M&A Unplugged

It takes a lot of courage to jump into mergers and acquisitions, more so if it is your first deal. Equip yourself with the knowledge of the issues people in the industry commonly encounter with the process and go in prepared. Owner of the Law Office of Joel Ankney, PC, Joel Ankney, shares his expertise and experience on the subject matter. He raises several scenarios that surprise his clients about the process and gives his strategies on how he deals with them and earns their trust. Learn how to close your deals as smoothly as possible by being ahead of the curve and raising your awareness and understanding that an acquisition is not an event, but a process. Love the show? Subscribe, rate, review, and share! Here’s How » Join the M&A Unplugged Community today: k2adviser.com M&A Unplugged Twitter M&A Unplugged Facebook M&A Unplugged Instagram

One of the often-overlooked areas when it comes to mergers and acquisitions is intellectual property. It is time to change that and bring the necessary conversation forward. In this episode, Domenic Rinaldi is joined by Andrea Fuelleman to help guide us on this topic. Andrea is a partner at the law firm of Neal, Gerber & Eisenberg, where she focuses her practice on brand protection and intellectual property enforcement matters. Here, she discusses the differences between copyrights, patents, and trademarks, as well as between the use of rights and registrations. Highlighting the importance of trademark diligence in your M&A transactions, Andrea then explains the process and the best practices to safeguard your brand identity and make sure you are getting clean titles and away from potential infringement. Love the show? Subscribe, rate, review, and share! Here’s How » Join the M&A Unplugged Community today: k2adviser.com M&A Unplugged Twitter M&A Unplugged Facebook M&A Unplugged I

Today’s discussion couldn’t have come at a better time where many business’ stability is at the brink of collapse. Domenic Rinaldi talks with Jeff Sands about corporate turnaround, how you can set things right and save not only your business but people’s jobs as well. Jeff is the Managing Director of Dorset Partners LLC and the author of Corporate Turnaround Artistry: Fix Any Business in 100 Days. He shares with us his expertise about the topic, highlighting the importance of team effort to the process. For business owners, Jeff then gives out some pointers about the things to consider first as well as the major blocks that go into the life cycle of a turnaround. Turnarounds are all about speed and precision, so it helps to do it as fast as you can with the right professionals to guide you. Don’t miss out on what Jeff is going to share in this episode. Love the show? Subscribe, rate, review, and share! Here’s How » Join the M&A Unplugged Community today: k2adviser.com M&A Unplugged Twitter M&

Even before the time of the COVID-19 crisis, the practice of hiring VAs from all over the world had already become common practice, and the crisis only served to expand the practice in more fields. Hiring VAs can be a delicate process because you're entrusting so much to people you've never even met, but once you've established things properly, it should go off without a hitch. Domenic Rinaldi is joined by Nathan Hirsch, who is an entrepreneur, an expert in remote hiring and eCommerce, and the co-founder of the acclaimed platform, FreeeUp.com. Nathan speaks to Domenic about what to look for when you're hiring VAs to ensure a great partnership. Hiring VAs is a great practice to continue your business expansion, so why don't you give it a try? Love the show? Subscribe, rate, review, and share! Here’s How » Join the M&A Unplugged Community today: k2adviser.com M&A Unplugged Twitter M&A Unplugged Facebook M&A Unplugged Instagram

The world has increasingly become data-driven. Yet, not many businesses understand the weight of its importance, especially when it comes to driving towards success. Nationally-recognized data leader and published author, Anthony Algmin, speaks with Domenic Rinaldi to shed light on why we need to take advantage of data in our businesses. He talks about how data impacts businesses' mergers and acquisition both from the seller and buyer's perspective, how data helps a company improve, and how data creates a competitive advantage. Taking us further into the subject, Anthony explains the concept of Data Leadership through his own personal experience with clients. He taps into the risks involved and provides some tools that could help you evaluate the quality of data. Leverage the use of data in your business now before you find yourself lagging behind the rest. Love the show? Subscribe, rate, review, and share! Here’s How » Join the M&A Unplugged Community today: k2adviser.com M&A Unplugged Twitter M

Nobody actively wants to turn over and leave their business, but for whatever reason, if that day ever comes, as a business owner, you have to have an exit strategy in mind. Having a good, solid framework for exit planning is something that you should be considering right at the very beginning because, in the long run, it could just be a huge benefit to you. Steve Migala is a Shareholder at Lavelle Law, Ltd. with a broad transactional practice. Steve chats with Domenic Rinaldi about his framework for how business owners should think about a potential succession or exit from their business. A smart business is one that planned with the end in mind, so make sure you've got a strategy lined up. Love the show? Subscribe, rate, review, and share! Here’s How » Join the M&A Unplugged Community today: k2adviser.com M&A Unplugged Twitter M&A Unplugged Facebook M&A Unplugged Instagram

Domenic Rinaldi, Managing Partner of Sun Acquisitions and the Host of M&A Unplugged, interviews the head of Busey Bank’s SBA program, Steve Lasiewicz, about the current state of bank lending during the COVID-19 crisis.    These are obviously unprecedented times but this is a glimpse at how Busey Bank is managing their SBA program. We will attempt to provide meaningful updates to our clients and community as the lending environment adapts to this crisis. Stay safe and healthy!  

