Making the Deal - Episode 3 - Term Sheets, Letters of Intent, Purchase Agreements
Making The Deal: Frameworks For Transactions
Release Date: 11/06/2024
MTD - Episode 14 - Exit Readiness Planning (w/ Matt Dery)
Making The Deal: Frameworks For Transactions
In Episode 14 of MTD, Joe and Shawn sit down with Matt Dery from the Q5 Experience, an owner readiness firm that not only prepares businesses for an eventual succession plan but also prepares their owners for life after work. The people side can oftentimes be the most difficult and overlooked part of a transaction. We dig into this topic and more in Episode 14 of MTD.
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MTD - Episode 13 - People & Culture (w/ Sam Frank)
Making The Deal: Frameworks For Transactions
Joe & Shawn discuss company culture and best fit with Sam Frank from Harvey Hohauser & Associates. Sam joins MTD to discuss his role in the retained executive search field and its impact on a company's bottom line.
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MTD Episode 12 - Insurance in Transactions (w/ Kevin McCarron)
Making The Deal: Frameworks For Transactions
Joe and Shawn have a sit down with Kevin McCarron, a seasoned insurance professional. This episode touches on several forms of insurance including environmental, Reps & Warranties insurance, key man and more. Tune in for details on insurance's role in transactions.
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MTD - Episode 11 - Value Creation (W/ David Hamilton)
Making The Deal: Frameworks For Transactions
David Hamilton, founder of Kickpoint Ventures, joins Joe and Shawn for an engaging conversation. We take a step back from the mechanics of a transaction in this episode. Joe and Shawn leverage David for guidance on the value creation and the journey before the sale.
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MTD - Episode 10 - Types of Buyers
Making The Deal: Frameworks For Transactions
In this episode, Joe and Shawn discuss the types of buyers a business owner may encounter during a business sale process.
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MTD - Episode 9 - AI in M&A (w/ Kevin Moyer)
Making The Deal: Frameworks For Transactions
Joe and Shawn have a conversation with guest Kevin Moyer from Bennett Thrasher. The discussion centered around AI and its role in the Mergers & Acquisition market.
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Episode 8 - Asset Based Lending (w/ John Klehm)
Making The Deal: Frameworks For Transactions
Joe and Shawn have an in depth conversation on Asset Based lending with John Klehm of Spectrum Commercial Finance. What is ABL, when is it used, along with structuring considerations.
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Episode 7 - End of Year Wrap Up
Making The Deal: Frameworks For Transactions
In Episode 7 of MTD, Shawn and Joe recap the first year of the podcast, discuss the holidays and related networking and touch on some personal notes. Happy Holidays! We'll see you in the New Year!
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Episode 6 - Packaging the Deal
Making The Deal: Frameworks For Transactions
In Episode 6 of MTD, Joe and Shawn discuss what the deal package is. What does it include? Who helps prepare it? Who uses it?
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Making the Deal - Episode 5 - Valuation (w/Don Price)
Making The Deal: Frameworks For Transactions
In Episode Five of Making the Deal, Joe and Shawn discussion business valuation with Don Price of Bodmer, Price. THe discussion focuses on business valuation, the methods of arriving at a valuation, and the situations where a valuations might be needed for a transaction.
info_outlineIn the third episode of Making the Deal, we are joined by Justin Hanna, Partner with Taft Law. Justin joins us to talk through the contents of the Term Sheet, the Letter of Intent, and the Purchase Agreement and highlights some of the key provisions.