M&amp;A Unplugged Season 1 is coming to an end. Season 2 will be back after this summer. Visit our website to download our free resources for those wishing to buy or sell a business: https://k2adviser.com/resources/ If you enjoy our content, please remember to subscribe and leave a review. We look forward to seeing you again on the next episode of M&amp;A Unplugged. Until then, please remember that scaling, acquiring or selling a business takes time, preparation and proper knowledge.

M&amp;A Unplugged Season 1 is coming to an end. Season 2 will be back after this summer. Visit our website to download our free resources for those wishing to buy or sell a business: <a href="https://k2adviser.com/resources/" rel="nofollow" target="_blank">https://k2adviser.com/resources/</a> If you enjoy our content, please remember to subscribe and leave a review. We look forward to seeing you again on the next episode of M&amp;A Unplugged. Until then, please remember that scaling, acquiring or selling a business takes time, preparation and proper knowledge.

107: Season 1 of M&A Unplugged Coming to an End

M&amp;A exclusivity is one major strategy utilized by many, but some are unaware of how to push its advantages to the limit. Starting a series of topics from his one-on-one client consultations, Domenic Rinaldi shares one conversation focused on exclusivity. He explains how this gives buyers the owners' undivided attention and speeds up the entire purchasing process. Domenic also breaks down the most important tips for sellers in releasing their company from the market to make it exclusive. He discusses why sellers must always believe in karma and never push away exclusive buyers in favor of way better offers. Love the show? Subscribe, rate, review, and share!  Here’s How »  Join the M&amp;A Unplugged Community today:  k2adviser.com M&amp;A Unplugged Twitter M&amp;A Unplugged Facebook M&amp;A Unplugged Instagram 

M&amp;A exclusivity is one major strategy utilized by many, but some are unaware of how to push its advantages to the limit. Starting a series of topics from his one-on-one client consultations, Domenic Rinaldi shares one conversation focused on exclusivity. He explains how this gives buyers the owners' undivided attention and speeds up the entire purchasing process. Domenic also breaks down the most important tips for sellers in releasing their company from the market to make it exclusive. He discusses why sellers must always believe in karma and never push away exclusive buyers in favor of way better offers. Love the show? Subscribe, rate, review, and share! <ul> <li><a href="https://k2adviser.com/how-to-subscribe-rate-our-podcast-5-stars-on-itunes/" rel="nofollow" target="_blank">Here’s How »</a></li> </ul> Join the M&amp;A Unplugged Community today: <ul> <li><a href="https://k2adviser.com/" rel="nofollow" target="_blank">k2adviser.com</a></li> <li><a href="https://twitter.com/M_A_Unplugged" rel="external noopener noreferrer nofollow" target="_blank">M&amp;A Unplugged Twitter</a></li> <li><a href="https://www.facebook.com/MAUnplugged/" rel="external noopener noreferrer nofollow" target="_blank">M&amp;A Unplugged Facebook</a></li> <li><a href="https://www.instagram.com/ma_unplugged_podcast/" rel="external noopener noreferrer nofollow" target="_blank">M&amp;A Unplugged Instagram</a></li> </ul>

106: How To Make The Most Out Of M&A Exclusivity

Although many businesses out there are similar in many ways, each one has value drivers unique to them. These significant factors dictate the overall framework of a business, and looking at them much closely will help a lot during valuations. Domenic Rinaldi highlights one of his most downloaded episodes that discusses the most common value drivers to consider. He explains how they hugely contribute to closing M&amp;A transactions. From people management to complex finance and infrastructure programs, Domenic delves into the most important aspects every buyer must take note of. Love the show? Subscribe, rate, review, and share!  Here’s How »  Join the M&amp;A Unplugged Community today:  k2adviser.com M&amp;A Unplugged Twitter M&amp;A Unplugged Facebook M&amp;A Unplugged Instagram 

Although many businesses out there are similar in many ways, each one has value drivers unique to them. These significant factors dictate the overall framework of a business, and looking at them much closely will help a lot during valuations. Domenic Rinaldi highlights one of his most downloaded episodes that discusses the most common value drivers to consider. He explains how they hugely contribute to closing M&amp;A transactions. From people management to complex finance and infrastructure programs, Domenic delves into the most important aspects every buyer must take note of. Love the show? Subscribe, rate, review, and share! <ul> <li><a href="https://k2adviser.com/how-to-subscribe-rate-our-podcast-5-stars-on-itunes/" rel="nofollow" target="_blank">Here’s How »</a></li> </ul> Join the M&amp;A Unplugged Community today: <ul> <li><a href="https://k2adviser.com/" rel="nofollow" target="_blank">k2adviser.com</a></li> <li><a href="https://twitter.com/M_A_Unplugged" rel="external noopener noreferrer nofollow" target="_blank">M&amp;A Unplugged Twitter</a></li> <li><a href="https://www.facebook.com/MAUnplugged/" rel="external noopener noreferrer nofollow" target="_blank">M&amp;A Unplugged Facebook</a></li> <li><a href="https://www.instagram.com/ma_unplugged_podcast/" rel="external noopener noreferrer nofollow" target="_blank">M&amp;A Unplugged Instagram</a></li> </ul>

105: What Value Drivers Should You Consider During Business Valuation?

It’s no secret that a lot of industries were severely impacted by the pandemic. But how exactly did it affect bank financing for owners and buyers of businesses? Domenic Rinaldi shares some handy information for people who are interested in purchasing and selling their business. He explains the need to understand how banks view these deals and the different issues that come with them. Banks are being cautious and are looking at a good track record, monthly financial plans, and comparison between the current and pre-COVID situation. Not only do businesses need improvement, but they also need to be stabilized before banks accept a deal.  Love the show? Subscribe, rate, review, and share!  Here’s How »  Join the M&amp;A Unplugged Community today:  k2adviser.com M&amp;A Unplugged Twitter M&amp;A Unplugged Facebook M&amp;A Unplugged Instagram 

It’s no secret that a lot of industries were severely impacted by the pandemic. But how exactly did it affect bank financing for owners and buyers of businesses? Domenic Rinaldi shares some handy information for people who are interested in purchasing and selling their business. He explains the need to understand how banks view these deals and the different issues that come with them. Banks are being cautious and are looking at a good track record, monthly financial plans, and comparison between the current and pre-COVID situation. Not only do businesses need improvement, but they also need to be stabilized before banks accept a deal. Love the show? Subscribe, rate, review, and share! <ul> <li><a href="https://k2adviser.com/how-to-subscribe-rate-our-podcast-5-stars-on-itunes/" rel="nofollow" target="_blank">Here’s How »</a></li> </ul> Join the M&amp;A Unplugged Community today: <ul> <li><a href="https://k2adviser.com/" rel="nofollow" target="_blank">k2adviser.com</a></li> <li><a href="https://twitter.com/M_A_Unplugged" rel="external noopener noreferrer nofollow" target="_blank">M&amp;A Unplugged Twitter</a></li> <li><a href="https://www.facebook.com/MAUnplugged/" rel="external noopener noreferrer nofollow" target="_blank">M&amp;A Unplugged Facebook</a></li> <li><a href="https://www.instagram.com/ma_unplugged_podcast/" rel="external noopener noreferrer nofollow" target="_blank">M&amp;A Unplugged Instagram</a></li> </ul>

104: Understanding Bank Financing For Owners And Buyers Of Businesses Affected By The Pandemic

Jennifer Fondrevay

Employee integration is such a critical aspect of any M&amp;A transaction that it’s a wonder why most entrepreneurs spend too little time planning for and executing this element. As a result, they often end up trying to catch up with it during the due diligence phase, which is quite a bit late to say the least. When is the right time to start thinking about employee integration? What essential considerations do you have to take in its execution? Domenic Rinaldi goes deeper into this topic with Jennifer Fondrevay, an expert in the human capital aspect of M&amp;A transactions. Join in and learn as Jennifer shares key insights on the most overlooked aspects of integrating people, some of the best practices for handling employees and teams, and how COVID has simultaneously changed the game yet highlighted the evergreen principles of human capital. Love the show? Subscribe, rate, review, and share!  Here’s How »  Join the M&amp;A Unplugged Community today:  k2adviser.com M&amp;A Unplugged Twitter M&amp;A Unplugged Facebook M&amp;A Unplugged Instagram 

Employee integration is such a critical aspect of any M&amp;A transaction that it’s a wonder why most entrepreneurs spend too little time planning for and executing this element. As a result, they often end up trying to catch up with it during the due diligence phase, which is quite a bit late to say the least. When is the right time to start thinking about employee integration? What essential considerations do you have to take in its execution? Domenic Rinaldi goes deeper into this topic with <a href="https://jenniferjfondrevay.com/" rel="nofollow" target="_blank">Jennifer Fondrevay</a>, an expert in the human capital aspect of M&amp;A transactions. Join in and learn as Jennifer shares key insights on the most overlooked aspects of integrating people, some of the best practices for handling employees and teams, and how COVID has simultaneously changed the game yet highlighted the evergreen principles of human capital. Love the show? Subscribe, rate, review, and share! <ul> <li><a href="https://k2adviser.com/how-to-subscribe-rate-our-podcast-5-stars-on-itunes/" rel="nofollow" target="_blank">Here’s How »</a></li> </ul> Join the M&amp;A Unplugged Community today: <ul> <li><a href="https://k2adviser.com/" rel="nofollow" target="_blank">k2adviser.com</a></li> <li><a href="https://twitter.com/M_A_Unplugged" rel="external noopener noreferrer nofollow" target="_blank">M&amp;A Unplugged Twitter</a></li> <li><a href="https://www.facebook.com/MAUnplugged/" rel="external noopener noreferrer nofollow" target="_blank">M&amp;A Unplugged Facebook</a></li> <li><a href="https://www.instagram.com/ma_unplugged_podcast/" rel="external noopener noreferrer nofollow" target="_blank">M&amp;A Unplugged Instagram</a></li> </ul>

103: Why Employee Integration Is A Critical Aspect Of M&A with Jennifer Fondrevay

Dino Armiros

 It is never a bad idea to acquire a thriving business. But sometimes, buyers find themselves in a bit of a pickle because of successor liabilities. Dissecting this topic with Domenic Rinaldi is  Dino Armiros from the law firm  Saul Ewing Arnstein &amp; Lehr. Together, they discuss the most common sorts of successor liabilities every buyer should be aware of. They delve into the red flags to be determined while the final act asset purchase agreements are getting drafted. Dino also explores the responsibilities of the seller by talking about how they can mitigate their liabilities, making them desirable assets in the eyes of potential buyers.  Love the show? Subscribe, rate, review, and share!  Here’s How »  Join the M&amp;A Unplugged Community today:  k2adviser.com M&amp;A Unplugged Twitter M&amp;A Unplugged Facebook M&amp;A Unplugged Instagram 

It is never a bad idea to acquire a thriving business. But sometimes, buyers find themselves in a bit of a pickle because of successor liabilities. Dissecting this topic with Domenic Rinaldi is <a href="https://www.linkedin.com/in/dinoarmiros/" rel="nofollow" target="_blank"> Dino Armiros</a> from the law firm <a href="https://www.saul.com/" rel="nofollow" target="_blank"> Saul Ewing Arnstein &amp; Lehr</a>. Together, they discuss the most common sorts of successor liabilities every buyer should be aware of. They delve into the red flags to be determined while the final act asset purchase agreements are getting drafted. Dino also explores the responsibilities of the seller by talking about how they can mitigate their liabilities, making them desirable assets in the eyes of potential buyers. Love the show? Subscribe, rate, review, and share! <ul> <li><a href="https://k2adviser.com/how-to-subscribe-rate-our-podcast-5-stars-on-itunes/" rel="nofollow" target="_blank">Here’s How »</a></li> </ul> Join the M&amp;A Unplugged Community today: <ul> <li><a href="https://k2adviser.com/" rel="nofollow" target="_blank">k2adviser.com</a></li> <li><a href="https://twitter.com/M_A_Unplugged" rel="external noopener noreferrer nofollow" target="_blank">M&amp;A Unplugged Twitter</a></li> <li><a href="https://www.facebook.com/MAUnplugged/" rel="external noopener noreferrer nofollow" target="_blank">M&amp;A Unplugged Facebook</a></li> <li><a href="https://www.instagram.com/ma_unplugged_podcast/" rel="external noopener noreferrer nofollow" target="_blank">M&amp;A Unplugged Instagram</a></li> </ul>

102. How To Avoid And Mitigate Successor Liabilities with Dino Armiros

John Vuong

These days, social media presence is in itself an asset. That is why it should be included in your due diligence when you’re sizing up a company you’re trying to purchase. If you’re a business owner, it is one thing that you have to consider if you want to take your company’s valuation a notch or two higher. However this aspect of due diligence doesn’t get nearly enough attention, especially considering the fact that digital will only grow in importance in the future. Recognizing this gap in the knowledge of most buyers and business owners, Domenic Rinaldi discusses this topic on the show with John Vuong, the owner of Canada-based Local SEO Search, Inc. Tune in as John discusses at a high level the components of digital presence that buyers need to pay attention to prior to closing an acquisition deal.  Love the show? Subscribe, rate, review, and share!  Here’s How »  Join the M&amp;A Unplugged Community today:  k2adviser.com M&amp;A Unplugged Twitter M&amp;A Unplugged Facebook M&amp;A Unplugged Instagram 

These days, social media presence is in itself an asset. That is why it should be included in your due diligence when you’re sizing up a company you’re trying to purchase. If you’re a business owner, it is one thing that you have to consider if you want to take your company’s valuation a notch or two higher. However this aspect of due diligence doesn’t get nearly enough attention, especially considering the fact that digital will only grow in importance in the future. Recognizing this gap in the knowledge of most buyers and business owners, Domenic Rinaldi discusses this topic on the show with <a href="https://www.localseosearch.ca/personnel/john-vuong/" rel="nofollow" target="_blank">John Vuong</a>, the owner of Canada-based <a href="https://www.localseosearch.ca" rel="nofollow" target="_blank">Local SEO Search, Inc</a>. Tune in as John discusses at a high level the components of digital presence that buyers need to pay attention to prior to closing an acquisition deal. Love the show? Subscribe, rate, review, and share! <ul> <li><a href="https://k2adviser.com/how-to-subscribe-rate-our-podcast-5-stars-on-itunes/" rel="nofollow" target="_blank">Here’s How »</a></li> </ul> Join the M&amp;A Unplugged Community today: <ul> <li><a href="https://k2adviser.com/" rel="nofollow" target="_blank">k2adviser.com</a></li> <li><a href="https://twitter.com/M_A_Unplugged" rel="external noopener noreferrer nofollow" target="_blank">M&amp;A Unplugged Twitter</a></li> <li><a href="https://www.facebook.com/MAUnplugged/" rel="external noopener noreferrer nofollow" target="_blank">M&amp;A Unplugged Facebook</a></li> <li><a href="https://www.instagram.com/ma_unplugged_podcast/" rel="external noopener noreferrer nofollow" target="_blank">M&amp;A Unplugged Instagram</a></li> </ul>

101: Social Media Due Diligence: Gauging The Value And Potential Of A Business’ Digital Assets With John Vuong

After hours of engaging discussions and interesting guests, M&amp;A Unplugged now marks its 100th episode! Besides hitting this momentous achievement, the show is also being downloaded in more than 50 countries and one of top ten M&amp;A shows worldwide. To celebrate their first hundred episodes, Domenic Rinaldi looks back with gratitude to everyone he has worked and collaborated with to make the podcast show possible and successful. He also brings some of his previous guests who share their anniversary greetings as well as their number one advice in closing M&amp;A transactions.   Love the show? Subscribe, rate, review, and share!  Here’s How »  Join the M&amp;A Unplugged Community today:  k2adviser.com M&amp;A Unplugged Twitter M&amp;A Unplugged Facebook M&amp;A Unplugged Instagram 

After hours of engaging discussions and interesting guests, M&amp;A Unplugged now marks its 100th episode! Besides hitting this momentous achievement, the show is also being downloaded in more than 50 countries and one of top ten M&amp;A shows worldwide. To celebrate their first hundred episodes, Domenic Rinaldi looks back with gratitude to everyone he has worked and collaborated with to make the podcast show possible and successful. He also brings some of his previous guests who share their anniversary greetings as well as their number one advice in closing M&amp;A transactions. Love the show? Subscribe, rate, review, and share! <ul> <li><a href="https://k2adviser.com/how-to-subscribe-rate-our-podcast-5-stars-on-itunes/" rel="nofollow" target="_blank">Here’s How »</a></li> </ul> Join the M&amp;A Unplugged Community today: <ul> <li><a href="https://k2adviser.com/" rel="nofollow" target="_blank">k2adviser.com</a></li> <li><a href="https://twitter.com/M_A_Unplugged" rel="external noopener noreferrer nofollow" target="_blank">M&amp;A Unplugged Twitter</a></li> <li><a href="https://www.facebook.com/MAUnplugged/" rel="external noopener noreferrer nofollow" target="_blank">M&amp;A Unplugged Facebook</a></li> <li><a href="https://www.instagram.com/ma_unplugged_podcast/" rel="external noopener noreferrer nofollow" target="_blank">M&amp;A Unplugged Instagram</a></li> </ul>

