Shows
M&A UnpluggedHow To Make The Most Out Of M&A ExclusivityM&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...
2021-06-1514 minM&A Unplugged105: What Value Drivers Should You Consider During Business Valuation?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. Love the show? Subscribe, rate, review, a...
2021-06-0826 minM&A UnpluggedUnderstanding Bank Financing For Owners And Buyers Of Businesses Affected By The PandemicIt’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...
2021-06-0125 minM&A UnpluggedWhy Employee Integration Is A Critical Aspect Of M&A with Jennifer FondrevayEmployee 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...
2021-05-2538 minM&A UnpluggedHow To Avoid And Mitigate Successor Liabilities with Dino Armiros 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...
2021-05-1834 minM&A UnpluggedSocial Media Due Diligence: Gauging The Value And Potential Of A Business’ Digital Assets With John VuongThese 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, Do...
2021-05-1132 minM&A UnpluggedCelebrating M&A Unplugged's First Hundred EpisodesAfter 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. Love the s...
2021-05-0421 minM&A UnpluggedPatrick Stroth: Mitigating Post-Closing Risks Through The Rep And Warranty InsuranceM&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 al...
2021-04-2738 minM&A UnpluggedBest Practices For A Successful First Meeting With A Business OwnerKnowing 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 w...
2021-04-2031 minM&A UnpluggedDouglas Adams: What You Need To Know About Small Business Acquisition LoansDo 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....
2021-04-1336 minM&A UnpluggedHow To Narrow Down Your Search Criteria For A Business Acquisition with Tim LaheyCasting 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. 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...
2021-04-0642 minM&A UnpluggedGetting Around Tax Consequences In M&A Transactions with Ed CastellaniMany 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...
2021-03-3025 minM&A UnpluggedHow To Break Through The Business Growth Plateau With Brett TrainorDid 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...
2021-03-2333 minM&A UnpluggedHow To Avoid The Number One Pitfall In TransactionsWhen 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 st...
2021-03-1612 minM&A UnpluggedThe Bumpy Road To Growth Through Acquisition with Priscilla McKinneyThere 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 ba...
2021-03-0946 minM&A UnpluggedJoseph DeVito: Creative Deal Structures To Bridge The GapValuation 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 wo...
2021-03-0227 minM&A UnpluggedCommon M&A Pitfalls: 7 Mistakes You Must Never Do70% 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...
2021-02-2332 minM&A Unplugged7 Major Reasons to Use Acquisitions for GrowthWhether 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
2021-02-1619 minM&A UnpluggedNavigating The Realm Of Pandemic-Hit Private Equity with Scott BeckerCOVID-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
2021-02-0926 minM&A UnpluggedTop 7 Pitfalls That Buyers Face During M&A Diligence with Joe BeerThe 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
2021-02-0236 minM&A UnpluggedHow To Conduct Due Diligence During Acquisition: Best Practices And A High-Level ChecklistIt 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
2021-01-2630 minM&A UnpluggedHow The CARES Act Will Change SBA 7(a) Loans with Doug AdamsFor 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
2021-01-1923 minM&A UnpluggedLife In The Realm Of Wealth Management with Tom HineMany 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
2021-01-1243 minM&A UnpluggedGrowing A Business Through Acquisition And Selling It Higher with Greg KihlstromMany 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...
2021-01-0533 minM&A Unplugged2020 Recap And Preparing For The Deals AheadWhat 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 c...
2020-12-2916 minM&A UnpluggedThe Power Of A Well-Targeted Business MindsetMany 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...
2020-12-2241 minM&A UnpluggedHow Banks Are Handling M&A Transactions In LendingThe 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 wel...
2020-12-1533 minM&A UnpluggedNavigating The Changes In The M&A Marketplace During COVIDThe 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 com...
2020-12-0823 minM&A UnpluggedDue Diligence And Integration: Preparing For Your Next Acquisition with Mark WalztoniDue 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 web...
2020-12-0137 minM&A UnpluggedGrow Your Business From A Simmer Pot with Jennifer GoldmanWhen 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 mo...
2020-11-2430 minM&A UnpluggedThe Most Common Value Drivers That Affect Business ValuationThere 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 mor...
2020-11-1725 minM&A UnpluggedThe Business Ownership Process with Keith KnohlKeith 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 yo...
