M&A Unplugged

M&A Unplugged Season 1 is coming to an end. Season 2 will be back after this summer. Visit our website to download our free resources for those wishing to buy or sell a business: https://k2adviser.com/resources/

If …

M&A exclusivity is one major strategy utilized by many, but some are unaware of how to push its advantages to the limit. Starting a series of …

Although many businesses out there are similar in many ways, each one has value drivers unique to them. These significant factors dictate the overall framework of a business, and looking at them much closely will help a …

It’s no secret that a lot of industries were severely impacted by the pandemic. But how exactly did it affect bank financing for owners and buyers of businesses? Domenic Rinaldi shares some handy information for people …

Employee integration is such a critical aspect of any M&A transaction that it’s a wonder why most entrepreneurs spend too little time planning …

It is never a bad idea to acquire a thriving business. But sometimes, buyers find themselves in a bit of a pickle because of successor liabilities. Dissecting this topic with Domenic Rinaldi is Dino Armiros from the …

These days, social media presence is in itself an asset. That is why it should be included in your due diligence when you’re sizing up a company …

After hours of engaging discussions and interesting guests, M&A Unplugged now marks its 100th episode! Besides hitting this momentous achievement, the show is also being downloaded in more than 50 countries and one …

M&A deals don't just end after the acquisition. In fact, inherent to it are post-closing risks that buyers and sellers will have to face. Are there stones left unturned during the due diligence process? What …

Knowing how to prepare for and conduct an initial meeting with a business owner drastically increases your chances of having a successful first …

Do you want to be knowledgeable and prepared when you decide to exit your own business? Having an in-depth look at Small Business Acquisition Loans (SBA) will come in handy when that day arises. Today’s guest is Douglas …

Casting a wide net over the marketplace gives you a lot of choices when it comes to business acquisitions. But without proper search criteria, having …

Many people who get into the world of merging and acquisition pay little to no attention to various tax consequences and how to optimize them. Despite the different experiences between sellers and buyers, how can we …

Did you know that 90% of all businesses never exceed $1 million in sales? That is a huge number of companies and solopreneurs basically just …

When you get to the core of why people fail during their transactions, you’ll see that it is because of the lack of preparation. And Domenic Rinaldi has some data to back this up. In this episode, he shares the …

There is something romantic about growing a business organically, but those who have been in the trenches know how unglamorous that process can be in the day-to-day. Growth through acquisition is a far quicker and …

Valuation has always been one of the tougher nuts to crack in M&A deals, even under normal circumstances. When you throw in a pandemic to the mix, things begin to become more challenging, but also more interesting. …

70% of M&A transactions are doomed to fail because of poor preparation and unclear strategies. To help minimize the risks faced by most business buyers and sellers, Domenic Rinaldi talks about seven of the most …

Whether you are contemplating buying your first business, or you already own a business, growth is one of the key elements to the long-term health of your company. It has become hard to grow a business in traditional …

COVID-19 shook the nation to its core and swept through various industries, putting a halt to many business operations. Private equity was profoundly affected by the crisis but jumped back into the game before 2021.

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The most common pitfalls buyers face can be avoided, however, if buyers can pay attention to them in due time.

Joined by Joe Beer, the VP of Operations at Sun Acquisitions and over 200 deals under his belt, Domenic …

It goes without saying that getting due diligence right can make or break your transaction.

Your go-to M&A expert, Domenic Rinaldi, devotes this episode to give you a roadmap on due diligence. He discusses the best …

For those who delve into business acquisitions, huge changes may be coming their way.

Doug Adams of Emerson Capital and Domenic Rinaldi talk about the significant amendments to the CARES Act and the waving SBA fees for …

Many entrepreneurs & businesses turn to wealth management firms for help in managing finances & assets.

