- Publisher |
- Domenic Rinaldi
- Media Type |
- audio
- Podknife tags |
- Business,
- Interview,
- Investing,
- Mergers & Acquisitions
If so, the M&A Unplugged Podcast was designed with you in mind. On each episode we will interview actual buyers, sellers and professional transaction advisors. They will share their experiences - the good and the not so good! We promise, in every episode, you will gain valuable insights and actionable takeaways to help you maximize the value of your own transactions.
Mergers, Acquisitions, buying a business, selling a business, scaling a business and exiting a business all take time, preparation and the proper knowledge. M&A Unplugged promises to deliver relevant content for your business transaction and growth goals.
Hosted by Domenic Rinaldi, the owner and managing partner of Sun Acquisitions - a Chicago based mergers and acquisitions firm. Having been involved in over 300 M&A transactions across a broad range of industries, Domenic asks the questions that unlock the secrets to creating value in transactions.
- People |
- Country Of Origin |
- USA
- Produced In |
- Chicago, IL
- Premiere Date |
- 2019-06-07
- Frequency |
- Weekly
- Explicit |
- No
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Submit ReviewM&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&A Unplugged. Until then, please remember that scaling, acquiring or selling a business takes time, preparation and proper knowledge.
M&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.
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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&A transactions. From people management to complex finance and infrastructure programs, Domenic delves into the most important aspects every buyer must take note of.
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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!
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Employee integration is such a critical aspect of any M&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&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.
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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 & 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.
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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!
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After hours of engaging discussions and interesting guests, M&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&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&A transactions.
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M&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&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.
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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.
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Do you want to be knowledgeable and prepared when you decide to exit your own business? Having an in-depth look at Small Business Acquisition Loans (SBA) will come in handy when that day arises. Today’s guest is Douglas Adams, the principal and president of Emerson Capital Corp, which provides financial solutions in business acquisition loans. In this episode, Douglas discusses with Domenic Rinaldi the qualification, costs, and debt structure of SBA. If you want to have great intel so you can better understand the assumptions that banks and buyers make with SBA, then this episode is for you.
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Casting a wide net over the marketplace gives you a lot of choices when it comes to business acquisitions. But without proper search criteria, having many options may result in more challenging decision-making. tech.com/">Tim Lahey joins Domenic Rinaldi to share how he narrowed his business acquisition choices to just a few industries, allowing him to acquire the custom integration company, Homerun Technology. He also talks about the strategies he followed to ensure a smooth transition with its past owners and existing employees, how he used an SBA loan to finance this transaction, and how they closed the deal even with the COVID-19 virtual setting. Tim also explores the many ups and downs of business acquisitions, underlining the importance of having a thick skin.
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Many people who get into the world of merging and acquisition pay little to no attention to various tax consequences and how to optimize them. Despite the different experiences between sellers and buyers, how can we bridge the gap here? Joining Domenic Rinaldi to delve into this matter is CPA and attorney, Ed Castellani. Together, they talk about the right way to approach a seller demanding stock transaction with no optimal tax outcome, the specifics of the letter of intent, the buckets of allocation, and how sellers can overall minimize their tax burden. Ed also dives deep into the world of C Corp, particularly on how they can be utilized to defer tax.
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Did you know that 90% of all businesses never exceed $1 million in sales? That is a huge number of companies and solopreneurs basically just plateauing in their business growth after capping a certain threshold value. If you’re an existing owner of a business or someone who is contemplating to acquire one and grow it, you may want to take some time for this one. Join in as Domenic Rinaldi talks to a return guest, Brett Trainor, an expert in helping companies that have plateaued break through that barrier and achieve substantial growth. Listen as they discuss Brett’s template for analyzing a company's growth barriers, strategies for growth, and how to implement those strategies without making bad investments that won't provide a return.
For more comprehensive guidance, download our due diligence best practices guide and checklist, as well as, additional free resources on our website at www.k2adviser.com/resources.
When you get to the core of why people fail during their transactions, you’ll see that it is because of the lack of preparation. And Domenic Rinaldi has some data to back this up. In this episode, he shares the highlights of the 300 buyer assessments collected in 2020, offering insights into why people fail to prepare and how you can avoid it. As we get into the thick of 2021, it is time to overcome the number one thing standing in the way of having a successful transaction. Follow Domenic in this short yet insightful discussion to learn the actionable steps.
There is something romantic about growing a business organically, but those who have been in the trenches know how unglamorous that process can be in the day-to-day. Growth through acquisition is a far quicker and easier option if you want to grow in scale, but you also have to be very careful about the potential pitfalls. This B2B marketer’s story beautifully illustrates that point. Priscilla McKinney is no stranger to adversity, as she has seen her previous business literally burn down to the ground. Somehow, the confidence that she gained from rebuilding that business from the ashes backfired on her when she finally tried her hands on business acquisition. You are going to appreciate Priscilla’s candor in sharing what transpired in this transaction, which is a cautionary tale on the many pitfalls of M&A and a reminder of the importance of surrounding yourself with an experienced M&A team. Join in as she shares all of that in this learning-packed conversation with Domenic Rinaldi.
For more comprehensive guidance, download our due diligence best practices guide and checklist, as well as, additional free resources on our website at k2adviser.com/resources.
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Valuation has always been one of the tougher nuts to crack in M&A deals, even under normal circumstances. When you throw in a pandemic to the mix, things begin to become more challenging, but also more interesting. Join Domenic Rinaldi as he speaks with Howard & Howard’s Joe DeVito to discuss some of the creative deal structures that M&A parties have adopted to bridge the valuation and risk gaps that came as a result of COVID-19. While 2020 certainly has been a tough ride as far as M&A transactions go, there is no reason to believe that 2021 would be any easier, so this episode is a must-listen if you’re planning to strike a deal anytime soon. Listen in and pick up some cool ideas that you can use to close your own transaction.
For more comprehensive guidance, download our due diligence best practices guide and checklist, as well as, additional free resources on our website at k2adviser.com/resources.
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70% of M&A transactions are doomed to fail because of poor preparation and unclear strategies. To help minimize the risks faced by most business buyers and sellers, Domenic Rinaldi talks about seven of the most common M&A pitfalls that must be avoided at all costs. From the ROI targets and due diligence to valuation and integration, he delves into the most important stages of M&A and how to navigate through them effectively. Take note of each one, and you are on a straight, clear path to a successful and rewarding transaction.
For more comprehensive guidance, download our due diligence best practices guide and checklist, as well as, additional free resources on our website at k2adviser.com/resources.
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Whether you are contemplating buying your first business, or you already own a business, growth is one of the key elements to the long-term health of your company. It has become hard to grow a business in traditional ways.