2020-11-1036 minM&A UnpluggedStarting Vs Buying A Business: Which One Should You Choose?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 mor...
2020-11-0327 minM&A UnpluggedCreating The Perfect M&A Communication Strategy with Andrew CrossThere 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 pl...
2020-10-2732 minM&A UnpluggedRunning The Numbers On Human Capital ROI with Dr. Solange CharasHuman 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. I...
2020-10-2047 minM&A UnpluggedGetting Past The Micro-Business Stage with Brett TrainorDid 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 g...
2020-10-0635 minM&A UnpluggedOnline-Offline Business Synergy with Jaryd KrauseAn 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...
2020-09-2935 minM&A UnpluggedBest Practices For Integrating Employees During M&A with Klint KendrickThere 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. Do...
2020-09-2240 minM&A UnpluggedThe Importance Of Communication In The M&A Process with Justin BreenEvery 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...
2020-09-1528 minM&A UnpluggedBuilding The Integration Plan with Jim PiperWhether 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. Love the show? Subscribe, rate, review, and s...
2020-09-0834 minM&A UnpluggedPreparing For The Sale with Will MooreMany 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. Love the show? Subscribe, rate, review, and share! Here’s How » ...
2020-09-0143 minM&A UnpluggedMake Or Break Your ROI: Post-Merger Integration And Transition with Jim Jeffries 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...
2020-08-2539 minM&A UnpluggedThe Critical Role Of Mindset To M&A Transactions with Jason AbellNot 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 pe...
2020-08-1832 minM&A UnpluggedM&A Concerns For Healthcare Businesses with Joshua FreemireFrom 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 c...
2020-08-1130 minM&A UnpluggedEarnouts In M&A Transactions with Jeffrey Petersen And John SchreinerEarnouts 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. Pe...
2020-08-0430 minM&A UnpluggedWhat Happened to Valuations During COVID with Tad RenderAs 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 a...
2020-07-2825 minM&A UnpluggedHow to Use Intuition During M&A Transactions with Dean NewlundThere 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...
2020-07-2127 minM&A UnpluggedBusiness Valuations In This Time Of COVID-19 with Alexandra Reed LajouxValuing 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...
2020-07-1428 minM&A UnpluggedMergers And Acquisitions, Taking Your Business To The Market with Lou DiamondIn 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...
2020-07-0730 minM&A UnpluggedMulti-employer Pension Plans & Underfunding with Todd SolomonA 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. Love the show? Subscribe, rate, review, and share! Here’s How...
2020-06-3039 minM&A UnpluggedPreparing Financially For Your Retirement with Bill DouglassA 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...
2020-06-2327 minM&A UnpluggedHow To Navigate M&A Deals During COVID with Trevor CrowWith 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 t...
2020-06-1628 minM&A UnpluggedBuyers And Sellers, The Two Sides Of M&A Transactions with John Schreiner And Jeff PetersenStudents 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, 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.
2020-06-0931 minM&A UnpluggedWhy Now is a Good Time For Estate Planning with Eric KalninsEstate 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...
2020-06-0234 minM&A UnpluggedThe Value Of A Business with Doug SandlerBeing 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...
2020-05-2630 minM&A UnpluggedStrengthening Your Company By Creating Value For Your Customers with Todd HockenberrySales 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 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 streng...
2020-05-1934 minM&A UnpluggedHow to Create Value Conversations with Loren FogelmanSales 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 gi...
2020-05-1230 minM&A UnpluggedHow to Energize Your Sales with Tom KellyThe 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! Love the sho...
2020-05-0531 minM&A UnpluggedProtecting Your Brand Through Intellectual Property Enforcement with Andrea FuellemanOne 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 tra...
2020-04-2127 minM&A UnpluggedCorporate Turnaround In These Uncertain Times with Jeff SandsToday’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 f...
2020-04-1433 minM&A UnpluggedHow to Hire Virtual Assistants To Do More with Nathan HirschEven 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...
2020-04-0722 minM&A UnpluggedLeveraging Data For Your M&A Transactions with Anthony AlgminThe 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 w...
2020-03-3131 minM&A UnpluggedExit Planning: Turning Over The Business with Steve MigalaNobody 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...
