Morne Patterson - Mezzanine Financing For Mergers And Acquisitions

This podcast offers a thorough exploration of the mergers and acquisitions process. From understanding the basics, planning and strategy development, to the intricate steps of identifying targets, conducting valuations, and executing the deal. Learn about the vital roles of financial advisors, legal considerations, and the post-merger integration process. We also address common challenges and the cultural impact of M&A. This episode is an essential listen for anyone interested in or currently navigating the M&A landscape. #TommyShek #MergersAcquisitionsGuide #CorporateGrowth #BusinessStrategies #StrategicAcquisitions

Tommy Shek - Navigating Mergers and Acquisitions: A Step-by-Step Guide.

What can the wedding section of The New York Times teach us about love? Tune in for a discussion with Cate Doty on her book Mergers and Acquisitions: Or, Everything I Know About Love I Learned on the Wedding Pages.

Moments with Marianne airs in the Southern California area on KMET 1490AM & 98.1 FM, ABC Talk Radio!

Cate Doty is a writer and a former editor at The New York Times, where she worked for nearly 15 years, including as a wedding announcements writer, presidential campaign reporter, and a senior staff editor on the Food desk. She occasionally teaches journalism at the University of North Carolina at Chapel Hill, from which she graduated, and lives in North Carolina with her family. www.catedoty.com 

For more show information visit:
www.MariannePestana.com

#bookclub #wedding  #bookish #books #booklover #authorinterview #kmet1490am #bookPR #authorPR #publicity #literarypublicist #radioshow

Mergers & Acquisitions with Cate Doty

Selling your manufacturing business requires thorough preparation and expert guidance. This article walks you through the crucial steps and factors to consider, from initial preparation to finalizing the deal. Our dedicated team at Adams Corporate Law will guide you through the process to achieve a favorable transaction that not only aligns with your overarching goals, but also safeguards your interests long after the deal closes.

The Insider's Guide to Selling Your Manufacturing Company

adamscorporatelaw.com

Dive into the world of mergers and acquisitions within the government contracting sector with Sharon Heaton, CEO of sbLiftOff. Sharon, a seasoned M&A expert and author of "Liftoff," shares invaluable insights on the art of successful deals, emphasizing empathy, strategic negotiation, and the critical importance of understanding GovCon nuances. Whether you're contemplating selling your business or looking to acquire another company, this episode will help you navigate the complexities of M&A.
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Ep 314: Navigating the GovCon M&A Landscape

In a recent episode of the Guts and Glory Podcast, California M&A attorney Addison Adams joined host Luis Scott to discuss the dynamic world of deal-making, particularly highlighting the significant impact of Baby Boomer business owners nearing retirement.

Retiring Baby Boomers Continue to Drive Business Sales

In this episode, we sat down with Christine McDannell, founder of the Magnolia firm. Christine shares her wealth of experience as a serial entrepreneur who has built, sold, and exited numerous businesses over the past two decades. We discussed the evolving landscape of mergers and acquisitions, discussing current trends, predictions for the future, and the intricacies of buying and selling companies in today's market. From navigating the seller's market to understanding the impact of political and economic factors, this episode offers valuable insights for business owners, investors, and anyone interested in the world of M&A. Tune in to gain expert perspectives on the dynamic world of mergers and acquisitions.
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Frustrated with your government contracting journey? Join our group coaching community here: https://federal-access.com/gamechangers

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Here: https://www.amazon.com/dp/B0CYXR56PS

Ep 318: The Future of M&A: Trends, Predictions, and Insider Insights

100 % Hustle Podcast 6 – Series of Guests

Host: Vicki Hamilton, Senior Executive with International consulting experience. Founder & CEO of Executive Ideation

Topic: Buying and Selling Businesses

Guest: Jessica Starks, Owner of Transworld Business Advisors and Exit Factor of Grand Rapids and Lansing in Michigan.

Guest Bio:

Jessica Starks is an Exit Strategist and Owner of Transworld Business Advisors and Exit Factor of Grand Rapids and Lansing. Transworld Business Advisors is the world leader in the confidential marketing and sales of businesses and franchises. Exit Factor helps businesses prepare for their sale by increasing profitability, time and freedom, making their business worth more when they are ready to sell, while enjoying the benefits now. From exit planning to business brokerage and mergers and acquisitions, we are the business exit specialists.

Jessica received her Bachelor’s degree from Grand Valley State University in Business Administration with an emphasis in Accounting and Finance. Before starting her own business, Jessica gained experience at a public accounting firm, sales with a payroll company, followed by 10 years in business banking. As her banking career advanced, Jessica was financing buyers acquiring businesses.

