About Kylene Golubski

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So far Kylene Golubski has created 99 blog entries.

An Interview with M&A Source Member, William “Bill” Loftis

2022-11-03T16:40:02-04:00

Tell us about your pre-M&A career and how it led you to doing this work? Many, many moons ago when gas prices were beyond the reach of normal American citizens, inflation was in double digits, and another great Democrat governed the land (i.e., Jimmy Carter), I enrolled at Colorado State University in its Master of Science in Finance program. I thought the curriculum would position me to work in a variety of industries like investments or banking. The coursework was generally fun. I studied bank management, cost accounting, modern portfolio theory… but I was mostly intrigued by advanced courses in mergers [...]

An Interview with M&A Source Member, William “Bill” Loftis2022-11-03T16:40:02-04:00

ReCap: Maximizing Your Conference + Deal Market ROI

2022-11-03T15:31:46-04:00

In an effort to maximize your ROI at the conference in San Diego, here are the key points mentioned in a recent webinar.  You can view the webinar here. EDUCATION Take as many classes and workshops as possible.  This is your opportunity to learn and interact with the experts in M&A, Law, Financing, etc.  Additional classes can be added to your registration up to the conference. LEADERSHIP MEETING The leadership meeting on Tuesday morning from 7-8:30 am is your opportunity to meet the leaders and committee members of the M&A Source.  The meeting is open to all members, and you are encouraged [...]

ReCap: Maximizing Your Conference + Deal Market ROI2022-11-03T15:31:46-04:00

Thinking About Selling Your Company? Focus on Value, Not Price

2022-11-03T15:13:34-04:00

Much of our value as M&A advisors is found in redirecting your focus, from what your business is worth today, to what it could be worth when it is ultimately ready to sell. When business owners decide to put their company on the market, it’s natural for them to wonder What is my business worth? and What should be my asking price? Those are fair questions – but consider the possibility that the first is premature, and the second is irrelevant. If that sounds like heresy, let’s try to put both responses in perspective. The Danger of an Asking Price. Tackling the second question first, [...]

Thinking About Selling Your Company? Focus on Value, Not Price2022-11-03T15:13:34-04:00

Moving On Up: Leveraging Your M&A Source Membership to Get Bigger Deals

2022-10-06T12:55:16-04:00

In an earlier issue of The Bridge, we introduced a new series, Moving on Up. Many of the newer members of the M&A Source found it helpful as they move upmarket in their deal making. In this issue, we address strategies to leverage your M&A Source membership to establish your expertise and source the “bigger” transactions. Three strategies we discuss in this article are: using the M&A brand for the promotion of your firm, establishing yourself an M&A expert within your market, and leveraging the M&A Source’s expansive network of industry veterans to make you a more effective deal maker. Promotion [...]

Moving On Up: Leveraging Your M&A Source Membership to Get Bigger Deals2022-10-06T12:55:16-04:00

An Interview with M&A Source Member, Jack Schroeder

2022-10-06T10:50:46-04:00

Over the past few months, we have been featuring award winners from the Spring M&A Source Conference in Denver. This month we hear from Jack Schroeder, a young entrant in our industry. Jack Schroeder is an M&A Source Executive Award Winner and Associate Director with Murphy McCormack Capital Advisors. In 2020, Jack graduated with high honors from the University of Southern California’s Marshall School of Business earning a degree in Business Administration, with a minor in Applied Analytics. Following his graduation, Jack was employed as an Associate Analyst by Skydio, a high-tech start up that designs autonomous drones. There he was [...]

An Interview with M&A Source Member, Jack Schroeder2022-10-06T10:50:46-04:00

Getting Ready for Your First M&A Source Deal Market

2022-10-06T10:24:21-04:00

As the Fall begins and vacations become a far-off memory, you may be getting that back to school feeling about preparing for your first Deal Market at the M&A Source Conference this November. As Director of Business Development at a private equity fund, I get the opportunity to speak with a lot of advisors and have attended a few Deal Markets over the years. With that experience, I thought it would be helpful to put together a few notes from the private equity perspective that could help you as you prepare for the Deal Market. Some of you may be thinking [...]

Getting Ready for Your First M&A Source Deal Market2022-10-06T10:24:21-04:00

Rich Jones (Zabel Companies) and Bob McCormack (Murphy McCormack Capital Advisors) Discuss Building Trust between Entrepreneurs and Equity Partners

2022-09-21T14:26:19-04:00

Bob McCormack of Murphy McCormack Capital Advisors interviews Rich Jones of Zabel Companies to discuss Zabel's history and background and their approach to partnering with lower middle market companies to drive long-term, sustainable growth. In the interview, they discuss how building a trust-based relationship between buyer and seller can minimize deal distractions and identify the right partner to both support growth and preserve a company's legacy.

Rich Jones (Zabel Companies) and Bob McCormack (Murphy McCormack Capital Advisors) Discuss Building Trust between Entrepreneurs and Equity Partners2022-09-21T14:26:19-04:00

Moving on Up: Developing and Managing Your M&A Prospects (For ongoing cash flow continuity)

2022-09-14T12:33:02-04:00

One of the most effective business development strategies for an M&A advisor is the development and management of a good prospecting plan. Neil Thomson, an M&A Source member, and owner of Exit This Way Consulting, specializes in exit planning, appraisals, and business sales in Western Canada since 2009. He shares his plan with fellow members to help them build and grow a sustainable advisory company in the lower mid-market. Developing – Turning Suspects into Prospects Want to move your brokerage business model upmarket with deals that are $2,000,000 plus Enterprise Value (EV) or more? A great strategy is to specialize in [...]

Moving on Up: Developing and Managing Your M&A Prospects (For ongoing cash flow continuity)2022-09-14T12:33:02-04:00

What Impact Will Inflation Have on Your Client’s Company Financial Statements?

2022-10-03T16:38:13-04:00

With inflation at its highest level in 40 years, business owners are reasonably concerned about how their businesses will be impacted. Knowing the effects inflation can have on the bottom line of a company can be crucial in preparing your clients for the sale of their business. The Consumer Price Index (CPI), which looks at shelter, food, clothing, transportation, medical, dental, medication and similar goods and services that people need for living on a daily basis has rapidly increased by 8.3%, according to the most recent figures from the U.S. Bureau of Labor Statistics. Similarly, the producer price index. which gauges [...]

What Impact Will Inflation Have on Your Client’s Company Financial Statements?2022-10-03T16:38:13-04:00

Key Private Bank – Strategies for Tax Efficient Business Transitions with Joel Redmond and Kalimah White.

2022-08-29T16:55:23-04:00

Lamar Stanley of Lead Capital Partners chats with Joel Redmond and Kalimah White of Key Private Bank about techniques that they use in their business advisory practice to help business owners reduce taxes when selling their business. In the interview they discuss the four cornerstones of tax reduction when selling a business, the stages of a transition as it relates to tax planning, and specific ways that intermediaries can assist clients in preparing for a transaction.

Key Private Bank – Strategies for Tax Efficient Business Transitions with Joel Redmond and Kalimah White.2022-08-29T16:55:23-04:00
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