Connect With Us: https://snip.ly/mas_interact26 Episode Summary: In this episode of the M&A Source Podcast, host Dave Dejewski dives into the critical topic of lease analysis. Whether you’re a buyer, seller, advisor, or lender, understanding the nuances of lease agreements is essential for transaction success. Dave explores why lease analysis matters, the key elements to evaluate, the stakeholders who benefit from the insights, and how a comprehensive review can impact the outcome of a deal....
Jan 22, 2025•20 min•Season 2Ep. 26
Interact with the show: https://snip.ly/mas_interact25 In this episode of the M&A Source podcast, Dave Dejewski continues a series on essential tax code provisions for mergers and acquisitions, discussing five additional provisions that can significantly impact tax outcomes for buyers, sellers, and their advisors. Topic Discussed The exchange is a podcast discussing 10 tax code provisions that are relevant for mergers and acquisitions (M&A) transactions. It is divided into two parts, wit...
Nov 04, 2024•1 hr•Season 2Ep. 25
Interact with the show: https://snip.ly/mas_interact24 The episode discusses 10 key tax code provisions relevant to mergers and acquisitions (M&A) transactions. It is divided into multiple parts, with Part 1 covering the following provisions: 1. Section 338 - Election for Treating Stock Purchases as Asset Purchases This provision allows buyers to treat a stock purchase as if they are purchasing the underlying assets of the business, enabling them to step up the basis of the acquired assets t...
Oct 20, 2024•40 min•Season 2Ep. 24
The M&A Source fall conference is a premier event for M&A professionals, focusing on larger deals in the lower mid-market. Hosted by Dave Dejewski, this podcast episode features an in-depth interview with Kathlene Thiel, the conference committee chair, who provides a comprehensive overview of the event. The conference aims to offer a balanced mix of learning, networking, and deal-making opportunities, with a focus on educational sessions, expert panels, and a deal market. Kathlene shares insight...
Oct 11, 2024•39 min•Season 2Ep. 23
Links: Visit the Show: https://podcast.masource.org Become a member or register for a class or event: https://masource.org Summary of this Episode Introduction to US GAAP and its importance for companies expanding into the US market Key differences between US GAAP, UK GAAP, and IFRS The process of converting from UK GAAP to US GAAP Compliance requirements and auditing considerations for US GAAP Preparing for fundraising rounds with US investors Challenges and common issues faced during the conve...
Aug 27, 2024•1 hr 4 min•Season 2Ep. 22
Interact with the show: https://snip.ly/mas_interact21 Share your origin story In this episode of the M&A Source podcast, Dave Dejewski dives deep into essential business performance metrics that significantly impact business valuation and success. Dave discusses key metrics such as EBITDA, employee activity ratios, and cash flow ratios, providing insights into their importance and how to leverage them for better client guidance. He shares practical examples from client experiences and offer...
Jun 27, 2024•25 min•Season 2Ep. 21
Visit us at https://podcast.masource.org In this episode, Shelia Darby, Managing Director of Bizworth, discusses the importance of accurate business valuations in M&A transactions, the different valuation methodologies, challenges in valuations, best practices and ethical considerations, and the value of partnering with valuation professionals. Resources Discussed in this Episode Aswath Damodaran resources on valuation and corporate finance: https://pages.stern.nyu.edu/~adamodar/ Business Re...
May 08, 2024•1 hr 14 min•Season 2Ep. 20
In this enlightening episode of the M&A Source Podcast, we dive deep into the world of taxes, a topic often deemed tedious but undeniably crucial within the mergers and acquisitions sector. Our distinguished guest, Roman Basi, an attorney, CPA, and multifaceted professional, unveils the intricate dance between tax legislation and M&A activities. With expertise spanning several states and a multitude of professional licenses, Roman brings a wealth of knowledge and practical insights to our listen...
Mar 28, 2024•1 hr•Season 2Ep. 19
Register and find the agenda here: https://snip.ly/2024_MA_conference Visit Show Notes here: https://podcast.masource.org/spring-2024-conference-overview/ Visit MASource.org In this short community update, hear from Kathlene Theil, our 2024 Conference Chair as she explains our agenda and what you can expect from this Spring conference.
Mar 11, 2024•6 min
Visit the show notes at https://podcast.masource.org Visit M&A Source at https://masource.org In today's episode of the M&A Source Podcast, we discuss the myriad benefits that M&A Source offers to its members with Russell Cohen, an M&A advisor and board member for M&A Source. Russel is also the chairman for the membership benefits committee. Russell and David cover a wide range of topics, from exclusive discounts on essential services like insurance and data room solutions to...