100: Celebrating M&A Unplugged's First Hundred Episodes

Patrick Stroth

M&amp;A deals don't just end after the acquisition. In fact, inherent to it are post-closing risks that buyers and sellers will have to face. Are there stones left unturned during the due diligence process? What monetary holdback and liability will arise? Domenic Rinaldi's guest for this episode, Patrick Stroth, has been the go-to person for many buyers and sellers looking for their way out of these risks. As the founder of Rubicon Insurance Services, LLC, he has been a pioneer in applying what is called rep and warranty insurance (RWI) to lower middle-market M&amp;A transactions so that all parties can achieve a clean transition. Together with Domenic, he explains to us what this insurance is all about, what are involved with it, how the underwriting process goes, how much will be spent, and how to introduce this concept to potential deal negotiations. Follow along to this conversation to find the peace of mind you need post-closing. Love the show? Subscribe, rate, review, and share!  Here’s How »  Join the M&amp;A Unplugged Community today:  k2adviser.com M&amp;A Unplugged Twitter M&amp;A Unplugged Facebook M&amp;A Unplugged Instagram 

M&amp;A deals don't just end after the acquisition. In fact, inherent to it are post-closing risks that buyers and sellers will have to face. Are there stones left unturned during the due diligence process? What monetary holdback and liability will arise? Domenic Rinaldi's guest for this episode, <a href="https://www.linkedin.com/in/patrickstroth/" rel="nofollow" target="_blank">Patrick Stroth</a>, has been the go-to person for many buyers and sellers looking for their way out of these risks. As the founder of <a href="https://www.rubiconins.com/" rel="nofollow" target="_blank">Rubicon Insurance Services, LLC</a>, he has been a pioneer in applying what is called rep and warranty insurance (RWI) to lower middle-market M&amp;A transactions so that all parties can achieve a clean transition. Together with Domenic, he explains to us what this insurance is all about, what are involved with it, how the underwriting process goes, how much will be spent, and how to introduce this concept to potential deal negotiations. Follow along to this conversation to find the peace of mind you need post-closing. Love the show? Subscribe, rate, review, and share! <ul> <li><a href="https://k2adviser.com/how-to-subscribe-rate-our-podcast-5-stars-on-itunes/" rel="nofollow" target="_blank">Here’s How »</a></li> </ul> Join the M&amp;A Unplugged Community today: <ul> <li><a href="https://k2adviser.com/" rel="nofollow" target="_blank">k2adviser.com</a></li> <li><a href="https://twitter.com/M_A_Unplugged" rel="external noopener noreferrer nofollow" target="_blank">M&amp;A Unplugged Twitter</a></li> <li><a href="https://www.facebook.com/MAUnplugged/" rel="external noopener noreferrer nofollow" target="_blank">M&amp;A Unplugged Facebook</a></li> <li><a href="https://www.instagram.com/ma_unplugged_podcast/" rel="external noopener noreferrer nofollow" target="_blank">M&amp;A Unplugged Instagram</a></li> </ul>

99: Patrick Stroth: Mitigating Post-Closing Risks Through The Rep And Warranty Insurance

Knowing how to prepare for and conduct an initial meeting with a business owner drastically increases your chances of having a successful first meeting. First meetings are crucial when building any business relationship. When you come into the meeting fully prepared, you'll easily build rapport and gain the trust of the business owner. In this episode, Domenic Rinaldi provides a best practices overview on how to have a successful first meeting with an owner and why this is critically important to get a deal done. You'll learn how to properly introduce yourself, what preparations you need to make, and what important questions you need to ask in that first meeting. Love the show? Subscribe, rate, review, and share!  Here’s How »  Join the M&amp;A Unplugged Community today:  k2adviser.com M&amp;A Unplugged Twitter M&amp;A Unplugged Facebook M&amp;A Unplugged Instagram 

Knowing how to prepare for and conduct an initial meeting with a business owner drastically increases your chances of having a successful first meeting. First meetings are crucial when building any business relationship. When you come into the meeting fully prepared, you'll easily build rapport and gain the trust of the business owner. In this episode, <a href="https://www.linkedin.com/in/domenicrinaldi/" rel="nofollow" target="_blank">Domenic Rinaldi</a> provides a best practices overview on how to have a successful first meeting with an owner and why this is critically important to get a deal done. You'll learn how to properly introduce yourself, what preparations you need to make, and what important questions you need to ask in that first meeting. Love the show? Subscribe, rate, review, and share! <ul> <li><a href="https://k2adviser.com/how-to-subscribe-rate-our-podcast-5-stars-on-itunes/" rel="nofollow" target="_blank">Here’s How »</a></li> </ul> Join the M&amp;A Unplugged Community today: <ul> <li><a href="https://k2adviser.com/" rel="nofollow" target="_blank">k2adviser.com</a></li> <li><a href="https://twitter.com/M_A_Unplugged" rel="external noopener noreferrer nofollow" target="_blank">M&amp;A Unplugged Twitter</a></li> <li><a href="https://www.facebook.com/MAUnplugged/" rel="external noopener noreferrer nofollow" target="_blank">M&amp;A Unplugged Facebook</a></li> <li><a href="https://www.instagram.com/ma_unplugged_podcast/" rel="external noopener noreferrer nofollow" target="_blank">M&amp;A Unplugged Instagram</a></li> </ul>

98: Best Practices For A Successful First Meeting With A Business Owner

Are you looking to Scale, Acquire or Exit a Business?If so, the M&amp;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&amp;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&amp;A transactions across a broad range of industries, Domenic asks the questions that unlock the secrets to creating value in transactions.

Very professionally-done and Domenic does a great job of making this topic exciting!

Great show!

Easily the best podcast for a new entrepreneur who is about to embark on a business acquisition

Are you looking to Scale, Acquire or Exit a Business? If so, the M&amp;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&amp;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&amp;A transactions across a broad range of industries, Domenic asks the questions that unlock the secrets to creating value in transactions.

M&A Unplugged

Joseph Beer

Mergers 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&amp;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 confidentiality as a crucial factor during an acquisition and stresses on continuously assessing buyers. Given the complexity of the entire M&amp;A process, Joe also notes the importance of selecting the right attorney. Love the show? Subscribe, rate, review, and share!   Here’s How »  Join the M&amp;A Unplugged Community today:  com M&amp;A Unplugged Twitter M&amp;A Unplugged Facebook M&amp;A Unplugged Instagram 

Mergers 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 <a href="https://www.linkedin.com/in/joseph-beer-esq-4847361a/" rel="noopener noreferrer nofollow" target="_blank">Joseph Beer</a>, the Vice President of Operations at Sun Acquisitions, LLC, about the seller’s responsibility during the M&amp;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 confidentiality as a crucial factor during an acquisition and stresses on continuously assessing buyers. Given the complexity of the entire M&amp;A process, Joe also notes the importance of selecting the right attorney. Love the show? Subscribe, rate, review, and share! <ul> <li><a href="http://k2adviser.com/how-to-subscribe-rate-our-podcast-5-stars-on-itunes/" rel="nofollow" target="_blank"> Here’s How »</a></li> </ul> Join the M&amp;A Unplugged Community today: <ul> <li><a href="http://k2adviser.com/" rel="nofollow" target="_blank">com</a></li> <li><a href="https://twitter.com/M_A_Unplugged" rel="nofollow" target="_blank">M&amp;A Unplugged Twitter</a></li> <li><a href="https://www.facebook.com/MAUnplugged/" rel="nofollow" target="_blank">M&amp;A Unplugged Facebook</a></li> <li><a href="https://www.instagram.com/ma_unplugged_podcast/" rel="nofollow" target="_blank">M&amp;A Unplugged Instagram</a></li> </ul>

33. Best Practices For Sellers in Mergers and Acquisitions with Joseph Beer

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 as a buyer and as a seller.  "The more a seller can plan ahead, the better the process will be." —  Tad Render     About Tad Render: Tad Render is a partner with Miller, Cooper &amp; Co., Ltd. and leads the Firm's Transaction Advisory Services Group. He has over 18 years of experience working with a host of financial and strategic buyers and sellers in a diverse range of industries including manufacturers, distributors, and service companies. His experience includes buy-side and sell-side financial and tax due diligence and general consulting related to mergers and acquisitions.   Mr. Render also serves as the Treasurer and Chief Financial Officer of Miller Cooper and its affiliated entities.    Connect with Tad Render:  Twitter: @MillerCooperCPA Website: MillerCooper.com Email:  TRender@MillerCooper.com LinkedIn:  Miller, Cooper &amp; Co., Ltd.     Connect with Domenic Rinaldi:  Sun Acquisitions Website: www.sunacquisitions.com M&amp;A Unplugged Website: www.maunplugged.com Email: marketing@sunacquisitions.com     Linkedin:   Domenic Rinaldi: https://www.linkedin.com/in/domenicrinaldi/ Sun Acquisitions: https://www.linkedin.com/company/sun-acquisitions-llc/     Facebook: Sun Acquisitions: https://www.facebook.com/sunacquisitions/ M&amp;A Unplugged: https://www.facebook.com/MAUnplugged/     Twitter: @SunAcquisitions https://twitter.com/SunAcquisitions @M_A_Unplugged https://twitter.com/M_A_Unplugged     Instagram: @sunacquisitions https://www.instagram.com/sunacquisitions/ @ma_unplugged_podcast https://www.instagram.com/ma_unplugged_podcast/     YouTube: Sun Acquisitions: https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg        Show notes by Podcastologist: Chelsea Taylor-Sturkie     Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Domenic and Tad discuss:  <ul> <li>Preparing to sell, even years before you’re planning to sell. </li> <li>Moving the needle during the preparatory period. </li> <li>Q of E from a buy side and a sell side. </li> <li>How to approach inventory. </li> </ul> Key Takeaways:  <ul> <li>Do some preparation and you can get an extra ½ or full turn on your business. </li> <li>Hire the right advisors and professionals. </li> <li>Importance of networking capital in every transaction, testing what’s in the balance sheets today. </li> <li>Dig deep – both as a buyer and as a seller.</li> </ul> "The more a seller can plan ahead, the better the process will be." —  Tad Render   About Tad Render: Tad Render is a partner with Miller, Cooper &amp; Co., Ltd. and leads the Firm's Transaction Advisory Services Group. He has over 18 years of experience working with a host of financial and strategic buyers and sellers in a diverse range of industries including manufacturers, distributors, and service companies. His experience includes buy-side and sell-side financial and tax due diligence and general consulting related to mergers and acquisitions.  Mr. Render also serves as the Treasurer and Chief Financial Officer of Miller Cooper and its affiliated entities.   Connect with Tad Render: Twitter: <a href="https://twitter.com/MillerCooperCPA" rel="nofollow" target="_blank">@MillerCooperCPA</a> Website: <a href="http://www.millercooper.com/" rel="nofollow" target="_blank">MillerCooper.com</a> Email:  TRender@MillerCooper.com LinkedIn: <a href="https://www.linkedin.com/company/miller-cooper-&amp;-co.-ltd./" rel="nofollow" target="_blank"> Miller, Cooper &amp; Co., Ltd</a>.   Connect with Domenic Rinaldi: Sun Acquisitions Website: <a href="http://www.sunacquisitions.com/" rel="nofollow" target="_blank">www.sunacquisitions.com</a> M&amp;A Unplugged Website: <a href="http://www.maunplugged.com/" rel="nofollow" target="_blank">www.maunplugged.com</a> Email: marketing@sunacquisitions.com   Linkedin:   Domenic Rinaldi: <a href="https://www.linkedin.com/in/domenicrinaldi/" rel="nofollow" target="_blank">https://www.linkedin.com/in/domenicrinaldi/</a> Sun Acquisitions: <a href="https://www.linkedin.com/company/sun-acquisitions-llc/" rel="nofollow" target="_blank">https://www.linkedin.com/company/sun-acquisitions-llc/</a>   Facebook: Sun Acquisitions: <a href="https://www.facebook.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.facebook.com/sunacquisitions/</a> M&amp;A Unplugged: <a href="https://www.facebook.com/MAUnplugged/" rel="nofollow" target="_blank">https://www.facebook.com/MAUnplugged/</a>   Twitter: @SunAcquisitions <a href="https://twitter.com/SunAcquisitions" rel="nofollow" target="_blank">https://twitter.com/SunAcquisitions</a> @M_A_Unplugged <a href="https://twitter.com/M_A_Unplugged" rel="nofollow" target="_blank">https://twitter.com/M_A_Unplugged</a>   Instagram: @sunacquisitions <a href="https://www.instagram.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.instagram.com/sunacquisitions/</a> @ma_unplugged_podcast <a href="https://www.instagram.com/ma_unplugged_podcast/" rel="nofollow" target="_blank">https://www.instagram.com/ma_unplugged_podcast/</a>   YouTube: Sun Acquisitions: <a href="https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg" rel="nofollow" target="_blank">https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg</a>      Show notes by Podcastologist: Chelsea Taylor-Sturkie   Audio production by <a href="https://www.turnkeypodcast.com/" rel="nofollow" target="_blank">Turnkey Podcast Productions.</a> You're the expert. Your podcast will prove it.

