Are you looking to Scale, Acquire or Exit a Business? If so, the M&A Unplugged Podcast was designed with you in mind. On each episode we will interview actual buyers, sellers and professional transaction advisors. They will share their experiences - the good and the not so good! We promise, in every episode, you will gain valuable insights and actionable takeaways to help you maximize the value of your own transactions. Mergers, Acquisitions, buying a business, selling a business, scaling a ...
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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 you enjoy our content, please remember to subscribe and leave a review. We look forward to seeing you again on the next episode of M&A …
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106: How To Make The Most Out Of M&A Exclusivity
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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 topics from his one-on-one client consultations, Domenic Rinaldi shares one conversation focused on exclusivity. He explains how this gives buyers the owners' undivided attention and speeds up the entire purc…
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105: What Value Drivers Should You Consider During Business Valuation?
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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 lot during valuations. Domenic Rinaldi highlights one of his most downloaded episodes that discusses the most common value drivers…
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104: Understanding Bank Financing For Owners And Buyers Of Businesses Affected By The Pandemic
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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 who are interested in purchasing and selling their business. He explains the need to understand how banks view these deals and the …
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103: Why Employee Integration Is A Critical Aspect Of M&A with Jennifer Fondrevay
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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 for and executing this element. As a result, they often end up trying to catch up with it during the due diligence phase, which is quite a bit late to say the least. When is the right time to start thinking …
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102. How To Avoid And Mitigate Successor Liabilities with Dino Armiros
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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 law firm Saul Ewing Arnstein & Lehr. Together, they discuss the most common sorts of successor liabilities every buyer should be aware…
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101: Social Media Due Diligence: Gauging The Value And Potential Of A Business’ Digital Assets With John Vuong
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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 you’re trying to purchase. If you’re a business owner, it is one thing that you have to consider if you want to take your company’s valuation a notch or two higher. However this aspect of due diligence doe…
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100: Celebrating M&A Unplugged's First Hundred Episodes
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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 of top ten M&A shows worldwide. To celebrate their first hundred episodes, Domenic Rinaldi looks back with gratitude to everyone he has…
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99: Patrick Stroth: Mitigating Post-Closing Risks Through The Rep And Warranty Insurance
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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 monetary holdback and liability will arise? Domenic Rinaldi's guest for this episode, Patrick Stroth, has been the go-to person for many buyer…
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98: Best Practices For A Successful First Meeting With A Business Owner
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Knowing how to prepare for and conduct an initial meeting with a business owner drastically increases your chances of having a successful first meeting. First meetings are crucial when building any business relationship. When you come into the meeting fully prepared, you'll easily build rapport and gain the trust of the business owner. In this epis…
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97: What You Need To Know About SBA Loans with Doug Adams
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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 Adams, the principal and president of Emerson Capital Corp, which provides financial solutions in business acquisition loans. In t…
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96: How To Narrow Down Your Search Criteria For A Business Acquisition with Tim Lahey
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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 options may result in more challenging decision-making. Tim Lahey joins Domenic Rinaldi to share how he narrowed his business acquisition choices to just a few industries, allowing him to acquire…
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95. Getting Around Tax Consequences In M&A Transactions with Ed Castellani
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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 bridge the gap here? Joining Domenic Rinaldi to delve into this matter is CPA and attorney, Ed Castellani. Together, they talk about t…
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94: How To Break Through The Business Growth Plateau With Brett Trainor
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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 plateauing in their business growth after capping a certain threshold value. If you’re an existing owner of a business or someone who is contemplating to acquire one and grow it, you may want to take some time…
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93. How To Avoid The Number One Pitfall In Transactions
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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 highlights of the 300 buyer assessments collected in 2020, offering insights into why people fail to prepare and how you can avoid it. As w…
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92. The Bumpy Road To Growth Through Acquisition with Priscilla McKinney
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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 easier option if you want to grow in scale, but you also have to be very careful about the potential pitfalls. This B2B marketer’s story…
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91. Creative Deal Structures To Bridge The Gap with Joseph DeVito