The tax burden on the acquisition or sale of a business is one of the most overlooked aspects of transactions. Many business owners fall trap into unnecessary things that could have been easily solved if they only considered creating a well thought out tax strategy. In this episode, we shine the spotlight on this often missed subject with the President of The Center for Financial, Legal & Tax Planning, Roman Basi. As someone who lives and breathes in the tax code to help business owners maximize their tax situations, Roman guides us into a deeper understanding of tax codes and how he and his team assist their clients throughout the process. He unpacks some of the recent tax changes, including those that fly below the radar for a lot or business owners, and the impact they have on businesses. Read through this eye-opening conversation with Roman that will have you negotiate and choose your business deals better. Love the show? Subscribe, rate, review, and share! Here’s How » Join the M&A Unplugged C

Business valuation is defined as a process and a set of procedures used to estimate the economic value of an owner's interest in a business. Calculating the valuation of the business is an essential step before buying or selling a business, and many investors require it before putting their money down. Dominic Rinaldi is joined by Steve Mize, a Founding Partner at GCF Valuation, to talk about valuations from a buyer and seller’s perspective. Steve has been an accredited senior appraiser for many years and has been valuing small and mid-size businesses across all industries. Learn how he and his team do their business valuation process, as well as how they interact with banks and deal with bank requirements. Love the show? Subscribe, rate, review, and share! Here’s How » Join the M&A Unplugged Community today: k2adviser.com M&A Unplugged Twitter M&A Unplugged Facebook M&A Unplugged Instagram

What is a rep and warranty and insurance and how can it impact a buyer and a seller? In today’s episode, Dominic Rinaldi talks to Attorney Matt Somma, the Vice President and transactional risk broker in ABD’s M&A advisory practice. Dominic and Matt take a closer look at the ins and outs of rep and warranty insurance and how this type of insurance impacts buyers and sellers. Matt also walks us through the negotiation process for closing an insurance deal and shares the downsides and thresholds of reps and warranties. Love the show? Subscribe, rate, review, and share! Here’s How » Join the M&A Unplugged Community today: k2adviser.com M&A Unplugged Twitter M&A Unplugged Facebook M&A Unplugged Instagram

Naturally, people work on financial matters with their banks—so much so that most of the time, they don't realize their options when it comes to loan brokers. Working with loan brokers can be a very different experience for most, but it can also bring unexpected benefits. Doug Adams is the Principal and President of Emerson Capital Corp. Joining Domenic Rinaldi, Doug differentiates the requirements and benefits of working with loan brokers versus working with banks. Check out the difference and see what works for you. Love the show? Subscribe, rate, review, and share! Here’s How » Join the M&A Unplugged Community today: k2adviser.com M&A Unplugged Twitter M&A Unplugged Facebook M&A Unplugged Instagram

The more you know where your business stands, the better you can implement strategies that will help boost its performance. This is why business valuation is very necessary for every business to go through. An expert on this front, host, Domenic Rinaldi, talks with Darren Mize, one of the principals of one of the premier valuation companies in the US, GCF Valuations. Together, they go through the importance of getting a business valuation, exploring the process that goes with it. Sharing some of the success stories, Darren takes us across the work of GCF, along with his career, of delivering outstanding results across all industries. If you want to understand how businesses are valued, then tune into this episode as Darren shares the things business owners (whether buyer or seller) should be thinking to maximize the value of their business and more! Love the show? Subscribe, rate, review, and share! Here’s How » Join the M&A Unplugged Community today: k2adviser.com M&A Unplugged Twitter M&A Un

The Psychology of Business is slowly but steadily being recognized as a distinct branch of study by larger bodies in Psychology, so the practice has been developing throughout the years. This field of study puts practices in businesses in focus, and studies what brings about these practices. Domenic Rinaldi is joined by Dr. Mark Sirkin, the Founder and CEO of Sirkin Advisors, who dives into this unique and interesting field to explore the best practices that lead to business success. Perhaps this can lead you to a new discovery about the path you’re meant to take for your business. Love the show? Subscribe, rate, review, and share! Here’s How » Join the M&A Unplugged Community today: k2adviser.com M&A Unplugged Twitter M&A Unplugged Facebook M&A Unplugged Instagram

One of the surest ways to maximize business value is to create a self-managing company. While this may seem easier said than done, it is nonetheless possible. Guest, Ken Arlen, is the person who has the experience to show you the ropes and got your back covered. Ken is the founder of Arlen Music Productions—a world-class entertainment self-managing company. With his proven experience on the field, Ken shares with you how you can create a self-managing business of your own—from having a great strategy to hiring great people who can do the work. There is an evolution that entrepreneurs have to go through. Having a self-managed company is the rainbow waiting at the end. Enjoy the rewards and benefits of managing your business. Allow Ken to share his journey and insights on starting down the path in this episode. Love the show? Subscribe, rate, review, and share! Here’s How » Join the M&A Unplugged Community today: com M&A Unplugged Twitter M&A Unplugged Facebook M&A Unplugged Instagram

