M&A Unplugged Episodes

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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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