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

Jeremy Waitzman

In 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 much you want to be involved in the business going forward    "It is important for the seller to think about what things are important to them in the sale." —  Jeremy Waitzman   About Jeremy Waitzman: Jeremy Waitzman advises his clients on significant transactions and operational issues in their businesses. Described by clients as “an essential business advisor” and “a partner in the success of my business,” Jeremy has substantial experience representing businesses of all types and sizes from inception, guiding them through significant growth, and often through ownership’s exit. His clients include privately-held middle market and emerging growth companies, family offices/funds, investors, C-level executives, boards of directors, family-owned businesses and entrepreneurs.   Jeremy counsels clients in the areas of corporate law, mergers &amp; acquisitions, private placements, and general contract law. He represents individuals, closely-held businesses, start-up companies and serves as outside counsel to several large corporations. His work with companies often includes strategies for the creation of enterprise value.   Having trained as a corporate and M&amp;A deal attorney at a large law firm, Jeremy's experience is transactions-intensive and expansive. His work includes business and capital structure, mergers and acquisitions, indemnification, private equity and venture capital, private placements and securities offerings, investor rights and preferences, licensing and subscription agreements, intellectual property protection, customer agreements and T&amp;C’s, joint ventures, distribution and supply, executive employment, management equity and incentive compensation, corporate governance including board and advisory boards, and corporate contracts and agreements including enforcement. Jeremy has been included in various panels and lectured on topics related to corporate law, venture and angel financing and mergers and acquisitions.   Industry sector experience includes software, healthcare, specialty chemicals, mobile, information technology, eCommerce, transportation, insurance, marketing and public relations, construction, auto body, specialty consumer, real estate, manufacturing, distribution, and tech-enabled services.   Prior to law school, Jeremy worked at a Fortune 500 company where he gained invaluable insight into the operations of large businesses.  Please provide a short intro. (This is how we will introduce you to our audience.: Jeremy is a business attorney and head of the corporate practice group at Sugar Felsenthal Grais &amp; Helsinger in the Loop. Jeremy has a broad general business practice, which includes issues related to entity structure and corporate governance, contracts, raising capital, succession planning, and M&amp;A. Jeremy's clients include privately-held middle market and emerging growth companies, family offices/funds, investors, C-level executives, boards of directors, family-owned businesses and entrepreneurs. Jeremy has served as counsel to both buyers and sellers in over 150 M&amp;A transactions during his 15+ years of experience.   Connect with Jeremy Waitzman:  Website: sfgh.com Email: jwaitzman@sfgh.com Phone:(312) 2199   Connect with Domenic Rinaldi:  Sun Acquisitions Website: www.sunacquisitions.com  M&amp;A Unplugged Website: www.maunplugged.com  Email: marketing@sunacquisitions.com    Linkedin:    Domenic Rinaldi: https://www.linkedin.com/in/domenicrinaldi/  Sun Acquisitions: https://www.linkedin.com/company/sun-acquisitions-llc/    Facebook:  Sun Acquisitions: https://www.facebook.com/sunacquisitions/  M&amp;A Unplugged: https://www.facebook.com/MAUnplugged/    Twitter:  @SunAcquisitions https://twitter.com/SunAcquisitions  @M_A_Unplugged https://twitter.com/M_A_Unplugged    Instagram:  @sunacquisitions https://www.instagram.com/sunacquisitions/  @ma_unplugged_podcast https://www.instagram.com/ma_unplugged_podcast/    YouTube:  Sun Acquisitions: https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg    Show notes by Podcastologist: Kim Mavy   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Domenic and Jeremy Waitzman discuss:  <ul> <li>Earn-outs to bridge a gap</li> <li>Rollover equity</li> <li>Representations and warranties</li> <li>Indemnities</li> </ul> Key Takeaways:  <ul> <li>Building a specialized and experienced team in mergers and acquisitions will save you time and money </li> <li>Business terms are just as important as price</li> <li>Understand what you are guaranteeing about your business and possible ramifications of breaching those in the future</li> <li>Be upfront with the buyers from the beginning with how much you want to be involved in the business going forward </li> </ul> "It is important for the seller to think about what things are important to them in the sale." —  Jeremy Waitzman  About Jeremy Waitzman: Jeremy Waitzman advises his clients on significant transactions and operational issues in their businesses. Described by clients as “an essential business advisor” and “a partner in the success of my business,” Jeremy has substantial experience representing businesses of all types and sizes from inception, guiding them through significant growth, and often through ownership’s exit. His clients include privately-held middle market and emerging growth companies, family offices/funds, investors, C-level executives, boards of directors, family-owned businesses and entrepreneurs.   Jeremy counsels clients in the areas of corporate law, mergers &amp; acquisitions, private placements, and general contract law. He represents individuals, closely-held businesses, start-up companies and serves as outside counsel to several large corporations. His work with companies often includes strategies for the creation of enterprise value.   Having trained as a corporate and M&amp;A deal attorney at a large law firm, Jeremy's experience is transactions-intensive and expansive. His work includes business and capital structure, mergers and acquisitions, indemnification, private equity and venture capital, private placements and securities offerings, investor rights and preferences, licensing and subscription agreements, intellectual property protection, customer agreements and T&amp;C’s, joint ventures, distribution and supply, executive employment, management equity and incentive compensation, corporate governance including board and advisory boards, and corporate contracts and agreements including enforcement. Jeremy has been included in various panels and lectured on topics related to corporate law, venture and angel financing and mergers and acquisitions.   Industry sector experience includes software, healthcare, specialty chemicals, mobile, information technology, eCommerce, transportation, insurance, marketing and public relations, construction, auto body, specialty consumer, real estate, manufacturing, distribution, and tech-enabled services.   Prior to law school, Jeremy worked at a Fortune 500 company where he gained invaluable insight into the operations of large businesses.  Please provide a short intro. (This is how we will introduce you to our audience.: Jeremy is a business attorney and head of the corporate practice group at Sugar Felsenthal Grais &amp; Helsinger in the Loop. Jeremy has a broad general business practice, which includes issues related to entity structure and corporate governance, contracts, raising capital, succession planning, and M&amp;A. Jeremy's clients include privately-held middle market and emerging growth companies, family offices/funds, investors, C-level executives, boards of directors, family-owned businesses and entrepreneurs. Jeremy has served as counsel to both buyers and sellers in over 150 M&amp;A transactions during his 15+ years of experience.  Connect with Jeremy Waitzman:  Website: <a href="https://www.sfgh.com/" rel="nofollow" target="_blank">sfgh.com</a> Email: <a href="mailto:jwaitzman@sfgh.com">jwaitzman@sfgh.com</a> Phone:(312) 2199 Connect with Domenic Rinaldi:  Sun Acquisitions Website: <a href="http://www.sunacquisitions.com/" rel="nofollow" target="_blank">www.sunacquisitions.com</a> M&amp;A Unplugged Website: <a href="http://www.maunplugged.com/" rel="nofollow" target="_blank">www.maunplugged.com</a> Email: <a href="mailto:marketing@sunacquisitions.com">marketing@sunacquisitions.com</a> Linkedin:    Domenic Rinaldi: <a href="https://www.linkedin.com/in/domenicrinaldi/" rel="nofollow" target="_blank">https://www.linkedin.com/in/domenicrinaldi/</a> Sun Acquisitions: <a href="https://www.linkedin.com/company/sun-acquisitions-llc/" rel="nofollow" target="_blank">https://www.linkedin.com/company/sun-acquisitions-llc/</a> Facebook:  Sun Acquisitions: <a href="https://www.facebook.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.facebook.com/sunacquisitions/</a> M&amp;A Unplugged: <a href="https://www.facebook.com/MAUnplugged/" rel="nofollow" target="_blank">https://www.facebook.com/MAUnplugged/</a> Twitter:  @SunAcquisitions <a href="https://twitter.com/SunAcquisitions" rel="nofollow" target="_blank">https://twitter.com/SunAcquisitions</a> @M_A_Unplugged <a href="https://twitter.com/M_A_Unplugged" rel="nofollow" target="_blank">https://twitter.com/M_A_Unplugged</a> Instagram:  @sunacquisitions <a href="https://www.instagram.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.instagram.com/sunacquisitions/</a> @ma_unplugged_podcast <a href="https://www.instagram.com/ma_unplugged_podcast/" rel="nofollow" target="_blank">https://www.instagram.com/ma_unplugged_podcast/</a> YouTube:  Sun Acquisitions: <a href="https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg" rel="nofollow" target="_blank">https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg</a> Show notes by Podcastologist: Kim Mavy  Audio production by <a href="https://www.turnkeypodcast.com/" rel="nofollow" target="_blank">Turnkey Podcast Productions.</a> You're the expert. Your podcast will prove it.

23. Beyond The Price Of A Sale of a Business with Jeremy Waitzman

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 labor that focus on each other’s strengths in a partnership  A good ‘elevator pitch’ will create a much smoother process later, establishing a good rapport   "Deal fatigue is a real thing. Making sure that we’re not overwhelming the sellers who have to run a business still, was a huge thing we tried to focus on." — Phil Stout     About Phil Stout: As the new owners of Sizzle Productions, a 16-year-old staging company, Ashley and Phil Stout stage vacant properties across the Chicagoland area, catering to homeowners, developers and top-producing real estate professionals. Phil and Ashley strive to strike the right balance between aesthetics and function so that buyers can easily envision how they would live in a property. They can make any space “sizzle,” with current staged properties ranging in list price from $140,000 to $2.2 million.     During their first year owning the business, Ashley and Phil not only maintained the company’s previous sales numbers but beat them. “Seeing existing customers reach out to partner with us on properties again and again is reassuring and gives us confidence in our decision,” Ashley says. “We are particularly proud of two new construction luxury listings for the same client. The properties hadn’t moved for some time but had offers shortly after we installed the staging.”     Prior to Sizzle Productions, Ashley and Phil both had been working outside of the real estate industry. Ashley had a career in human resources, and Phil was a mergers and acquisitions consultant. After the birth of their second child, they decided it was time to switch directions. Phil applied his M&amp;A skills to identify a business to invest in. “We were looking for an opportunity to work together as a team and have always had a passion for real estate,” Phil says. “The process of buying a business is very much like dating, and after meeting with the prior owners, who also happened to be a husband-and-wife duo, we just clicked.”     Phil and Ashley have been running Sizzle Productions since November 2018. “Our clients appreciate the ease and simplicity of working with us, from quote to staging pickup,” Phil says. “We work great as a team and are truly interchangeable, which allows us to be very flexible for clients. This has helped us deliver a relatively simple and hassle-free experience.”     Ashley and Phil focus on providing a stellar customer experience to set themselves apart. “We follow our clients’ properties through the sales cycle, review photos and learn from them. Our excitement comes from getting email alerts that a property has gone contingent or pending. We celebrate each one,” Ashley says.     Phil and Ashley are Chicago-area natives, and when they’re not working, they enjoy spending time with their two young daughters.     Connect with Phil Stout:   Twitter:  sizzle-productions/ Facebook: https://www.facebook.com/chicagohomestaging Website: sizzlehomestaging.com/  Email:  contact@sizzlehomestaging.com      LinkedIn:  sizzle-productions/about/  Phone: (630) 319-9600   Connect with Domenic Rinaldi:   Sun Acquisitions Website: www.sunacquisitions.com M&amp;A Unplugged Website: www.maunplugged.com Email: marketing@sunacquisitions.com    Linkedin:     Domenic Rinaldi: https://www.linkedin.com/in/domenicrinaldi/ Sun Acquisitions: https://www.linkedin.com/company/sun-acquisitions-llc/  Facebook:   Sun Acquisitions: https://www.facebook.com/sunacquisitions/ M&amp;A Unplugged: https://www.facebook.com/MAUnplugged/  Twitter:   @SunAcquisitions https://twitter.com/SunAcquisitions @M_A_Unplugged https://twitter.com/M_A_Unplugged  Instagram:   @sunacquisitions https://www.instagram.com/sunacquisitions/ @ma_unplugged_podcast https://www.instagram.com/ma_unplugged_podcast/  YouTube:   Sun Acquisitions: https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg   Show notes by Podcastologist: Kim Mavy    Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Domenic and Phil Stout discuss:   <ul> <li>Phil’s background and how he and his wife were led to owning a small business </li> <li>Becoming comfortable in a new industry </li> <li>Preparing ahead of time to buy a business </li> <li>Owning a business with your partner </li> </ul> Key Takeaways:   <ul> <li>When looking for a business to acquire its key to have a list of requirements that are important to you as an individual </li> <li>Have a realistic expectation of what cashflow will be expected </li> <li>Have a good division of labor that focus on each other’s strengths in a partnership </li> <li>A good ‘elevator pitch’ will create a much smoother process later, establishing a good rapport</li> </ul> "Deal fatigue is a real thing. Making sure that we’re not overwhelming the sellers who have to run a business still, was a huge thing we tried to focus on." — Phil Stout    About Phil Stout: As the new owners of Sizzle Productions, a 16-year-old staging company, Ashley and Phil Stout stage vacant properties across the Chicagoland area, catering to homeowners, developers and top-producing real estate professionals. Phil and Ashley strive to strike the right balance between aesthetics and function so that buyers can easily envision how they would live in a property. They can make any space “sizzle,” with current staged properties ranging in list price from $140,000 to $2.2 million.    During their first year owning the business, Ashley and Phil not only maintained the company’s previous sales numbers but beat them. “Seeing existing customers reach out to partner with us on properties again and again is reassuring and gives us confidence in our decision,” Ashley says. “We are particularly proud of two new construction luxury listings for the same client. The properties hadn’t moved for some time but had offers shortly after we installed the staging.”    Prior to Sizzle Productions, Ashley and Phil both had been working outside of the real estate industry. Ashley had a career in human resources, and Phil was a mergers and acquisitions consultant. After the birth of their second child, they decided it was time to switch directions. Phil applied his M&amp;A skills to identify a business to invest in. “We were looking for an opportunity to work together as a team and have always had a passion for real estate,” Phil says. “The process of buying a business is very much like dating, and after meeting with the prior owners, who also happened to be a husband-and-wife duo, we just clicked.”    Phil and Ashley have been running Sizzle Productions since November 2018. “Our clients appreciate the ease and simplicity of working with us, from quote to staging pickup,” Phil says. “We work great as a team and are truly interchangeable, which allows us to be very flexible for clients. This has helped us deliver a relatively simple and hassle-free experience.”    Ashley and Phil focus on providing a stellar customer experience to set themselves apart. “We follow our clients’ properties through the sales cycle, review photos and learn from them. Our excitement comes from getting email alerts that a property has gone contingent or pending. We celebrate each one,” Ashley says.    Phil and Ashley are Chicago-area natives, and when they’re not working, they enjoy spending time with their two young daughters.   Connect with Phil Stout:   Twitter:  <a href="https://www.linkedin.com/company/sizzle-productions/" rel="nofollow" target="_blank">sizzle-productions/</a> Facebook: <a href="https://www.facebook.com/chicagohomestaging" rel="nofollow" target="_blank">https://www.facebook.com/chicagohomestaging</a> Website: <a href="https://www.sizzlehomestaging.com/" rel="nofollow" target="_blank">sizzlehomestaging.com/</a> Email:  contact@sizzlehomestaging.com      LinkedIn: <a href="https://www.linkedin.com/company/sizzle-productions/about/" rel="nofollow" target="_blank"> sizzle-productions/about/</a> Phone: (630) 319-9600  Connect with Domenic Rinaldi:   Sun Acquisitions Website: <a href="http://www.sunacquisitions.com/" rel="nofollow" target="_blank">www.sunacquisitions.com</a> M&amp;A Unplugged Website: <a href="http://www.maunplugged.com/" rel="nofollow" target="_blank">www.maunplugged.com</a> Email: marketing@sunacquisitions.com   Linkedin:     Domenic Rinaldi: <a href="https://www.linkedin.com/in/domenicrinaldi/" rel="nofollow" target="_blank">https://www.linkedin.com/in/domenicrinaldi/</a> Sun Acquisitions: <a href="https://www.linkedin.com/company/sun-acquisitions-llc/" rel="nofollow" target="_blank">https://www.linkedin.com/company/sun-acquisitions-llc/</a> Facebook:   Sun Acquisitions: <a href="https://www.facebook.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.facebook.com/sunacquisitions/</a> M&amp;A Unplugged: <a href="https://www.facebook.com/MAUnplugged/" rel="nofollow" target="_blank">https://www.facebook.com/MAUnplugged/</a> Twitter:   @SunAcquisitions <a href="https://twitter.com/SunAcquisitions" rel="nofollow" target="_blank">https://twitter.com/SunAcquisitions</a> @M_A_Unplugged <a href="https://twitter.com/M_A_Unplugged" rel="nofollow" target="_blank">https://twitter.com/M_A_Unplugged</a> Instagram:   @sunacquisitions <a href="https://www.instagram.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.instagram.com/sunacquisitions/</a> @ma_unplugged_podcast <a href="https://www.instagram.com/ma_unplugged_podcast/" rel="nofollow" target="_blank">https://www.instagram.com/ma_unplugged_podcast/</a> YouTube:   Sun Acquisitions: <a href="https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg" rel="nofollow" target="_blank">https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg</a> Show notes by Podcastologist: Kim Mavy   Audio production by <a href="https://www.turnkeypodcast.com/" rel="nofollow" target="_blank">Turnkey Podcast Productions.</a> You're the expert. Your podcast will prove it.

