Ever wondered how M&A titans seem to sniff out golden opportunities while others are left empty-handed? Prepare to have your mind blown as we crack open the vault of deal sourcing secrets in this can't-miss episode. We're diving deep into the shadowy world of both on-market and off-market deal hunting. You'll discover: Why relying solely on public listings is like fishing in an overfished pond – and how to find untapped waters teeming with opportunity. The "stealth bomber" approach to off-market...
Sep 24, 2024•17 min•Transcript available on Metacast Ever wondered how business titans orchestrate multi-million dollar acquisitions? This episode pulls back the curtain on the secretive world of M&A funding. We'll unravel the intricate dance of equity and debt, revealing how savvy dealmakers conjure capital from thin air. What if the next game-changing acquisition was within your reach? Discover the hidden levers of financial leverage that separate dreamers from doers. We'll challenge conventional wisdom, exploring counterintuitive strategies tha...
Sep 14, 2024•17 min•Transcript available on Metacast In this insightful episode, we delve into the economics of search fund entrepreneurship, dissecting the critical factors that influence financial outcomes. Based on the in-depth Yale case study, we'll explore what it takes for search entrepreneurs to achieve the elusive $10 million payday. From understanding the importance of entry valuations and debt usage to analyzing growth rates and exit multiples, we break down the seven levers that can make or break a searcher's success. Whether you're a b...
Aug 12, 2024•20 min•Transcript available on Metacast In this episode, we dive deep into the strategies searchers need to master to build strong relationships with business brokers and M&A advisors. If you don't approach this properly, you'll be STOPPED immediately with the ever dreaded proof of funds request that, let's be honest, you know you don't have. Don't worry, we talk about all that in this episode - Learn how to position yourself as a trustworthy and serious buyer so that brokers are eager to send you their best deals before they hit the ...
Jul 19, 2024•33 min•Transcript available on Metacast In this episode, we'll uncover the top reasons why having a business broker by your side can make all the difference. We'll discuss: Expertise and Experience: Discover how brokers leverage their specialized knowledge and extensive experience to guide you through the complexities of the M&A landscape. Access to Listings: Learn about the exclusive business opportunities brokers can provide, opening doors to potential acquisitions you might never find on your own. Time Efficiency: Understand how br...
May 27, 2024•11 min•Transcript available on Metacast In the intricate world of acquisitions, the search fund model stands out for its unique approach to finding, funding, and acquiring promising companies. For aspiring search fund entrepreneurs, the journey from identifying a target to signing a Letter of Intent (LOI) is critical. This guide aims to provide you with a comprehensive roadmap to navigate this process successfully. Understanding the Search Fund Model At its core, a search fund is a vehicle through which investors support an entreprene...
Apr 16, 2024•16 min•Transcript available on Metacast Learn how to sell your business and value it appropriately here - https://www.dealmaven.io/ Topics we'll explore include: The Fundamentals of Valuation: Understanding the bedrock principles that govern how businesses are valued. Methodologies Demystified: From asset-based approaches to earnings valuation, learn how different methods can paint vastly different pictures of a business's worth. Market Trends and Their Impact: How do shifting economic landscapes and industry trends can radically alte...
Mar 19, 2024•15 min•Transcript available on Metacast In this riveting episode of "Corp Dev World," we delve deep into the enigmatic world of mergers and acquisitions, demystifying the intricate dance of buying and selling businesses as we step into 2023/2024. With the business landscape evolving more rapidly than ever, what does it take to seal the deal in this new era of corporate development? Join us as we dissect the process that transforms the marketplace's ambitious visions into concrete reality. We'll explore the seismic shifts in due dilige...
Feb 21, 2024•15 min•Transcript available on Metacast In this enlightening podcast series, we demystify the numerical bedrock of M&A deals, ensuring that financial modeling becomes an accessible tool in your M&A toolkit. What is a Financial Model for M&A? At the heart of any M&A deal is the financial model. This model is a dynamic representation, a numerical crystal ball if you will, that evaluates the financial viability of merging two companies. It covers key aspects such as purchase price allocation, synergy estimations, and potential financing ...
Jan 12, 2024•35 min•Transcript available on Metacast In the ever-evolving marketplace, every business owner aspires to sell at the pinnacle of value. But how does one ensure that the exit is as lucrative as the journey? This episode is your gateway to uncovering the secrets of achieving maximum profit when selling your business in 2024. We dissect the market trends and lay down actionable strategies that can significantly amplify your business's worth. We'll unveil the common pitfalls to avoid and how to adeptly navigate the M&A landscape to your ...