On today’s podcast, let Domenic Rinaldi share a strategy to grow your business faster and cheaper.
For more comprehensive guidance, download our due diligence best practices guide and checklist, as well as, additional free resources on our website at www.k2adviser.com/resources
COVID-19 shook the nation to its core and swept through various industries, putting a halt to many business operations. Private equity was profoundly affected by the crisis but jumped back into the game before 2021.
Domenic Rinaldi is joined by Scott Becker to discuss how to approach private equity with smaller, COVID-19 resistant deals on the rise.
For more guidance, download our due diligence best practices guide & checklist and additional free resources on our website at www.k2adviser.com/resources
The most common pitfalls buyers face can be avoided, however, if buyers can pay attention to them in due time.
Joined by Joe Beer, the VP of Operations at Sun Acquisitions and over 200 deals under his belt, Domenic Rinaldi shares the top 7 most common due diligence pitfalls that buyers encounter during M&A transactions.
For more comprehensive guidance, download our due diligence best practices guide and checklist, as well as, additional free resources on our website at www.k2adviser.com/resources
It goes without saying that getting due diligence right can make or break your transaction.
Your go-to M&A expert, Domenic Rinaldi, devotes this episode to give you a roadmap on due diligence. He discusses the best practices that successful deals have in common and provides a checklist of tasks to undertake during diligence.
For more comprehensive guidance, download our due diligence best practices guide and checklist, as well as, additional free resources on our website at k2adviser.com/resources
For those who delve into business acquisitions, huge changes may be coming their way.
Doug Adams of Emerson Capital and Domenic Rinaldi talk about the significant amendments to the CARES Act and the waving SBA fees for all new deals. This huge news will result in cheaper acquisitions for buyers and more earnings for sellers.
For more comprehensive guidance, download our due diligence best practices guide and checklist, as well as, additional free resources on our website at k2adviser.com/resources
Many entrepreneurs & businesses turn to wealth management firms for help in managing finances & assets.
To learn more about this industry, Domenic Rinaldi interviews Tom Hine of Capital Wealth Management. He discusses how he started his own financial planning career, and how he built his business through conducting 7 acquisitions.
For more comprehensive guidance, download our due diligence best practices guide and checklist, and additional free resources on our website at k2adviser.com/resources
Many successful entrepreneurs know that, in one way or another, you will have to find your exit—one that leaves you far better than when you started. In this episode, Domenic Rinaldi invites serial entrepreneur and CEO of CareerGrig, Greg Kihlstrom, to talk about Greg’s experience growing a business through acquisition and then selling that same business years later for a much higher multiple.
He shares how he was able to integrate a business into his existing operation and how to methodically prepare your business for a sale. While taking us throughout his journey, Greg lets us in on the lessons he learned, the pitfalls many entrepreneurs fall into, and how he is helping bridge the gap between having a full-time job to being a freelancer.
For more comprehensive guidance, download our due diligence best practices guide and checklist, as well as, additional free resources on our website at k2adviser.com/resources
What a year it has been! If you are still here standing, then you deserve a pat on the back for making it through. Now that we’re at the end of this chaotic 2020, it’s time to look back and recount the things we gained and the lessons we learned.
Domenic Rinaldi bids this year goodbye in this last episode of 2020 as he provides an end-of-the-year recap and a good story about deal preparation. After all, what is a good way to end a challenging year than prepare for the next and make it the year it could have been and more? Join Domenic as he signs off 2020.
For more comprehensive guidance, download our due diligence best practices guide and checklist, as well as, additional free resources on our website at k2adviser.com/resources
Many businesses have admirable visions, enticing goals, and meaningful purposes, but still fall short in attaining success. Most of the time, it is caused by a lack of a well-targeted business mindset.
Domenic Rinaldi talks with Michael Zipursky, the CEO of Consulting Success, in discussing how to redirect your focus, hone an effective message, maximize outsourcing services, and pinpoint your target audience in order to start an effective, self-managing team. Michael also shares some useful tips on buying another business and coping with the business challenges caused by the pandemic.
For more comprehensive guidance, download our due diligence best practices guide and checklist, as well as, additional free resources on our website at k2adviser.com/resources
The landscape from where banks operate has changed. In this episode, Domenic Rinaldi discusses how the banks are handling M&A transactions in lending these days with the help of Doug Adams of Emerson Capital.
With his expertise, Doug shares how deals are getting financed when the revenues of a business have been impacted positively or negatively, what the banks are looking for during underwriting, how to look at the deal structures when buying a business during this time, and more.
For more comprehensive guidance, download our due diligence best practices guide and checklist, as well as, additional free resources on our website at k2adviser.com/resources
The COVID-19 pandemic has put all of us into this environment of uncertainty that moving forward often feels like walking with eyes closed. In this episode, Domenic Rinaldi goes solo to help us make sense of what is happening now in the M&A marketplace.
He answers whether or not deals are happening and how they have changed during this period of time and likely in the future after COVID. Domenic provides some great key things to think of before doing a deal, no matter if you’re a buyer or a seller.
For more comprehensive guidance, download our due diligence best practices guide and checklist, as well as, additional free resources on our website at k2adviser.com/resources
Due diligence and integration should have equal weighting in any acquisition. As integration is gaining more and more steam, more acquirers are asking how to do integration these days compared to years ago.
Joining Domenic Rinaldi on today’s podcast is Mark Walztoni, who shares his high-level formula for approaching this phase, along with how to avoid some of the common pitfalls. This episode will surely help you be prepared for your next acquisition.
For more comprehensive guidance, download our due diligence best practices guide and checklist, as well as, additional free resources on our website at k2adviser.com/resources
When we have just acquired a business, it can be easy to dive into transforming and growing it immediately. However, this episode’s guest, Jennifer Goldman of Jennifer Goldman Consulting, is all about the opposite. In fact, she tells you to stop and start by doing nothing other than developing what she calls a “simmer pot”.
Domenic Rinaldi uncovers what this means as he and Jennifer go right into the things you need to go over with your business operations and develop a roadmap for changes. Don’t let the excitement force you to make hasty decisions.
For more comprehensive guidance, download our due diligence best practices guide and checklist, as well as, additional free resources on our website at k2adviser.com/resources
There are a number of components that you should be looking at any time you’re valuing a business. In this episode, Domenic Rinaldi dives into one of them – value drivers. What are the common value drivers that you should be looking at? Why are these value drivers so important? How does each of them affect a company’s valuation during an acquisition?
Listen in and learn what things you need to look for in terms of money factors, people factors and industry factors that may increase or decrease a company’s value in the market.
