Pular para o conteúdo
M&A Talk: #1 Podcast on Selling a Business
PodcastEducaçãoInglês

M&A Talk: #1 Podcast on Selling a Business

de Morgan & Westfield

NovoBuild a Business to Sell: Lessons From 20 Exits11 de novembro de 2026 · 30 min
Episódios
270
Publicação
quinzenal
Último episódio
11 nov 2026
SiteFeed RSS

Sobre o podcast

M&A Talk is the #1 show for owners looking to sell and maximize the value of their businesses. Gain actionable insights from experts with real-world experience in buying and selling companies. Presented by Morgan & Westfield, a boutique M&A firm specializing in selling small to mid-sized companies in the USA. Schedule a free consultation at www.morganandwestfield.com/schedule-a-consultation/

Episódios 270

  1. Build a Business to Sell: Lessons From 20 Exits

    30 min

    When you build a business to sell, the buyer is part of the plan long before the listing goes live. This episode breaks down what a founder who has built and sold 20 small software companies does differently …

    Notas do episódio

    When you build a business to sell, the buyer is part of the plan long before the listing goes live. This episode breaks down what a founder who has built and sold 20 small software companies does differently: defining his ideal buyer, keeping the books clean enough to close in about 60 days, and preparing due diligence answers before they are requested. You will discover which of these habits carry over to any business, and why finding the right buyer and earning their trust is the hardest part of every sale.

    View the complete show notes for this episode.

    Want To Learn More?

    Additional Resources

    If you have any topic or guest suggestions, please email them to [email protected].

  2. The New SBA Quality of Earnings Requirement: What Sellers Need to Know

    35 min

    If your business sells for $3M or more to a buyer using an SBA loan, that buyer must now complete a quality of earnings review before the loan closes. This episode explains the SBA quality of earnings …

    Notas do episódio

    If your business sells for $3M or more to a buyer using an SBA loan, that buyer must now complete a quality of earnings review before the loan closes. This episode explains the SBA quality of earnings requirement, what the new procedures check, and what they leave out. You will learn how to find and explain problems in your numbers before a buyer's team does, so they do not delay your sale or cost you the deal.

    View the complete show notes for this episode.

    Want To Learn More?

    Additional Resources

    If you have any topic or guest suggestions, please email them to [email protected].

  3. Selling Your Business: The Financial Stakes of Getting the Handoff Right

    46 min

  4. What Buyers Look For in a Business: The 5 C's That Set Your Price

    56 min

    What buyers look for in a business comes down to one question: can they step in and run it, or are they buying a project? This episode walks through the five areas buyers check to answer that question …

    Notas do episódio

    What buyers look for in a business comes down to one question: can they step in and run it, or are they buying a project? This episode walks through the five areas buyers check to answer that question: competitive positioning, clean and trusted financials, the cash flow cycle, concentration risk, and capabilities. You will learn what to fix in the years before a sale, why a buyer will not pay you for problems it plans to fix itself, and how slow answers during due diligence can wear a deal down.

    View the complete show notes for this episode.

    Want To Learn More?

    Quality of Earnings in M&A: The Ultimate Guide Quality of Earnings in M&A Explained in 30 Minutes A Look Inside the Head of a Strategic Buyer Building a Sellable Business Mark Sims on LinkedIn

    Additional Resources

    Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue

    If you have any topic or guest suggestions, please email them to [email protected].

    This episode provides general information only and does not constitute legal, tax, accounting, or other professional advice. The guests' views are their own and do not necessarily reflect the views of Morgan & Westfield.

  5. Legal Due Diligence: Protecting Your Business's Value

    54 min

    The price stated in a letter of intent is not guaranteed. Once due diligence begins, unresolved legal and operational risks can reduce the purchase price, create holdbacks, delay closing, or end the deal. M&A …

    Notas do episódio

    The price stated in a letter of intent is not guaranteed. Once due diligence begins, unresolved legal and operational risks can reduce the purchase price, create holdbacks, delay closing, or end the deal.

    M&A attorneys Gwen Griggs and Whitney Harper explain how sellers can prepare for legal due diligence before going to market. They discuss the risks buyers examine, including entity records, contracts, intellectual property, workforce classification, insurance, ERISA matters, and successor liability. They also explain how an organized data room and an early risk review can protect value, reduce deal fatigue, and make the transaction easier to negotiate.

    View the complete show notes for this episode.

    Want To Learn More?

    The Deal ADVantage ADVOS Legal Gwen Griggs on LinkedIn Whitney Harper on LinkedIn

    Additional Resources

    Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue

    If you have any topic or guest suggestions, please email them to [email protected].

