In this episode of M&A Masters, I had the pleasure of speaking with Sharon Heaton, founder of sbLiftOff. SbLiftOff specializes in providing advisory services to founder-led businesses and government contracting organizations across the United States, focusing on mergers and acquisitions (M&A) and more.  Sharon, also the author of the Forbes bestseller LIFT OFF: 12 Things to Know Before Selling Your Business, shares invaluable insights into the world of M&A, the journey of founder-led businesses, and the essence of preparing for and navigating the sale process. She’ll cover ..read more

This episode of M&A Masters features Tom Brinegar, the Chief Financial Officer of PEAK Resources, a trailblazing technology and systems integrator based in Denver. Under Tom's financial stewardship, PEAK Resources recently navigated through a complex and successful acquisition by a strategic buyer. With a rich background in finance and the heart of an entrepreneur, Tom's journey offers a unique lens on the intricacies of mergers and acquisitions from the perspective of the acquired. Discover how Tom Brinegar and the PEAK Resources team prepared for the acquisition process and why they dec ..read more

Discover the transformative journey of consumer brands into lucrative M&A opportunities… In today’s episode, join us as we welcome Jason Somerville, founding partner of GW Partners. With a unique blend of operational consulting, financial management, strategic planning, and M&A advisory, Jason and his team are known for elevating consumer brands into prime acquisition targets. Dive into Jason’s transition from investment banking to entrepreneurial success. Unearth the impact of visiting suppliers on business deals and relationships. Learn how GW Partners uniquely prepares companies f ..read more

Discover the art of strategic mergers in architecture and engineering with M&A expert David Kimbrell. In this episode of M&A Masters, join me as we engage with David Kimbrell, a seasoned M&A authority in the architectural and engineering sector. With over four decades of unmatched expertise, David has masterminded the art of buying, selling, and advising firms in this specialized niche, revolutionizing the concept of strategic mergers and acquisitions. Delve into the intricate world of M&A for architectural and engineering firms. Explore David Kimbrell's unique journey from en ..read more

In this episode, my guest is Tom Zucker, President and Founder of EdgePoint Capital.    Cleveland based, EdgePoint Capital’s advisors bring up-market executive transaction knowledge and real-world M&A and business leadership experience, enabling them to guide owners and founders through transactions and attract qualified buyers.    Tom will share his M&A insight, including: The importance of timing and preparation His commitment to the lower middle market EdgePoint Capital’s ideal client Value of rep & warranties insurance An M&A forecast for 2024 And more ..read more

What insights does a top M&A attorney have to share about buying and selling businesses?   Spending nearly three decades in California’s dynamic business environment, my guest, attorney Addison Adams, has become known as California’s go-to voice on mergers and acquisitions.    In this episode, he’ll share his M&A expertise, including: M&A in California Non-Compete Agreements Bulk Sale Law Reps & Warranties Insurance Predictions for Next Year And more ..read more

How can M&A advisors help business owners maximize and monetize their life’s work?   That’s the mission of M&A advisory and exit planning consulting firm TobinLeff, whose founder David Tobin is here to speak with me in this episode.    David will share how his firm builds relationships long before the deal and meets clients wherever they are in the M&A journey.    He’ll also cover M&A in the professional services and marketing sector, his ideal client profile, and more ..read more

What if you had a step-by-step guide to the M&A process? My guest, investment banker Bill Snow, is the author of Mergers & Acquisitions for Dummies, an insider’s handbook about buying and selling companies. In this episode, he’ll share his M&A expertise and give an inside look at the process of writing his book.  He’ll also share the one tip that tests if your investment banker has the right negotiation skills for your deal—and give his take on reps and warranties insurance.  ..read more

In the case of an unexpected death or disability, a business can face hardship and significant economic consequences…   But in this episode, we’re covering two essential products that can mitigate this risk: key person life insurance and excess disability insurance.   Here to speak with me is Lynne Rosenberg, President of Innovative Solutions, which provides broad market access to leading carriers of annuities, life, disability, and long term care insurance.   She’ll cover what businesses need to know about these products and how they can protect your employees, clients, and bus ..read more

How can quality of earnings reports impact lower middle market transactions?   Patrick McMillan, CFO and Transaction Advisor at Amplēo, is here to share how sellers and buyers can leverage this tool for smoother transactions.   Patrick will cover: What is a quality of earnings report? Why is it different from an audit? How to tell a story with numbers M&A trends for this year And more ..read more