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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. Join Domenic Rinaldi as he speaks with Howard & Howard’s Joe DeVito to discuss some of the creative deal structures that M&A parties ha…
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90. Common M&A Pitfalls: 7 Mistakes You Must Never Do
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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 common M&A pitfalls that must be avoided at all costs. From the ROI targets and due diligence to valuation and integration, he delves into …
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89. 7 Major Reasons to Use Acquisitions for Growth
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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 ways. On today’s podcast, let Domenic Rinaldi share a strategy to grow your business faster and cheaper. For more comprehensive guida…
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88. Navigating The Realm Of Pandemic-Hit Private Equity with Scott Becker
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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. Domenic Rinaldi is joined by Scott Becker to discuss how to approach private equity with smaller, COVID-19 resistant deals on the rise…
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87. Top 7 Pitfalls That Buyers Face During M&A Diligence with Joe Beer
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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 Rinaldi shares the top 7 most common due diligence pitfalls that buyers encounter during M&A transactions. For more comprehensive guida…
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86. How To Conduct Due Diligence During Acquisition: Best Practices And A High-Level Checklist
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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 practices that successful deals have in common and provides a checklist of tasks to undertake during diligence. For more comprehensive …
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85. How The CARES Act Will Change SBA 7(a) Loans with Doug Adams
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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 all new deals. This huge news will result in cheaper acquisitions for buyers and more earnings for sellers. For more comprehensive …
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84. Life In The Realm Of Wealth Management with Tom Hine
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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 discusses how he started his own financial planning career, and how he built his business through conducting 7 acquisitions. For more comprehe…
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83. Growing A Business Through Acquisition And Selling It Higher with Greg Kihlstrom
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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. In this episode, Domenic Rinaldi invites serial entrepreneur and CEO of CareerGrig, Greg Kihlstrom, to talk about Greg’s experience growing a business through acquisition and then selling that same bu…
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82. 2020 Recap And Preparing For The Deals Ahead
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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 and the lessons we learned. Domenic Rinaldi bids this year goodbye in this last episode of 2020 as he provides an end-of-the-year r…
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81. The Power Of A Well-Targeted Business Mindset with Michael Zipursky
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Many businesses have admirable visions, enticing goals, and meaningful purposes, but still fall short in attaining success. Most of the time, it is caused by a lack of a well-targeted business mindset. Domenic Rinaldi talks with Michael Zipursky, the CEO of Consulting Success, in discussing how to redirect your focus, hone an effective message, max…
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80. How Banks Are Handling M&A Transactions In Lending with Doug Adams
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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 his expertise, Doug shares how deals are getting financed when the revenues of a business have been impacted positively or negatively, w…
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79. Navigating The Changes In The M&A Marketplace During COVID
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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 episode, Domenic Rinaldi goes solo to help us make sense of what is happening now in the M&A marketplace. He answers whether or not deals are happening and how they have changed during this period of ti…
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78. Due Diligence And Integration: Preparing For Your Next Acquisition with Mark Walztoni
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Due diligence and integration should have equal weighting in any acquisition. As integration is gaining more and more steam, more acquirers are asking how to do integration these days compared to years ago. Joining Domenic Rinaldi on today’s podcast is Mark Walztoni, who shares his high-level formula for approaching this phase, along with how to av…
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77. Grow Your Business From A Simmer Pot with Jennifer Goldman
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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 Goldman of Jennifer Goldman Consulting, is all about the opposite. In fact, she tells you to stop and start by doing nothing other than developing what she calls a “simmer pot”. Domenic Rinaldi uncovers…
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76. The Most Common Value Drivers That Affect Business Valuation
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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 them – value drivers. What are the common value drivers that you should be looking at? Why are these value drivers so important? How does each of them affect a company’s valuation during an acquisitio…
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75. The Business Ownership Process with Keith Knohl
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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 buying an existing business that already had ongoing revenues, profits, clients, trained employees, and a foundation was a much smarter and safer path to business ownership. Keith joins Domenic Rinaldi t…
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74. Starting Vs Buying A Business: Which One Should You Choose?