Nov 04, 2023•17 min•Transcript available on Metacast In this episode, learn about the importance of modeling and valuation for beginners looking to acquire a business or to know how much to price their business for sale. After identifying an actionable acquisition candidate, a search fund entrepreneur must turn to performing quantitative analysis on the target. Quantitative analysis, colloquially referred to as modeling, is one of the most important tasks during the due diligence stage as it informs business valuation and educates all buy-side con...
Oct 26, 2023•18 min•Transcript available on Metacast If you are interested in learning more about how you can leverage acquisition strategies to supercharge your business, we offer a complimentary, 15 minute acquisition strategy call. This podcast goes in depth, unraveling the intricacies of securing your first million-dollar business acquisition. We dissect the frameworks and strategies essential for identifying, evaluating, and acquiring high-value companies, providing listeners with a roadmap to navigate the intricate landscapes of 7-figure dea...
Sep 24, 2023•17 min•Transcript available on Metacast Join us in this exciting new episode where we sit down with one of the industry's top lending providers, Heather Endresen who's been instrumental in empowering countless ambitious entrepreneurs to acquire businesses for close to three plus decades. This episode is guaranteed to serve as a comprehensive guide for those looking to navigate the complex world of business acquisitions and working with your lender to secure financing. We kick off the discussion with an insightful chat about the import...
Jun 17, 2023•32 min•Transcript available on Metacast The tax code can be a labyrinth of confusion and complexity, particularly for those new to the world of business transactions. That's why we've dedicated this episode to the Section 1202 Exclusion, a potentially significant tax advantage tied to the QSBS. We begin with the basics - what exactly is QSBS and how the Section 1202 Exclusion applies to it. Navigating through the critical elements, we discuss how you can qualify for this advantageous tax provision and the potential benefits it can pro...
Jun 08, 2023•14 min•Transcript available on Metacast Welcome to this enlightening episode of DealClock, titled "The Clock Is Ticking: Your Guide to Private Equity Transactions." This episode is a must-listen for searchers and first-time business buyers or sellers, looking to comprehend the timeline and process of a private equity transaction. This episode gives you a step-by-step walkthrough of acquiring a business through a private equity deal. We start from the very beginning: how to identify the right business and initiating contact. We then di...
Jun 06, 2023•18 min•Transcript available on Metacast This podcast is a must-listen for entrepreneurs, investors, and finance professionals looking to sharpen their deal-making skills and gain a competitive edge in the world of business. Welcome to another episode of Corp Dev World with your host, Mubarak Shah, CPA! In this episode, we dive deep into the world of working capital and its crucial role in deal-making. Mubarak Shah, CPA, a seasoned business expert with a wealth of experience in mergers and acquisitions, provides valuable insights on ho...
May 06, 2023•18 min•Transcript available on Metacast In this episode, we'll be discussing how to raise money from a bank for your acquisition and explore the world of debt financing. Our guest expert will provide insights into the different types of loans available, including term loans, lines of credit, and SBA loans, and discuss the pros and cons of each. We'll also delve into the importance of building a strong relationship with your bank and the factors they consider when evaluating loan applications. Furthermore, we'll explore the benefits of...
May 01, 2023•15 min•Transcript available on Metacast Welcome to this captivating episode of our podcast, where we delve into the world of post-acquisition success and explore the strategies and mindset required to thrive as a CEO in uncharted territory. Join us as we discuss the art of balancing the demands of a new corporate culture, maintaining a strong vision, and fostering effective communication to inspire and lead your team through this dynamic transition. Whether you're a seasoned entrepreneur or a first-time business owner, this episode wi...
Apr 26, 2023•10 min•Transcript available on Metacast Join us in this thrilling podcast episode as we dive into the world of search funds and acquisitions, unraveling the secrets to raising capital and ensuring a successful investment journey. We'll discuss essential strategies to find the right investors and nurture lasting partnerships that benefit both parties. Learn how to create a diverse investor pool with the perfect mix of "Time, Talent, and Treasure" while avoiding common pitfalls. Discover the art of soliciting investors, striking the rig...
Apr 14, 2023•18 min•Transcript available on Metacast In this insightful episode, Mubarak Shah, CPA will delve into the world of Vista Equity Partners, the private equity powerhouse founded by Robert F. Smith and Brian Sheth, and explore the crucial role of value creation in driving successful exits. Discover how Vista's relentless focus on maximizing the potential of acquired companies has set them apart in the competitive tech industry. We'll discuss their unique operational methodologies and the transformative impact of their proprietary playboo...
Apr 11, 2023•15 min•Transcript available on Metacast 