2020-03-2426 minM&A UnpluggedSpecial Episode: COVID-19 Bank Lending UpdateDomenic Rinaldi, Managing Partner of Sun Acquisitions and the Host of M&A Unplugged, interviews the head of Busey Bank’s SBA program, Steve Lasiewicz, about the current state of bank lending during the COVID-19 crisis. These are obviously unprecedented times but this is a glimpse at how Busey Bank is managing their SBA program. We will attempt to provide meaningful updates to our clients and community as the lending environment adapts to this crisis. Stay safe and healthy!
2020-03-1917 minM&A UnpluggedWorking With Loan Brokers Vs. Banks with Doug AdamsNaturally, 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. Love the show? Subscribe, rate, review, and share! Here’s How »...
2020-02-2530 minM&A UnpluggedHow to Maximize The Value Of Your Business with Darren MizeThe 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...
2020-02-1835 minM&A UnpluggedThe Psychology Of Business with Dr. Mark SirkinThe 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 busi...
2020-02-1137 minM&A UnpluggedMergers And Acquisitions: Best Practices For Sellers With Joseph BeerMergers 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...
2020-01-2835 minM&A UnpluggedThe Three Foundational Components Of Selling A BusinessLearning 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/ Love the show? Subscribe, rate, review, and share! Here’s How...
2020-01-2129 minM&A UnpluggedRealizing Your Dream And Delegating To More Business Dreamers With Jay MyersThe 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...
2020-01-1440 minM&A UnpluggedGetting Smart About Your Taxes With Dr. Bart BasiTo 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...
2020-01-0741 minM&A UnpluggedThe Last Show of 2019In 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: mark...
2019-12-3107 minM&A UnpluggedWhat is Infinite Banking with Jim OliverIn 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...
2019-12-2434 minM&A UnpluggedCyber Security Preparedness with Craig SherwoodIn 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 id...
2019-12-1735 minM&A UnpluggedPreparing To Sell Your Business with Andrew KelleherIn 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 agr...
2019-12-1035 minM&A UnpluggedThe Importance Of Having an Exit Plan with Wendi Ewalt And Leslie ChanelIn 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 pla...
2019-12-0330 minM&A UnpluggedSurvey Review & Happy Thanksgiving!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...
2019-11-2614 minM&A UnpluggedBeyond The Price of a Sale of a Business with Jeremy WaitzmanIn 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...
2019-11-1940 minM&A UnpluggedTransitioning From Selling A Business To Retirement with Kathy MillerIn 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...
2019-11-1239 minM&A UnpluggedLegal Considerations In Mergers & Acquisitions with David BuckleyIn 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...
2019-11-0538 minM&A UnpluggedAll About Private Equity Groups with Lamar StanleyIn 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 pos...
2019-10-2932 minM&A UnpluggedEnvironmental Due Diligence with Tim AllenIn 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...
2019-10-1534 minM&A UnpluggedBusiness Acquisition Loans with Steve LasiewiczIn 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/und...
2019-10-0836 minM&A UnpluggedThe 10 Commandments Of Selling Your Business with Tad RenderIn 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 Rende...
2019-10-0134 minM&A UnpluggedPrivate Equity Presence in M&A with Geoff CockrellIn 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 Asse...
2019-09-2434 minM&A UnpluggedHow to Grow Your Business Very Big! with Jon DwoskinIn 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 wit...
2019-09-1730 minM&A UnpluggedBe Diligent In Your Due Diligence with Tom MinichielloIn 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 a...
2019-09-1038 minM&A UnpluggedM&A Integration Planning And Strategy with Jeff AlvisIn 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 yo...
2019-09-0335 minM&A UnpluggedTransitioning With Ease After An Acquisition with CLM EquityIn 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 operat...
2019-08-2736 minM&A UnpluggedBuilding And Selling Your Business with Toby VanOverIn 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 ...
2019-08-2043 minM&A UnpluggedStreamlining your Business Collaborations and PartnershipsIn 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 ea...
2019-08-1344 minM&A UnpluggedScott Becker: Lessons From a Healthcare M&A AttorneyIn 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 othe...
2019-08-0629 minM&A UnpluggedAaron Stahl: The Power of Having the Right PeopleIn this episode, Domenic and Aaron Stahl discuss: Aaron’s journey to becoming an entrepreneur at 22 and growing P3 to the Franchise business it is today. How he switched from a solopreneur running his lifestyle business to growing the company through the acquisition. The speed bumps that came up during the sale unrelated to price. The integration after acquisition. Key Takeaways: Have your vision and strategy before you undertake a potential acquisition. Understand the seller’s motivations and take care with their legacy. Have an intermediary to help in negotiations. The time to start planning your integration...
