How Cleaning Up Your Books Increases Your Business Value
M&A Talk: #1 Podcast on Selling a Business
Release Date: 12/31/2025
M&A Talk: #1 Podcast on Selling a Business
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. Want To Learn More? Additional Resources Selling your business? Courses: Download Download If you have any topic or guest suggestions, please email them to .
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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. Want To Learn More? Additional Resources Selling your business? Courses: Download Download If you have any topic or guest suggestions, please email them to .
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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. Want To Learn More? Additional Resources Selling your business? . Courses: Download Download If you have any topic or guest suggestions, please email...
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If you have any topic or guest suggestions for M&A Talk, please email them to . 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. ...
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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: Selling your business? . ...
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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. Want To Learn More? Additional Resources: Selling your business? . Download Download If you have any topic or guest suggestions, please email them to .
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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. Want To Learn More? Additional Resources Selling your business? . Courses: Download Download If you have any topic or guest suggestions, please email them to .
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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. Want To Learn More? Additional Resources Selling your business? . Courses: Download Download If you have any topic or guest suggestions, please email them to .
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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. Want To Learn More? Additional Resources Selling your business? . Courses: Download Download If you have any topic or guest suggestions, please email them to .
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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. Want To Learn More? Additional Resources: Selling your business? . Courses: Download Download If you have any topic...
info_outlineStop letting questionable add-backs and messy books cost you hundreds of thousands on your business sale. Learn exactly what bank lenders, especially those focused on SBA 7(a) loans, will and will not accept when calculating your actual Seller’s Discretionary Earnings (SDE). Discover the concrete steps you must take now to ensure your financials are clean, verifiable, and support the highest multiple for your exit.
View the complete show notes for this episode.
Want To Learn More?
- Adjusting Financial Statements: A Complete Guide
- Quality of Earnings in M&A – The Ultimate Guide
- Preparing Financial Statements When Selling a Business
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 podcast@morganandwestfield.com.