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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 for you. Host, Domenic Rinaldi, goes solo to talk about the differences between starting and buying a business and what advantages t…
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73. Creating The Perfect M&A Communication Strategy with Andrew Cross
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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 information down to your employees, customers and vendors. Domenic Rinaldi talks about this critical but oft-neglected aspect of M&A …
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72. Running The Numbers On Human Capital ROI with Dr. Solange Charas
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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 exactly calculate the return on investment in human capital? Is it even calculable in financial terms? Joining Domenic Rinaldi to give some cl…
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71. Baymark Partners Acquisition Criteria, Due Diligence And M&A Predictions with Ben Mimmack & Andy Waltman
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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 Waltman of Baymark Partners, a lower middle market private equity firm based in Dallas, Texas to discuss how their firm is approaching a…
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70. Getting Past The Micro-Business Stage with Brett Trainor
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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 experience in sales, marketing, demand generation, and customer service to help his clients. Extending his wisdom to us, he shares how busi…
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69. Online-Offline Business Synergy with Jaryd Krause
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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 established and generating leads is way more profitable than starting a new one from scratch. Joining Domenic Rinaldi on this episode, o…
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68. Best Practices For Integrating Employees During M&A with Klint Kendrick
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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 the people really matters. Helping you with that, Domenic Rinaldi interviews human resources professional Klint Kendrick to talk a…
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67. The Importance Of Communication In The M&A Process with Justin Breen
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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 is why in this episode, Domenic Rinaldi invites guest Justin Breen, the CEO of the PR firm, BrEpic Communications LLC, to talk about how…
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66. Building The Integration Plan with Jim Piper
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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 manufacturer, complete a strategic acquisition several years ago. Jim Piper, its President, sits down with Domenic Rinaldi to talk about t…
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Many business owners who sell their businesses wind up being remorseful, not because of the amount of money that they received for their business, but because they don’t know the next thing to do and have lost their purpose. Are you really ready to step aside from your business personally, financially, and emotionally? If you want to learn how to p…
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64. Make Or Break Your ROI: Post-Merger Integration And Transition with Jim Jeffries
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Where should you start when you think about integration? In this episode, Jim Jeffries, founder of M&A Leadership Council, joins Domenic Rinaldi to talk about post-merger integration and transition and how that can typically make or break the return on investment for your acquisition. Oftentimes, this phase of the deal gets lost in the shuffle beca…
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63. The Critical Role Of Mindset To M&A Transactions with Jason Abell
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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 over-invested in a transaction or deal that is not giving you the results you expected. Tackling this very important yet often overlooked topic, Domenic Rinaldi sits down with Jason Abell, the President of Re…
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62. M&A Concerns For Healthcare Businesses with Joshua Freemire
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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 owners who want an exit to start contemplating a sell. Whether you’re an owner looking to sell or an investor looking to dip their toes int…
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61. Earnouts In M&A Transactions with Jeffrey Petersen And John Schreiner
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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 at our heels, that percentage is going up as buyers take extra precaution, given the uncertain economic environment we now find ourselves in. Whether you’re a seller or a buyer, it’s important to learn how…
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60. What Happened to Valuations During COVID with Tad Render
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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 one of the elephants in the room. How does it affect an asset’s valuation? How can sellers and buyers protect themselves when entering…
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59. How to Use Intuition During M&A Transactions with Dean Newlund
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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 podcast, The Business of Intuition. Dean is the CEO of Mission Facilitators International, a training and development firm that offers leadership development programs to medium to large organizations national…
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58. Business Valuations In This Time Of COVID-19 with Alexandra Reed Lajoux
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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, to talk about how best to get through the motions of these troubled times in your business is Alexandra (Alex) Reed Lajoux, Ph.D.,…
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