To learn more about this industry, Domenic Rinaldi interviews Tom Hine of Capital Wealth Management. He …

Many successful entrepreneurs know that, in one way or another, you will have to find your exit—one that leaves you far better than when you started. …

What a year it has been! If you are still here standing, then you deserve a pat on the back for making it through. Now that we’re at the end of this chaotic 2020, it’s time to look back and recount the things we gained …

Many businesses have admirable visions, enticing goals, and meaningful purposes, but still fall short in attaining success. Most of the time, it is …

The landscape from where banks operate has changed. In this episode, Domenic Rinaldi discusses how the banks are handling M&A transactions in lending these days with the help of Doug Adams of Emerson Capital.

With …

The COVID-19 pandemic has put all of us into this environment of uncertainty that moving forward often feels like walking with eyes closed. In this …

Due diligence and integration should have equal weighting in any acquisition. As integration is gaining more and more steam, more acquirers are …

When we have just acquired a business, it can be easy to dive into transforming and growing it immediately. However, this episode’s guest, Jennifer …

There are a number of components that you should be looking at any time you’re valuing a business. In this episode, Domenic Rinaldi dives into one of …

Keith Knohl always dreamed of owning a business. He tried to start a few ventures during his long and successful corporate career. He decided that …

There are so many paths to becoming an entrepreneur. One of the common struggles many face beforehand is deciding whether to start a business or buy instead. If you found yourself in this dilemma, then this episode is …

There is a lot at stake in getting your communication strategy right during a merger and acquisition. Apart from just ensuring a healthy give and take between the two parties, you need a communication plan to trickle …

Human capital is the most important asset of every company. This aspect of due diligence is so critical in the M&A process to see whether or not you are looking at the right company to acquire.  But how do we …

As a business owner, it is important to understand what a buyer is looking for in a deal so that you can position your company for a future sale. Representing this side of the M&A equation are Ben Mimmack and Andy …

Did you know that over 95% of businesses in the US fail to reach one million in annual sales? 

Domenic Rinaldi sits down with Brett Trainor, a B2B startup mentor and investor who draws upon more than 25 years of …

An ever increasing number of traditional businesses are looking to grow and diversify by adding an online component to their business model. Just like in offline business, buying an online business that is already …

There probably is an asset that is nothing more important in an acquisition than the people. They are the ones that make the engine run and carry the entire business. That is why knowing how to handle the integration of …

Every transaction hangs by the thread of communication. How you get your message across can either make or break a deal. Yet, this important aspect tends to be the most overlooked by many in the M&A industry. That …

Whether you're a group of investors acquiring a business that you're going to operate yourselves or your company looking to acquire another company, integration is critical. Matot, a fourth-generation dumbwaiter …

Many business owners who sell their businesses wind up being remorseful, not because of the amount of money that they received for their business, …

Where should you start when you think about integration? In this episode, Jim Jeffries, founder of M&A Leadership Council, joins Domenic …

Not nearly talked about in M&A transactions is the critical role of mindset and emotion. Without realizing it, you may have overspent or even …

From an M&A perspective, healthcare is an interesting frontier that you may want to look into as an investor. On the other hand, as the industry works itself through the COVID-19 pandemic, it is a good time for …

Earnouts are an important part of M&A transactions, with about 20% of all deals involving some form of it in normal circumstances. With COVID-19 …

As we navigate this uncertain business environment created by COVID-19, both sellers and buyers have to add a few considerations if they’re contemplating an M&A transaction. The question of the PPP loan is certainly …

There is room for intuition in business, and it can lead us to better decisions and better results. This is what Dean Newlund explores in his …

Valuing a business is hard enough when things are going well, but valuing a business that has been impacted by the COVID-19 pandemic can be another kind of tricky at best. Joining host, Domenic Rinaldi, in this episode, …

In our business evolution, there will come a time where we have to take our business to the markets. Unfortunately, not many small business owners …

A significant issue facing many business owners is the impact of underfunded multiemployer pension plans. This is most common, but not exclusive to, …

A significant component of retirement planning is “knowing your number,” i.e., getting a good grasp of how much you need to fund your post-business endeavors – whether it’s operating another business, retirement, or …