For more comprehensive guidance, download our due diligence best practices guide and checklist, as well as, additional free resources on our website at k2adviser.com/resources
Keith Knohl always dreamed of owning a business. He tried to start a few ventures during his long and successful corporate career. He decided that buying an existing business that already had ongoing revenues, profits, clients, trained employees, and a foundation was a much smarter and safer path to business ownership.
Keith joins Domenic Rinaldi to share his journey of buying a business, which included retaining a buy-side broker to help him through all phases of the process. If you’ve never acquired a business before, there are many key takeaways in this episode that can help you plan for and execute your own business ownership process.
For more comprehensive guidance, download our due diligence best practices guide and checklist, as well as, additional free resources on our website at k2adviser.com/resources
There are so many paths to becoming an entrepreneur. One of the common struggles many face beforehand is deciding whether to start a business or buy instead. If you found yourself in this dilemma, then this episode is for you.
Host, Domenic Rinaldi, goes solo to talk about the differences between starting and buying a business and what advantages the latter has over the other. He provides an outline of key things you need to consider in both, and, if you decide on buying, figure out what to look for.
For more comprehensive guidance, download our due diligence best practices guide and checklist, as well as, additional free resources on our website at k2adviser.com/resources
There is a lot at stake in getting your communication strategy right during a merger and acquisition. Apart from just ensuring a healthy give and take between the two parties, you need a communication plan to trickle information down to your employees, customers and vendors.
Domenic Rinaldi talks about this critical but oft-neglected aspect of M&A with Andrew Cross, Senior Vice President and partner at Walker Sands, one of the nation’s top integrated marketing firms. Andrew has been involved in a number of M&A transactions, helping clients build a successful communication strategy and execution plan. He knows from experience that the right messaging is essential in maximizing employee, client and vendor retention while preserving the company's brand.
For more comprehensive guidance, download our due diligence best practices guide and checklist, as well as, additional free resources on our website at k2adviser.com/resources
Human capital is the most important asset of every company. This aspect of due diligence is so critical in the M&A process to see whether or not you are looking at the right company to acquire. But how do we exactly calculate the return on investment in human capital? Is it even calculable in financial terms?
Joining Domenic Rinaldi to give some clarity on this is Dr. Solange Charas, a human capital metrics expert and the Founder and CEO of HCMoneyball, a technology company that provides an application for organizations to calculate their human capital metrics. It is inevitable that we are going to see a radical change in how we view human capital.
For more comprehensive guidance, download our due diligence best practices guide and checklist, as well as, additional free resources on our website at k2adviser.com/resources
As a business owner, it is important to understand what a buyer is looking for in a deal so that you can position your company for a future sale. Representing this side of the M&A equation are Ben Mimmack and Andy Waltman of Baymark Partners, a lower middle market private equity firm based in Dallas, Texas to discuss how their firm is approaching acquisitions and insights on what the M&A market might look like over the next months.
If you want to learn what things you need to work on to set yourself up for a profitable exit from your company, this episode is a must-listen for you.
For more comprehensive guidance, download our due diligence best practices guide and checklist, as well as, additional free resources on our website at k2adviser.com/resources
Did you know that over 95% of businesses in the US fail to reach one million in annual sales?
Domenic Rinaldi sits down with Brett Trainor, a B2B startup mentor and investor who draws upon more than 25 years of experience in sales, marketing, demand generation, and customer service to help his clients. Extending his wisdom to us, he shares how business owners can get past the micro-business stage and start to grow. Brett also shares his 11-point checklist to guide you on how to scale your business and reach that one-million threshold.
For more comprehensive guidance, download our due diligence best practices guide and checklist, as well as, additional free resources on our website at k2adviser.com/resources
An ever increasing number of traditional businesses are looking to grow and diversify by adding an online component to their business model. Just like in offline business, buying an online business that is already established and generating leads is way more profitable than starting a new one from scratch. Joining Domenic Rinaldi on this episode, online business mentor, coach and investor, Jaryd Krause shares how offline businesses can increase their lead generation and revenue just by buying an online business and integrating it to their business model. He also talks about the five fundamental things that you need to be looking at in online due diligence. Having learned how to do this through the school of hard knocks, Jaryd helps other people achieve the same level of success he had through his coaching programs and his own platform, Buying Online Businesses.
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There probably is an asset that is nothing more important in an acquisition than the people. They are the ones that make the engine run and carry the entire business. That is why knowing how to handle the integration of the people really matters. Helping you with that, Domenic Rinaldi interviews human resources professional Klint Kendrick to talk about the best practices for integrating employees during the mergers and acquisitions transaction. He talks about the due diligence that relates to HR, assessing culture, leadership and compliance, and the most important things to consider when it comes to human capital. Don't miss out on this great conversation to learn more about how you can avoid losing employees or productivity after acquisition and more.
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Every transaction hangs by the thread of communication. How you get your message across can either make or break a deal. Yet, this important aspect tends to be the most overlooked by many in the M&A industry. That is why in this episode, Domenic Rinaldi invites guest Justin Breen, the CEO of the PR firm, BrEpic Communications LLC, to talk about how you get the communication down the line in a way that positively impacts the entire M&A process. At the heart of it is the importance of knowing your story that captures your message and getting it out there. He gives advice for those who just purchased a new business on how they should approach their PR in terms of their employees, clients, and even with the media.
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Whether you're a group of investors acquiring a business that you're going to operate yourselves or your company looking to acquire another company, integration is critical. Matot, a fourth-generation dumbwaiter manufacturer, complete a strategic acquisition several years ago. Jim Piper, its President, sits down with Domenic Rinaldi to talk about the integration of the acquired company - what went right, what could have been done better, and some best practices to consider when planning for your own acquisition. Tune in to today’s show to learn all about their success story.
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Many business owners who sell their businesses wind up being remorseful, not because of the amount of money that they received for their business, but because they don’t know the next thing to do and have lost their purpose. Are you really ready to step aside from your business personally, financially, and emotionally? If you want to learn how to prepare for the sale and avoid some of the common pitfalls when selling, check out Domenic Rinaldi’s interview with Will Moore of Moore Momentum.
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Where should you start when you think about integration? In this episode, Jim Jeffries, founder of M&A Leadership Council, joins Domenic Rinaldi to talk about post-merger integration and transition and how that can typically make or break the return on investment for your acquisition. Oftentimes, this phase of the deal gets lost in the shuffle because so much time and attention is spent on consummating the actual transaction. Jim and Domenic discuss the importance of formulating your strategy and the difference between doing the deal versus completing the deal. Get to know the S-3 model and how each of these plays an important role in integration.
