M&A Unplugged Episodes

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Nathan Hirsch: FreeeUp Yourself - Hiring Virtual Assistants To Do More

Episode 44

April 7, 2020

Nathan Hirsch, entrepreneur and Co-Founder of OutsourceSchool, discusses what to look for when you're hiring virtual assistants to ensure a great partnership.

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Anthony Algmin: Leveraging Data For Your M&A Transactions

Episode 43

March 31, 2020

Anthony Algmin, Founder of Algmin Data Leadership, discusses 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.

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Steve Migala: Exit Planning - Turning Over The Business

Episode 42

March 24, 2020

Steve Migala, Shareholder at Lavelle Law, discusses his framework for how business owners should think about a potential succession or exit from their business.

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Roman Basi: Understanding Business Tax Codes

Episode 40

March 17, 2020

Roman Basi, the President of The Center for Financial, Legal, Tax, & Planning, discusses some of the recent tax changes, including those that fly below the radar for a lot or business owners, and the impact they have on businesses.

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Steve Mize: Business Valuation - What You Need To Know

Episode 39

March 10, 2020

Steve Mize, a Founding Partner of GCF Valuation, discusses business valuations from a buyer and seller’s perspective, their business valuation process, and how they interact with banks and bank requirements.

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Matt Somma: The Impact Of Rep Warranty Insurance To Buyers And Sellers

Episode 38

March 3, 2020

Matt Somma, VP and Transactional Risk Broker for The ABD Team's M&A Advisory Practice, discusses the ins and outs of rep and warranty insurance and how this type of insurance impacts buyers and sellers.

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Doug Adams: Working with Loan Brokers vs. Banks

Episode 37

February 25, 2020

Doug Adams, President at Emerson Capital Corp, differentiates the requirements and benefits of working with loan brokers versus working with banks.

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Darren Mize: Maximizing the Value of Your Business

Episode 36

February 18, 2020

Darren Mize, Principal at one of the premier valuation companies in the US, GCF Valuations, discusses the importance of getting a business valuation, exploring the process that goes with it and the work of GCF and his career. 

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Mark Sirkin: The Psychology of Business

Episode 35

February 11, 2020

Mark Sirkin, Psychologist and Founder of Sirkin Advisors, discusses how he uses psychology to explore the best practices that lead to business success and consulting with business owners about their human capital and succession planning.

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Ken Arlen: Creating A Self-Managing Company And Maximizing Value

Episode 34

February 4, 2020

Ken Arlen, the founder of Arlen Music Productions, discusses his journey and insights on starting down the path to creating a self-managing company and maximizing the value of your business.

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Joseph Beer: Best Practices for Sellers

Episode 33

January 28, 2020

Joseph Beer, Vice President of Operations at Sun Acquisitions, discusses the seller’s responsibility during the M&A process and some best practices for sellers that they need to think about before putting their business for sale as it relates to diligence.

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The Three Foundational Components Of Selling A Business

Episode 32

January 21, 2020

Domenic Rinaldi, Host of M&A Unplugged, discusses 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.

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Jay Myers: Realizing Your Dream And Delegating To More Business Dreamers

Episode 31

January 14, 2020

Jay Myers, Founder of Interactive Solutions, discusses realizing his dreams through a solid business strategy, letting go of his business and moving on, and the importance of recurring revenue streams in a business.

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Dr. Bart Basi: Getting Smart About Your Taxes

Episode 30

January 7, 2020

Dr. Bart Basi, a taxation expert working with The Center for Financial, Legal & Tax Planning, Inc., discusses how you can get smarter about doing your taxes and the importance of hiring a tax & legal expert.

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Last Episode of 2019

Episode 29

December 31, 2019

Domenic Rinaldi, Host of M&A Unplugged, conducts a solo episode and thanks the M&A Unplugged audience for their support in 2019, welcomes listener feedback on future show ideas, exciting interviews coming in the new year, and the launch of K2 adviser.