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

Bart Basi

To 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 &amp; Tax Planning, Inc., to discuss how you can get smarter about doing your taxes. Hiring an expert who understands the tax ramifications and all legal precedents related to your potential sale can save you so much in the long run. In this present period where lots of accountants, businesspeople, and brokers don't quite understand the big picture as well as all the details regarding the circumstances of your sale, make sure you're steps ahead. Contact Dr. Basi- https://www.taxplanning.com/ Love the show? Subscribe, rate, review, and share!   Here’s How »  Join the M&amp;A Unplugged Community today:  com M&amp;A Unplugged Twitter M&amp;A Unplugged Facebook M&amp;A Unplugged Instagram   TAGS: Maximizing Savings On Taxes, Taxation, Tax Code, C Corporation, Limited Liability Company, Market

To 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 <a href="https://www.taxplanning.com/dr-bart-basi" rel="nofollow" target="_blank">Dr. Bart Basi</a>, a taxation expert working with <a href="https://www.taxplanning.com/" rel="nofollow" target="_blank">The Center for Financial, Legal &amp; Tax Planning, Inc.</a>, to discuss how you can get smarter about doing your taxes. Hiring an expert who understands the tax ramifications and all legal precedents related to your potential sale can save you so much in the long run. In this present period where lots of accountants, businesspeople, and brokers don't quite understand the big picture as well as all the details regarding the circumstances of your sale, make sure you're steps ahead. Contact Dr. Basi- <a href="https://www.taxplanning.com/" rel="nofollow" target="_blank">https://www.taxplanning.com/</a> Love the show? Subscribe, rate, review, and share! <ul> <li><a href="http://k2adviser.com/how-to-subscribe-rate-our-podcast-5-stars-on-itunes/" rel="nofollow" target="_blank"> Here’s How »</a></li> </ul> Join the M&amp;A Unplugged Community today: <ul> <li><a href="http://k2adviser.com/" rel="nofollow" target="_blank">com</a></li> <li><a href="https://twitter.com/M_A_Unplugged" rel="nofollow" target="_blank">M&amp;A Unplugged Twitter</a></li> <li><a href="https://www.facebook.com/MAUnplugged/" rel="nofollow" target="_blank">M&amp;A Unplugged Facebook</a></li> <li><a href="https://www.instagram.com/ma_unplugged_podcast/" rel="nofollow" target="_blank">M&amp;A Unplugged Instagram</a></li> </ul> TAGS: Maximizing Savings On Taxes, Taxation, Tax Code, C Corporation, Limited Liability Company, Market

30. Getting Smart About Your Taxes with Dr. Bart Basi

Lamar Stanley

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 process there are going to be surprises, so it is best to try and avoid as many as possible." — Lamar Stanley    About Lamar Stanley: Mr. Stanley joined Gen Cap in 2016 and serves as their head of deal origination. Previously, Mr. Stanley was with Diversified Trust Company, a Nashville-based wealth management firm where Mr. Stanley worked in their private-equity strategy group. Prior to Diversified Trust Company, Mr. Stanley served as an Intelligence Officer in the United States Navy. He holds a B.A. degree from The University of the South, in Sewanee, TN and an M.B.A. from The University of Chicago. He serves on the board of Operation Stand Down (a non-profit that serves transitioning veterans) and Coaching for Literacy (a non-profit that combats illiteracy with the power of sports).    Connect with Lamar Stanley:   Website: gencapamerica.com/ Email: lstanley@gencapamerica.com    LinkedIn:  company/gen-cap-america-inc./   Connect with Domenic Rinaldi:   Sun Acquisitions Website: www.sunacquisitions.com M&amp;A Unplugged Website: www.maunplugged.com Email: marketing@sunacquisitions.com    Linkedin:     Domenic Rinaldi: https://www.linkedin.com/in/domenicrinaldi/ Sun Acquisitions: https://www.linkedin.com/company/sun-acquisitions-llc/  Facebook:   Sun Acquisitions: https://www.facebook.com/sunacquisitions/ M&amp;A Unplugged: https://www.facebook.com/MAUnplugged/  Twitter:   @SunAcquisitions https://twitter.com/SunAcquisitions @M_A_Unplugged https://twitter.com/M_A_Unplugged  Instagram:   @sunacquisitions https://www.instagram.com/sunacquisitions/ @ma_unplugged_podcast https://www.instagram.com/ma_unplugged_podcast/  YouTube:   Sun Acquisitions: https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg   Show notes by Podcastologist: Kim Mavy    Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.  

In this episode, Domenic and Lamar Stanley discuss:   <ul> <li>How Gen Cap approaches fundraising </li> <li>Approaching returns on investments </li> <li>Client concentration </li> <li>The market going forward and trends </li> </ul> Key Takeaways:   <ul> <li>Gen Cap prefers to back and keep a management team that has experience and history in the firm </li> <li>Delegate tasks before you go to market </li> <li>Don’t try to time the market, sell when you still have room for growth </li> <li>Get the bad news out early </li> </ul> "Inevitably in every process there are going to be surprises, so it is best to try and avoid as many as possible." — Lamar Stanley   About Lamar Stanley: Mr. Stanley joined Gen Cap in 2016 and serves as their head of deal origination. Previously, Mr. Stanley was with Diversified Trust Company, a Nashville-based wealth management firm where Mr. Stanley worked in their private-equity strategy group. Prior to Diversified Trust Company, Mr. Stanley served as an Intelligence Officer in the United States Navy. He holds a B.A. degree from The University of the South, in Sewanee, TN and an M.B.A. from The University of Chicago. He serves on the board of Operation Stand Down (a non-profit that serves transitioning veterans) and Coaching for Literacy (a non-profit that combats illiteracy with the power of sports).   Connect with Lamar Stanley:   Website: <a href="http://gencapamerica.com/" rel="nofollow" target="_blank">gencapamerica.com/</a> Email: lstanley@gencapamerica.com    LinkedIn: <a href="https://www.linkedin.com/company/gen-cap-america-inc./" rel="nofollow" target="_blank"> company/gen-cap-america-inc./</a> Connect with Domenic Rinaldi:   Sun Acquisitions Website: <a href="http://www.sunacquisitions.com/" rel="nofollow" target="_blank">www.sunacquisitions.com</a> M&amp;A Unplugged Website: <a href="http://www.maunplugged.com/" rel="nofollow" target="_blank">www.maunplugged.com</a> Email: marketing@sunacquisitions.com   Linkedin:     Domenic Rinaldi: <a href="https://www.linkedin.com/in/domenicrinaldi/" rel="nofollow" target="_blank">https://www.linkedin.com/in/domenicrinaldi/</a> Sun Acquisitions: <a href="https://www.linkedin.com/company/sun-acquisitions-llc/" rel="nofollow" target="_blank">https://www.linkedin.com/company/sun-acquisitions-llc/</a> Facebook:   Sun Acquisitions: <a href="https://www.facebook.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.facebook.com/sunacquisitions/</a> M&amp;A Unplugged: <a href="https://www.facebook.com/MAUnplugged/" rel="nofollow" target="_blank">https://www.facebook.com/MAUnplugged/</a> Twitter:   @SunAcquisitions <a href="https://twitter.com/SunAcquisitions" rel="nofollow" target="_blank">https://twitter.com/SunAcquisitions</a> @M_A_Unplugged <a href="https://twitter.com/M_A_Unplugged" rel="nofollow" target="_blank">https://twitter.com/M_A_Unplugged</a> Instagram:   @sunacquisitions <a href="https://www.instagram.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.instagram.com/sunacquisitions/</a> @ma_unplugged_podcast <a href="https://www.instagram.com/ma_unplugged_podcast/" rel="nofollow" target="_blank">https://www.instagram.com/ma_unplugged_podcast/</a> YouTube:   Sun Acquisitions: <a href="https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg" rel="nofollow" target="_blank">https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg</a> Show notes by Podcastologist: Kim Mavy   Audio production by <a href="https://www.turnkeypodcast.com/" rel="nofollow" target="_blank">Turnkey Podcast Productions.</a> You're the expert. Your podcast will prove it.

20. All About Private Equity Groups with Lamar Stanley

Roman Basi

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 &amp; Tax Planning, Roman Basi. As someone who lives and breathes in the tax code to help business owners maximize their tax situations, Roman guides us into a deeper understanding of tax codes and how he and his team assist their clients throughout the process. He unpacks some of the recent tax changes, including those that fly below the radar for a lot or business owners, and the impact they have on businesses. Read through this eye-opening conversation with Roman that will have you negotiate and choose your business deals better. Love the show? Subscribe, rate, review, and share!   Here’s How »  Join the M&amp;A Unplugged Community today:  k2adviser.com  M&amp;A Unplugged Twitter M&amp;A Unplugged Facebook  M&amp;A Unplugged Instagram 

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 <a href="https://www.taxplanning.com/" rel="noopener nofollow" target="_blank">The Center for Financial, Legal &amp; Tax Planning</a>, <a href="https://www.linkedin.com/in/roman-basi-b266072/" rel="noopener nofollow" target="_blank">Roman Basi</a>. As someone who lives and breathes in the tax code to help business owners maximize their tax situations, Roman guides us into a deeper understanding of tax codes and how he and his team assist their clients throughout the process. He unpacks some of the recent tax changes, including those that fly below the radar for a lot or business owners, and the impact they have on businesses. Read through this eye-opening conversation with Roman that will have you negotiate and choose your business deals better. Love the show? Subscribe, rate, review, and share! <ul> <li><a href="http://k2adviser.com/how-to-subscribe-rate-our-podcast-5-stars-on-itunes/" rel="nofollow" target="_blank"> Here’s How »</a></li> </ul> Join the M&amp;A Unplugged Community today: <ul> <li><a href="http://k2adviser.com" rel="nofollow" target="_blank">k2adviser.com</a></li> <li><a href="https://twitter.com/M_A_Unplugged" rel="nofollow" target="_blank"> M&amp;A Unplugged Twitter</a></li> <li><a href="https://www.facebook.com/MAUnplugged/" rel="nofollow" target="_blank">M&amp;A Unplugged Facebook</a></li> <li><a href="https://www.instagram.com/ma_unplugged_podcast/" rel="nofollow" target="_blank"> M&amp;A Unplugged Instagram</a></li> </ul>

40. Understanding Business Tax Codes with Roman Basi

David Buckley

In this episode, Domenic and David discuss:   Estate Planning Legal areas of focus when planning an M&amp;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 internal team and the internal structure or processes is typically really important if you are going to be with a sophisticated buyer." —  David Buckley  About David Buckley: Mr. Buckley, Founding Member, concentrates his practice in estate and succession planning for business owners and individuals and the representation of businesses, including purchasing and selling businesses, business litigation, financing and business formation. Mr. Buckley has been involved in estate planning for high net worth individuals and families, the administration of complex estates, resolving IRS disputes regarding contested estates and discounts, and the formation of corporations, partnerships, limited liability companies and tax-exempt organizations, IRS tax disputes and commercial and residential real estate.  Connect with David Buckley:  Twitter: KelleherBuckley Facebook: kelleherbuckley Website: kelleherbuckley.com/ Email: dbuckley@kelleherbuckley.com  Phone: (847) 382-9130    LinkedIn: kelleher-&amp;-buckley-llc/  Connect with Domenic Rinaldi:  Sun Acquisitions Website: www.sunacquisitions.com  M&amp;A Unplugged Website: www.maunplugged.com  Email: marketing@sunacquisitions.com    Linkedin:    Domenic Rinaldi: https://www.linkedin.com/in/domenicrinaldi/  Sun Acquisitions: https://www.linkedin.com/company/sun-acquisitions-llc/    Facebook:  Sun Acquisitions: https://www.facebook.com/sunacquisitions/  M&amp;A Unplugged: https://www.facebook.com/MAUnplugged/    Twitter:  @SunAcquisitions https://twitter.com/SunAcquisitions  @M_A_Unplugged https://twitter.com/M_A_Unplugged    Instagram:  @sunacquisitions https://www.instagram.com/sunacquisitions/  @ma_unplugged_podcast https://www.instagram.com/ma_unplugged_podcast/    YouTube:  Sun Acquisitions: https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg    Show notes by Podcastologist: Kim Mavy   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Domenic and David discuss:  <ul> <li>Estate Planning</li> <li>Legal areas of focus when planning an M&amp;A</li> <li>Assembling the right team</li> <li>Securing your key employees</li> </ul> Key Takeaways:  <ul> <li>Consider the long-term perspective of the estate when business planning</li> <li>Get the “curb appeal” of your business looking good before you have a buyer</li> <li>Start with the end in mind</li> <li>Preparing and assembling the right team upfront can make all the difference on how your sale turns out </li> </ul> "Building the internal team and the internal structure or processes is typically really important if you are going to be with a sophisticated buyer." —  David Buckley About David Buckley: Mr. Buckley, Founding Member, concentrates his practice in estate and succession planning for business owners and individuals and the representation of businesses, including purchasing and selling businesses, business litigation, financing and business formation. Mr. Buckley has been involved in estate planning for high net worth individuals and families, the administration of complex estates, resolving IRS disputes regarding contested estates and discounts, and the formation of corporations, partnerships, limited liability companies and tax-exempt organizations, IRS tax disputes and commercial and residential real estate. Connect with David Buckley:  Twitter: <a href="https://twitter.com/KelleherBuckley" rel="nofollow" target="_blank">KelleherBuckley</a> Facebook: <a href="https://www.facebook.com/kelleherbuckley" rel="nofollow" target="_blank">kelleherbuckley</a> Website: <a href="http://www.kelleherbuckley.com/" rel="nofollow" target="_blank">kelleherbuckley.com/</a> Email: dbuckley@kelleherbuckley.com  Phone: (847) 382-9130    LinkedIn: <a href="https://www.linkedin.com/company/kelleher-&amp;-buckley-llc/" rel="nofollow" target="_blank">kelleher-&amp;-buckley-llc/</a> Connect with Domenic Rinaldi:  Sun Acquisitions Website: <a href="http://www.sunacquisitions.com/" rel="nofollow" target="_blank">www.sunacquisitions.com</a> M&amp;A Unplugged Website: <a href="http://www.maunplugged.com/" rel="nofollow" target="_blank">www.maunplugged.com</a> Email: <a href="mailto:marketing@sunacquisitions.com">marketing@sunacquisitions.com</a> Linkedin:    Domenic Rinaldi: <a href="https://www.linkedin.com/in/domenicrinaldi/" rel="nofollow" target="_blank">https://www.linkedin.com/in/domenicrinaldi/</a> Sun Acquisitions: <a href="https://www.linkedin.com/company/sun-acquisitions-llc/" rel="nofollow" target="_blank">https://www.linkedin.com/company/sun-acquisitions-llc/</a> Facebook:  Sun Acquisitions: <a href="https://www.facebook.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.facebook.com/sunacquisitions/</a> M&amp;A Unplugged: <a href="https://www.facebook.com/MAUnplugged/" rel="nofollow" target="_blank">https://www.facebook.com/MAUnplugged/</a> Twitter:  @SunAcquisitions <a href="https://twitter.com/SunAcquisitions" rel="nofollow" target="_blank">https://twitter.com/SunAcquisitions</a> @M_A_Unplugged <a href="https://twitter.com/M_A_Unplugged" rel="nofollow" target="_blank">https://twitter.com/M_A_Unplugged</a> Instagram:  @sunacquisitions <a href="https://www.instagram.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.instagram.com/sunacquisitions/</a> @ma_unplugged_podcast <a href="https://www.instagram.com/ma_unplugged_podcast/" rel="nofollow" target="_blank">https://www.instagram.com/ma_unplugged_podcast/</a> YouTube:  Sun Acquisitions: <a href="https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg" rel="nofollow" target="_blank">https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg</a> Show notes by Podcastologist: Kim Mavy  Audio production by <a href="https://www.turnkeypodcast.com/" rel="nofollow" target="_blank">Turnkey Podcast Productions.</a> You're the expert. Your podcast will prove it.

21. Legal Considerations In Mergers & Acquisitions with David Buckley

Steve Kennett

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.  Understand the right time to take the plunge, financially and emotionally.     "Think about where you want to be in 2 years and how you’re going to get there." —  Steve Kennett    About Steve Kennett: Steve Kennett is a 30 year veteran technology sales executive.     Connect with Steve Kennett: Facebook: Phoenix Industrial Cleaning Website: PhoenixICI.com   Email: Steve@PhoenixICI.com     Connect with Domenic Rinaldi: Sun Acquisitions Website: www.sunacquisitions.com M&amp;A Unplugged Website: www.maunplugged.com Email: marketing@sunacquisitions.com     Linkedin:   Domenic Rinaldi: https://www.linkedin.com/in/domenicrinaldi/ Sun Acquisitions: https://www.linkedin.com/company/sun-acquisitions-llc/     Facebook: Sun Acquisitions: https://www.facebook.com/sunacquisitions/ M&amp;A Unplugged: https://www.facebook.com/MAUnplugged/     Twitter: @SunAcquisitions https://twitter.com/SunAcquisitions @M_A_Unplugged https://twitter.com/M_A_Unplugged     Instagram: @sunacquisitions https://www.instagram.com/sunacquisitions/ @ma_unplugged_podcast https://www.instagram.com/ma_unplugged_podcast/     YouTube: Sun Acquisitions: https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg        Show notes by Podcastologist: Chelsea Taylor-Sturkie     Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.  