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Not nearly talked about in M&A transactions is the critical role of mindset and emotion. Without realizing it, you may have overspent or even over-invested in a transaction or deal that is not giving you the results you expected. Tackling this very important yet often overlooked topic, Domenic Rinaldi sits down with Jason Abell, the President of Rewire, Inc., to help get you thinking about your mindset for a deal and how to be better prepared. Jason helps us better understand the elements of mindset, how it could make or break a deal, what role it plays to people going through major transitions in life, and how it impacts the ultimate culture of a business. Whether you are a seller or buyer, this episode will help you figure out how mindset can improve your odds of getting a successful transaction done. Follow Domenic and Jason as they share more.
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From an M&A perspective, healthcare is an interesting frontier that you may want to look into as an investor. On the other hand, as the industry works itself through the COVID-19 pandemic, it is a good time for owners who want an exit to start contemplating a sell. Whether you’re an owner looking to sell or an investor looking to dip their toes into healthcare, you’d be surprised to know that there is so much to learn about regulation and valuation in M&A transactions in this particular industry. Before entering a transaction, you may want to consider talking to your regulatory attorney. Dive right into this conversation between Domenic Rinaldi and healthcare regulatory attorney, Joshua Freemire of Epstein Becker & Green to learn more.
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Earnouts are an important part of M&A transactions, with about 20% of all deals involving some form of it in normal circumstances. With COVID-19 at our heels, that percentage is going up as buyers take extra precaution, given the uncertain economic environment we now find ourselves in. Whether you’re a seller or a buyer, it’s important to learn how earnouts work, protect yourself, and strike win-win deals based on mutual trust and understanding. Domenic Rinaldi takes a peek at this timely topic as he sits down with deal attorneys, Jeffrey Petersen of The Law Offices of Jeffrey T. Petersen and John Schreiner of Perkins Coie. With Jeffrey taking the seller’s side and John playing the buyer’s counsel, they trade ideas on how sellers and buyers can make the best deals given their specific circumstances. It’s all you need to know about earnouts in one episode! Be sure not to miss out on it!
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As we navigate this uncertain business environment created by COVID-19, both sellers and buyers have to add a few considerations if they’re contemplating an M&A transaction. The question of the PPP loan is certainly one of the elephants in the room. How does it affect an asset’s valuation? How can sellers and buyers protect themselves when entering these transactions? Don’t miss out on this episode, where M&A experts Tad Render of Miller, Cooper & Co., Ltd. and your host, Domenic Rinaldi, discuss in detail some of the most important things buyers and sellers should take into account before striking a deal in these uncertain times. Contemplating a sale? Planning on buying an asset out? Now more than ever, you may need to sit down with all your advisors before you proceed.
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There is room for intuition in business, and it can lead us to better decisions and better results. This is what Dean Newlund explores in his podcast, The Business of Intuition. Dean is the CEO of Mission Facilitators International, a training and development firm that offers leadership development programs to medium to large organizations nationally and worldwide. Dean is a student of intuition. His passion is to get intuition out of the closet and into the boardroom. With host Domenic Rinaldi on the show, he explains why we don’t use intuition as much as we should and why it pays to pay attention to it a little bit more.
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Valuing a business is hard enough when things are going well, but valuing a business that has been impacted by the COVID-19 pandemic can be another kind of tricky at best. Joining host, Domenic Rinaldi, in this episode, to talk about how best to get through the motions of these troubled times in your business is Alexandra (Alex) Reed Lajoux, Ph.D., M.B.A., the founding principal of Capital Expert Services, LLC. Alex discusses the things buyers and sellers should be thinking about when it comes to valuations during this pandemic and how business owners should look at a potential exit. She also shares some advice for buyers out there on how to approach a potential seller without looking like taking advantage of the current tough situation we are all in. Listen in on this important conversation to learn how to navigate through these times and come out stronger than when you entered.
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In our business evolution, there will come a time where we have to take our business to the markets. Unfortunately, not many small business owners realize the value of their business that this transition can be quite difficult to do. With the help of experts in the mergers and acquisitions space, getting your business sold will be a lot easier. Taking the hot seat in this episode is host, Domenic Rinaldi, as he gets interviewed by Lou Diamond for his Thrive LOUD Podcast. Here, Domenic shares more about his superpowers on helping represent business owners to the market as well as buyers who want to acquire businesses. What are the stages business owners go through when looking to sell? What are the checklists to sell successfully? What are the common mistakes people commit when it comes to mergers and acquisitions? Domenic answers all of these and more in this unique interview.
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A significant issue facing many business owners is the impact of underfunded multiemployer pension plans. This is most common, but not exclusive to, unionized businesses. In this episode, Todd Solomon joins Domenic Rinaldi to talk about multiemployer pension plans and addressing the needs of participants. Todd is a partner at McDermott Will & Emery, specializing in matters such as pensions and employee benefits. Don’t miss this episode as Todd and Domenic discuss the proactive steps owners can take to get ahead of future issues regarding pension participants.
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A significant component of retirement planning is “knowing your number,” i.e., getting a good grasp of how much you need to fund your post-business endeavors – whether it’s operating another business, retirement, or philanthropic work. Joining Domenic Rinaldi on the show today, William “Bill” Douglass, CRPC, CPFA, is an expert in this regard. He is a senior member of the Newman Douglass Wealth Management Team at Merrill Lynch. For 30 years, he has helped individuals, families, and businesses navigate their financial goals. In this episode, Bill and Domenic talk about the financial aspects you need to consider when planning for retirement.
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With the COVID-19 right in front of us, one of the most pressing questions many of us in this industry is how the pandemic will impact M&A deals. Although we are still at the early stages of the crisis, it helps to look at some of the telltale signs of how the landscape is changing. In this episode, Domenic Rinaldi is joined by Trevor Crow, a well-established M&A attorney who focuses his practice on representing buyers and sellers of businesses and the likes. Here, Trevor shares his insights on what is happening right now with deals on the legal side while letting us know how it has personally affected his business. He then talks about what he is seeing and anticipating and gives advice on what we could do to protect ourselves from any legal issues and to take advantage of the opportunities that will surely come. Take a deep dive into this necessary conversation to learn more about how to take the changes head-on.
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Students need to be prepared to argue either side of the law when discussing a legal issue. That way, you can learn the law from all angles and see every corner of an argument. In today's episode, Domenic Rinaldi is joined by two expert attorneys, p-schreiner.html">John Schreiner and Jeff Petersen, who discuss several legal issues that arise in most M&A transactions – one taking the seller's perspective while the other providing the buyer's perspective. This episode will help you see several important issues from both sides of the table so you're better prepared for your own M&A transaction.
