The Deep Dive - Business Sale
This podcast takes several deep dives into topics that impact small businesses, with a special focus on transactions. We will demystify misconceptions and share our knowledge and experience based on the latest research and Deal data.
Episodes
29 episodes
What is a Search Fund?
This podcast episode, "Buying Established Businesses for Millions," offers an essential guide for business owners who are considering a transition and want to understand a unique class of investors: the search fund. While traditio...
Jersey Mike's Subs: Point Pleasant NJ Origin to IPO
Discover the inside story of how a single beachfront deli in Point Pleasant, New Jersey, transformed into a global franchise powerhouse seeking a $12 billion IPO valuation. This episode breaks down Jersey Mike’s operational...
How Digital Footprints Multiply Your Valuation
In this episode, we dive into the economics of the digital transition and how a business's online presence has evolved from a passive marketing tool into a core, strategically valuable intangible asset that directly impacts enterprise valuation...
Decoding the $5M to $10M EBITDA Sweet Spot: 1H 2026 Market Insights
Are you curious about the current appetite for lower-middle-market acquisitions? In this episode, we dive deep into the Axial Pursuits Report for the first half of 2026, a data-driven look at exactly where buyer interest is gravitating r...
The Small Business Survival Guide: Navigating Insolvency and Personal Risk
Are you truly protected by your LLC, or is your "corporate shield" thinner than you think? In a year marked by one of the sharpest rises in bankruptcy activity in over a decade, with total filings increasing 11.9% through March 2026, und...
Low-Hanging Fruit: Turning Indirect Expenses into Pure Profit
Are you overlooking a "hidden treasure trove" of profit within your own company's ledger? For many small and medium-sized enterprises (SMEs), the focus is heavily placed on increasing sales or managing the direct costs of goods sold, while i...
Beyond the AI Hype: The "Main Street" M&A Playbook for 2026
While global headlines are dominated by a "capital expenditure supercycle" in AI, a parallel story is unfolding in the small- and mid-market sectors. In this episode, we dive into the "tale of two markets" identified by Deloitte, ...
Why 50% of Business Sales Fail After the Handshake (and How to Save Yours)
Getting an offer is only half the battle. In today’s market, the ground has shifted: while capital is available, scrutiny is at an all-time high. According to the 2025 Dead Deal Report, nearly 50% of broken deals fail during due diligenc...
The Hidden Reality of Selling Your Business: Emotions
Most entrepreneurs spend years architecting their lives around their company, but few are prepared for the emotional fallout that occurs once the deal is signed. In this episode, we dive deep into the sources to uncover why selling a bus...
Navigating the "Silver Tsunami": M&A Strategies for the 2026 Economy
Is 2026 the year of the deal? With interest rates dropping and pent-up demand unleashed, the global Mergers & Acquisitions (M&A) landscape is heating up. This episode unpacks the major opportunities waiting for buyers and ...
Restaurant Owners: Stop Leaving Money on the Table!
Are you wrestling with high overhead, confusing branding, or staff turnover? You're not alone. The story of failed NJ restaurant, Bacarosa, is a harsh lesson in the dangers of operational confusion and market saturation.In ...
Thinking about hiring a business valuation professional?
In this podcast, we break down the crucial issues you need to consider to ensure you hire the right expert for your business:Experience & Specialization: Do they have a proven track record specifically in your indu...
Did you hear about the Silver Tsunami? Myths busted
The Silver Tsunami: Will the Greatest Wealth Transfer Become the Greatest Missed Opportunity?Baby Boomer owners control millions of companies and trillions of dollars in wealth. Everyone has been talking about the “Silver Tsunami”...
Selling to a competitor? Do you know the role of a clean team in M&A?
One of the biggest dilemmas business owners and investors face during a potential sale is this: How do you share the information a buyer needs without giving away your competitive advantage… especially when that buyer is a direct compe...
Lower Middle Market (LMM) Transactions: Axial update Q3 2025
The podcast on Lower Middle Market (LMM) M&A is based on an analysis published by Kaitlinn Thatcher at Axial, tracking Small and Midsize Business (SMB) merger and acquisition (M&A) activity on the M&A platform. This quar...
Investor GPS: Navigating what top Investors want (McKinsey Report)
New Episode Drop: Investor GPS on the podcast Deep Dive – Business SaleWhat do top investors really look for when evaluating a business? It’s rarely just about numbers — it’s about s...
Lower Middle Market Buyer Landscape Update - June 2025
The podcast offers an overview of the lower-middle-market M&A landscape, highlighting significant shifts in buyer types and deal dynamics. One source, an article from Axial, emphasizes the increasing diversity of buyers beyond...
IBBA and Dealstats Quarterly Market Survey Update
This episode offers insights into the private company M&A market in Q1 2025, drawing on transaction data and surveys of industry professionals. The first source, the DealStats Value Index Digest, provides valuation multiples and p...
BizBuySell Q1 2025 SMB Market Insights
This BizBuySell Insight Report analyzes the U.S. small business-for-sale market during the first quarter of 2025. It reveals that sales volume remained stable with a slight increase in transaction value a...
PwC's US Tax & Trade Policy Outlook 2025
This podcast summarizes US and global tax policy based on PwC's research report published in early 2025. It focuses on the potential for significant changes in 2025 due to the new administration and Congress. It h...
Impact of tariffs on domestic US economy and risk mitigants
In light of the recent tariff announcements, the podcast extensively discusses tariffs' multifaceted economic impacts, exploring their historical context, macroeconomic consequences on GDP and productivity, effects on employment and inflation, ...
Seller Financing and other tax planning strategies used for Business Sale
The Podcast explains seller financing, a method where a business seller provides a loan to the buyer to facilitate the purchase. This arrangement involves contracts like a purchase agreement and promissory note, and it presen...
Primer: New Jersey Hotel and Lodging Industry
The podcast offers insights into New Jersey's hospitality and lodging sectors. One of the source reports focuses on development in the Meadowlands, highlighting a proposed convention center, the impact of American Dream Mall, and ho...
Primer: Pool Service Business and Case Study
The Swimming Pool Cleaning Services industry provides cleaning and maintenance services for swimming and wading pools, spas, hot tubs, whirlpools, and saunas. These services include surface cleaning and maintenance of equipment such as pumps, h...