Critical Financial and Estate Planning Strategies When Selling Your Business
Thinking of selling your company? What is your plan for the windfall of money you'll get once you complete the sale? Wealth advisor Jason Gordo discusses seven points to keep in mind as you create a f...
3 Maalis 202545min
You've Sold Your Company. Now What?
When you've finally sold your business, can you jump on the next cruise ship and sail away? Nope. You'll leave money on the table, or worse still, sink the deal if you do that. Matt Coyne, an experien...
27 Helmi 202552min
Why You Need an M&A Attorney and How to Work with Them
If you are selling your business, you need an attorney. But do you know how to hire one? Get insider tips from Jude David, an Investment Banker and former M&A Attorney, on the biggest mistakes to avoi...
19 Helmi 202558min
How to increase the value of your business by improving sales
As an owner, what's your biggest block to improving sales? How can fixing this improve the value of your company? We discuss the biggest problem that companies face in their sales and marketing teams ...
11 Helmi 202541min
For M&A Professionals: A Finance Veteran's Career From Wall Street to Emerging Markets: Part 1
Jeffrey Hooke, a former investment banker and private equity executive, discusses his career trajectory, emphasizing the challenges and lessons learned in finance. He highlights the complexities of wo...
3 Helmi 202548min
For New Sellers: How to Master the M&A Purchase Agreement
The purchase agreement – getting it right from the beginning with the LOI helps a smooth closing. Gerry Williams, an M&A attorney, outlines a purchase agreement's key components and four main sections...
27 Tammi 20251h 15min
For Experienced Sellers: How to Unlock Equity and Debt Financing
Why do some companies struggle to raise funds while others don't? Investment banker Richard Luftig explains how mid-sized companies can access the funds they need. We discuss the challenges and strate...
20 Tammi 202543min
For New Sellers: The Impact of Subjective Factors on the Value of Your Company
Is valuing your business simply a numbers game? If not, how do subjective factors impact the value of your business? Jacob Orosz and Joe Bergin discuss the complexities of business valuation, which ex...
13 Tammi 202546min