In this episode, Domenic and Steve Kennett discuss:  <ul> <li>Steve’s professional journey and his decision to own his own business. </li> <li>His acquisition criteria must haves. </li> <li>What attracted Steve to Phoenix Industrial Cleaning, Inc. </li> <li>Growing after acquisition. </li> </ul>   Key Takeaways:  <ul> <li>First take an inventory of yourself, what’s important to you, what are you looking for in a transaction. </li> <li>Line up the right set of advisors. </li> <li>There’s no perfect business – every business has blemishes. </li> <li>Understand the right time to take the plunge, financially and emotionally.   </li> </ul> "Think about where you want to be in 2 years and how you’re going to get there." —  Steve Kennett   About Steve Kennett: Steve Kennett is a 30 year veteran technology sales executive.   Connect with Steve Kennett: Facebook: <a href="https://www.facebook.com/Phoenixici/" rel="nofollow" target="_blank">Phoenix Industrial Cleaning</a> Website: <a href="https://www.phoenixici.com/" rel="nofollow" target="_blank">PhoenixICI.com</a>   Email: Steve@PhoenixICI.com   Connect with Domenic Rinaldi: Sun Acquisitions Website: <a href="http://www.sunacquisitions.com/" rel="nofollow" target="_blank">www.sunacquisitions.com</a> M&amp;A Unplugged Website: <a href="http://www.maunplugged.com/" rel="nofollow" target="_blank">www.maunplugged.com</a> Email: marketing@sunacquisitions.com   Linkedin:   Domenic Rinaldi: <a href="https://www.linkedin.com/in/domenicrinaldi/" rel="nofollow" target="_blank">https://www.linkedin.com/in/domenicrinaldi/</a> Sun Acquisitions: <a href="https://www.linkedin.com/company/sun-acquisitions-llc/" rel="nofollow" target="_blank">https://www.linkedin.com/company/sun-acquisitions-llc/</a>   Facebook: Sun Acquisitions: <a href="https://www.facebook.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.facebook.com/sunacquisitions/</a> M&amp;A Unplugged: <a href="https://www.facebook.com/MAUnplugged/" rel="nofollow" target="_blank">https://www.facebook.com/MAUnplugged/</a>   Twitter: @SunAcquisitions <a href="https://twitter.com/SunAcquisitions" rel="nofollow" target="_blank">https://twitter.com/SunAcquisitions</a> @M_A_Unplugged <a href="https://twitter.com/M_A_Unplugged" rel="nofollow" target="_blank">https://twitter.com/M_A_Unplugged</a>   Instagram: @sunacquisitions <a href="https://www.instagram.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.instagram.com/sunacquisitions/</a> @ma_unplugged_podcast <a href="https://www.instagram.com/ma_unplugged_podcast/" rel="nofollow" target="_blank">https://www.instagram.com/ma_unplugged_podcast/</a>   YouTube: Sun Acquisitions: <a href="https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg" rel="nofollow" target="_blank">https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg</a>      Show notes by Podcastologist: Chelsea Taylor-Sturkie   Audio production by <a href="https://www.turnkeypodcast.com/" rel="nofollow" target="_blank">Turnkey Podcast Productions.</a> You're the expert. Your podcast will prove it.

Steve Kennett: Important Acquisition Criteria And Growth – Ep. 003

Aaron Stahl

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 seller’s motivations and take care with their legacy.  Have an intermediary to help in negotiations.   The time to start planning your integration is the day you start planning your acquisition.  People are the most important asset you acquire when acquiring a business.     "I would recommend everybody to employ a business broker. That level of insulation that you have between buyer and seller helps keep the warm and fuzzies and the good will intact." —  Aaron Stahl     About Aaron Stahl: Aaron got his start in cost recovery business in 2004 at the age of 22 when he started P3 Waste Consulting. After helping numerous clients save money on their waste expenses the business grew from there to become what it is today. Aaron is an expert in the waste and recycling industry and has been the CEO/President of P3 since the beginning. Aaron splits time between the Northwest Arkansas office, Greensboro, North Carolina office and New York City. In his spare time, he enjoys flying airplanes and is an instrument rated pilot and certified flight instructor. He also enjoys traveling abroad, hunting, hiking, mountain biking and enjoys surfing whenever possible. He is an avid Arkansas Razorbacks fan and holds a degree in small business/finance from the University of Arkansas. He also is an Eagle Scout.      Connect with Aaron Stahl: Website: CostAnalysts.com Email: Aaron@CostAnalysts.com  LinkedIn: Aaron Stahl     Connect with Domenic Rinaldi: Sun Acquisitions Website: www.sunacquisitions.com M&amp;A Unplugged Website: www.maunplugged.com Email: marketing@sunacquisitions.com     Linkedin:   Domenic Rinaldi: https://www.linkedin.com/in/domenicrinaldi/ Sun Acquisitions: https://www.linkedin.com/company/sun-acquisitions-llc/     Facebook: Sun Acquisitions: https://www.facebook.com/sunacquisitions/ M&amp;A Unplugged: https://www.facebook.com/MAUnplugged/     Twitter: @SunAcquisitions https://twitter.com/SunAcquisitions @M_A_Unplugged https://twitter.com/M_A_Unplugged     Instagram: @sunacquisitions https://www.instagram.com/sunacquisitions/ @ma_unplugged_podcast https://www.instagram.com/ma_unplugged_podcast/     YouTube: Sun Acquisitions: https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg        Show notes by Podcastologist: Chelsea Taylor-Sturkie     Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Domenic and Aaron Stahl discuss:  <ul> <li>Aaron’s journey to becoming an entrepreneur at 22 and growing P3 to the Franchise business it is today. </li> <li>How he switched from a solopreneur running his lifestyle business to growing the company through the acquisition. </li> <li>The speed bumps that came up during the sale unrelated to price. </li> <li>The integration after acquisition. </li> </ul>  Key Takeaways:  <ul> <li>Have your vision and strategy before you undertake a potential acquisition. </li> <li>Understand the seller’s motivations and take care with their legacy. </li> <li>Have an intermediary to help in negotiations.  </li> <li>The time to start planning your integration is the day you start planning your acquisition. </li> <li>People are the most important asset you acquire when acquiring a business. </li> </ul>   "I would recommend everybody to employ a business broker. That level of insulation that you have between buyer and seller helps keep the warm and fuzzies and the good will intact." —  Aaron Stahl   About Aaron Stahl: Aaron got his start in cost recovery business in 2004 at the age of 22 when he started P3 Waste Consulting. After helping numerous clients save money on their waste expenses the business grew from there to become what it is today. Aaron is an expert in the waste and recycling industry and has been the CEO/President of P3 since the beginning. Aaron splits time between the Northwest Arkansas office, Greensboro, North Carolina office and New York City. In his spare time, he enjoys flying airplanes and is an instrument rated pilot and certified flight instructor. He also enjoys traveling abroad, hunting, hiking, mountain biking and enjoys surfing whenever possible. He is an avid Arkansas Razorbacks fan and holds a degree in small business/finance from the University of Arkansas. He also is an Eagle Scout.    Connect with Aaron Stahl: Website: <a href="http://www.costanalysts.com/" rel="nofollow" target="_blank">CostAnalysts.com</a> Email: Aaron@CostAnalysts.com  LinkedIn: <a href="https://www.linkedin.com/in/aaronrstahl/" rel="nofollow" target="_blank">Aaron Stahl</a>   Connect with Domenic Rinaldi: Sun Acquisitions Website: <a href="http://www.sunacquisitions.com/" rel="nofollow" target="_blank">www.sunacquisitions.com</a> M&amp;A Unplugged Website: <a href="http://www.maunplugged.com/" rel="nofollow" target="_blank">www.maunplugged.com</a> Email: marketing@sunacquisitions.com   Linkedin:   Domenic Rinaldi: <a href="https://www.linkedin.com/in/domenicrinaldi/" rel="nofollow" target="_blank">https://www.linkedin.com/in/domenicrinaldi/</a> Sun Acquisitions: <a href="https://www.linkedin.com/company/sun-acquisitions-llc/" rel="nofollow" target="_blank">https://www.linkedin.com/company/sun-acquisitions-llc/</a>   Facebook: Sun Acquisitions: <a href="https://www.facebook.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.facebook.com/sunacquisitions/</a> M&amp;A Unplugged: <a href="https://www.facebook.com/MAUnplugged/" rel="nofollow" target="_blank">https://www.facebook.com/MAUnplugged/</a>   Twitter: @SunAcquisitions <a href="https://twitter.com/SunAcquisitions" rel="nofollow" target="_blank">https://twitter.com/SunAcquisitions</a> @M_A_Unplugged <a href="https://twitter.com/M_A_Unplugged" rel="nofollow" target="_blank">https://twitter.com/M_A_Unplugged</a>   Instagram: @sunacquisitions <a href="https://www.instagram.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.instagram.com/sunacquisitions/</a> @ma_unplugged_podcast <a href="https://www.instagram.com/ma_unplugged_podcast/" rel="nofollow" target="_blank">https://www.instagram.com/ma_unplugged_podcast/</a>   YouTube: Sun Acquisitions: <a href="https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg" rel="nofollow" target="_blank">https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg</a>      Show notes by Podcastologist: Chelsea Taylor-Sturkie   Audio production by <a href="https://www.turnkeypodcast.com/" rel="nofollow" target="_blank">Turnkey Podcast Productions.</a> You're the expert. Your podcast will prove it.

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

Tom Minichiello

In this episode, Domenic and Tom Minichiello discuss:   Common threads and traits of M&amp;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 internal resources.  Set the course and the strategy from day one.  Consider additional investments that need to be made when analyzing the deal.  To all CFOs – be the captain of the transaction.      "You’ve got to stick to your criteria; you’ve got to stick to your strategy; you’ve got to stick to your financial model as a business." —  Tom Minichiello     About Tom Minichiello: Tom joined Westell in 2013 as Senior Vice President, Chief Financial Officer, Treasurer, and Secretary, responsible for finance, IT, HR, legal, contracts, real estate, and corporate communications. Before Westell, Tom worked at Tellabs, where he served as interim Chief Financial Officer, Vice President of Finance and Chief Accounting Officer, Vice President of Financial Operations, Vice President of Finance for North America, Director of Finance for Tellabs’ product divisions, and Controller for the optical networking group. Prior to Tellabs, Tom served in various leadership roles at Andrew Corporation, Phelps Dodge, Otis Elevator, and United Technologies. He began his career in the finance organization at Sterling Drug. Tom serves as a Board Member for Sports Field Holding, Inc. (SFHI). He holds a Master of Business Administration in Entrepreneurship and Operations Management from DePaul University, a Master of Science in Accounting from the University of Hartford, and a Bachelor of Arts in Economics from Villanova University. Tom is a Certified Public Accountant.      Connect with Tom Minichiello and Westell: Website: Westell.com     Connect with Domenic Rinaldi: Sun Acquisitions Website: www.sunacquisitions.com M&amp;A Unplugged Website: www.maunplugged.com Email: marketing@sunacquisitions.com     Linkedin:   Domenic Rinaldi: https://www.linkedin.com/in/domenicrinaldi/ Sun Acquisitions: https://www.linkedin.com/company/sun-acquisitions-llc/     Facebook: Sun Acquisitions: https://www.facebook.com/sunacquisitions/ M&amp;A Unplugged: https://www.facebook.com/MAUnplugged/     Twitter: @SunAcquisitions https://twitter.com/SunAcquisitions @M_A_Unplugged https://twitter.com/M_A_Unplugged     Instagram: @sunacquisitions https://www.instagram.com/sunacquisitions/ @ma_unplugged_podcast https://www.instagram.com/ma_unplugged_podcast/     YouTube: Sun Acquisitions: https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg        Show notes by Podcastologist: Chelsea Taylor-Sturkie     Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.  

In this episode, Domenic and Tom Minichiello discuss:  <ul> <li>Common threads and traits of M&amp;A transactions throughout Tom’s career. </li> <li>The importance of diligence from a buyer and a seller side. </li> <li>Lessons learned from deals not made. </li> <li>CBRS and the innovations coming to the technology sphere.   Key Takeaways: </li> <li>Look at whether or not you have the right team in place to handle the diligence and the integration. </li> <li>Line up external resources to help with diligence if you don’t have the internal resources. </li> <li>Set the course and the strategy from day one. </li> <li>Consider additional investments that need to be made when analyzing the deal. </li> <li>To all CFOs – be the captain of the transaction. </li> </ul> <ul> <li>"You’ve got to stick to your criteria; you’ve got to stick to your strategy; you’ve got to stick to your financial model as a business." —  Tom Minichiello   </li> <li>About Tom Minichiello: Tom joined Westell in 2013 as Senior Vice President, Chief Financial Officer, Treasurer, and Secretary, responsible for finance, IT, HR, legal, contracts, real estate, and corporate communications. Before Westell, Tom worked at Tellabs, where he served as interim Chief Financial Officer, Vice President of Finance and Chief Accounting Officer, Vice President of Financial Operations, Vice President of Finance for North America, Director of Finance for Tellabs’ product divisions, and Controller for the optical networking group. Prior to Tellabs, Tom served in various leadership roles at Andrew Corporation, Phelps Dodge, Otis Elevator, and United Technologies. He began his career in the finance organization at Sterling Drug. Tom serves as a Board Member for Sports Field Holding, Inc. (SFHI). He holds a Master of Business Administration in Entrepreneurship and Operations Management from DePaul University, a Master of Science in Accounting from the University of Hartford, and a Bachelor of Arts in Economics from Villanova University. Tom is a Certified Public Accountant.   Connect with Tom Minichiello and Westell: Website: <a href="https://www.westell.com/" rel="nofollow" target="_blank">Westell.com</a>   Connect with Domenic Rinaldi: Sun Acquisitions Website: <a href="http://www.sunacquisitions.com/" rel="nofollow" target="_blank">www.sunacquisitions.com</a> M&amp;A Unplugged Website: <a href="http://www.maunplugged.com/" rel="nofollow" target="_blank">www.maunplugged.com</a> Email: marketing@sunacquisitions.com   Linkedin:   Domenic Rinaldi: <a href="https://www.linkedin.com/in/domenicrinaldi/" rel="nofollow" target="_blank">https://www.linkedin.com/in/domenicrinaldi/</a> Sun Acquisitions: <a href="https://www.linkedin.com/company/sun-acquisitions-llc/" rel="nofollow" target="_blank">https://www.linkedin.com/company/sun-acquisitions-llc/</a>   Facebook: Sun Acquisitions: <a href="https://www.facebook.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.facebook.com/sunacquisitions/</a> M&amp;A Unplugged: <a href="https://www.facebook.com/MAUnplugged/" rel="nofollow" target="_blank">https://www.facebook.com/MAUnplugged/</a>   Twitter: @SunAcquisitions <a href="https://twitter.com/SunAcquisitions" rel="nofollow" target="_blank">https://twitter.com/SunAcquisitions</a> @M_A_Unplugged <a href="https://twitter.com/M_A_Unplugged" rel="nofollow" target="_blank">https://twitter.com/M_A_Unplugged</a>   Instagram: @sunacquisitions <a href="https://www.instagram.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.instagram.com/sunacquisitions/</a> @ma_unplugged_podcast <a href="https://www.instagram.com/ma_unplugged_podcast/" rel="nofollow" target="_blank">https://www.instagram.com/ma_unplugged_podcast/</a>   YouTube: Sun Acquisitions: <a href="https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg" rel="nofollow" target="_blank">https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg</a>      Show notes by Podcastologist: Chelsea Taylor-Sturkie   Audio production by <a href="https://www.turnkeypodcast.com/" rel="nofollow" target="_blank">Turnkey Podcast Productions.</a> You're the expert. Your podcast will prove it. </li> </ul>

13. Be Diligent In Your Due Diligence with Tom Minichiello

Ken Arlen

One 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 strategy to hiring great people who can do the work. There is an evolution that entrepreneurs have to go through. Having a self-managed company is the rainbow waiting at the end. Enjoy the rewards and benefits of managing your business. Allow Ken to share his journey and insights on starting down the path in this episode. Love the show? Subscribe, rate, review, and share!   Here’s How »  Join the M&amp;A Unplugged Community today:  com M&amp;A Unplugged Twitter M&amp;A Unplugged Facebook M&amp;A Unplugged Instagram 

One 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, <a href="https://www.linkedin.com/in/ken-arlen-6a68548/" rel="noopener noreferrer nofollow" target="_blank">Ken Arlen</a>, is the person who has the experience to show you the ropes and got your back covered. Ken is the founder of <a href="http://www.arlenmusic.com/" rel="noopener noreferrer nofollow" target="_blank">Arlen Music Productions</a>—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 strategy to hiring great people who can do the work. There is an evolution that entrepreneurs have to go through. Having a self-managed company is the rainbow waiting at the end. Enjoy the rewards and benefits of managing your business. Allow Ken to share his journey and insights on starting down the path in this episode. Love the show? Subscribe, rate, review, and share! <ul> <li><a href="http://k2adviser.com/how-to-subscribe-rate-our-podcast-5-stars-on-itunes/" rel="nofollow" target="_blank"> Here’s How »</a></li> </ul> Join the M&amp;A Unplugged Community today: <ul> <li><a href="http://k2adviser.com/" rel="nofollow" target="_blank">com</a></li> <li><a href="https://twitter.com/M_A_Unplugged" rel="nofollow" target="_blank">M&amp;A Unplugged Twitter</a></li> <li><a href="https://www.facebook.com/MAUnplugged/" rel="nofollow" target="_blank">M&amp;A Unplugged Facebook</a></li> <li><a href="https://www.instagram.com/ma_unplugged_podcast/" rel="nofollow" target="_blank">M&amp;A Unplugged Instagram</a></li> </ul>

