Selling Your Business with David King
"Selling Your Business" will help business owners prepare for this major milestone and close a successful sale. I set out the business sale process and provide useful information to guide a seller’s decision-making, before and during the sale process. Selling a business is the American dream – the pot of gold at the end of the rainbow, the reward for years of hard work. You must take control of your “exit plan” to make it a positive one. I will describe how to get your business on the right path and complete a successful sale. I have represented companies and business owners in a broad range of industries and M&A transactions as a CPA, M&A attorney and Accredited Business Intermediary.
Episodes
38 episodes
Financial Empowerment with Magda Schappert
Magda Schappert is a passionate advocate for financial empowerment, dedicated to helping individuals become the best version of themselves, raise their standards, and achieve freedom. Alongside her husband Jason, she successfully built and exit...
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Season 4
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Episode 3
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29:08
Private Equity Today, Search Funds, and the Paramount Merger
The private equity market has evolved and matured significantly in recent years, driven by several key factors that have reshaped the industry, including increased fundraising and capital deployment. In 2022 alone, global private equity fundrai...
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Season 4
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Episode 2
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42:18
Exit Consulting with Andrea Steinbrenner
In this episode we are joined by Andrea Steinbrenner to discuss the process of planning for a sale and executing the ideal sale for a business owner. Andrea is the CEO at Exit Consulting Group, which provides consulting and brokera...
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Season 4
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Episode 1
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38:19
Financial Planning for Business Owners with Tyson Ray
In this episode, Tyson Ray and I discuss exit planning for business owners, marrying business owners’ sale with their other financial planning. Tyson is a founding partner of FORM and a financial advisor with over 25 years of experience guiding...
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Season 3
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Episode 6
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33:26
Business Development and M&A with Dynamic Entrepreneur, Chris Pflueger
Forever upholding the Sigma Chi Jordan Standard, Chris Pflueger graduated the University of Florida (Gamma Theta chapter) with a degree in Economics, then earned an MBA at USF in Finance and Management Information Systems.With over 25 ye...
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Season 3
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Episode 5
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41:49
Mergers & Acquisitions for Dummies author Bill Snow
In this episode, we are joined by Bill Snow, author of Mergers & Acquisitions for Dummies and an experienced M&A professional with over 30 years of professional experience, including almost two decades as an investment banker. ...
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Season 3
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Episode 4
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34:48
Exit Planning with Entrepreneur Mac Lackey
In this episode we are joined by Mac Lackey to discuss exit planning at every stage of the business life cycle. Mac is an American entrepreneur who has started, scaled and sold six companies (all seven or eight figure exits), most in health &am...
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Season 3
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Episode 3
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36:21
Digital Marketing and Building Value with Katie Wagner
In this episode we are joined by Katie Wagner, founder of @KWSMTeam. Katie specializes in branding, messaging, and ongoing marketing execution with the goal of helping clien...
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Season 3
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Episode 2
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25:46
Navigating the M&A Market in 2023 with Kirk Michie
Kirk Michie of Candor Advisors provides his expert read on the current state of the M&A market in this uncertain economy with high inflation and interest rates and how it's all impacting mergers & acquisitions. Kirk has over 30 years of...
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Season 3
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Episode 1
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31:11
Financial Planning for Sellers with Andrew Van Dyke
In this episode we are joined by Andrew Van Dyke, a financial advisor with Modern Woodmen in Meridian Idaho. Andrew shares his wisdom from working with business owners to manage their financial assets, both within the business deferred compensa...
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Season 2
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Episode 7
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33:23
M&A Accounting with Nancy Rix
In this episode we are joined by Nancy Rix, CPA, Partner at ATLAS CPA’s and Advisors who specializes in accounting for mergers & acquisitions. Nancy discusses a variety of issues business owners need to know relating to M&A, tax, and ac...
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Season 2
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Episode 6
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37:48
M&A Investment Banking with Channing Hamlett
Today we are joined by M&A investment banker Channing Hamlet with Objective Capital Partners. He serves as an execution leader for the firm’s M&A and Valuation Practice and leads the firm’s Business Services Practice. He brings more tha...
