Martin LLP’s M&A to Z Podcast: Welcome to the Exit Planning Process

In this episode, Sean Berry and Ken Zinghini walk us through letters of intent in M&A transactions. These documents are a key step in many business sales and deals—and understanding how they work can make all the difference. We’ll cover what letters of intent typically include, why they matter, and what both buyers and sellers should keep in mind before moving forward.

In this episode, Ken Zinghini interviews Gail Harris, CERTIFIED FINANCIAL PLANNER and Senior Vice President at Wealthspire Advisors, on the role a seasoned wealth manager can play in advising business-owner clients on an exit transaction, including financial planning, tax planning, portfolio management, and other challenges of selling their business.

In this episode, Ken Zinghini and his partner from the Martin LLP finance group Scott Hammond discuss the role of debt financing in M&A exit transactions, including typical debt structures, seller notes, and other debt-related issues affecting business sellers.

Learn more from Mark Gregory, Litigation partner at Martin LLP, as he answers questions on various subjects involving the risks and pitfalls associated with exit transactions and how to be best positioned in the event litigation arises in the future.

Welcome to episode 5 where we discuss “Earnouts and Rollover Equity.” In this episode, Chris Geotes and Ken Zinghini explore a couple common scenarios in which the seller of a business does not collect all of the purchase price they bargain for at the deal closing. These are so-called “Earn-outs” and “Rollover Equity” investments.

Management and employment matters are a significant component of the pre-transaction planning, transaction due diligence, and contract negotiation portions of the business exit process. In this podcast, Chris Geotes and Ken Zinghini discuss the business and legal sides of these issues, as well as the potential impact of specific management and employment matters on valuation in an M&A transact...

Martin LLP attorneys break down the buyer’s comprehensive due diligence process by looking at the business and legal scope of the project. Join us for a high-level overview of what sellers can expect, including a deep dive into their contracts, employees, IT, IP, customers, vendors, corporate and capitalization structures and much more.

Welcome to Martin LLP’s M&A to Z podcast series where our attorneys will break down the business exit process for middle and lower-middle market business owners and their advisors. We will begin by examining the most common form of exit – a sale of the business to an unrelated third party. In this opening episode, Ken Zinghini and Chris Geotes will give an overview of business exit alternative...