With the COVID-19 right in front of us, one of the most pressing questions many of us in this industry is how the pandemic will impact M&A deals. Although we are still at the early stages of the crisis, it helps to …

Students need to be prepared to argue either side of the law when discussing a legal issue. That way, you can learn the law from all angles and see every corner of an argument. In today's episode, Domenic Rinaldi is …

Estate planning is a constantly moving and shifting process, and it’s not just something you should be thinking about once in a while. If you …

Being that businesses are often among a person’s top three most valuable assets, selling a business isn’t an easy process. There’s a lot to take into account, from the valuation to the buyer selection. At the end of the …

Sales and marketing are so important to the lifeblood of a company. Who sits at the center of these is their customer. As such, it is crucial for companies to think of how they are creating valuable content and …

Sales conversations can be uncomfortable for most entrepreneurs, especially those who do not want to be constantly on the chase for closing the deal. …

The primary function of a business is to sell a certain product or range of products, so you’ve always got to keep your eyes on that prize. Making …

It takes a lot of courage to jump into mergers and acquisitions, more so if it is your first deal. Equip yourself with the knowledge of the issues people in the industry commonly encounter with the process and go in …

One of the often-overlooked areas when it comes to mergers and acquisitions is intellectual property. It is time to change that and bring the necessary conversation forward. In this episode, Domenic Rinaldi is joined by 

Today’s discussion couldn’t have come at a better time where many business’ stability is at the brink of collapse. Domenic Rinaldi talks with Jeff …

Even before the time of the COVID-19 crisis, the practice of hiring VAs from all over the world had already become common practice, and the crisis only served to expand the practice in more fields. Hiring VAs can be a …

The world has increasingly become data-driven. Yet, not many businesses understand the weight of its importance, especially when it comes to driving towards success. Nationally-recognized data leader and published …

Nobody actively wants to turn over and leave their business, but for whatever reason, if that day ever comes, as a business owner, you have to have …

Domenic Rinaldi, Managing Partner of Sun Acquisitions and the Host of M&A Unplugged, interviews the head of Busey Bank’s SBA program, Steve Lasiewicz, about the current state of bank lending during the COVID-19 …

The tax burden on the acquisition or sale of a business is one of the most overlooked aspects of transactions. Many business owners fall trap into …

Business valuation is defined as a process and a set of procedures used to estimate the economic value of an owner's interest in a business. …

What is a rep and warranty and insurance and how can it impact a buyer and a seller? In today’s episode, Dominic Rinaldi talks to Attorney Matt Somma, the Vice President and transactional risk broker in ABD’s M&A …

Naturally, people work on financial matters with their banks—so much so that most of the time, they don't realize their options when it comes to loan brokers. Working with loan brokers can be a very different experience …

The more you know where your business stands, the better you can implement strategies that will help boost its performance. This is why business valuation is very necessary for every business to go through. An expert on …

The Psychology of Business is slowly but steadily being recognized as a distinct branch of study by larger bodies in Psychology, so the practice has …

One of the surest ways to maximize business value is to create a self-managing company. While this may seem easier said than done, it is nonetheless possible. Guest, Ken Arlen, is the person who has the experience to …

Mergers and acquisitions are big events for various parties including the seller, buyer, company employees, and the legal team. On today's show, Domenic Rinaldi focuses on the seller and talks to Joseph Beer, the Vice …

Learning how to exit a business is just as important as starting one. In this episode, host Domenic Rinaldi gives out the three foundational components that you, as a business owner, must see through to ensure that you …

The American dream of starting building and selling a business can be elusive for many entrepreneurs. In this episode, host Domenic Rinaldi talks to …

To many, taxes feel like a hindrance: something that just gets in the way of the resources you're trying to gain by making a sale. But maximizing …

In this episode, Domenic: 

• Thanks his audience for their support throughout the year.  
• Welcomes listener feedback on show ideas, guest suggestions …

In this episode, Domenic and Jim Oliver discuss:

• The actual rate of return versus the average rate of return on investments. 
• Jim's background and …

In this episode, Domenic and Craig Sherwood discuss: 