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Season 2
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Episode 5
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45:16
Psychology and M&A with Dr. Shahrzad Nooravi
In this episode we are joined by Dr. Shahrzad Nooravi to discuss the psychology of mergers & acquisitions for businesses, management, employees and owners of the target and acquiring companies in a merger. Her deep experience as a business ...
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Season 2
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Episode 4
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32:16
Elon Musk and Twitter, a Deal Gone Wrong
In this episode, I'm joined by Kirk Michie, founder of Candor Advisors to discuss the unfolding saga of Elon Musk’s failed takeover of Twitter. From April through July 2022: • Musk disclosed his ownership of 9.2% of Twitter shares....
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Season 2
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Episode 4
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51:11
M&A in Financial Services with Herb Morgan
We're joined by Herb Morgan, the founder of a Registered Investment Advisory firm that was acquired by a major Wall Street Invesment Bank. Herb is the Sr. Managing Director and Chief Investment Officer of Efficient Market Advisor and one of the...
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Season 3
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Episode 1
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32:50
Exit Planning with Aaron Puttroff
In this episode we are joined by Exit Planner and financial advisor Aaron Putroff to discuss Exit Planning, the holistic approach to designing a business-exit strategy that provides the owner maximum value for their life’s work. It encompasses ...
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Season 2
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Episode 7
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44:43
The Imposter Syndrome in M&A with Kirk Michie
Hosting Kirk Michie, founder of Candor Advisors who has more than 30 years’ experience working with entrepreneurs, closely held business owners, and high net worth families strategic planning to achieve their legacy objectives. In this episode ...
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Season 2
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Episode 7
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27:25
M&A Investment Banking with Stuart Moss
Today we are joined by M&A investment banker Stuart Moss, a managing director with Keystone Capital Markets in San Diego. Keystone is a team of M&A professionals dedicated to providing high level investment banking and strategic a...
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Season 2
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Episode 6
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29:16
Selling to Strategic and Financial Buyers
The M&A market is hot in 2021, with strong deal volume and high valuations. Kirk Michie, founder of Candor Advisors, explains the major difference in transactions with strategic buyers and financial buyers--including private equity fi...
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Season 2
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Episode 5
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44:26
Human Capital and M&A with Susie Japs
In this episode, we are joined by Susie Japs to discuss human capital and talent management in the M&A arena. Susie Japs is the Managing Director of Wejungo, a consulting firm specializing in talent management & recruiting strategies. F...
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Season 2
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Episode 4
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28:01
Exit Consultant John Ovrom
In this episode I am joined by John Ovrom, founder of Exit Consulting, which provides consulting and brokerage services for businesses and owners to prepare for and execute a sale or similar change in ownership. John is a specialist in creating...
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Season 2
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Episode 3
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40:10
M&A Strategic Planning with Kirk Michie
Today, I'm joined by Kirk Michie, founder of Candor Advisors. For more than 30 years, Kirk has worked with entrepreneurs, closely held business owners, and high net worth families to achieve their strategic planning, liquidity, investment, and ...
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Season 2
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Episode 2
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38:43
Managing the Stress of a Sale with Dr. Jack Singer
Don’t let the stress of a sale derail a successful transaction. Dr. Jack Singer teaches us about the root causes of stress and techniques to manage stress. Dr. Jack holds a Ph.D. in Industrial/Organizational Psychology and a Post-Doctorate in C...
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Season 2
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Episode 1
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35:47
M&A in the Cannabis Industry with Ken Berke
In this episode we are joined by Kenneth Berke, a corporate transactional attorney in Los Angeles with a specialty in cannabis industry. The cannabis industry raises a myriad of unique and evolving legal issues, and cannabis M&A transaction...
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Season 1
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Episode 15
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35:32
M&A Investment Banking with Tim Malott
Today, we are joined by Tim Malott who founded the investment banking firm Shoreline Partners in 1994. Tim is former CPA and holds four securities licenses. Tim represents the owners of privately held companies in sale, merger, acquisition and ...
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Season 1
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Episode 14
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39:07