Realizing that there was a need in the market, Jessica wanted to help business owners exit their business. She found that baby boomers did not know where to turn when wanting to retire. Although she thought of mostly baby boomers, she realized that other business owners needed to exit their business as well. They have built something great, reinvested a lot of their money back into the business and care about their customers and employees. Jessica wanted to give them an outlet to transition what they had worked so hard to create while leaving a legacy.

Jessica is married to Brad and has two sons, Carter, 17 and Grant, 14. You are likely to find them boating, at a football stadium or basketball court.

Blog Summary:

Jessica is an Exit Strategist and Owner of Transworld Business Advisors and Exit Factor of Grand Rapids and Lansing in Michigan. Jessica shares the important details of buying and selling businesses. If you are thinking of buying or selling your business, tune in and listen, then call Jessica for further information.

Contact info:

LinkedIn – Jessica Starks 
Facebook – Transworld Business Advisors Grand Rapids and Lansing 
Facebook – Exit Factor 
Exit Factor Website https://exitfactor.com/offices/grand-rapids-and-lansing
Transworld Website https://www.tworld.com/locations/grand-rapids-and-lansing/

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100% Hustle Ep. 6 - Pt. 6: Buying and Selling Businesses

Aaron Kowal and guest Joe Braier, President of Lake Country Advisors, discuss the psychological aspect of selling your business, share items to focus on to help drive the value of your business, and review the first steps you should take when you decide to sell your business.

The Retirement Clinic-6-15-24 – Selling Your Business

When intellectual property, or "IP" assets, form a significant part of a merger or acquisition, the rigor of IP due diligence becomes critically important.

Intellectual Property in California Mergers and Acquisitions: A Due Diligence Checklist

Intellectual Property In California Mergers And Acquisitions

Successful business deals are built on a foundation of trust and clarity, which well-crafted and customized commercial contracts help to establish.

The Importance Of Comprehensive Commercial Contracts With Clear Product Warranties And Conditions

My new book is now live and available for purchase on Amazon stores worldwide.

"Buying vs. Starting a Small Business: Search or Startup? A Guide to keep you from going Broke."

Find it now at Amazon.com here: https://a.co/d/bdsOvUe  

The Canadian Amazon store here: https://a.co/d/cEEPheJ

The UK Amazon store here: https://amzn.eu/d/7GFGeUz

The Australian Amazon store here: https://amzn.asia/d/g6ZbNa1

Or any other local Amazon store you frequent. 

You can even buy a pdf copy from Gumroad here: https://dbarnett.gumroad.com/l/BuyvsStartSMB 

Thanks for all your support in this project and I would really appreciate and love it if you rated and reviewed the book on any platform where you find it.

It really does help a TON!!

Cheers

David C Barnett

Buy the Book

Buying Vs  Starting A Small Business Is Now Available- Happy Birthday- Happy Labor Day

Aaron Kowal and guest Tim Nettesheim of N2 Advantage Law discuss negotiations when selling a business, share insights on when it is a good time to sell your business, and examine how the current economy and upcoming election play a role in selling conditions.

The Retirement Clinic-9-14-24 – Selling A Business

Episode 26 - M&A in the Global Agri-Food Industry - March 2025 Overview

Episode 28 - M&A in the Global Agri-Food Industry - April 2025 Overview

When companies go through a merger or acquisition, most leaders obsess over financials and spreadsheets. But according to Jennifer Fondrevay—founder of Day1 Ready and author of Now What?—the real failure happens when leadership ignores people. 

In this episode of Leadership NOW, we explore what really drives post-acquisition chaos, the arrogance of deal-making, and why culture buddies and pre-mortems are essential to getting it right. 

If your company is planning a deal, this conversation is your human integration blueprint.

More information about Jennifer Fondrevay at https://jenniferjfondrevay.com/
More information about Dan Pontefract at https://www.danpontefract.com/

Jennifer Fondrevay on Fixing the Human Side of M&A

Episode 29 - M&A in the Global Agri-Food Industry - May 2025 Overview

Episode 30 - M&A in the Global Agri-Food Industry - June 2025

Dan Pontefract is an award-winning author, leadership strategist, and culture change expert. Dan's podcast explores all aspects of leadership, organizational culture, purpose, and professional development. 
 
Dan is the best-selling author of five books: WORK-LIFE BLOOM, LEAD. CARE. WIN., OPEN TO THINK, THE PURPOSE EFFECT, and FLAT ARMY. A renowned speaker, Dan has presented at four different TED events and also writes for Forbes and Harvard Business Review. Dan is an adjunct professor at the University of Victoria, Gustavson School of Business, and has garnered more than 20 industry awards over his career.
 
Previously, as Chief Envisioner and Chief Learning Officer at TELUS—a Canadian telecommunications company with revenues of $14 billion and 50,000 global employees—he launched the Transformation Office, the TELUS MBA, and the TELUS Leadership Philosophy, all award-winning initiatives that dramatically helped to increase the company’s employee engagement to record levels of nearly 90%. Prior to TELUS, he held senior roles at SAP, Business Objects, and BCIT. He is honoured to be on the Thinkers50 radar list.