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Estate planning is a constantly moving and shifting process, and it’s not just something you should be thinking about once in a while. If you constantly keep everything up to date, in case anything ever happens to you, you can rest safe knowing that your loved ones will definitely be taken care of by the wealth you leave behind. Domenic Rinaldi is joined by Eric Kalnins, a Partner at Handler Thayer, LLP. Domenic and Eric talk about the importance of estate planning, and the particulars that need to be ironed out well in advance. Still don’t think you should be planning your estate as early as now? Perhaps Domenic and Eric’s conversation will convince you otherwise!
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Being that businesses are often among a person’s top three most valuable assets, selling a business isn’t an easy process. There’s a lot to take into account, from the valuation to the buyer selection. At the end of the day, what’s important is that you are able to sell the business and get the most out of it. In a special episode of M&A Unplugged, Domenic Rinaldi joins the popular podcast, Nice Guys on Business, for an interview with host Doug Sandler. Together, Domenic and Doug discuss the process of selling a business. Looking to sell your business? This lively discussion between Domenic and Doug will definitely help you find your way!
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Sales and marketing are so important to the lifeblood of a company. Who sits at the center of these is their customer. As such, it is crucial for companies to think of how they are creating valuable content and experiences tailored to them. This is the principle of inbound, and in today’s episode, Domenic Rinaldi sits down to talk deeper about this topic with Todd Hockenberry, the founder of line-results.com/">Top Line Results and an advisor and coach for B2B industrial and manufacturing companies. Through his book, Inbound Organization, Todd shares with us how you can build and strengthen your company’s future using inbound principles, especially during this time of uncertainty. He expands on the ways you can create that inbound culture through content that really touches your audience’s emotions and then move that marketing into sales. Ultimately, what organizations should think is how they can be of best help to their customers, putting themselves in their shoes and creating value from their perspective. Learn more about how you can transform into an inbound organization and more in this great conversation.
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Sales conversations can be uncomfortable for most entrepreneurs, especially those who do not want to be constantly on the chase for closing the deal. Top-ranked business coach, Loren Fogelman, joins Domenic Rinaldi today in an engaging episode on making value conversations with prospective clients. Loren prefers to call a sales conversation a value conversation, stressing that entrepreneurs need to be seen by their clients as trusted advisors. Clients need to feel that their best interest is what’s at stake in the conversation and eventually make the first move towards closing the deal. Listen until the end as Loren gives valuable advice on transitioning from nurturing the relationship to closing the deal in a sales conversation.
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The primary function of a business is to sell a certain product or range of products, so you’ve always got to keep your eyes on that prize. Making sure your sales function is in tip-top shape is absolutely essential to ensuring your business is in good condition, otherwise, it could mean trouble. Tom Kelly is a professional business coach and the owner of Potential In Motion. Tom sits down with Domenic Rinaldi to go into different ways through which you can improve your business’ sales function. Make sure your business is in great condition today!
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It takes a lot of courage to jump into mergers and acquisitions, more so if it is your first deal. Equip yourself with the knowledge of the issues people in the industry commonly encounter with the process and go in prepared. Owner of the Law Office of Joel Ankney, PC, Joel Ankney, shares his expertise and experience on the subject matter. He raises several scenarios that surprise his clients about the process and gives his strategies on how he deals with them and earns their trust. Learn how to close your deals as smoothly as possible by being ahead of the curve and raising your awareness and understanding that an acquisition is not an event, but a process.
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One of the often-overlooked areas when it comes to mergers and acquisitions is intellectual property. It is time to change that and bring the necessary conversation forward. In this episode, Domenic Rinaldi is joined by Andrea Fuelleman to help guide us on this topic. Andrea is a partner at the law firm of Neal, Gerber & Eisenberg, where she focuses her practice on brand protection and intellectual property enforcement matters. Here, she discusses the differences between copyrights, patents, and trademarks, as well as between the use of rights and registrations. Highlighting the importance of trademark diligence in your M&A transactions, Andrea then explains the process and the best practices to safeguard your brand identity and make sure you are getting clean titles and away from potential infringement.
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Today’s discussion couldn’t have come at a better time where many business’ stability is at the brink of collapse. Domenic Rinaldi talks with Jeff Sands about corporate turnaround, how you can set things right and save not only your business but people’s jobs as well. Jeff is the Managing Director of Dorset Partners LLC and the author of Corporate Turnaround Artistry: Fix Any Business in 100 Days. He shares with us his expertise about the topic, highlighting the importance of team effort to the process. For business owners, Jeff then gives out some pointers about the things to consider first as well as the major blocks that go into the life cycle of a turnaround. Turnarounds are all about speed and precision, so it helps to do it as fast as you can with the right professionals to guide you. Don’t miss out on what Jeff is going to share in this episode.
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Even before the time of the COVID-19 crisis, the practice of hiring VAs from all over the world had already become common practice, and the crisis only served to expand the practice in more fields. Hiring VAs can be a delicate process because you're entrusting so much to people you've never even met, but once you've established things properly, it should go off without a hitch. Domenic Rinaldi is joined by Nathan Hirsch, who is an entrepreneur, an expert in remote hiring and eCommerce, and the co-founder of the acclaimed platform, FreeeUp.com. Nathan speaks to Domenic about what to look for when you're hiring VAs to ensure a great partnership. Hiring VAs is a great practice to continue your business expansion, so why don't you give it a try?
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The world has increasingly become data-driven. Yet, not many businesses understand the weight of its importance, especially when it comes to driving towards success. Nationally-recognized data leader and published author, Anthony Algmin, speaks with Domenic Rinaldi to shed light on why we need to take advantage of data in our businesses. He talks about how data impacts businesses' mergers and acquisition both from the seller and buyer's perspective, how data helps a company improve, and how data creates a competitive advantage. Taking us further into the subject, Anthony explains the concept of Data Leadership through his own personal experience with clients. He taps into the risks involved and provides some tools that could help you evaluate the quality of data. Leverage the use of data in your business now before you find yourself lagging behind the rest.
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Nobody actively wants to turn over and leave their business, but for whatever reason, if that day ever comes, as a business owner, you have to have an exit strategy in mind. Having a good, solid framework for exit planning is something that you should be considering right at the very beginning because, in the long run, it could just be a huge benefit to you. Steve Migala is a Shareholder at Lavelle Law, Ltd. with a broad transactional practice. Steve chats with Domenic Rinaldi about his framework for how business owners should think about a potential succession or exit from their business. A smart business is one that planned with the end in mind, so make sure you've got a strategy lined up.
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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 & 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.
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Business valuation is defined as a process and a set of procedures used to estimate the economic value of an owner's interest in a business. Calculating the valuation of the business is an essential step before buying or selling a business, and many investors require it before putting their money down. Dominic Rinaldi is joined by Steve Mize, a Founding Partner at GCF Valuation, to talk about valuations from a buyer and seller’s perspective. Steve has been an accredited senior appraiser for many years and has been valuing small and mid-size businesses across all industries. Learn how he and his team do their business valuation process, as well as how they interact with banks and deal with bank requirements.