34. Creating A Self-Managing Company To Maximize Business Value with Ken Arlen

Jim Piper

In this episode, Domenic and Jim Piper discuss:   The organic growth and diversification of Matot, a fourth generation, woman-owned manufacturing company.  The process of acquisition with Matot and Kelair.  The research of and process of interviewing acquisition targets.  The integration process after acquiring Kelair.  Key Takeaways:   Research the market. Make sure there is a market there to be made.  Understand the motivation of the seller – The Sailboat Test.  Build a relationship with the seller, when a relationship is built, when the parties like and respect each other, the likelihood of getting something done goes way up.  Ensure your motivations are agreed upon at ownership and executive management level before you begin. Ensure your objectives are the same.      "Having a good team in place, having trusted executive management in place, having owners that trust the process, having bankers that you’re comfortable working with ultimately made the deal possible." —  Jim Piper     About Jim Piper: Jim Piper, Executive Vice President - Jim joined Matot in 2014 as Executive Vice President and is responsible for maximizing the organization’s operating performance while achieving its financial goals.  Jim has responsibility for the engineering, manufacturing and sales divisions within Matot.  In addition, Jim is a member of the executive management team and is leading the long term strategic planning exercises that will guarantee growth and success for the next generation of family owners.     Prior to joining Matot, Jim worked in a variety of capacities at several global manufacturing companies in design, engineering, R&amp;D, technical sales, engineering management and executive management roles.  He has worked for both U.S. and European based companies in domestic and overseas locations. Jim earned a Bachelor of Science and Master of Science degree in Mechanical Engineering from The Ohio State University.  Additionally, he completed advanced studies in Electrical Engineering at Lancaster University in the UK.  He currently lives in St. Charles with his family.    Connect with Jim Piper:   Website:  Matot: matot.com  Kelair Dampers: kelairdampers.com     LinkedIn: Matot: https://www.linkedin.com/company/matot/ Kelair Dampers:  https://www.linkedin.com/company/kelair-products-inc/     Connect with Domenic Rinaldi: Sun Acquisitions Website: www.sunacquisitions.com M&amp;A Unplugged Website: www.maunplugged.com Email: marketing@sunacquisitions.com     Linkedin:   Domenic Rinaldi: https://www.linkedin.com/in/domenicrinaldi/ Sun Acquisitions: https://www.linkedin.com/company/sun-acquisitions-llc/     Facebook: Sun Acquisitions: https://www.facebook.com/sunacquisitions/ M&amp;A Unplugged: https://www.facebook.com/MAUnplugged/     Twitter: @SunAcquisitions https://twitter.com/SunAcquisitions @M_A_Unplugged https://twitter.com/M_A_Unplugged     Instagram: @sunacquisitions https://www.instagram.com/sunacquisitions/ @ma_unplugged_podcast https://www.instagram.com/ma_unplugged_podcast/     YouTube: Sun Acquisitions: https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg        Show notes by Podcastologist: Chelsea Taylor-Sturkie     Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Domenic and Jim Piper discuss:  <ul> <li>The organic growth and diversification of Matot, a fourth generation, woman-owned manufacturing company. </li> <li>The process of acquisition with Matot and Kelair. </li> <li>The research of and process of interviewing acquisition targets. </li> <li>The integration process after acquiring Kelair.</li> </ul> Key Takeaways:  <ul> <li>Research the market. Make sure there is a market there to be made. </li> <li>Understand the motivation of the seller – The Sailboat Test. </li> <li>Build a relationship with the seller, when a relationship is built, when the parties like and respect each other, the likelihood of getting something done goes way up. </li> <li>Ensure your motivations are agreed upon at ownership and executive management level before you begin. Ensure your objectives are the same.   </li> </ul> "Having a good team in place, having trusted executive management in place, having owners that trust the process, having bankers that you’re comfortable working with ultimately made the deal possible." —  Jim Piper   About Jim Piper: Jim Piper, Executive Vice President - Jim joined Matot in 2014 as Executive Vice President and is responsible for maximizing the organization’s operating performance while achieving its financial goals.  Jim has responsibility for the engineering, manufacturing and sales divisions within Matot.  In addition, Jim is a member of the executive management team and is leading the long term strategic planning exercises that will guarantee growth and success for the next generation of family owners.   Prior to joining Matot, Jim worked in a variety of capacities at several global manufacturing companies in design, engineering, R&amp;D, technical sales, engineering management and executive management roles.  He has worked for both U.S. and European based companies in domestic and overseas locations. Jim earned a Bachelor of Science and Master of Science degree in Mechanical Engineering from The Ohio State University.  Additionally, he completed advanced studies in Electrical Engineering at Lancaster University in the UK.  He currently lives in St. Charles with his family.    Connect with Jim Piper: Website:  Matot: <a href="https://www.matot.com/" rel="nofollow" target="_blank">matot.com</a>  Kelair Dampers: <a href="http://www.kelairdampers.com/" rel="nofollow" target="_blank">kelairdampers.com</a>   LinkedIn: Matot: <a href="https://www.linkedin.com/company/matot/" rel="nofollow" target="_blank">https://www.linkedin.com/company/matot/</a> Kelair Dampers: <a href="https://www.linkedin.com/company/kelair-products-inc/" rel="nofollow" target="_blank"> https://www.linkedin.com/company/kelair-products-inc/</a>   Connect with Domenic Rinaldi: Sun Acquisitions Website: <a href="http://www.sunacquisitions.com/" rel="nofollow" target="_blank">www.sunacquisitions.com</a> M&amp;A Unplugged Website: <a href="http://www.maunplugged.com/" rel="nofollow" target="_blank">www.maunplugged.com</a> Email: marketing@sunacquisitions.com   Linkedin:   Domenic Rinaldi: <a href="https://www.linkedin.com/in/domenicrinaldi/" rel="nofollow" target="_blank">https://www.linkedin.com/in/domenicrinaldi/</a> Sun Acquisitions: <a href="https://www.linkedin.com/company/sun-acquisitions-llc/" rel="nofollow" target="_blank">https://www.linkedin.com/company/sun-acquisitions-llc/</a>   Facebook: Sun Acquisitions: <a href="https://www.facebook.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.facebook.com/sunacquisitions/</a> M&amp;A Unplugged: <a href="https://www.facebook.com/MAUnplugged/" rel="nofollow" target="_blank">https://www.facebook.com/MAUnplugged/</a>   Twitter: @SunAcquisitions <a href="https://twitter.com/SunAcquisitions" rel="nofollow" target="_blank">https://twitter.com/SunAcquisitions</a> @M_A_Unplugged <a href="https://twitter.com/M_A_Unplugged" rel="nofollow" target="_blank">https://twitter.com/M_A_Unplugged</a>   Instagram: @sunacquisitions <a href="https://www.instagram.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.instagram.com/sunacquisitions/</a> @ma_unplugged_podcast <a href="https://www.instagram.com/ma_unplugged_podcast/" rel="nofollow" target="_blank">https://www.instagram.com/ma_unplugged_podcast/</a>   YouTube: Sun Acquisitions: <a href="https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg" rel="nofollow" target="_blank">https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg</a>      Show notes by Podcastologist: Chelsea Taylor-Sturkie   Audio production by <a href="https://www.turnkeypodcast.com/" rel="nofollow" target="_blank">Turnkey Podcast Productions.</a> You're the expert. Your podcast will prove it.

Jim Piper: Creating Relationships With Family-Owned Acquisitions – Ep. 002

Jeff Alvis

In this episode, Domenic and Jeff Alvis discuss:   What The Keystone Group is and how they can help during the M&amp;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 execute integration? Do you have the expertise?  Integration needs to be done seamlessly, as quickly as possible, so that you don’t lose momentum on either side.  Communication, both internal and external, is key – have a plan, do it as quickly as possible and as frequently as you can.    "You need to think about integration from the get-go." —  Jeff Alvis     About Jeff Alvis  At Keystone, Jeff focuses on M&amp;A due diligence and integration, profit improvement, and business and organization strategy. Prior to Keystone, Jeff held leadership positions including Division President at Leggett &amp; Platt, VP – Corporate Development at Dun &amp; Bradstreet, and Managing Director at Lante Corporation. Jeff earned his MBA from Northern Illinois University after receiving an Economics degree from Tulane University. Jeff has had articles published in Forbes, Middle Market Executive, CEO.com and Mergers &amp; Acquisitions magazine. He has served as a board Member of a non-profit education group in Chicago and as a youth mentor at his church. Jeff is an avid (and long-suffering) fan of the Chicago White Sox.  Jeff brings a wealth of experience helping companies execute successful integrations. This includes his roles as a Corporate Development and Division President in industry, complemented by several years as a consultant. He has helped dozens of companies assess, plan and execute deals of various shapes and sizes in a variety of industries. This work has resulted in smooth transitions, accelerated synergy capture and integrated cultures and organization structures.    Connect with Jeff Alvis and The Keystone Group:  Website:  TheKeystoneGroup.com  Email: JAlvis@TheKeystoneGroup.com  Phone: 708-205-6759  LinkedIn: The Keystone Group   Connect with Domenic Rinaldi:  Sun Acquisitions Website: www.sunacquisitions.com  M&amp;A Unplugged Website: www.maunplugged.com  Email: marketing@sunacquisitions.com   Linkedin:    Domenic Rinaldi: https://www.linkedin.com/in/domenicrinaldi/  Sun Acquisitions: https://www.linkedin.com/company/sun-acquisitions-llc/   Facebook:  Sun Acquisitions: https://www.facebook.com/sunacquisitions/  M&amp;A Unplugged: https://www.facebook.com/MAUnplugged/   Twitter:  @SunAcquisitions https://twitter.com/SunAcquisitions  @M_A_Unplugged https://twitter.com/M_A_Unplugged   Instagram:  @sunacquisitions https://www.instagram.com/sunacquisitions/  @ma_unplugged_podcast https://www.instagram.com/ma_unplugged_podcast/   YouTube:  Sun Acquisitions: https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg    Show notes by Podcastologist: Chelsea Taylor-Sturkie   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Domenic and Jeff Alvis discuss:  <ul> <li>What The Keystone Group is and how they can help during the M&amp;A process. </li> <li>How diligence and planning are the same aspect of the process. </li> <li>Culture assessment and gap analysis. </li> <li>Having plans and resources in place from the beginning of the acquisition process.   Key Takeaways: </li> <li>The time to think about integration is the day you start to think about doing an acquisition.  </li> <li>Do you have the people and the resources to actually execute integration? Do you have the expertise? </li> <li>Integration needs to be done seamlessly, as quickly as possible, so that you don’t lose momentum on either side. </li> <li>Communication, both internal and external, is key – have a plan, do it as quickly as possible and as frequently as you can.   "You need to think about integration from the get-go." —  Jeff Alvis   </li> </ul> About Jeff Alvis  At Keystone, Jeff focuses on M&amp;A due diligence and integration, profit improvement, and business and organization strategy. Prior to Keystone, Jeff held leadership positions including Division President at Leggett &amp; Platt, VP – Corporate Development at Dun &amp; Bradstreet, and Managing Director at Lante Corporation. Jeff earned his MBA from Northern Illinois University after receiving an Economics degree from Tulane University. Jeff has had articles published in Forbes, Middle Market Executive, <a href="http://CEO.com" rel="nofollow" target="_blank">CEO.com</a> and Mergers &amp; Acquisitions magazine. He has served as a board Member of a non-profit education group in Chicago and as a youth mentor at his church. Jeff is an avid (and long-suffering) fan of the Chicago White Sox.  Jeff brings a wealth of experience helping companies execute successful integrations. This includes his roles as a Corporate Development and Division President in industry, complemented by several years as a consultant. He has helped dozens of companies assess, plan and execute deals of various shapes and sizes in a variety of industries. This work has resulted in smooth transitions, accelerated synergy capture and integrated cultures and organization structures.   Connect with Jeff Alvis and The Keystone Group:  Website:  <a href="https://www.thekeystonegroup.com/" rel="nofollow" target="_blank">TheKeystoneGroup.com</a> Email: JAlvis@TheKeystoneGroup.com  Phone: 708-205-6759  LinkedIn: <a href="https://www.linkedin.com/company/the-keystone-group/" rel="nofollow" target="_blank">The Keystone Group</a> Connect with Domenic Rinaldi:  Sun Acquisitions Website: <a href="http://www.sunacquisitions.com/" rel="nofollow" target="_blank">www.sunacquisitions.com</a> M&amp;A Unplugged Website: <a href="http://www.maunplugged.com/" rel="nofollow" target="_blank">www.maunplugged.com</a> Email: marketing@sunacquisitions.com  Linkedin:    Domenic Rinaldi: <a href="https://www.linkedin.com/in/domenicrinaldi/" rel="nofollow" target="_blank">https://www.linkedin.com/in/domenicrinaldi/</a> Sun Acquisitions: <a href="https://www.linkedin.com/company/sun-acquisitions-llc/" rel="nofollow" target="_blank">https://www.linkedin.com/company/sun-acquisitions-llc/</a> Facebook:  Sun Acquisitions: <a href="https://www.facebook.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.facebook.com/sunacquisitions/</a> M&amp;A Unplugged: <a href="https://www.facebook.com/MAUnplugged/" rel="nofollow" target="_blank">https://www.facebook.com/MAUnplugged/</a> Twitter:  @SunAcquisitions <a href="https://twitter.com/SunAcquisitions" rel="nofollow" target="_blank">https://twitter.com/SunAcquisitions</a> @M_A_Unplugged <a href="https://twitter.com/M_A_Unplugged" rel="nofollow" target="_blank">https://twitter.com/M_A_Unplugged</a> Instagram:  @sunacquisitions <a href="https://www.instagram.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.instagram.com/sunacquisitions/</a> @ma_unplugged_podcast <a href="https://www.instagram.com/ma_unplugged_podcast/" rel="nofollow" target="_blank">https://www.instagram.com/ma_unplugged_podcast/</a> YouTube:  Sun Acquisitions: <a href="https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg" rel="nofollow" target="_blank">https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg</a> Show notes by Podcastologist: Chelsea Taylor-Sturkie  Audio production by <a href="https://www.turnkeypodcast.com/" rel="nofollow" target="_blank">Turnkey Podcast Productions.</a> You're the expert. Your podcast will prove it.