Jan 15, 2024•53 min•Season 2Ep. 18
Welcome to our latest episode of the M&A Source Podcast. In this episode, we dive deep into the world of Purchase Agreements with our esteemed guest, Matt Bowles, an attorney at Hogan Lovells. Here's what you'll discover in this insightful discussion: Introduction to Purchase Agreements: We start by exploring why purchase agreements are more than just documents. They are crucial tools in M&A transactions, impacting everything from payment to maintaining tranquility in post-deal activitie...
Oct 16, 2023•59 min•Season 2Ep. 17
In this episode of the M&A Source Podcast , host Dave Dejewski is joined by Ryan Hurst, an expert in financial consulting, to discuss the complexities and significance of working capital in mergers and acquisitions. Key Highlights: Ryan Hurst's Background: Ryan shares his journey from growing up in a family-owned business to his current role in financial consulting, focusing on helping business owners broaden their perspectives on their companies' potential. Understanding Working Capital: Th...
Jul 13, 2023•51 min•Season 2Ep. 16
Scott Mashuda, a founding Partner of River’s Edge Alliance Group and M&A Source’s Chairman-elect, discusses his background and what he’s excited about for M&A Source in 2023.
Jan 20, 2023•40 min•Season 1Ep. 15
Rich Jones (Zabel Companies) and Bob McCormack (Murphy McCormack Capital Advisors) Discuss Building Trust between Entrepreneurs and Equity Partners
Sep 21, 2022•53 min•Ep. 14
Lamar Stanley of Lead Capital Partners chats with Joel Redmond and Kalimah White of Key Private Bank about techniques that they use in their business advisory practice to help business owners reduce tax exposure in transactions.
Aug 29, 2022•53 min•Ep. 13
Lamar Stanley of Lead Capital Partners chats with John Wahl of Live Oak Bank about what makes Live Oak different and how they structure lower middle market deals. In the interview they discuss the history of Live Oak, and John’s work in SBA lending, combination financing, and many other structures.
Aug 03, 2022•57 min•Season 1Ep. 12
Meet the Chairman of M&A Source 2022, Jeff Swiggett
Nov 29, 2021•26 min•Ep. 11
John Dalton talks about the differences between running a business to own it vs running a business to sell.
Nov 12, 2021•46 min•Ep. 10
Sara Burden, the President and Owner of Walden Businesses, a Atlanta based investment bank, discusses her background and the course that she is teaching at M&A Source\'s Fall Conference: The Subtle Art of Educating a Seller
Oct 11, 2021•44 min•Ep. 9
Rick Marchese, the founder of Lares Loreno Private Capital, a corporate finance firm based in Singapore, discusses the course that he taught at M&A Source\'s virtual Fall Conference: Sell-side Modeling
Mar 15, 2021•40 min•Season 1Ep. 8
Rich Mowrey, an author and President of Management Services & Development, a firm that provides private ownership transition advisory services to closely-held businesses discusses the course that he teaches.
Mar 01, 2021•38 min•Ep. 7
Bill Loftis, Managing Director and co-founder of Blue River Financial Group, a middle-market merger and acquisition advisory firm based in Detroit, MI, discusses the course that he taught at M&A Source
Jan 18, 2021•26 min•Ep. 6
Jim Afinowich, a Partner and Designated Broker at IBG Fox & Fin, a multi-state business sales and acquisitions firm, discusses the course he taught at M&A Source\'s 2019 Fall Conference: Managing an M&A Auction in the Lower Middle Market
Jan 11, 2021•17 min•Ep. 5
John Howe, director of Business Transition Strategies, a mergers and acquisitions firm, discusses the course that he taught during the M&A Source Fall Conference in San Antonio, Building a Sustainable M&A Practice
Jan 05, 2021•21 min•Season 1Ep. 4
Mont Walker talks with Lamar Stanley about corporate tax returns and hidden key points for M&A Advisory firms.
Jun 22, 2020•22 min•Season 1Ep. 3
Host Lamar Stanley interviews Alex Mazer on turnaround situations.
May 13, 2020•29 min•Season 1Ep. 2
Bob Wegbreit, a partner at GF Data, discusses GF Data\'s benchmark reports on private equity-sponsored M&A transactions. In the interview, Bob goes through the data that they have collected.
Apr 25, 2020•29 min•Season 1Ep. 1
Welcome to the M&A Source Podcast!
Apr 14, 2020•1 min•Ep. 2