    This episode provides general information only and does not constitute legal, tax, accounting, or other professional advice. The guests' views are their own and do not necessarily reflect the views of Morgan & Westfield.

  6. The M&A Advisor Trap — The Red Flags Sellers Miss

    50 min

    It is easy to hire the firm that quotes the highest number, and that one decision can cost you the sale. This episode covers the M&A advisor red flags that are easiest to miss: fees tied to nothing, a valuation …

    Notas do episódio

    It is easy to hire the firm that quotes the highest number, and that one decision can cost you the sale. This episode covers the M&A advisor red flags that are easiest to miss: fees tied to nothing, a valuation built to win your signature, and a buyer list that does not exist. You will learn where business brokers, M&A advisors, and investment banks each actually operate, how to check a number before you sign a one-year exclusive, and what preparation to do yourself first.

    View the complete show notes for this episode.

    Want To Learn More?

    Business Broker and M&A Advisor Fees: A Comprehensive Guide Can a Business Broker's Success Rate be Accurately Measured? How to Navigate M&A Advisor Fees: Insights from an Investment Banking Expert Build the Right Deal Team to Avoid M&A Mistakes

    Additional Resources

    Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue

    If you have any topic or guest suggestions, please email them to [email protected].

  7. How to Secure the Best SBA Financing for a Business Acquisition

    1 h 20 min

    In this episode, Heather Endresen, founder of Viso Business Capital, joins Jacob Orosz to break down what it takes to secure the best possible SBA financing when acquiring a business. You'll learn how to …

    Notas do episódio

    In this episode, Heather Endresen, founder of Viso Business Capital, joins Jacob Orosz to break down what it takes to secure the best possible SBA financing when acquiring a business. You'll learn how to evaluate lenders, avoid common pitfalls in the SBA loan process, and structure a deal that keeps execution risk low and your odds of closing high.

    View the complete show notes for this episode.

    Want To Learn More?

    Additional Resources

    If you have any topic or guest suggestions, please email them to [email protected].

  8. Secure a Bigger Payout by Selling to an Operating Company

    31 min

    In this episode, you'll learn the difference between selling your business to a holding company versus an operating company. You will discover how your choice of buyer impacts your role after the sale, your …

    Notas do episódio

    In this episode, you'll learn the difference between selling your business to a holding company versus an operating company. You will discover how your choice of buyer impacts your role after the sale, your team's future, and your second payout. Understanding these buyer styles will help you avoid lowball purchase offers and boost the value of your future sales and bonus payouts.

    View the complete show notes for this episode.

    Want To Learn More?

    Additional Resources

    If you have any topic or guest suggestions, please email them to [email protected].

  9. How to Fund Your Growth and Sell for Maximum Price

    31 min

    Learn how outside growth funding can help you expand your operations rapidly and achieve the highest possible price when you sell your company. This episode breaks down practical strategies for using growth …

    Notas do episódio

    Learn how outside growth funding can help you expand your operations rapidly and achieve the highest possible price when you sell your company. This episode breaks down practical strategies for using growth capital to scale without giving up total control or straining your cash flow with heavy debt payments. You'll discover how to prepare your financials for strategic investors and avoid misallocating funds before an exit.

    View the complete show notes for this episode.

    Want To Learn More?

    Additional Resources

    If you have any topic or guest suggestions, please email them to [email protected].

  10. Entrepreneurship Through Acquisition -- Insights from Harvard Business School Experts

    51 min

    If you have any topic or guest suggestions for M&A Talk, please email them to [email protected]. How can you get on the path to entrepreneurship by acquiring an established business rather than …

    Notas do episódio

    If you have any topic or guest suggestions for M&A Talk, please email them to [email protected].

    How can you get on the path to entrepreneurship by acquiring an established business rather than building a start-up? Harvard Business School professors Royce Yudkoff and Rick Ruback share their insights into the nuances of search fund investing, including the challenges of finding high-quality, enduringly profitable businesses. They focus on the appeal of the lower-middle market, the advantages of finding a founder nearing retirement, and the appeal of the search fund approach toward entrepreneurship.

    View the complete show notes for this episode.

    Additional Resources:

  11. Getting Your Sale Across the Finish Line

    45 min

    Managing expectations and understanding what potential buyers look for is critical to selling a business successfully. Jason Hullender offers tips on how to get the sale of your business across the fifty-yard …

    Notas do episódio

    Managing expectations and understanding what potential buyers look for is critical to selling a business successfully. Jason Hullender offers tips on how to get the sale of your business across the fifty-yard line and into the end zone. He discusses the top areas where buyers and sellers have unrealistic expectations, the importance of a company's valuation, understanding EBITDA, how customer concentration and competitive advantages fit into the mix, and why you should be prepared for the due diligence process.