2019-07-3047 minM&A UnpluggedPaul Liles: Securing an SBA LoanIn this episode, Domenic and Paul Lilies discuss: What an SBA Loan is and how they differ from a traditional loan. Getting your business to show the best cash flow before selling. The most important financial statements for the bank and the SBA loan process. What buyers should be looking for when considering an M&A transaction. Key Takeaways: SBA loans can make a lot of sense in the right cases. Having the right set of advisors who specialize in M&A transactions can really make your transaction more profitable. Sellers - make sure your business is ready to go through the scrutiny of the approval and underwriting process. Buyers – make sure you...
2019-07-2340 minM&A UnpluggedMichael Polzin: Synergies of Sellers and BuyersIn this episode, Domenic and Michael Polzin discuss: The leap of faith to start Leeward Business Advisors. Focusing on documenting and transactions. How Leeward Elite came about and evolved after acquisition. The importance of customer service. Key Takeaways: Spend time with the owner of the business. Be careful – is the seller the business, or are they running the business. There is no perfect business. Synergies – make sure all the synergies are there, not just a surface fit. "One of the most powerful aspects of Leeward Elite is that our customers now have a full, trusted advisor." — Mich...
2019-07-1649 minM&A UnpluggedTad Render: The Power of PreparationIn this episode, Domenic and Tad discuss: Preparing to sell, even years before you’re planning to sell. Moving the needle during the preparatory period. Q of E from a buy side and a sell side. How to approach inventory. Key Takeaways: Do some preparation and you can get an extra ½ or full turn on your business. Hire the right advisors and professionals. Importance of networking capital in every transaction, testing what’s in the balance sheets today. Dig deep – both as a buyer and as a seller. "The more a seller can plan ahead, the...
2019-07-0940 minM&A UnpluggedSteve Kennett: Acquisition Criteria and GrowthIn this episode, Domenic and Steve Kennett discuss: Steve’s professional journey and his decision to own his own business. His acquisition criteria must haves. What attracted Steve to Phoenix Industrial Cleaning, Inc. Growing after acquisition. Key Takeaways: First take an inventory of yourself, what’s important to you, what are you looking for in a transaction. Line up the right set of advisors. There’s no perfect business – every business has blemishes. Understand the right time to take the plunge, financially and emotionally. "Think about where you want to be in 2 years and how you’re...
2019-07-0243 minM&A UnpluggedJim Piper: Creating Relationships with Family-Owned AcquisitionsIn this episode, Domenic and Jim Piper discuss: The organic growth and diversification of Matot, a fourth generation, woman-owned manufacturing company. The process of acquisition with Matot and Kelair. The research of and process of interviewing acquisition targets. The integration process after acquiring Kelair. Key Takeaways: Research the market. Make sure there is a market there to be made. Understand the motivation of the seller – The Sailboat Test. Build a relationship with the seller, when a relationship is built, when the parties like and respect each other, the likelihood of getting something done goes way up. Ensure you...
2019-06-2541 minM&A UnpluggedMichael MacNair: Traveling Through the Acquisition ProcessIn this episode, Domenic and Michael discuss: The elements of what makes a great organization. The beginning of Mike’s first business and the transition to the acquisition. The process of the acquisition. The business transition and Mike's plans for the future. Key Takeaways: Integration – plan for and be ready for the integration, whether selling or buying. As the owner, don’t be the business. Know the value of your business. Know what drives the value of that business. As the owner/acquirer: What are you going to do next? What is your next phase...
2019-06-1842 minM&A UnpluggedWelcome to M&A Unplugged with Domenic Rinaldi Welcome to M&A Unplugged! If you want to be strategic and maximize the value of your business, whether for sale or acquisition, we are here for you. Domenic has personally been involved with over 300 M&A transactions and, through this podcast, we will be bringing you interviews with buyers, sellers, and advisors regarding scaling, selling, and acquiring businesses. With experience across a broad range of industries nationally, Domenic can bring information regarding all types of transactions to you through this podcast. We promise to deliver content and key learnings in every episode that will help you to maximize t...
2019-06-0712 min