M&A Talk: #1 Podcast on Selling a Business

The price stated in a letter of intent is not guaranteed. Once due diligence begins, unresolved legal and operational risks can reduce the purchase price, create holdbacks, delay closing, or end the deal.
M&A attorneys Gwen Griggs and Whitney Harper explain how sellers can prepare for legal due diligence before going to market. They discuss the risks buyers examine, including entity records, contracts, intellectual property, workforce classification, insurance, ERISA matters, and successor liability. They also explain how an organized data room and an early risk review can protect value, reduce deal fatigue, and make the transaction easier to negotiate.
View the complete show notes for this episode.
Want To Learn More?
The Deal ADVantage
ADVOS Legal
Gwen Griggs on LinkedIn
Whitney Harper on LinkedIn
Additional Resources
Selling your business? Schedule a free consultation today.
Sign up for an Assessment and Valuation of Your Business.
Courses: The Art & Science of Selling a Business
Download The Art of The Exit: The Complete Guide to Selling Your Business
Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue
If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.
This episode provides general information only and does not constitute legal, tax, accounting, or other professional advice. The guests' views are their own and do not necessarily reflect the views of Morgan & Westfield.

It is easy to hire the firm that quotes the highest number, and that one decision can cost you the sale. This episode covers the M&A advisor red flags that are easiest to miss: fees tied to nothing, a valuation built to win your signature, and a buyer list that does not exist. You will learn where business brokers, M&A advisors, and investment banks each actually operate, how to check a number before you sign a one-year exclusive, and what preparation to do yourself first.
View the complete show notes for this episode.
Want To Learn More?
Business Broker and M&A Advisor Fees: A Comprehensive Guide
Can a Business Broker's Success Rate be Accurately Measured?
How to Navigate M&A Advisor Fees: Insights from an Investment Banking Expert
Build the Right Deal Team to Avoid M&A Mistakes
Additional Resources
Selling your business? Schedule a free consultation today.
Sign up for an Assessment and Valuation of Your Business.
Courses: The Art & Science of Selling a Business
Download The Art of The Exit: The Complete Guide to Selling Your Business
Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue
If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

In this episode, Heather Endresen, founder of Viso Business Capital, joins Jacob Orosz to break down what it takes to secure the best possible SBA financing when acquiring a business. You'll learn how to evaluate lenders, avoid common pitfalls in the SBA loan process, and structure a deal that keeps execution risk low and your odds of closing high.
View the complete show notes for this episode.
Want To Learn More? 
SBA Financing When Buying or Selling a Business
Small Business Acquisition Financing
M&A Seller Financing: A Complete Guide
Additional Resources
Selling your business? Schedule a free consultation today.
Sign up for an Assessment and Valuation of Your Business.
Courses: The Art & Science of Selling a Business
Download The Art of The Exit: The Complete Guide to Selling Your Business
Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue
If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

In this episode, you'll learn the difference between selling your business to a holding company versus an operating company. You will discover how your choice of buyer impacts your role after the sale, your team's future, and your second payout. Understanding these buyer styles will help you avoid lowball purchase offers and boost the value of your future sales and bonus payouts.
View the complete show notes for this episode.
Want To Learn More? 
Selling to a PE Firm as Part of a Roll-up
Earnouts When Selling or Buying a Business | Complete Guide
M&A Guide | The 4 Types of Buyers of Businesses
Additional Resources
Selling your business? Schedule a free consultation today.
Sign up for an Assessment and Valuation of Your Business.
Courses: The Art & Science of Selling a Business
Download The Art of The Exit: The Complete Guide to Selling Your Business
Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue
If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Learn how outside growth funding can help you expand your operations rapidly and achieve the highest possible price when you sell your company. This episode breaks down practical strategies for using growth capital to scale without giving up total control or straining your cash flow with heavy debt payments. You'll discover how to prepare your financials for strategic investors and avoid misallocating funds before an exit.
View the complete show notes for this episode.
Want To Learn More? 
Accelerate Your Company's Growth
Seller's Discretionary Earnings (SDE) | Definition & Examples
EBITDA | Definition, Formula & Example – A Complete Guide
M&A Guide | The 4 Types of Buyers of Businesses
Additional Resources
Selling your business? Schedule a free consultation today.
Sign up for an Assessment and Valuation of Your Business.
Courses: The Art & Science of Selling a Business
Download The Art of The Exit: The Complete Guide to Selling Your Business
Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue
If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.