• The importance of cyber security due diligence before a merger and acquisition deal. 
• Whether …

In this episode, Domenic and Andrew Kelleher discuss: 

• Common legal issues when contemplating selling a business
• Estate issues when selling a …

In this episode, Domenic, Wendi Ewalt, and Leslie Chanel discuss: 

• The early days of building Wenesco from the ground up. 
• What happened to the …

In this episode, Domenic discusses: 

• The results from a recent survey with prospective sellers and buyers. 
• Understanding the ramifications of a …

In this episode, Domenic and Jeremy Waitzman discuss: 

• Earn-outs to bridge a gap
• Rollover equity
• Representations and warranties
• Indemnities

Key …

In this episode, Domenic and Kathy Miller discuss: 

• Preparing for retirement 
• Preparing a business for sale
• Going through the selling process
• …

In this episode, Domenic and David discuss: 

• Estate Planning
• Legal areas of focus when planning an M&A
• Assembling the right team
• Securing your …

In this episode, Domenic and Lamar Stanley discuss:  

• How Gen Cap approaches fundraising 
• Approaching returns on investments 
• Client concentration 
• …

In this episode, Domenic and Phil Stout discuss:  

• Phil’s background and how he and his wife were led to owning a small business 
• Becoming …

In this episode, Domenic and Tim Allen discuss:  

• Phase 1 reports and when they are needed 
• Phase 2 if your report has REC’s impacting the property 

In this episode, Domenic and Steve Lasiewicz discuss:  

• SBA loans and the advantages 
• Items that really matter to acquire a business 
• Partner …

In this episode, Domenic and Tad Render discuss:  

• Understanding your goals and objectives 
• Unintended consequences of decisions 
• Maximize the value …

In this episode of M&A Unplugged, Domenic and Geoff Cockrell discuss clarifying private equity and its true meaning and trends within the private equity industry as it relates to mergers and acquisitions. In …

In this episode, Domenic and Jon Dwoskin discuss: 

• What keeps business owners from moving forward 
• As the market evolves, the way to separate …

In this episode, Domenic and Tom Minichiello discuss: 

• Common threads and traits of M&A transactions throughout Tom’s career. 
• The importance of …

In this episode, Domenic and Jeff Alvis discuss: 

• What The Keystone Group is and how they can help during the M&A process. 
• How diligence and …

In this episode, Domenic, Matthew Locci and Scott Maze discuss:

• Transitioning with ease from their previous jobs
• The support they received from …

In this episode, Domenic and Toby VanOver discuss:  

• How they decided leaving their stable jobs and transitioning to their business  
• The importance …

In this episode, Domenic and Jonathan Banta discuss: 

• Jonathan's experience in preparing and selling business  
• The importance of earn outs when …

In this episode, Domenic and Scott Becker discuss: 

• How to create a coherent plan of action  
• The factors that go into a successful financial …

In this episode, Domenic and Aaron Stahl discuss: 

• Aaron’s journey to becoming an entrepreneur at 22 and growing P3 to the Franchise business it is …

In this episode, Domenic and Paul Lilies discuss: 

•         What an SBA Loan is and how they differ from a traditional loan. 
•         Getting your …

In this episode, Domenic and Michael Polzin discuss: 

• The leap of faith to start Leeward Business Advisors. 
• Focusing on documenting and …

In this episode, Domenic and Tad discuss: 

• Preparing to sell, even years before you’re planning to sell. 
• Moving the needle during the preparatory …

In this episode, Domenic and Steve Kennett discuss: 

• Steve’s professional journey and his decision to own his own business. 
• His acquisition …

In this episode, Domenic and Jim Piper discuss: 

• The organic growth and diversification of Matot, a fourth generation, woman-owned manufacturing …

In this episode, Domenic and Michael discuss:

• The elements of what makes a great organization.
• The beginning of Mike’s first business and the …

Welcome to M&A Unplugged! If you want to be strategic and maximize the value of your business, whether for sale or acquisition, we are here …