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What is a rep and warranty and insurance and how can it impact a buyer and a seller? In today’s episode, Dominic Rinaldi talks to Attorney Matt Somma, the Vice President and transactional risk broker in ABD’s M&A advisory practice. Dominic and Matt take a closer look at the ins and outs of rep and warranty insurance and how this type of insurance impacts buyers and sellers. Matt also walks us through the negotiation process for closing an insurance deal and shares the downsides and thresholds of reps and warranties.
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Naturally, people work on financial matters with their banks—so much so that most of the time, they don't realize their options when it comes to loan brokers. Working with loan brokers can be a very different experience for most, but it can also bring unexpected benefits. Doug Adams is the Principal and President of Emerson Capital Corp. Joining Domenic Rinaldi, Doug differentiates the requirements and benefits of working with loan brokers versus working with banks. Check out the difference and see what works for you.
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The more you know where your business stands, the better you can implement strategies that will help boost its performance. This is why business valuation is very necessary for every business to go through. An expert on this front, host, Domenic Rinaldi, talks with Darren Mize, one of the principals of one of the premier valuation companies in the US, GCF Valuations. Together, they go through the importance of getting a business valuation, exploring the process that goes with it. Sharing some of the success stories, Darren takes us across the work of GCF, along with his career, of delivering outstanding results across all industries. If you want to understand how businesses are valued, then tune into this episode as Darren shares the things business owners (whether buyer or seller) should be thinking to maximize the value of their business and more!
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The Psychology of Business is slowly but steadily being recognized as a distinct branch of study by larger bodies in Psychology, so the practice has been developing throughout the years. This field of study puts practices in businesses in focus, and studies what brings about these practices. Domenic Rinaldi is joined by Dr. Mark Sirkin, the Founder and CEO of Sirkin Advisors, who dives into this unique and interesting field to explore the best practices that lead to business success. Perhaps this can lead you to a new discovery about the path you’re meant to take for your business.
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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.
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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&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&A process, Joe also notes the importance of selecting the right attorney.
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Learning how to exit a business is just as important as starting one. In this episode, host Domenic Rinaldi gives out the three foundational components that you, as a business owner, must see through to ensure that you are ready to sell your business and do it with success. Grab a pen and paper and take down notes. Consider these things well as soon as possible because some are going to take some time to pull together.
Contact Dr. Basi- https://www.taxplanning.com/
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The American dream of starting building and selling a business can be elusive for many entrepreneurs. In this episode, host Domenic Rinaldi talks to Jay Myers, a successful entrepreneur, award-winning author, and Founder and former CEO of Interactive Solutions (ISI). Here, he shares his journey towards realizing his dreams through a solid business strategy, where he incorporates some ways of gaining repeat clients. Having run a company to success, Jay shares to us the process of letting go of his business and moving on. As part of his strategy, he elaborates on the importance of recurring revenue in maintaining clean financials and wisely recommends having good advisors. He believes that anyone selling a business should ensure something to go to after pulling out from the business to prevent emotional remorse.
Contact Dr. Basi- https://www.taxplanning.com/
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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 & 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/
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TAGS: Maximizing Savings On Taxes, Taxation, Tax Code, C Corporation, Limited Liability Company, Market
In this episode, Domenic:
- Thanks his audience for their support throughout the year.
- Welcomes listener feedback on show ideas, guest suggestions and the like.
- Mentions some exciting interviews to come in 2020, so stay tuned.
- Announces the launch of their new consulting business, K2 Adviser.
"We've been so blessed and thankful for all of our steady listeners and for the growth of our audience both domestically and internationally." — Dominic Rinaldi
Connect with Domenic Rinaldi:
Sun Acquisitions Website: www.sunacquisitions.com
M&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&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 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&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&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 Craig Sherwood discuss:
- The importance of cyber security due diligence before a merger and acquisition deal.
- Whether you’re a buyer or a seller, how cyber security preparedness can increase the value of your offer.
- How Shambliss performs their functional assessment of a business in order to create a guide map for improved security measures.
- The value of best practices in security to increase competitiveness in the B-2-B marketplace.
Key Takeaways:
- US companies based in America are the world’s most vulnerable to cyber attacks.
- The average time to identify a cyber security breach of any sort is roughly 200 days, and in 2019, the average cost of a breach was roughly $8 million for a middle market organization.
- Companies should be ISO 27,001 certified to be more attractive to buyers.
- Review the company’s insurance policy to make sure it covers cyber security attacks.
"As deals become more complicated, as money frees up, there are going to be more attributes and checkboxes with due diligence, and one of them is going to be security assessment prior to a deal." — Craig Sherwood.
About Craig Sherwood: In today’s digital world, cyber-attacks can happen anywhere hence organizations leaders are making cyber security a critical priority. With the increase in data breaches, protecting employee, customer, third-party, and information on organizational assets, and IP have become important to leadership and to maintain continuity of business. Many companies have well-intentioned security and privacy programs that, at the time of their creation, solved tactical or immediate compliance needs but now may lack a strategic vision or structure. Shambliss Security specialists assess your security and privacy program maturity, determine the appropriate level of acceptable and tolerated risk and help your company to align your cyber security and data protection to your risk appetite and corporate objectives. Our security experts provide the know-how skills and tools to translate strategy into action by tuning and implementing security and IT/IS policies, assessing compliance audit readiness gap and thread analysis. Our ultimate goal is to effectively implement security and privacy strategies, improve your security posture and provide a return on your cyber investments.
Connect with Craig Sherwood:
Website: security.com/">https://www.shambliss-security.com/
Email: craig.sherwood@shambliss-security.com">craig.sherwood@shambliss-security.com
Phone: 847-323-4001
LinkedIn: https://www.linkedin.com/company/shambliss-security
Connect with Domenic Rinaldi:
Sun Acquisitions Website: www.sunacquisitions.com
M&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&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 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-&-buckley-llc
Phone: (847)682-5367
Email akelleher@buckley.com
Connect with Domenic Rinaldi:
Sun Acquisitions Website: www.sunacquisitions.com
M&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&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, Wendi Ewalt, and Leslie Chanel discuss:
- The early days of building Wenesco from the ground up.
- What happened to the company without a succession plan in place.
- Enacting changes within the company during transition periods.
- Advice for families of business owners without a succession plan.
Key Takeaways:
- It’s so critical to have a succession plan and to build that early on with your advisors.
- Having a succession plan can help prevent the stress on your family of having to run, operate, and possibly sell the business.
- Have an operations manual in place.