Mergers and acquisitions are big events for various parties including the seller, buyer, company employees, and the legal team. On today's show, Domenic Rinaldi focuses on the seller and talks to Joseph Beer, the Vice President of Operations at Sun Acquisitions, LLC, about the seller’s responsibility during the M&A process. Joe explains some best practices for sellers that they need to think about before putting their business for sale as it relates to diligence.  He highlights on confidentiality as a crucial factor during an acquisition and stresses on continuously assessing buyers. Given the complexity of the entire M&A process, Joe also notes the importance of selecting the right attorney. Love the show? Subscribe, rate, review, and share! Here’s How » Join the M&A Unplugged Community today: com M&A Unplugged Twitter M&A Unplugged Facebook M&A Unplugged Instagram

Learning how to exit a business is just as important as starting one. In this episode, host Domenic Rinaldi gives out the three foundational components that you, as a business owner, must see through to ensure that you are ready to sell your business and do it with success. Grab a pen and paper and take down notes. Consider these things well as soon as possible because some are going to take some time to pull together. Contact Dr. Basi- https://www.taxplanning.com/ Love the show? Subscribe, rate, review, and share! Here’s How » Join the M&A Unplugged Community today: com M&A Unplugged Twitter M&A Unplugged Facebook M&A Unplugged Instagram

The American dream of starting building and selling a business can be elusive for many entrepreneurs. In this episode, host Domenic Rinaldi talks to Jay Myers, a successful entrepreneur, award-winning author, and Founder and former CEO of Interactive Solutions (ISI). Here, he shares his journey towards realizing his dreams through a solid business strategy, where he incorporates some ways of gaining repeat clients. Having run a company to success, Jay shares to us the process of letting go of his business and moving on. As part of his strategy, he elaborates on the importance of recurring revenue in maintaining clean financials and wisely recommends having good advisors. He believes that anyone selling a business should ensure something to go to after pulling out from the business to prevent emotional remorse.   Contact Dr. Basi- https://www.taxplanning.com/ Love the show? Subscribe, rate, review, and share! Here’s How » Join the M&A Unplugged Community today: com M&A Unplugged Twitter M&A Unp

To many, taxes feel like a hindrance: something that just gets in the way of the resources you're trying to gain by making a sale. But maximizing savings on taxes doesn't have to be all that difficult—provided you're working with the right people. Domenic Rinaldi is joined by Dr. Bart Basi, a taxation expert working with The Center for Financial, Legal & Tax Planning, Inc., to discuss how you can get smarter about doing your taxes. Hiring an expert who understands the tax ramifications and all legal precedents related to your potential sale can save you so much in the long run. In this present period where lots of accountants, businesspeople, and brokers don't quite understand the big picture as well as all the details regarding the circumstances of your sale, make sure you're steps ahead. Contact Dr. Basi- https://www.taxplanning.com/ Love the show? Subscribe, rate, review, and share! Here’s How » Join the M&A Unplugged Community today: com M&A Unplugged Twitter M&A Unplugged Facebook M&a

In this episode, Domenic:  Thanks his audience for their support throughout the year.   Welcomes listener feedback on show ideas, guest suggestions and the like.  Mentions some exciting interviews to come in 2020, so stay tuned.  Announces the launch of their new consulting business, K2 Adviser.       "We've been so blessed and thankful for all of our steady listeners and for the growth of our audience both domestically and internationally." —  Dominic Rinaldi     Connect with Domenic Rinaldi:  Sun Acquisitions Website: www.sunacquisitions.com  M&A Unplugged Website: www.maunplugged.com  Email: marketing@sunacquisitions.com    Linkedin:    Domenic Rinaldi: https://www.linkedin.com/in/domenicrinaldi/  Sun Acquisitions: https://www.linkedin.com/company/sun-acquisitions-llc/    Facebook:  Sun Acquisitions: https://www.facebook.com/sunacquisitions/  M&A Unplugged: https://www.facebook.com/MAUnplugged/    Twitter:  @SunAcquisitions https://twitter.com/SunAcquisitions  @M_A_Unplugged https://twitter.com/M

In this episode, Domenic and Jim Oliver discuss: The actual rate of return versus the average rate of return on investments.  Jim's background and his start in mastering the infinite banking concept. The whole life insurance policy rider that generates the borrowing platform.  How Jim uses the concept to acquire and invest in businesses.   Key Takeaways: It can only be done with a Mutual Life Insurance company.  You can borrow against your premium without touching the principle. You pay an average interest rate of 5% against the value of the loan which is in turn, tax deductible. It is an alternative bank that you control.    "We designed it to be the lowest death benefit, highest cash value available." —  Jim Oliver   About Jim Oliver: bio not provided   Connect with Jim Oliver: https://www.facebook.com/createtailwind Website:  https://createtailwind.com LinkedIn: https://www.linkedin.com/company/create-tailwind/about/   Connect with Domenic Rinaldi: Sun Acquisitions Website: www.sunacquisitions.com M&a