Monty Walker: Corporate Tax Returns and Hidden Key Points For M&A Advisory Firms

Dave Dejewski and Ryan Hurst, a Partner in RKL’s Business Consulting Services Group, take a deep dive into the concept of working capital.

Scott Mashuda, a founding Partner of River’s Edge Alliance Group and M&A Source’s Chairman-elect, discusses his background and what he’s excited about for M&A Source in 2023.

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.

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.

Lamar Stanley of Lead Capital Partners chats with John Wahl of Live Oak Bank about what makes Live Oak different and how they structure lower middle market deals. In the interview they discuss the history of Live Oak, and John’s work in SBA lending, combination financing, and many other structures.

Jeff Swiggett, the Owner of VR Business Sales of New Haven in Connecticut and M&A Source’s Chairman-elect discusses his background, the M&A industry and some of the things he’s excited about for M&A Source in 2022.

John Dalton, the Founder and Managing Partner of Industrial Device Investments, a Knoxville, TN based private equity firm, discusses his book Run to Own = Run to Sell. In the interview, John discusses the topics in the book like useful resources for Strategy, Hiring, Culture, Debt vs. Equity, and who many more.

Sara Burden, the President and Owner of Walden Businesses, an Atlanta based investment bank, discusses her background and the course that she is teaching at M&A Source’s Fall Conference: The Subtle Art of Educating a Seller. In the interview, Sara discusses topics covered in the course like the getting to an engagement, retainer and development fees, building trust with clients, roles in a deal process, and many more.

Rick Marchese, the founder of Lares Loreno Private Capital, a corporate finance firm based in Singapore, discusses the course that he taught at M&A Source’s virtual Fall Conference: Sell-side Modeling to Maximize Value. In the interview, Rick goes discusses topics covered in the course like the differences between valuation and pricing, relative vs. intrinsic value, normalizing financial statements, and many more.

Rich Mowrey, an author and President of Management Services & Development, a firm that provides private ownership transition advisory services to closely-held businesses discusses the course that he taught at M&A Source’s virtual Fall Conference: How to Use Business Valuations to Close Better Deals. In the interview, Rich goes discusses topics covered in the course like how to value assets, preparing financial statements, how to think about add backs, and many more.

Bill Loftis, Managing Director and co-founder of Blue River Financial Group, a middle-market merger and acquisition advisory firm based in Detroit, MI, discusses the course that he taught at M&A Source’s 2019 Fall Conference: Helping Sellers Identify the Most Suitable Buyers and Transaction Structures.

In the interview, Bill goes through the range of options offered to sellers as well as the considerations advisers should have in mind when making recommendations to sellers.

Jim Afinowich, a Partner and Designated Broker at IBG Fox & Fin, a multi-state business sales and acquisitions firm, discusses the course he taught at M&A Source’s 2019 Fall Conference: Managing an M&A Auction in the Lower Middle Market.

In the interview, Jim goes through the elements of and strategies to consider when running an M&A Auction.Jim Afinowich, a Partner and Designated Broker at IBG Fox & Fin,

John Howe, director of Business Transition Strategies, a mergers and acquisitions firm, discusses the course that he taught during the M&A Source Fall Conference in San Antonio, Building a Sustainable M&A Practice.

In the interview, John covers a range of topics that contribute to a sustainable M&A practice and talks about the key ideas intermediaries should consider while building their practice.

Alex Mazer, a Vice President with Big Shoulders Capital, discusses Big Shoulders’ work making debt and equity investments in underperforming lower middle-market operating companies. In the interview, Alex explains how Big Shoulders approaches turnaround projects and how they expect the most recent downturn to impact the market.

Bob Wegbreit, a partner at GF Data, discusses GF Data’s benchmark reports on private equity-sponsored M&A transactions. In the interview, Bob goes through the data that they have collected thus far in 2020, what they saw in 2008 and 2009 and what he expects to come in 2020 based on what he’s seen so far.

Welcome to the M&A Source Podcast!