to Sell. In the interview, John discusses the topics in the book like useful resources for Strategy, Hiring, Culture, Debt vs. Equity, and who many more.

John Dalton, the Founder and Managing Partner of Industrial Device Investments, a Knoxville, TN based private equity firm, discusses his book Run to Own = Run to Sell.  In the interview, John discusses the topics in the book like useful resources for Strategy, Hiring, Culture, Debt vs. Equity, and who  many more.

Sara Burden, the President and Owner of Walden Businesses, a Atlanta based investment bank, discusses her background and the course that she is teaching at M&A Source's Fall Conference: The Subtle Art of Educating a Seller.  In the interview, Sara discusses topics covered in the course like the getting to an engagement, retainer and development fees, building trust with clients, roles in a deal process, and many more.

Sara Burden, the President and Owner of Walden Businesses, a Atlanta based investment bank, discusses her background and the course that she is teaching at M&A Source\'s Fall Conference: The Subtle Art of Educating a Seller