In this week’s episode, join host Nick Olsen as he sits down with Kyle Griffith, Managing Partner of The NYBB Group as they discuss factors to consider when deciding if it’s the right time for a business owner to sell their company. Together, they delve into the crucial factors business owners need to weigh when making this big decision.

Kyle and Nick explore a comprehensive range of internal factors, such as cash flow, growth strategy, key management teams, profitability, customer concentration, and predictable revenue. They also examine external influences like market conditions, industry trends, the economic climate, political environment, competition, and industry drivers.

Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.

Some Key Takeaways include:

• Internal factors to consider when deciding to sell a business include cash flow, growth strategy, and having a key management team in place.
• External factors such as market conditions and industry trends also play a role in determining the right time to sell.
• Staying connected with industry peers and joining organizations like Cornerstone International Alliance can provide valuable insights and opportunities for collaboration.
• Selling a business when cash flows are on an upward trajectory is generally more appealing to buyers.
• Proper valuation, benchmarking, and estate planning are important steps in preparing for a sale and maximizing value.
• Business owners should stay informed about industry trends, participate in trade associations, and continuously assess their business to identify growth opportunities.

About the show:

The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.

The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.

With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.

Chapters:

00:00 Introduction and Guest Introduction

03:19 The Value of Staying Connected and Joining Industry Organizations

08:20 Factors to Consider When Deciding to Sell a Business

12:39 Selling at the Right Time: Upward Cash Flow and Transition Planning

23:44 The Role of External Factors: Market Conditions and Industry Trends

26:16 External Factors and the Economic Climate

30:49 Competition and Growth Opportunities

35:46 Understanding Personal Motivations

38:10 Valuation, Benchmarking, and Estate Planning

43:41 Staying Informed and Identifying Growth Opportunities

Keywords:

Mergers and acquisitions, M&A, investment banking, corporate finance, sell-side, valuation, due diligence, how to sell my business, M&A market trends, internal factors, external factors, cash flow, growth strategy, key management team, industry trends, staying connected, political environment, competition, industry drivers, personal motivations, valuation, benchmarking, estate planning

In this week’s episode, join host Nick Olsen as he sits down with Trever Acers, Managing Director of Objective Investment Banking and Valuation for an enlightening deep dive into the world of mergers and acquisitions. Acers unveils a unique client-centric approach that sets the stage for successful deals. Discover the spectrum of tactics to captivate buyers and the art of nurturing long-term relationships with business owners.

Trever shares his expert knowledge on proactive strategies and maintaining confidentiality, shedding light on the crucial role of post-acquisition economics in determining purchase prices. This conversation unpacks the complexities of M&A transactions, highlighting the strategic decisions that can make or break a deal. Learn about the significance of transparency, the educational journey through the M&A process, and the critical importance of avoiding distractions to maximize business value.

Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.

Some key takeaways include:

1. The importance of tailoring a strategy to maximize the outcome for each client
2. The impact of proactive strategies on achieving client objectives
3. The significance of confidentiality and transparency in the M&A process
4. The role of education and relationship-building in developing successful client-advisor partnerships
5. The importance of strategic decision-making in M&A transactions
6. The impact of distractions on business performance

About the show:

The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.

The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.

With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.

Chapters

00:00 Introduction to Objective Investment Banking and Valuation

03:15 Maximizing Client Outcomes through Tailored Strategies

07:02 Proactive Strategies for Achieving Client Objectives

13:35 Confidentiality and Transparency in M&A

29:37 Strategic Decision-Making in M&A Transactions

33:10 Navigating Distractions and Maximizing Value

37:24 The Role of Advisors in M&A Transactions

41:30 Post-Acquisition Economics and Value Creation

Keywords

Mergers and acquisitions, M&A, investment banking, corporate finance, sell-side, valuation, due diligence, how to sell my business, M&A market trends, proactive strategies, confidentiality, post-acquisition economics, transparency, education, strategic decision-making, distractions, maximizing value, business performance, sophisticated advisor

In this week’s installment, join host Nick Olsen as he sits down with Rob Margeton, Co-Founder of Ryco Advisors as they delve into the dynamic world of M&A transactions and unveil the game-changing benefits of sell-side reps and warranty insurance policies.

Unlock the secrets of how these policies, steeped in historical significance, revolutionize deal timelines and empower sellers to navigate the complex landscape of negotiations with confidence and finesse.

Rob sheds light on the strategic advantages, unravels the mysteries surrounding policy costs and the application process, and unveils the transformative impact on deal negotiations. Learn more about risk mitigation and discover why educating clients and stakeholders is paramount for harnessing the full potential of these invaluable tools.

Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.

Some of the key takeaways of this episode include:

1) Sell-side reps and warranty insurance policies are beneficial for mitigating risk and expediting M&A transactions.

2) Educating clients and stakeholders about the benefits of these policies is crucial for their successful implementation.

3) The cost of these policies is relatively low compared to the potential benefits, making them a valuable tool for sellers in M&A transactions.

About the show:

The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.

The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.

With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.

Chapters:

00:00 Introduction to M&A Mastermind Podcast and Guest Introduction

03:26 Impact of Reps and Warranty Insurance on Deal Timelines

05:38 Benefits of Sell-Side Reps and Warranty Insurance for Sellers

08:19 Educating Clients and Stakeholders on Sell-Side Reps and Warranty Insurance

15:12 Coverage and Claims of Sell-Side Reps and Warranty Insurance Policies

20:50 Buyer Acceptance and Resistance to Sell-Side Reps and Warranty Insurance

25:27 Threshold and Cost Considerations for Sell-Side Reps and Warranty Insurance Policies

27:20 Conclusion and Contact Information

Keywords:

Mergers and acquisitions, M&A, investment banking, corporate finance, sell-side, valuation, due diligence, how to sell my business, M&A market trends, reps and warranty insurance, transaction, deal timeline, risk mitigation, policy cost, deal negotiations, client education

Check out all of our episodes at: https://cornerstoneia.com/podcast/.