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Jim Oliver: Infinite Banking

Episode 28

December 24, 2019

Jim Oliver, Founder of CreateTailwind, discusses actual rate of return versus the average rate of return on investments, mastering the infinite banking concept, and life insurance policy rider that generates the borrowing platform.

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Craig Sherwood: Cyber Security Preparedness

Episode 27

December 17, 2019

Craig Sherwood, Managing Partner of Shambliss Security, discusses how cyber security preparedness can increase value, cyber security due diligence before a M&A deal, and value of best practices in security to increase competitiveness.

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Andrew Kelleher: Preparing to Sell your Business

Episode 26

December 10, 2019

Andrew Kelleher, Co-Founder of Kelleher & Buckley LLC, discusses common legal and estate issues when selling a business, getting people comfortable with a buy/sell agreement, and life insurance as asset protection.

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The Story of Wenesco and the Importance of a Succession Plan

Episode 25

December 3, 2019

Wendi Ewalt and Lesli Chenelle, previous owners of Wenesco, discuss the early days of their business, what happens without a succession plan, and advice for family business owners.

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Domenic Rinaldi: Survey Review & Happy Thanksgiving!

Episode 24

November 26, 2019

Domenic Rinaldi, Host of M&A Unplugged, conducts a solo episode to discuss the results from a recent survey, the ramifications of a sale, creating a self-managing business, and upcoming programs and services for 2020 to prepare for a sale.

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Jeremy Waitzman: Beyond the Price of a Sale of a Business

Episode 23

November 19, 2019

Jeremy Waitzman, Partner and Head of the Corporate Practice Group at Sugar Felsenthal Grais & Helsinger LLP, discusses earn-outs to bridge a gap in a transaction, rollover equity, representations and warranties, and indemnities.

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Kathy Miller: Transitioning from Selling a Business to Retirement

Episode 22

November 12, 2019

Kathy Miller, previous owner of Total Event Resources, discusses preparing for retirement, preparing her business for a sale, the selling process, and selecting the right buyer.

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David Buckley: Legal Considerations in M&A Transactions

Episode 21

November 5, 2019

David Buckley, co-founder of Kelleher & Buckley Law Firm, discusses estate planning, legal areas of focus when planning a M&A transaction, the importance of assembling the right team and securing key employees.

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Lamar Stanley: Private Equity Group Acquisitions

Episode 20

October 29, 2019

Lamar Stanley, Head of Deal Origination at Gen Cap America, discusses how Gen Cap approaches fundraising, return on investments, client concentrations, the market going forward and trends.

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Phil Stout: Acquiring a Small Business and Growing it

Episode 19

October 22, 2019

Phil Stout, new owner of Sizzle Productions, discusses what led him to own a new business, becoming comfortable within a new industry, preparations that went into buying a business, and owning a business with a spouse.

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Tim Allen: Environmental Due Diligence

Episode 18

October 15, 2019

Tim Allen, Business Development at A3 Environmental, discusses Phase 1 reports, Phase 2 reports and if there is recognized environmental concerns, Phase 3 remediation, and defensive environmental consulting.

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Steve Lasiewicz: Business Acquisition Loans

Episode 17

October 8, 2019

Steve Lasiewicz, Senior VP & SBA Sales Manager at Busey Bank, discusses SBA loans and the advantages of using them in an M&A transaction, what really matters when acquiring a business, partner buyouts, and advice in how to approach SBA loans.

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Tad Render: The 10 Commandments of Selling Your Business

Episode 16

October 1, 2019

Tad Render, Principal & Director of M&A Services for Miller, Cooper & Co. LTD, discusses goals and objectives of selling a business, consequences of decisions before a sale of a business, maximizing value, and continuing to focus on the business during the sale process.

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Geoff Cockrell: Private Equity Presence in Mergers and Acquisitions

Episode 15

September 24, 2019

Geoff Cockrell, Chair of McGuireWoods LLP Private Equity Group, discuss clarifying private equity and its true meaning and trends within the private equity industry as it relates to mergers and acquisitions, what issues private equity firms love to see and certain terms within an M&A deal to watch out for.