    Learn More:

    Additional Resources:

    If you have any topic or guest suggestions, please email them to [email protected].

  12. What to Expect When Selling to a PE Firm as Part of a Roll-up

    44 min

    Industry roll-ups: What are they? How do they work? What's in it for the business owner? Brandon Blewett, Head of M&A at Pave America, discusses what you can expect when selling your business to a PE firm as …

    Notas do episódio

    Industry roll-ups: What are they? How do they work? What's in it for the business owner? Brandon Blewett, Head of M&A at Pave America, discusses what you can expect when selling your business to a PE firm as part of a roll-up.

    View the complete show notes for this episode.

    Want To Learn More?

    Additional Resources:

    If you have any topic or guest suggestions, please email them to [email protected].

  13. Resolving Co-Owner Disputes Maximizes Your Final Sale Price

    32 min

    When you sell your business, co-owner friction can destroy your hard-earned equity. This episode breaks down how internal disagreements affect your exit and why transparent communication with buyers preserves …

    Notas do episódio

    When you sell your business, co-owner friction can destroy your hard-earned equity. This episode breaks down how internal disagreements affect your exit and why transparent communication with buyers preserves your leverage. You will discover how to resolve deep-seated stalemates through professional mediation, restructure uneven family roles, and implement robust buy-sell agreements.

    View the complete show notes for this episode.

    Want To Learn More?

    Additional Resources

    If you have any topic or guest suggestions, please email them to [email protected].

  14. How Transaction-Ready Accounting Increases Your Business Value

    40 min

    In this episode, we discuss how financial due diligence is different from your regular compliance bookkeeping and how to clean up your books to secure the highest possible purchase price. You'll discover how …

    Notas do episódio

    In this episode, we discuss how financial due diligence is different from your regular compliance bookkeeping and how to clean up your books to secure the highest possible purchase price. You'll discover how simple accounting mistakes can destroy trust with buyers, lead to sudden price reductions, and even kill a deal.

    View the complete show notes for this episode.

    Want To Learn More?

    Additional Resources

    If you have any topic or guest suggestions, please email them to [email protected].

  15. Unlock Value by Selling a Piece of Your Business

    39 min

    If your business has multiple divisions or product lines, selling a piece of it — without selling everything — could unlock serious value. This episode breaks down exactly how carve-out transactions work, what …

    Notas do episódio

    If your business has multiple divisions or product lines, selling a piece of it — without selling everything — could unlock serious value. This episode breaks down exactly how carve-out transactions work, what makes them complex, and how to prepare before a buyer ever shows up. Walk away knowing what separates a smooth deal from an expensive mess.

    View the complete show notes for this episode.

    Want To Learn More?

    Additional Resources

    If you have any topic or guest suggestions, please email them to [email protected].

  16. Streamline Your Sale to Stop Your Deal from Collapsing

    36 min

    Discover why managing human dynamics and transaction timelines is just as critical as the legal paperwork when you sell your company. Learn how an experienced lead advisor protects your purchase price from …

    Notas do episódio

    Discover why managing human dynamics and transaction timelines is just as critical as the legal paperwork when you sell your company. Learn how an experienced lead advisor protects your purchase price from collapsing when technical gridlocks, net working capital adjustments, or due diligence delays threaten your exit. This episode delivers the actionable strategies you need to keep your advisory team aligned and secure the maximum value for your business.

    View the complete show notes for this episode.

    Want To Learn More?

    Additional Resources:

    If you have any topic or guest suggestions, please email them to [email protected].

  17. Cash In on the Silver Tsunami and Sell Your Business Safely

    36 min

    Discover how the massive influx of retiring owners is shifting the market and why a new wave of highly sophisticated, funded buyers wants to acquire your business. Learn how to spot the perfect buyer who will …

    Notas do episódio

    Discover how the massive influx of retiring owners is shifting the market and why a new wave of highly sophisticated, funded buyers wants to acquire your business. Learn how to spot the perfect buyer who will preserve your legacy, protect your team, and pay top dollar for your company.

    View the complete show notes for this episode.

    Want To Learn More?

    Additional Resources:

    If you have any topic or guest suggestions, please email them to [email protected].

  18. Maximizing Your Business Valuation with a Sell Side QofE

    32 min

    Unprepared business owners leave millions on the table or watch their deals collapse at the finish line during buyer due diligence. Discover how a proactive financial review shields your profits, forces buyers …

    Notas do episódio

    Unprepared business owners leave millions on the table or watch their deals collapse at the finish line during buyer due diligence. Discover how a proactive financial review shields your profits, forces buyers to take your asking price seriously, and protects your hard-earned wealth post-closing.