Tommy Shek is a consulting partner in various organizations.
Tommy Shek’s primary focus has been on planning and disclosing financial summaries for both publicly and privately held enterprises.
He has a lot of experience with complicated bookkeeping procedures including stock-based compensation (ASC 718), subordinate bookkeeping (ASC 815), convertible liabilities and warrants (ASC 470), income acknowledgment (ASC 606), and mergers and acquisitions (ASC 805).
In addition to his knowledge of SEC financial disclosure, Tommy has advised clients throughout the first sale of stock, public obligation contributions, capital increases through obligation, and value exchanges.

Tommy Shek previously worked at RSM US LLP, the fifth-largest accounting firm in the U.S., where he gained crucial experience in providing review administrations to projects of up to $700 million in revenue for both publicly traded and privately owned companies.
He has worked with clients in a variety of businesses, including assembling and distribution, consumer and contemporary goods, SAAS, and internet trading.

Additionally, Tommy Shek has significant expertise working with foreign companies listed on US markets, including companies from China, Europe, Hong Kong, and Canada.Tommy also provides cautionary forms of help to both domestic and foreign organizations aiming to complete a global opening up and auxiliary public contributions in the US.

Morne Patterson is a positive, driven individual and considers himself to have good leadership skills. He is adaptable to various challenges and believes that he is a dynamic person. Morne is confident, has a high work ethic, and always takes responsibility for his work. He is a fast learner and easily grasps new concepts. He believes that he has an analytic mindset and considers himself to be logical. He enjoys new challenges and interacting with people.

Morne Patterson is a qualified CA(SA) with 13 years of commercial experience (10 years in the technology industry). During his articles/studies, he finished 6th place nationally in the board 2 qualifying exam. As a professional, he has been responsible for and overseen finance functions, business development, legal compliance, contracting, and strategic partnerships. Additionally, he has been responsible for overall operations including customer support.

Morne has a passion for golf and giving back to the game. He has served as Captain of Bellville Golf Club for close to 5 years and now serves as the Club's president.

Our firm has over 25 years of experience assisting California businesses with contracts, mergers, acquisitions, equity financings, and other related corporate law matters. Our firm advises clients on buying and selling businesses, investor financing, and important business contracts.

I discuss buying, selling, financing and managing small and medium sized businesses either alone or with guests.  
I've started, bought, sold and closed businesses. 
Author of three best-selling business books; 'Invest Local: a guide to superior investment returns in your own community,' 'Franchise Warnings: What you really need to know before you buy' and 'How To Sell My Own Business: A guide to selling your own business without paying a broker's commission.' all available as well as 5 other books on Amazon or from www.DavidCBarnett.com

The Home of Business in Michigan. Get on-demand access to audio programs, articles and resources presented by savvy business leaders and industry experts.

Game Changers was designed BY government contractors FOR government contractors.  The focus of every episode is to give listeners a new tip, trick, or strategy that will help them find and win more contracts.  Each episode features Subject Matter Experts (SME), companies that are successfully winning contracts, or nationally recognized professional speakers and authors.  The show is hosted by government experts Michael LeJeune from Federal Access and Joshua Frank from RSM Federal.  Their award-winning program Federal Access has helped their clients win over $2 Billion in government contracts.  Game Changers releases a new episode every other week.

Keywords: Government Contractor, Government Sales, Government Contracting, Government Contracts, Government Subcontracting, How to Win Government Contracts, Where to Find Government Contracts, Government Contract Support, FPDS Training, The Government Sales Manual, How to Respond to RFPs, How to Write a Proposal, Capability Statement, Government Trainer, Government Coach, Government Consultant.

In a single moment your life can change!  “Moments with Marianne” is a transformative hour that covers an endless array of topics with the ‘best of the best.’ Her guest are leaders in their fields, ranging from inspirational authors, top industry leaders, business and spiritual entrepreneurs.  Each guest is gifted, and a true visionary!  A recognized leader in her own work, and while teaching others to develop, refocus, and grow; Marianne will bring the best guest, and sometimes a special surprise.  Don’t miss this – you never know just which ‘moment’ will change your life forever.

With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning.  Whether you’re looking for a final push heading into your retirement, retirement asset management and consolidation, or assistance in transferring business assets to retirement assets, our team’s focus is on helping you realize your vision.

You can listen to the Kowal Investment Group - now Creative Planning, "Retirement Clinic" podcasts, with retirement and investment planning tips and news right here on Soundcloud. **This is a previously recorded show.**

New tracks tagged #Mergers and Acquisitions