EP #2: Unraveling the Intricate Process of Mergers and Acquisitions

South Florida M&A Advisors Podcast

Do you ever wonder how the world of mergers and acquisitions operates? Have you thought about how a company's worth is determined or what the process of bringing on a new client entails? If so, you're in luck. Join us, Russell Cohen and Jeremy Wolf, as we pull back the curtain on the intricate, complex, and fascinating world of M&A. From the initial meetings with potential clients to the final stages of engagement, we break down the journey. We share how we get to know a business, its industry, and competitors, and how we gather and analyze crucial financial documents to determine business valuations.
But that's not all. We dive into the delicate art of pricing, the influence of the economy and interest rates on multiples, and the detailed process of setting expectations for business owners. Understand the importance of the owner staying on post-acquisition and the necessity of providing working capital for the new buyer. We also discuss the engagement process and why a retainer is essential for producing an executive summary. Discover how we prepare a buyer list and the tools we use to find potential buyers. Prepare for a rich, insightful discussion which serves to illuminate the many facets of this intricate field. Whether you're an investor, a business owner, or simply an intrigued listener, this episode promises to unravel the complexities of the M&A process for you.