M&A Access Podcast

Billy Goldberg of The Buckeye Group discusses the critical human factors in mergers and acquisitions. He emphasizes intentional leadership, strategic communication, and effective post-deal integration, highlighting the importance of soft skills, navigating organizational culture, and addressing common M&A misconceptions.

Cynthia Luna, founder of Moonshot Financial Group, discusses her journey into financial advising, her company's mission, and the emotional and practical aspects of business ownership and exit strategies on the M&A Access podcast. She emphasizes building trust and understanding client goals.

Zach Whitt of Trailhead Partners discusses his journey into investment banking, the founding of his firm, and the complexities of mergers and acquisitions. He covers the business sale process, including valuations, buyer qualification, negotiation tactics, and the emotional aspects for sellers. Whitt also touches on industry trends, challenges in family businesses, and the importance of due dilige...

Explore the critical role of relationships in M&A with Abby Fuqua of Venturi on the M&A Access podcast. Discover how a 'giver' mindset and refined people skills are essential for deal initiation. Fuqua details how Venturi prepares companies for sale, ensuring audit-ready financials and navigating complex accounting systems. Learn about the impact of AI and the 'silver tsunami' of business...

Brandon Newton, a tax partner at Whitley Penn, shares insights on M&A tax strategies and client service. He details common tax traps in transactions, emphasizing the importance of proactive tax diligence, especially concerning sales tax and nexus. Newton highlights his firm's integrated approach to transaction advisory and compliance, stressing the personal touch as a key differentiator in the...

Veronica Longan, CEO of Altivis Partners, shares her M&A journey on AMMA's M&A Access podcast. She details her transition from real estate to private equity and her insights on guiding business owners through sales and acquisitions. Longan highlights Altivis Partners' AI-native approach and the critical role of human judgment in successful transactions, emphasizing culture and long-term vi...

Join Ben Hernandez of Skytale Group as he discusses the dynamic healthcare M&A landscape. Ben shares insights on market trends, high-growth sectors like medical aesthetics and longevity, and strategies for successful business sales. Learn about the M&A process, from initial preparation to closing, and discover key advice for founders aiming to maximize their company's value.

Discover how leadership, culture, and a people-first approach fuel business expansion with Damien Weinstein of Weinstein & Klein. Learn about their unique "militant" culture, strategic hiring practices, and commitment to client success in M&A and employment law. This discussion offers valuable insights for fostering growth and building a strong team.

Explore the future of financial due diligence with Nikita Kamarov of DOBs.ai. Discover how AI is revolutionizing M&A by automating manual data analysis, freeing up experts for strategic insights. Learn about the current adoption rates, the critical role of human oversight, and the importance of rigorous validation in AI implementation. This discussion emphasizes embracing AI for enhanced decis...

Kevin Mayer, a seasoned M&A professional with over 25 years of experience, shares insights into the dynamic industrial M&A market. He discusses current trends, buyer selectivity, and the impact of economic factors like increased debt costs. Mayer also highlights key considerations for industrial business owners looking to sell, emphasizing the importance of intellectual property and compet...

Gain expert insights on strategic business exit planning from Greg Wilder, a seasoned tax attorney and CPA. Discover the critical importance of early planning, ideally 1-3 years prior, to maximize wealth creation and navigate the complexities of business sales. Learn about the "silver tsunami" driving generational shifts and the necessity of a comprehensive team approach for successful M&A.

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Join Gina Gallutia and John Cohan as they discuss the evolving landscape of mergers and acquisitions. John shares insights from his background in startup building and his transition to a M&A-focused practice. The conversation delves into the practical application of AI in legal work, the nuances of tech M&A, and the critical importance of adaptability and continuous learning for legal prof...

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This episode features an insightful discussion on M&A tax planning with Rich Weiner of AAF CPAs. Learn about crucial strategies for deal structuring, including stock versus asset sales, and the importance of early tax considerations. Discover common pitfalls, such as overlooked costs and purchase price allocation complexities, and understand the benefits of proactive planning for maximizing af...

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West Clark joins M&A Access to discuss his career journey from CPA to investment banking and equity research, as well as his experience advising healthcare companies through mergers and acquisitions. He explains what small and midsize business owners should understand before entering the market, including the importance of strong financial documentation, realistic expectations, and a clear gra...

Explore the nuances of US vs. Latin American M&A with insights from Joaquin Contreras. Discover how globalization impacts cross-border deals, particularly in manufacturing. Understand the critical differences in deal-making, from systematic US approaches to the importance of personal connections and trust in LatAm. Learn about potential challenges and strategies for successful transactions.

This interview features Bryon Morrison, co-founder and CEO of Proxi, discussing how businesses can prepare for sale. Morrison highlights the critical role of a Chief of Staff in bridging the execution gap for small to medium-sized businesses. Proxi's AI platform and strategic advisors help companies assess value and improve operations, customer experience, and cash flow, particularly for those pla...

Gina Luna, a seasoned leader in banking and investing, shares insights from her extensive career, including her transition from JP Morgan to co-founding GP Capital Partners. She highlights the growing importance of fundless sponsors and the critical role of relationships and reputation in the lower middle market. Luna emphasizes a rigorous due diligence process, focusing on people, transparency, a...

Explore the journey of an investment banker and the intricacies of M&A transactions. Learn how to prepare your business for sale, understand buyer motivations, and navigate challenging deal negotiations. Discover strategies for success in the dynamic world of investment banking and business transactions.

This interview with M&A attorney Will Schroeder explores the intricacies of mergers and acquisitions. Schroeder highlights the fulfilling aspects of M&A for both sellers and entrepreneurs, while also emphasizing the critical role of legal counsel early in the process. Key topics include deal structuring, risk mitigation, due diligence, and the strategic use of indemnification, escrows, and...

Amanda David, an M&A expert with a decade of experience, shares insights on optimizing technology decisions during mergers and acquisitions. She emphasizes that value realization hinges on effective post-deal integration, a phase often underestimated. David highlights common pitfalls like deferred decisions and the creation of 'integration debt,' advocating for robust governance and learning l...