- Put a succession plan, well in advance. Life is unpredictable.
"Get everything, the processes, in writing, as much as you can. At least then you have a guideline to follow." — Wendi Ewalt
About Wendi Ewalt: Former president of Wenesco upon the death of Brian Lowenthal. Interested in travel, flea marketing, vintage finds.
Connect with Wenesco:
Twitter: @WenescoInc
Facebook: Wenesco, Inc.
Website: Wenesco.com
YouTube: Wenesco Inc
Connect with Domenic Rinaldi:
Sun Acquisitions Website: www.sunacquisitions.com
M&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&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 discusses:
- The results from a recent survey with prospective sellers and buyers.
- Understanding the ramifications of a sale.
- Creating a business that is self-managing.
- The upcoming programs and services in 2020 to better prepare for your M&A transaction.
Key Takeaways:
- 84% of the respondents said they were looking to sell their business within the next 5 years.
- 64% of respondents don’t know what they will do after the sale. This is concerning as, in another study, 75% of owners were remorseful after the sale of their business because they didn’t know what the next thing was going to be.
- 82% of the respondents planned to make an acquisition within the next 2 years.
- Chances are, you’re going to have more fun running a business that is self-managing.
"The date on the calendar in which you are going to sell or exit the business may not always be of your choosing. Why not run the business every day so that you know that, if an unscheduled event happens, you are prepared?" — Domenic Rinadli
Connect with Domenic Rinaldi:
Sun Acquisitions Website: www.sunacquisitions.com
M&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&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 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 & 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&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&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 & 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&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&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&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&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:
- 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: event.com/">total-event.com/
Email: kmillerfmp@gmail.com
YouTube: TotalEventRes
LinkedIn: kathy-miller
Connect with Domenic Rinaldi:
Sun Acquisitions Website: www.sunacquisitions.com
M&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&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:
- Estate Planning
- Legal areas of focus when planning an M&A
- Assembling the right team
- Securing your key employees
Key Takeaways:
- Consider the long-term perspective of the estate when business planning
- Get the “curb appeal” of your business looking good before you have a buyer
- Start with the end in mind
- Preparing and assembling the right team upfront can make all the difference on how your sale turns out
"Building the 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-&-buckley-llc/
Connect with Domenic Rinaldi:
Sun Acquisitions Website: www.sunacquisitions.com
M&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&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:
- 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&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&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:
- 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&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&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&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 Tim Allen discuss:
- Phase 1 reports and when they are needed
- Phase 2 if your report has REC’s impacting the property
- Phase 3 remediation
- Defensive Environmental consulting
Key Takeaways:
- R.E.C. Recognized environmental concern and responses until the problems
- The bank and their risk department decide what the next step is going to be
- If you don’t do a phase 1, then you bought the liability when you bought the building
- You can use actual science and regulations to prove REC’s aren’t a problem
"I give peace of mind to banks, business buyer and sellers, and commercial lenders that their investments are safe from environmental risk. " — Alisa Allen
About Tim and Alisa Allen: It started with a passion for rocks and an amazing professor at Lawrence University in Appleton, Wisconsin. It took me to the University of Florida for a master’s degree then back to Chicago, to my roots. I’ve spent the better part of two decades guiding engineers, architects, and builders through state and federal regulatory mazes. I give peace of mind to banks, business byers and commercial lenders that their investments are safe from environmental risk. I test and clean soil and groundwater to keep people safe from toxins that unfortunately get spilled from time to time. I love my career because it gives me the opportunity to make a positive impact on the environment and the world around me. I look forward to working with you on your next project.
Connect with Tim Allen:
Website: a3e.com/
Email: Tim@A3E.com
Phone: (630) 935-4363
LinkedIn: a3-environmental-llc/
Connect with Domenic Rinaldi:
Sun Acquisitions Website: www.sunacquisitions.com
M&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&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 Steve Lasiewicz discuss:
- SBA loans and the advantages
- Items that really matter to acquire a business
- Partner buyouts
- How to approach SBA loans; advice
Key Takeaways:
- When giving loans, the trends of the business, what knowledge is needed to operate that business and why is the seller selling the business are looked at closely
- The buyer needs to know and understand the business they are acquiring
- A detailed business plan with a detailed projection is key
- Experience in the industry is crucial in a lender
- Undercover Billionaire https://www.discovery.com/shows/undercover-billionaire
"Leverage used the correct way makes sense. It’s what makes the wealthy, wealthier because they know how to use debt the correct way." — Steve Lasiewicz
Connect with Steve Lasiewicz:
Twitter: busey
Facebook: BuseyBank/
Website: busey.com
Phone: (630) 237-2605
Email: steve.lasiewicz@busey.com">steve.lasiewicz@busey.com
LinkedIn: busey/
Connect with Domenic Rinaldi:
Sun Acquisitions Website:www.sunacquisitions.com
M&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&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, Domenic and Tad Render discuss:
- Understanding your goals and objectives
- Unintended consequences of decisions
- Maximize the value of your business and making sure you're compensated
- Continue to focus on the business during the process
Key Takeaways:
- A mediator adds a lot of value to any deal
- Make sure all your contracts are in order before going to market
- Consider tax ramifications
- Use the diligence phase to date your new partner
"The highest offer may not always be the best. It depends on the goals and objectives of the seller." — Tad Render
About Tad Render:
Tad Render is a partner with Miller, Cooper & 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 & Co., Ltd.
Connect with Domenic Rinaldi:
Sun Acquisitions Website:www.sunacquisitions.com
M&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&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&A Unplugged, Domenic and Geoff Cockrell discuss clarifying private equity and its true meaning and trends within the private equity industry as it relates to mergers and acquisitions. In addition, they discuss what issues private equity firms love to see and certain terms within an M&A deal to watch out for.
Key Takeaways:
- From a seller perspective, be aware of how the firm is going to obtain the capital needed for the acquisition and their track record of closing M&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&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&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, Domenic and Jon Dwoskin discuss:
- What keeps business owners from moving forward
- As the market evolves, the way to separate yourself, the follow up needs to be up to standards
- How to build your personal brand
- Think Big methodology
Key Takeaways:
- It all depends on how the company tackles their problem
- What keeps businesses stagnant: wrong people wrong seats, not constantly recruiting, not training current talent, different levels of consciousness, where they're at and where they were at the beginning
- Have a living business plan
- Show up every day and be consistent with rituals and habits
"" — Jon Dwoskin
About Jon Dwoskin: Jon is a business coach/ author and speaker. He works with successful people who are stuck and want to get to the next level. He grows businesses big. Very big!