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

Kathy Miller

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, while selling, can be one of the most difficult things but very important Some of the strongest leverage includes a good reputation, strong and diverse client base, and ten-year employees    "You don’t know how prepared you are until you enlist the experts." —  Kathy Miller   About Kathy Miller: Kathy Miller lived and breathed events. After 40+ years and countless projects with Fortune 50 corporations, major trade associations, and nonprofit organizations, she still thought it was fun. In 1995, Kathy started Total Event Resources, a global, certified woman-owned meeting and event planning agency with a reputation for making waves. Kathy and her team provided expert, award-winning, strategic, creative and logistical meetings, and event services to clients who wanted to maximize the value and effectiveness of communicating in a live event environment.  She has been honored with numerous awards, including the Kathy Osterman Award from MPI-CAC and Enterprising Women of the Year, Honorable Mention, from Enterprising Woman Magazine. Plus, her company’s projects have received more than 60+ industry awards. Kathy was highly involved in the meeting and event planning industry, including her 8-year term on the International Special Events Society Board of Governors which included International President. One of Kathy’s proudest accomplishments is being hand-selected to participate in and completing, the inaugural class of the Goldman Sachs 10,000 Small Businesses Program in Chicago.  This year Kathy sold her business to fulfill her dream of retiring happy and healthy while being able to travel the world with her husband by planes, trains, motorcycles, and RVs! They will be traveling to Australia for an extended period to visit their son, daughter in law and two grandsons.    Connect with Kathy Miller:  Twitter: totaleventresou Facebook: totaleventresources Website: total-event.com/ Email: kmillerfmp@gmail.com YouTube: TotalEventRes LinkedIn: kathy-miller  Connect with Domenic Rinaldi:  Sun Acquisitions Website: www.sunacquisitions.com  M&amp;A Unplugged Website: www.maunplugged.com  Email: marketing@sunacquisitions.com    Linkedin:    Domenic Rinaldi: https://www.linkedin.com/in/domenicrinaldi/  Sun Acquisitions: https://www.linkedin.com/company/sun-acquisitions-llc/    Facebook:  Sun Acquisitions: https://www.facebook.com/sunacquisitions/  M&amp;A Unplugged: https://www.facebook.com/MAUnplugged/    Twitter:  @SunAcquisitions https://twitter.com/SunAcquisitions  @M_A_Unplugged https://twitter.com/M_A_Unplugged    Instagram:  @sunacquisitions https://www.instagram.com/sunacquisitions/  @ma_unplugged_podcast https://www.instagram.com/ma_unplugged_podcast/    YouTube:  Sun Acquisitions: https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg    Show notes by Podcastologist: Kim Mavy   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Domenic and Kathy Miller discuss:  <ul> <li>Preparing for retirement </li> <li>Preparing a business for sale</li> <li>Going through the selling process</li> <li>Meeting buyers and selecting the right one </li> </ul> Key Takeaways:  <ul> <li>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</li> <li>Always have an exit strategy in mind, have your house in order the whole time</li> <li>Continuing to build the business and keep it going, while selling, can be one of the most difficult things but very important</li> <li>Some of the strongest leverage includes a good reputation, strong and diverse client base, and ten-year employees </li> </ul> "You don’t know how prepared you are until you enlist the experts." —  Kathy Miller  About Kathy Miller: Kathy Miller lived and breathed events. After 40+ years and countless projects with Fortune 50 corporations, major trade associations, and nonprofit organizations, she still thought it was fun. In 1995, Kathy started Total Event Resources, a global, certified woman-owned meeting and event planning agency with a reputation for making waves. Kathy and her team provided expert, award-winning, strategic, creative and logistical meetings, and event services to clients who wanted to maximize the value and effectiveness of communicating in a live event environment.  She has been honored with numerous awards, including the Kathy Osterman Award from MPI-CAC and Enterprising Women of the Year, Honorable Mention, from Enterprising Woman Magazine. Plus, her company’s projects have received more than 60+ industry awards. Kathy was highly involved in the meeting and event planning industry, including her 8-year term on the International Special Events Society Board of Governors which included International President. One of Kathy’s proudest accomplishments is being hand-selected to participate in and completing, the inaugural class of the Goldman Sachs 10,000 Small Businesses Program in Chicago.  This year Kathy sold her business to fulfill her dream of retiring happy and healthy while being able to travel the world with her husband by planes, trains, motorcycles, and RVs! They will be traveling to Australia for an extended period to visit their son, daughter in law and two grandsons.   Connect with Kathy Miller:  Twitter: <a href="https://twitter.com/totaleventresou" rel="nofollow" target="_blank">totaleventresou</a> Facebook: <a href="https://www.facebook.com/totaleventresources/" rel="nofollow" target="_blank">totaleventresources</a> Website: <a href="https://total-event.com/" rel="nofollow" target="_blank">total-event.com/</a> Email: <a href="mailto:kmillerfmp@gmail.com">kmillerfmp@gmail.com</a> YouTube: <a href="https://www.youtube.com/user/TotalEventRes" rel="nofollow" target="_blank">TotalEventRes</a> LinkedIn: <a href="https://www.linkedin.com/in/kathy-miller-bb60354/" rel="nofollow" target="_blank">kathy-miller</a> Connect with Domenic Rinaldi:  Sun Acquisitions Website: <a href="http://www.sunacquisitions.com/" rel="nofollow" target="_blank">www.sunacquisitions.com</a> M&amp;A Unplugged Website: <a href="http://www.maunplugged.com/" rel="nofollow" target="_blank">www.maunplugged.com</a> Email: <a href="mailto:marketing@sunacquisitions.com">marketing@sunacquisitions.com</a> Linkedin:    Domenic Rinaldi: <a href="https://www.linkedin.com/in/domenicrinaldi/" rel="nofollow" target="_blank">https://www.linkedin.com/in/domenicrinaldi/</a> Sun Acquisitions: <a href="https://www.linkedin.com/company/sun-acquisitions-llc/" rel="nofollow" target="_blank">https://www.linkedin.com/company/sun-acquisitions-llc/</a> Facebook:  Sun Acquisitions: <a href="https://www.facebook.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.facebook.com/sunacquisitions/</a> M&amp;A Unplugged: <a href="https://www.facebook.com/MAUnplugged/" rel="nofollow" target="_blank">https://www.facebook.com/MAUnplugged/</a> Twitter:  @SunAcquisitions <a href="https://twitter.com/SunAcquisitions" rel="nofollow" target="_blank">https://twitter.com/SunAcquisitions</a> @M_A_Unplugged <a href="https://twitter.com/M_A_Unplugged" rel="nofollow" target="_blank">https://twitter.com/M_A_Unplugged</a> Instagram:  @sunacquisitions <a href="https://www.instagram.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.instagram.com/sunacquisitions/</a> @ma_unplugged_podcast <a href="https://www.instagram.com/ma_unplugged_podcast/" rel="nofollow" target="_blank">https://www.instagram.com/ma_unplugged_podcast/</a> YouTube:  Sun Acquisitions: <a href="https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg" rel="nofollow" target="_blank">https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg</a> Show notes by Podcastologist: Kim Mavy  Audio production by <a href="https://www.turnkeypodcast.com/" rel="nofollow" target="_blank">Turnkey Podcast Productions.</a> You're the expert. Your podcast will prove it.

22. Transitioning From Selling A Business To Retirement with Kathy Miller

Jim Oliver

In 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. You pay an average interest rate of 5% against the value of the loan which is in turn, tax deductible. It is an alternative bank that you control.     "We designed it to be the lowest death benefit, highest cash value available." —  Jim Oliver   About Jim Oliver: bio not provided   Connect with Jim Oliver: https://www.facebook.com/createtailwind Website:  https://createtailwind.com LinkedIn:  https://www.linkedin.com/company/create-tailwind/about/   Connect with Domenic Rinaldi: Sun Acquisitions Website: www.sunacquisitions.com M&amp;A Unplugged Website: www.maunplugged.com Email: marketing@sunacquisitions.com   Linkedin:   Domenic Rinaldi: https://www.linkedin.com/in/domenicrinaldi/ Sun Acquisitions:  https://www.linkedin.com/company/sun-acquisitions-llc/   Facebook: Sun Acquisitions: https://www.facebook.com/sunacquisitions/ M&amp;A Unplugged: https://www.facebook.com/MAUnplugged/   Twitter: @SunAcquisitions https://twitter.com/SunAcquisitions @M_A_Unplugged https://twitter.com/M_A_Unplugged   Instagram: @sunacquisitions https://www.instagram.com/sunacquisitions/ @ma_unplugged_podcast https://www.instagram.com/ma_unplugged_podcast/   YouTube: Sun Acquisitions:  https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg    Show notes by Podcastologist: Nicolette Jackson-Pownall   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Domenic and Jim Oliver discuss: <ul> <li>The actual rate of return versus the average rate of return on investments. </li> <li>Jim's background and his start in mastering the infinite banking concept.</li> <li>The whole life insurance policy rider that generates the borrowing platform. </li> <li>How Jim uses the concept to acquire and invest in businesses.</li> </ul> Key Takeaways: <ul> <li>It can only be done with a Mutual Life Insurance company. </li> <li>You can borrow against your premium without touching the principle.</li> <li>You pay an average interest rate of 5% against the value of the loan which is in turn, tax deductible.</li> <li>It is an alternative bank that you control. </li> </ul> "We designed it to be the lowest death benefit, highest cash value available." —  Jim Oliver About Jim Oliver: bio not provided Connect with Jim Oliver: <a href="https://www.facebook.com/createtailwind" rel="nofollow" target="_blank">https://www.facebook.com/createtailwind</a> Website:  <a href="https://createtailwind.com" rel="nofollow" target="_blank">https://createtailwind.com</a> LinkedIn: <a href="https://www.linkedin.com/company/create-tailwind/about/" rel="nofollow" target="_blank"> https://www.linkedin.com/company/create-tailwind/about/</a> Connect with Domenic Rinaldi: Sun Acquisitions Website: <a href="http://www.sunacquisitions.com" rel="nofollow" target="_blank">www.sunacquisitions.com</a> M&amp;A Unplugged Website: <a href="http://www.maunplugged.com" rel="nofollow" target="_blank">www.maunplugged.com</a> Email: marketing@sunacquisitions.com Linkedin:   Domenic Rinaldi: <a href="https://www.linkedin.com/in/domenicrinaldi/" rel="nofollow" target="_blank">https://www.linkedin.com/in/domenicrinaldi/</a> Sun Acquisitions: <a href="https://www.linkedin.com/company/sun-acquisitions-llc/" rel="nofollow" target="_blank"> https://www.linkedin.com/company/sun-acquisitions-llc/</a> Facebook: Sun Acquisitions: <a href="https://www.facebook.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.facebook.com/sunacquisitions/</a> M&amp;A Unplugged: <a href="https://www.facebook.com/MAUnplugged/" rel="nofollow" target="_blank">https://www.facebook.com/MAUnplugged/</a> Twitter: @SunAcquisitions <a href="https://twitter.com/SunAcquisitions" rel="nofollow" target="_blank">https://twitter.com/SunAcquisitions</a> @M_A_Unplugged <a href="https://twitter.com/M_A_Unplugged" rel="nofollow" target="_blank">https://twitter.com/M_A_Unplugged</a> Instagram: @sunacquisitions <a href="https://www.instagram.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.instagram.com/sunacquisitions/</a> @ma_unplugged_podcast <a href="https://www.instagram.com/ma_unplugged_podcast/" rel="nofollow" target="_blank">https://www.instagram.com/ma_unplugged_podcast/</a> YouTube: Sun Acquisitions: <a href="https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg" rel="nofollow" target="_blank"> https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg</a> Show notes by Podcastologist: Nicolette Jackson-Pownall Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

28. What is Infinite Banking with Jim Oliver

Andrew Kelleher

In 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 insurance can preserve the value of the business   "Being proactive and making sure that these agreements or expectations are being consistently set, I think is something a lot of professionals, including lawyers, is something they should be working towards. Changing that culture towards being more proactive." —  Andrew Kelleher   About Andrew Kelleher: Andrew J. Kelleher, Jr., J.D., LL.M. (Master of Laws in Taxation- Honors), Founding Member, licensed in Illinois, Florida and Arizona, concentrates in: trust and estate law, business law, tax law, and asset protection planning for high net worth business owners, executives, and individuals. Mr. Kelleher addresses a multitude of legal matters not limited to selling and acquiring businesses, advanced trust and will planning, commercial real estate, forming LLCs, partnerships and corporations, business succession planning, litigation, trademarks, intellectual property licensing, shareholder agreements, estate administration, probate, income tax structuring, estate tax return preparation, business banking and financing, employment law, executive compensation, contract review, premarital planning, divorce, and personal injury.  Connect with Andrew Kelleher:  Twitter: KelleherBuckley Website: kelleherbuckley.com LinkedIn: kelleher-&amp;-buckley-llc Phone: (847)682-5367 Email akelleher@buckley.com  Connect with Domenic Rinaldi:  Sun Acquisitions Website: www.sunacquisitions.com  M&amp;A Unplugged Website: www.maunplugged.com  Email: marketing@sunacquisitions.com    Linkedin:    Domenic Rinaldi: https://www.linkedin.com/in/domenicrinaldi/  Sun Acquisitions: https://www.linkedin.com/company/sun-acquisitions-llc/    Facebook:  Sun Acquisitions: https://www.facebook.com/sunacquisitions/  M&amp;A Unplugged: https://www.facebook.com/MAUnplugged/    Twitter:  @SunAcquisitions https://twitter.com/SunAcquisitions  @M_A_Unplugged https://twitter.com/M_A_Unplugged    Instagram:  @sunacquisitions https://www.instagram.com/sunacquisitions/  @ma_unplugged_podcast https://www.instagram.com/ma_unplugged_podcast/    YouTube:  Sun Acquisitions: https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg    Show notes by Podcastologist: Kim Mavy   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Domenic and Andrew Kelleher discuss:  <ul> <li>Common legal issues when contemplating selling a business</li> <li>Estate issues when selling a business</li> <li>Getting people comfortable with a buy/sell agreement</li> <li>Life insurance as asset protection</li> </ul> Key Takeaways:  <ul> <li>Begin with the end in mind; what does the post-sale life look like?</li> <li>Make sure all business owners are in order before starting a sale</li> <li>It is important to review the buy/sell agreement regularly as the business grows </li> <li>Life insurance can preserve the value of the business</li> </ul> "Being proactive and making sure that these agreements or expectations are being consistently set, I think is something a lot of professionals, including lawyers, is something they should be working towards. Changing that culture towards being more proactive." —  Andrew Kelleher  About Andrew Kelleher: Andrew J. Kelleher, Jr., J.D., LL.M. (Master of Laws in Taxation- Honors), Founding Member, licensed in Illinois, Florida and Arizona, concentrates in: trust and estate law, business law, tax law, and asset protection planning for high net worth business owners, executives, and individuals. Mr. Kelleher addresses a multitude of legal matters not limited to selling and acquiring businesses, advanced trust and will planning, commercial real estate, forming LLCs, partnerships and corporations, business succession planning, litigation, trademarks, intellectual property licensing, shareholder agreements, estate administration, probate, income tax structuring, estate tax return preparation, business banking and financing, employment law, executive compensation, contract review, premarital planning, divorce, and personal injury. Connect with Andrew Kelleher:  Twitter: <a href="https://twitter.com/KelleherBuckley" rel="nofollow" target="_blank">KelleherBuckley</a> Website: <a href="http://www.kelleherbuckley.com/" rel="nofollow" target="_blank">kelleherbuckley.com</a> LinkedIn: <a href="https://www.linkedin.com/company/kelleher-&amp;-buckley-llc/?viewAsMember=true" rel="nofollow" target="_blank">kelleher-&amp;-buckley-llc</a> Phone: (847)682-5367 Email <a href="mailto:akelleher@buckley.com">akelleher@buckley.com</a> Connect with Domenic Rinaldi:  Sun Acquisitions Website: <a href="http://www.sunacquisitions.com/" rel="nofollow" target="_blank">www.sunacquisitions.com</a> M&amp;A Unplugged Website: <a href="http://www.maunplugged.com/" rel="nofollow" target="_blank">www.maunplugged.com</a> Email: <a href="mailto:marketing@sunacquisitions.com">marketing@sunacquisitions.com</a> Linkedin:    Domenic Rinaldi: <a href="https://www.linkedin.com/in/domenicrinaldi/" rel="nofollow" target="_blank">https://www.linkedin.com/in/domenicrinaldi/</a> Sun Acquisitions: <a href="https://www.linkedin.com/company/sun-acquisitions-llc/" rel="nofollow" target="_blank">https://www.linkedin.com/company/sun-acquisitions-llc/</a> Facebook:  Sun Acquisitions: <a href="https://www.facebook.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.facebook.com/sunacquisitions/</a> M&amp;A Unplugged: <a href="https://www.facebook.com/MAUnplugged/" rel="nofollow" target="_blank">https://www.facebook.com/MAUnplugged/</a> Twitter:  @SunAcquisitions <a href="https://twitter.com/SunAcquisitions" rel="nofollow" target="_blank">https://twitter.com/SunAcquisitions</a> @M_A_Unplugged <a href="https://twitter.com/M_A_Unplugged" rel="nofollow" target="_blank">https://twitter.com/M_A_Unplugged</a> Instagram:  @sunacquisitions <a href="https://www.instagram.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.instagram.com/sunacquisitions/</a> @ma_unplugged_podcast <a href="https://www.instagram.com/ma_unplugged_podcast/" rel="nofollow" target="_blank">https://www.instagram.com/ma_unplugged_podcast/</a> YouTube:  Sun Acquisitions: <a href="https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg" rel="nofollow" target="_blank">https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg</a> Show notes by Podcastologist: Kim Mavy  Audio production by <a href="https://www.turnkeypodcast.com/" rel="nofollow" target="_blank">Turnkey Podcast Productions.</a> You're the expert. Your podcast will prove it.