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Jon Dwoskin: Growing Your Business Very Big

Episode 14

September 17, 2019

Jon Dwoskin, executive business advisor and coach, discusses what stops business owners from moving forward, distinguishing yourself as the market evolves, building a personal brand, and "Think Big" technology.

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Tom Minichiello: Be Diligent in your Diligence

Episode 13

September 10, 2019

Tom Minichiello, newly named CFO of Emcore Corporation, discusses common trends of M&A transactions, the importance of diligence from a buyer and seller perspective, lessons learned from unsuccessful deals, and the innovations coming to the technology sphere.

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Jeff Alvis: Merger Integration Planning and Strategy

Episode 12

September 3, 2019

Jeff Alvis, Director of The Keystone Group, discusses how The Keystone Group can help with mergers and acquisitions, the similarity between diligence and planning, culture assessment and analysis, and the importance of having plans and resources in place from the beginning of the acquisition process.

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CLM Equity: Transitioning With Ease After an Acquisition

Episode 11

August 27, 2019

Matthew Locci and Scott Maze, founders of CLM Equity, discuss transitioning with ease from their previous jobs, the support from their peers, having advisors to guide you through the acquisition process, and sticking with what you know.

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Toby VanOver: Building and Selling your Business

Episode 10

August 20, 2019

Toby VanOver, previous owner of Sizzle Productions, discusses his decision to leave a stable job and start Sizzle, the importance of consistency, creating a good team for your business, and the process of selling a business to reap the most profits.

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Jonathan Banta: Lessons from Multiple Business Transactions

Episode 9

August 13, 2019

Jonathan Banta, CEO of Preferred Dermatology Partners, discusses his experience in preparing and selling businesses, the importance of earn outs when creating a partnerships, knowledge learned from previous transactions, and how to streamline the process of collaborating different businesses.

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Scott Becker: Lessons From a Healthcare M&A Attorney

Episode 8

August 6, 2019

Scott Becker, partner in the healthcare department at McGuireWoods, discusses creating a coherent plan of action, factors of a successful financial transaction, how we managed multiple businesses, and how to be successful at both buying a business and selling a business.

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Aaron Stahl: The Power of Having the Right People

Episode 7

July 30, 2019

Aaron Stahl, President & CEO of P3 Cost Analysts, discusses his journey on becoming an entrepreneur, growing P3 to the successful franchise it is today, growing a business through acquisition and the integration after, and the importance of an intermediary during a transaction.

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Paul Liles: Securing an SBA Loan

Episode 6

July 23, 2019

Paul Liles, Managing Director and SBA Banking Manager, discusses SBA bank loans and the process, importance of a business showing its best cash flow, most important financial statements for the bank, and what buyers should be looking for in a transaction.

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Michael Polzin: Synergies of Sellers and Buyers

Episode 5

July 16, 2019

Michael Polzin, founder of Leeward Business Advisors, discusses the leap of faith to start Leeward, how Leeward evolved after acquisition, and the importance of customer service.

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Tad Render: The Power of Preparation

Episode 4

July 9, 2019

Tad Render, Partner of Miller, Cooper & Co., Ltd, discusses preparing to sell a business before making the decision to sell, moving the needle, and how to handle inventory during a transaction.

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Steve Kennett: Acquisition Criteria and Growth

Episode 3

July 2, 2019

Steve Kennett, owner of Phoenix Industrial Cleaning, discusses his professional journey, the decision to own his own business, and his acquisition experience.

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Jim Piper: Creating Relationships with Family-Owned Acquisitions

Episode 2

June 25, 2019

Jim Piper, the Executive VP of Matot, discusses the firms successful acquisition process to diversify operations and expand the company's product offerings.

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Michael MacNair: Travelling Through the Acquisition Process

Episode 1

June 18, 2019

Mike MacNair, founder of MacNair Travel, discusses his journey scaling his business and his experience selling to a strategic acquirer.

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Welcome to the M&A Unplugged Podcast

Welcome Episode

June 11, 2019

Looking to Scale, Acquire or Exit a Business?

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