    View the complete show notes for this episode.

    Want To Learn More?

    Additional Resources:

    If you have any topic or guest suggestions, please email them to [email protected].

  19. Why Moving Faster Can Save Your Business Sale

    11 min

    Learn how to keep more of your hard-earned money by outperforming traditional private equity timelines. This episode reveals how to compress your exit strategy from years into months while maximizing your final …

    Notas do episódio

    Learn how to keep more of your hard-earned money by outperforming traditional private equity timelines. This episode reveals how to compress your exit strategy from years into months while maximizing your final payout.

    View the complete show notes for this episode.

    Want To Learn More?

    Additional Resources:

    If you have any topic or guest suggestions, please email them to [email protected].

  20. The New Rules for Selling Your Business

    48 min

    Selling your business today requires more than just good financial statements; you need to understand the macro forces that shift buyer behavior. Learn how to navigate shifting interest rates, the AI …

    Notas do episódio

    Selling your business today requires more than just good financial statements; you need to understand the macro forces that shift buyer behavior. Learn how to navigate shifting interest rates, the AI revolution, and political uncertainty to ensure you exit at the highest possible value.

    View the complete show notes for this episode.

    Want To Learn More?

    Additional Resources:

    If you have any topic or guest suggestions, please email them to [email protected].

  21. Finding a Buyer Who Values Your Legacy

    1 h 7 min

    In this episode, we explore the rapidly growing world of search funds and why these hungry entrepreneurs might be the perfect buyers for your business. Discover how selling to a searcher allows you to protect …

    Notas do episódio

    In this episode, we explore the rapidly growing world of search funds and why these hungry entrepreneurs might be the perfect buyers for your business. Discover how selling to a searcher allows you to protect your legacy, cash out on your terms, and ensure your company thrives under fresh, dedicated leadership.

    View the complete show notes for this episode.

    Want To Learn More?

    Additional Resources

    If you have any topic or guest suggestions, please email them to [email protected].

  22. How Private Equity Values Your Business

    41 min

    Stop guessing what your business is worth and start understanding what dictates your sale price. This episode reveals how private equity firms categorize companies by EBITDA and why the lower middle market is …

    Notas do episódio

    Stop guessing what your business is worth and start understanding what dictates your sale price. This episode reveals how private equity firms categorize companies by EBITDA and why the lower middle market is currently the goldmine for savvy sellers. Learn how to position your company as a high-value platform or a strategic add-on to secure the best possible deal.

    View the complete show notes for this episode.

    Want To Learn More?

    Additional Resources:

    If you have any topic or guest suggestions, please email them to [email protected].

  23. How to Tell Your Employees You're Selling

    51 min

    Sharing the news of a sale is the one topic that keeps business owners up at night more than taxes or price. If you disclose the news too early or without a strategy, you risk destabilizing your team …

    Notas do episódio

    Sharing the news of a sale is the one topic that keeps business owners up at night more than taxes or price. If you disclose the news too early or without a strategy, you risk destabilizing your team, triggering key departures, and even killing the deal entirely. This episode provides a tactical roadmap for timing your announcement, building trust with your leadership, and ensuring your staff stays motivated to see the transaction through to a successful close.

    View the complete show notes for this episode.

    Want To Learn More?

    Additional Resources:

    If you have any topic or guest suggestions, please email them to [email protected].

  24. What Private Equity Buyers Really Want in a Business

    39 min

    Your business might be a diamond in the rough for the right investor. Learn how private equity firms identify operational gaps and the specific steps you can take to double your value before hitting the market …

    Notas do episódio

    Your business might be a diamond in the rough for the right investor. Learn how private equity firms identify operational gaps and the specific steps you can take to double your value before hitting the market.

    View the complete show notes for this episode.

    Want To Learn More?

    Additional Resources:

    If you have any topic or guest suggestions, please email them to [email protected].

  25. Why Buyers are Searching for Your Professional Service Business

    31 min

    This episode reveals how professional service firms, from accounting to consulting, can break free from the billable hour trap to command massive exit multiples. Learn the exact blueprint for transitioning your …

    Notas do episódio

    This episode reveals how professional service firms, from accounting to consulting, can break free from the billable hour trap to command massive exit multiples. Learn the exact blueprint for transitioning your firm to a recurring revenue model that attracts private equity and ensures your business survives and thrives long after you hand over the keys.

    View the complete show notes for this episode.

    Want To Learn More?