Connect with Jon Dwoskin:
Website: https://jondwoskin.com/
Email: jon@jondwoskin.com
LinkedIn:http://linkedin.com/in/jondwoskin
Connect with Domenic Rinaldi:
Sun Acquisitions Website: www.sunacquisitions.com
M&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&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:
- Common threads and traits of M&A transactions throughout Tom’s career.
- The importance of diligence from a buyer and a seller side.
- Lessons learned from deals not made.
- CBRS and the innovations coming to the technology sphere. Key Takeaways:
- Look at whether or not you have the right team in place to handle the diligence and the integration.
- Line up external resources to help with diligence if you don’t have the 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&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&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:
- What The Keystone Group is and how they can help during the M&A process.
- How diligence and planning are the same aspect of the process.
- Culture assessment and gap analysis.
- Having plans and resources in place from the beginning of the acquisition process. Key Takeaways:
- The time to think about integration is the day you start to think about doing an acquisition.
- Do you have the people and the resources to actually 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&A due diligence and integration, profit improvement, and business and organization strategy. Prior to Keystone, Jeff held leadership positions including Division President at Leggett & Platt, VP – Corporate Development at Dun & 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 & 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&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&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:
- 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">matthew.locci@clmequity.com
Connect with Domenic Rinaldi:
Sun Acquisitions Website: www.sunacquisitions.com
M&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&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 Toby VanOver discuss:
- How they decided leaving their stable jobs and transitioning to their business
- The importance of staying consistent with maintaining one's business
- Consulting and creating a stable team for your business
- The process of selling a business and reaping the most profit
Key Takeaways:
- Even after selling your business, maintain it consistently
- Maintain your business everyday as if you will sell it any day
- Have your team be completely up to speed and have chemistry to streamline the process
- Consult your team far in advance, prior to selling your business
"When someone's getting ready to sell their business I think that it’s absolutely paramount to have your comrade of professionals, your attorney your accountant be completely up to speed on MnA and if they're not, then it’s time to develop a new relationship." — Toby VanOver
About Toby VanOver: Keith offered professional sales experience and knowledge of the trades.
Ann Marie brought real estate knowledge and design experience.
Toby and Ann Marie were the former owners of Sizzle Productions Inc. Sun Acquisitions sold their company last November, 2018. They have now retired and moved out of state.
Connect with Toby VanOver:
Website: www.sizzlehomestaging.com
Email: toby2.0@icloud.com
Connect with Domenic Rinaldi:
Sun Acquisitions Website: www.sunacquisitions.com
M&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&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: Jacky Nguyen
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
In this episode, Domenic and Jonathan Banta discuss:
- Jonathan's experience in preparing and selling business
- The importance of earn outs when creating a partner relationship
- What he learned from previous transactions of businesses about sale process, diligence, and integration
- How to streamline the process of collaborating different businesses.
Key Takeaways:
- There was a seamless integration due to familiarity and synergistic relationships
- Need to select the appropriate partner and make sure values and ideas are aligned with your partner, as to prevent remorse
- Be happy with what you get with clients and assume you will not get an earn out, if you are okay with that result, go forward with that partnership
- There are consequences when selecting the wrong partner
"The crude math equation for a professional services company back then was roughly 1 times revenue and generally what you are fighting for a scenario like that is how much of it is upfront and how much of it is earn out." — Jonathan Banta
About Jonathan Banta:
Jonathan Banta is the Chief Executive Officer of Preferred Dermatology Partners, an affiliate of Dermatology and Skin Cancer Surgery Center based in McKinney, Texas. Mr. Banta joined the practice in 2012 as the Executive Vice President where he implemented a number of process changes that improved company efficiencies and performance while growing the practice through select acquisitions and an organic growth model that has resulted in one of the largest practices in North Texas. He has focused heavily on patient care, patient experience and the employees. He was instrumental in expanding the patient service offering to include complete in-house lab facilities, radiation therapy and a breadth of new aesthetic procedures.
Prior to joining the practice, Mr. Banta spent 15 years as an executive in software integration and change management, primarily in SAP and Microsoft, with the last 10 years as the President and Founding Partner at Concero Partners. A native of Cleveland, OH, Mr. Banta earned a Bachelor of Business Administration degree in Marketing from Kent State University and a Master of Business Administration degree in Marketing from Cleveland State University.
Mr. Banta is a member of or affiliated with a number of professional organizations and community outreach programs including:
- American College of Healthcare Executives
- Association of Dermatology Administrators & Managers
- Meals-on-Wheels of Collin and Grayson County
- United Way of Cooke County
- Allen ISD
- Whitewright ISD
- Junior League of Collin County
- Smiles Charity
- Lil’ Warriors Foundation
- Kids Prosper Kids
Hobbies/Extracurriculars:
Softball, Fishing, Golf, BBQ Pitmaster :)
Connect with Jonathan Banta:
Website: www.mdbarrows.com
Email: jbanta@mdbarrows.com
Connect with Domenic Rinaldi:
Sun Acquisitions Website: www.sunacquisitions.com
M&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&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 Scott Becker discuss:
- How to create a coherent plan of action
- The factors that go into a successful financial transaction
- How Scott managed multiple businesses
- How to be successful at both buying and selling
Key Takeaways:
- Scott credits his success to having lots of energy and drive, surrounding himself with magnificent people and leaders, and his understanding of the importance of being both niche centric and customer centric
- There are three parts of a transaction - getting your people all on the same page, getting in sync with those on the other side of the transaction, and all the tasks necessary to close a deal
- The most successful buyers know the business extremely well, assess risks quickly and easily, and take their knowledge combined with personal/relationship skills to complete transactions.
- The most successful sellers understand their purpose
"In the legal business and in the sort of media business, the whole ability to grow, and scale the practice for the media business was based on hiring, cultivating, developing great people. So sort of a very clear strategy and plan but nothing get done on this strategy and plan without great people." — Scott Becker
About Scott Becker:
Scott Becker is a partner in the healthcare department at McGuireWoods. He previously served on the Board of Partners of the firm and chaired the healthcare department for nearly 13 years.
Scott is the founder and publisher of Becker’s Hospital Review and Becker’s Healthcare. He represents hospitals and health systems, healthcare companies, surgery center chains, large practices and private equity funds.
Scott is a Harvard law graduate and certified public accountant.
Connect with Scott Becker:
Twitter: https://twitter.com/beckershr
Facebook: https://www.facebook.com/BeckersHospitalReview/
Website: https://www.beckershospitalreview.com/
Email: sbecker@mcguirewoods.com
YouTube: https://www.youtube.com/user/hospitalreview1
LinkedIn: https://www.linkedin.com/in/scottbeckermw/
Connect with Domenic Rinaldi:
Sun Acquisitions Website: www.sunacquisitions.com
M&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&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.
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