26. Preparing To Sell Your Business with Andrew Kelleher

Geoff Cockrell

In this episode of M&amp;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&amp;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 closing M&amp;A deals Identify the target problems to solve Asses your tax structure, plan early Debt has risk and benefit    "It’s not just the price you get, it’s the price you keep." —  Geoff Cockrell    About Geoff Cockrell:  Geoff is the chair of the firm's private equity group and serves on the firm’s Board of Partners. He has a wide scope of experience in mergers and acquisitions and financing transactions. His mergers and acquisition experience, representing private equity sponsors, strategic purchasers and sellers extends across a diverse number of industries with a primary focus on healthcare provider services transactions. Geoff is a national contributor both at conferences and in publications on a wide array of issues unique to the private equity industry. He regularly contributes to Law360’s Healthcare and Private Equity sections, and is an author of The Healthcare Investor, a blog on healthcare finance topics.      Connect with Geoff Cockrell:  Twitter:    @McGuireWoodsLLP Website:   McGuireWoods.com Email:   GCockrell@McGuireWoods.com  LinkedIn: McGuireWoods LLP Phone: (312) 849-8272  .   Connect with Domenic Rinaldi:  Sun Acquisitions Website:www.sunacquisitions.com  M&amp;A Unplugged Website:www.maunplugged.com  Email:marketing@sunacquisitions.com    Linkedin:  Domenic Rinaldi:https://www.linkedin.com/in/domenicrinaldi/  Sun Acquisitions:https://www.linkedin.com/company/sun-acquisitions-llc/    Facebook:  Sun Acquisitions:https://www.facebook.com/sunacquisitions/  M&amp;A Unplugged:https://www.facebook.com/MAUnplugged/    Twitter:  @SunAcquisitionshttps://twitter.com/SunAcquisitions  @M_A_Unpluggedhttps://twitter.com/M_A_Unplugged    Instagram:  @sunacquisitionshttps://www.instagram.com/sunacquisitions/  @ma_unplugged_podcasthttps://www.instagram.com/ma_unplugged_podcast/    YouTube:  Sun Acquisitions:https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg      Show notes by Podcastologist: Chelsea Taylor-Sturkie   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode of M&amp;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&amp;A deal to watch out for.   Key Takeaways:  <ul> <li>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 closing M&amp;A deals</li> <li>Identify the target problems to solve</li> <li>Asses your tax structure, plan early</li> <li>Debt has risk and benefit</li> </ul> "It’s not just the price you get, it’s the price you keep." —  Geoff Cockrell  About Geoff Cockrell:  Geoff is the chair of the firm's private equity group and serves on the firm’s Board of Partners. He has a wide scope of experience in mergers and acquisitions and financing transactions. His mergers and acquisition experience, representing private equity sponsors, strategic purchasers and sellers extends across a diverse number of industries with a primary focus on healthcare provider services transactions. Geoff is a national contributor both at conferences and in publications on a wide array of issues unique to the private equity industry. He regularly contributes to Law360’s Healthcare and Private Equity sections, and is an author of The Healthcare Investor, a blog on healthcare finance topics.  Connect with Geoff Cockrell:  Twitter:    <a href="https://twitter.com/McGuireWoodsLLP" rel="nofollow" target="_blank">@McGuireWoodsLLP</a> Website:   <a href="http://www.mcguirewoods.com/" rel="nofollow" target="_blank">McGuireWoods.com</a> Email:   GCockrell@McGuireWoods.com  LinkedIn: <a href="https://www.linkedin.com/company/mcguirewoods/" rel="nofollow" target="_blank">McGuireWoods LLP</a> Phone: (312) 849-8272  . Connect with Domenic Rinaldi:  Sun Acquisitions Website:<a href="http://www.sunacquisitions.com/" rel="nofollow" target="_blank">www.sunacquisitions.com</a> M&amp;A Unplugged Website:<a href="http://www.maunplugged.com/" rel="nofollow" target="_blank">www.maunplugged.com</a> Email:marketing@sunacquisitions.com  Linkedin:  Domenic Rinaldi:<a href="https://www.linkedin.com/in/domenicrinaldi/" rel="nofollow" target="_blank">https://www.linkedin.com/in/domenicrinaldi/</a> Sun Acquisitions:<a href="https://www.linkedin.com/company/sun-acquisitions-llc/" rel="nofollow" target="_blank">https://www.linkedin.com/company/sun-acquisitions-llc/</a> Facebook:  Sun Acquisitions:<a href="https://www.facebook.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.facebook.com/sunacquisitions/</a> M&amp;A Unplugged:<a href="https://www.facebook.com/MAUnplugged/" rel="nofollow" target="_blank">https://www.facebook.com/MAUnplugged/</a> Twitter:  @SunAcquisitions<a href="https://twitter.com/SunAcquisitions" rel="nofollow" target="_blank">https://twitter.com/SunAcquisitions</a> @M_A_Unplugged<a href="https://twitter.com/M_A_Unplugged" rel="nofollow" target="_blank">https://twitter.com/M_A_Unplugged</a> Instagram:  @sunacquisitions<a href="https://www.instagram.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.instagram.com/sunacquisitions/</a> @ma_unplugged_podcast<a href="https://www.instagram.com/ma_unplugged_podcast/" rel="nofollow" target="_blank">https://www.instagram.com/ma_unplugged_podcast/</a> YouTube:  Sun Acquisitions:<a href="https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg" rel="nofollow" target="_blank">https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg</a> Show notes by Podcastologist: Chelsea Taylor-Sturkie Audio production by <a href="https://www.turnkeypodcast.com/" rel="nofollow" target="_blank">Turnkey Podcast Productions.</a> You're the expert. Your podcast will prove it.

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

Michael Polzin

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 a surface fit.      "One of the most powerful aspects of Leeward Elite is that our customers now have a full, trusted advisor." —  Michael Polzin     About Michael Polzin: Michael Polzin is passionate about process and efficiency. He took his first major step forward in the IT Industry when he was hired by Allstate Insurance Company. He led several large projects that modernized technology and streamlined the delivery of complex technical services to their various business units. He continued his corporate career growth when he joined Microsoft. As a Microsoft employee, Michael provided served over 130 unique organization, many of which were fortune 500 businesses, and several international clients. His passion for entrepreneurship brought him to the conclusion that he could provide similar services to a widely under-served market, small business.   Since founding Leeward Business Advisors, Michael has engaged deeply in many community improvement efforts. He helped launch Start IT which creates IT career pathways for disadvantaged youth. He facilitates technology and entrepreneur experiences for students from 5K through High School. Michael participates in the youth apprenticeship committee for Kenosha Unified Schools, is a board member for Junior Achievement, is an active executive member of Building our Future Kenosha County, and supports Higher Expectations of Racine. Recently Michael lead two teams of middle school girls in the nationwide Cyber Patriot Competition with one team taking first in the state level round.    Connect with Michael Polzin:  Twitter: @LeewardBA Facebook: Leeward Business Advisors  Instagram: @leewardbusinessadvisors  LinkedIn:  Leeward Business Advisors Phone: 262-358-4116 Website: LeewardBA.com LeewardElite.com     Connect with Domenic Rinaldi: Sun Acquisitions Website: www.sunacquisitions.com M&amp;A Unplugged Website: www.maunplugged.com Email: marketing@sunacquisitions.com     Linkedin:   Domenic Rinaldi: https://www.linkedin.com/in/domenicrinaldi/ Sun Acquisitions: https://www.linkedin.com/company/sun-acquisitions-llc/     Facebook: Sun Acquisitions: https://www.facebook.com/sunacquisitions/ M&amp;A Unplugged: https://www.facebook.com/MAUnplugged/     Twitter: @SunAcquisitions https://twitter.com/SunAcquisitions @M_A_Unplugged https://twitter.com/M_A_Unplugged     Instagram: @sunacquisitions https://www.instagram.com/sunacquisitions/ @ma_unplugged_podcast https://www.instagram.com/ma_unplugged_podcast/     YouTube: Sun Acquisitions: https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg        Show notes by Podcastologist: Chelsea Taylor-Sturkie     Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Domenic and Michael Polzin discuss:  <ul> <li>The leap of faith to start Leeward Business Advisors. </li> <li>Focusing on documenting and transactions. </li> <li>How Leeward Elite came about and evolved after acquisition. </li> <li>The importance of customer service. </li> </ul>   Key Takeaways:  <ul> <li>Spend time with the owner of the business. </li> <li>Be careful – is the seller the business, or are they running the business. </li> <li>There is no perfect business. </li> <li>Synergies – make sure all the synergies are there, not just a surface fit.   </li> </ul> "One of the most powerful aspects of Leeward Elite is that our customers now have a full, trusted advisor." —  Michael Polzin   About Michael Polzin: Michael Polzin is passionate about process and efficiency. He took his first major step forward in the IT Industry when he was hired by Allstate Insurance Company. He led several large projects that modernized technology and streamlined the delivery of complex technical services to their various business units. He continued his corporate career growth when he joined Microsoft. As a Microsoft employee, Michael provided served over 130 unique organization, many of which were fortune 500 businesses, and several international clients. His passion for entrepreneurship brought him to the conclusion that he could provide similar services to a widely under-served market, small business.  Since founding Leeward Business Advisors, Michael has engaged deeply in many community improvement efforts. He helped launch Start IT which creates IT career pathways for disadvantaged youth. He facilitates technology and entrepreneur experiences for students from 5K through High School. Michael participates in the youth apprenticeship committee for Kenosha Unified Schools, is a board member for Junior Achievement, is an active executive member of Building our Future Kenosha County, and supports Higher Expectations of Racine. Recently Michael lead two teams of middle school girls in the nationwide Cyber Patriot Competition with one team taking first in the state level round.   Connect with Michael Polzin: Twitter: <a href="https://twitter.com/LeewardBA" rel="nofollow" target="_blank">@LeewardBA</a> Facebook: <a href="https://www.facebook.com/leewardba" rel="nofollow" target="_blank">Leeward Business Advisors</a> Instagram: <a href="https://www.instagram.com/leewardbusinessadvisors/" rel="nofollow" target="_blank">@leewardbusinessadvisors</a> LinkedIn: <a href="https://www.linkedin.com/company/leeward-business-advisors/" rel="nofollow" target="_blank"> Leeward Business Advisors</a> Phone: 262-358-4116 Website: <a href="https://www.leewardba.com/" rel="nofollow" target="_blank">LeewardBA.com</a> <a href="https://www.leewardelite.com/" rel="nofollow" target="_blank">LeewardElite.com</a>   Connect with Domenic Rinaldi: Sun Acquisitions Website: <a href="http://www.sunacquisitions.com/" rel="nofollow" target="_blank">www.sunacquisitions.com</a> M&amp;A Unplugged Website: <a href="http://www.maunplugged.com/" rel="nofollow" target="_blank">www.maunplugged.com</a> Email: marketing@sunacquisitions.com   Linkedin:   Domenic Rinaldi: <a href="https://www.linkedin.com/in/domenicrinaldi/" rel="nofollow" target="_blank">https://www.linkedin.com/in/domenicrinaldi/</a> Sun Acquisitions: <a href="https://www.linkedin.com/company/sun-acquisitions-llc/" rel="nofollow" target="_blank">https://www.linkedin.com/company/sun-acquisitions-llc/</a>   Facebook: Sun Acquisitions: <a href="https://www.facebook.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.facebook.com/sunacquisitions/</a> M&amp;A Unplugged: <a href="https://www.facebook.com/MAUnplugged/" rel="nofollow" target="_blank">https://www.facebook.com/MAUnplugged/</a>   Twitter: @SunAcquisitions <a href="https://twitter.com/SunAcquisitions" rel="nofollow" target="_blank">https://twitter.com/SunAcquisitions</a> @M_A_Unplugged <a href="https://twitter.com/M_A_Unplugged" rel="nofollow" target="_blank">https://twitter.com/M_A_Unplugged</a>   Instagram: @sunacquisitions <a href="https://www.instagram.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.instagram.com/sunacquisitions/</a> @ma_unplugged_podcast <a href="https://www.instagram.com/ma_unplugged_podcast/" rel="nofollow" target="_blank">https://www.instagram.com/ma_unplugged_podcast/</a>   YouTube: Sun Acquisitions: <a href="https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg" rel="nofollow" target="_blank">https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg</a>      Show notes by Podcastologist: Chelsea Taylor-Sturkie   Audio production by <a href="https://www.turnkeypodcast.com/" rel="nofollow" target="_blank">Turnkey Podcast Productions.</a> You're the expert. Your podcast will prove it.

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

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 cross sections of the business to get a feel for what is out there and to see the operations of a business    "Position yourself to be structured the right way to be most advantageous for what we're trying to accomplish." —  Matthew Locci   About CLM Equity: CLM Equity is an investment group started by Matthew Locci and Scott Maze. They recently engaged a nationwide search to acquire and operate an aerospace component manufacturing company. The search has resulted in a successful acquisition of a precision aerospace machine shop in the Spring of 2019.    Connect with Matthew Loci: Website:   www.clmequity.com Email:  matthew.locci@clmequity.com   Connect with Domenic Rinaldi: Sun Acquisitions Website: www.sunacquisitions.com M&amp;A Unplugged Website: www.maunplugged.com Email: marketing@sunacquisitions.com   Linkedin:   Domenic Rinaldi: https://www.linkedin.com/in/domenicrinaldi/ Sun Acquisitions: https://www.linkedin.com/company/sun-acquisitions-llc/   Facebook: Sun Acquisitions: https://www.facebook.com/sunacquisitions/ M&amp;A Unplugged: https://www.facebook.com/MAUnplugged/   Twitter: @SunAcquisitions https://twitter.com/SunAcquisitions @M_A_Unplugged https://twitter.com/M_A_Unplugged   Instagram: @sunacquisitions https://www.instagram.com/sunacquisitions/ @ma_unplugged_podcast https://www.instagram.com/ma_unplugged_podcast/   YouTube: Sun Acquisitions: https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg Show notes by Podcastologist: Chelsea Taylor-Sturkie   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

In this episode, Domenic, Matthew Locci and Scott Maze discuss: <ul> <li>Transitioning with ease from their previous jobs</li> <li>The support they received from their peers</li> <li>Having advisors to guide you through the entire process</li> <li>Sticking with what you know</li> </ul>  Key Takeaways: <ul> <li>Getting every factor in the right position so that they could leave their jobs in a seamless transition</li> <li>Source financing with multiple banks</li> <li>Flexibility is a key component in the success of a business</li> <li>Importance of looking at cross sections of the business to get a feel for what is out there and to see the operations of a business</li> </ul> "Position yourself to be structured the right way to be most advantageous for what we're trying to accomplish." —  Matthew Locci About CLM Equity: CLM Equity is an investment group started by Matthew Locci and Scott Maze. They recently engaged a nationwide search to acquire and operate an aerospace component manufacturing company. The search has resulted in a successful acquisition of a precision aerospace machine shop in the Spring of 2019.  Connect with Matthew Loci: Website:   <a href="http://www.clmequity.com" rel="nofollow" target="_blank">www.clmequity.com</a> Email:  <a href="mailto:matthew.locci@clmequity.com">matthew.locci@clmequity.com</a> Connect with Domenic Rinaldi: Sun Acquisitions Website: <a href="http://www.sunacquisitions.com/" rel="nofollow" target="_blank">www.sunacquisitions.com</a> M&amp;A Unplugged Website: <a href="http://www.maunplugged.com/" rel="nofollow" target="_blank">www.maunplugged.com</a> Email: <a href="mailto:marketing@sunacquisitions.com">marketing@sunacquisitions.com</a> Linkedin:   Domenic Rinaldi: <a href="https://www.linkedin.com/in/domenicrinaldi/" rel="nofollow" target="_blank">https://www.linkedin.com/in/domenicrinaldi/</a> Sun Acquisitions: <a href="https://www.linkedin.com/company/sun-acquisitions-llc/" rel="nofollow" target="_blank">https://www.linkedin.com/company/sun-acquisitions-llc/</a> Facebook: Sun Acquisitions: <a href="https://www.facebook.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.facebook.com/sunacquisitions/</a> M&amp;A Unplugged: <a href="https://www.facebook.com/MAUnplugged/" rel="nofollow" target="_blank">https://www.facebook.com/MAUnplugged/</a> Twitter: @SunAcquisitions <a href="https://twitter.com/SunAcquisitions" rel="nofollow" target="_blank">https://twitter.com/SunAcquisitions</a> @M_A_Unplugged <a href="https://twitter.com/M_A_Unplugged" rel="nofollow" target="_blank">https://twitter.com/M_A_Unplugged</a> Instagram: @sunacquisitions <a href="https://www.instagram.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.instagram.com/sunacquisitions/</a> @ma_unplugged_podcast <a href="https://www.instagram.com/ma_unplugged_podcast/" rel="nofollow" target="_blank">https://www.instagram.com/ma_unplugged_podcast/</a> YouTube: Sun Acquisitions: <a href="https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg" rel="nofollow" target="_blank">https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg</a> Show notes by Podcastologist: Chelsea Taylor-Sturkie Audio production by <a href="https://www.turnkeypodcast.com/" rel="nofollow" target="_blank">Turnkey Podcast Productions.</a> You're the expert. Your podcast will prove it.

11. Transitioning With Ease After An Acquisition with CLM Equity

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