    Additional Resources:

    If you have any topic or guest suggestions, please email them to [email protected].

  26. Getting to a $10M Valuation

    33 min

    To net $10 million when you sell, you must grow your company's value to at least $15 million to cover taxes and fees. This episode reveals how to break through the revenue glass ceiling and decentralize your …

    Notas do episódio

    To net $10 million when you sell, you must grow your company's value to at least $15 million to cover taxes and fees. This episode reveals how to break through the revenue glass ceiling and decentralize your business so it thrives and sells without you.

    View the complete show notes for this episode.

    Want To Learn More?

    Additional Resources:

    If you have any topic or guest suggestions, please email them to [email protected].

  27. Build a Business That Sells Without You

    31 min

    Stop being the bottleneck in your own company and start building an asset that high-value buyers actually want to acquire. Learn the "golden rule" of sellability and how to transition from a stressed …

    Notas do episódio

    Stop being the bottleneck in your own company and start building an asset that high-value buyers actually want to acquire. Learn the "golden rule" of sellability and how to transition from a stressed owner-operator to a successful investor with multiple eight-figure exits.

    View the complete show notes for this episode.

    Want To Learn More?

    Additional Resources:

    If you have any topic or guest suggestions, please email them to [email protected].

  28. Avoid the Trap of Golden Handcuffs After You Sell

    34 min

    Don't let your dream exit turn into a corporate nightmare. Learn how to protect your team and your sanity when staying on post-sale. View the complete show notes for this episode. Want To Learn More? After the …

    Notas do episódio

    Don't let your dream exit turn into a corporate nightmare. Learn how to protect your team and your sanity when staying on post-sale.

    View the complete show notes for this episode.

    Want To Learn More?

    Additional Resources:

    If you have any topic or guest suggestions, please email them to [email protected].

  29. Will Private Equity Gut Your Team? Ending the Day One Layoff Myth

    32 min

    Stop worrying that selling your company means handing your loyal staff a pink slip. Learn how growth-minded buyers actually protect your workforce to secure their investment and scale the business. This episode …

    Notas do episódio

    Stop worrying that selling your company means handing your loyal staff a pink slip. Learn how growth-minded buyers actually protect your workforce to secure their investment and scale the business. This episode reveals the best time and ways to announce a sale to your employees.

    View the complete show notes for this episode.

    Want To Learn More?

    Additional Resources:

    If you have any topic or guest suggestions, please email them to [email protected].

  30. M&A Earnouts for VC-Backed Companies

    31 min

    Learn how to bridge the price gap when selling your company without losing control of your future payments. This episode reveals why you should never rely on verbal promises and how to lock in your earnout …

    Notas do episódio

    Learn how to bridge the price gap when selling your company without losing control of your future payments. This episode reveals why you should never rely on verbal promises and how to lock in your earnout through ironclad legal protections. Discover the secrets to maintaining your budget and team after the deal closes so you actually get paid every dollar you deserve.

    View the complete show notes for this episode.

    Want To Learn More?

    Additional Resources:

    If you have any topic or guest suggestions, please email them to [email protected].

Aqui estão os 40 episódios mais recentes de 270. Os mais antigos estão no feed do podcast.

Podcasts parecidos

Mais podcasts de Educação
Este podcast é seu?

Confirme com uma entrada no seu feed: você recebe um código aqui, adiciona como podcast:txt no canal do seu feed e nós verificamos. Depois disso, seu podcast aparece como “verificado” no SoundNode.

Gêneros populares

PopOldiesHip hopAnos 80RockNotíciasSchlagerAlternativoDanceMetalTechnoAnos 90EletrônicaHouse

Configurações

Exibição

Idioma

DeutschEnglishEspañolFrançaisPortuguês

Define quais estações você vê primeiro na página inicial.

Histórico

As rádios e episódios ouvidos recentemente e suas últimas buscas ficam só neste navegador.

Avisos

Um aviso rápido quando um podcast que você segue tem um episódio novo. Desative podcasts individuais pelo sino na página deles.

Conta

Salve favoritos – no app e no site.

App StoreGoogle PlayAmazon Fire TVSonos

Atalhos de teclado

/
Abrir busca
Espaço
Reproduzir ou pausar
← →
No player: voltar 15 s, avançar 30 s (episódios) · na fileira: próximo bloco
↑ ↓
Na fileira: alvo dentro do bloco
Home / End
Na fileira: primeiro ou último bloco
Esc
Fechar janela ou menu
?
Esta visão geral
Tocando agora

Ir para a estação

A seguir

    Adicione episódios com “A seguir” – eles tocam depois do episódio atual.