Latest Podcast Episode

Helping Owners Maximize and Monetize Their Life’s Work
How can M&A advisors help business owners maximize and monetize their life’s work? That’s the mission of M&A advisory and exit planning consulting firm TobinLeff, whose founder David Tobin is here to speak with me in this episode. David will share how his firm builds relationships long before the deal
Latest Articles

How to Take Full Advantage of the Surge in Lower Middle Market Deal-Making
Overall, there has been a slowdown in M&A activity in the past couple of years, post-pandemic. After an all-time high of 42,436 transactions in 2021, valued at more than $5.6T… deal-making tumbled to 41,808 transactions valued at $4.5T in 2022. And so far, with Q2 numbers just in, it looks

Looking Back to Look Forward at the State of M&A Deal-Making
As summer ends, it’s a good time to take stock and review M&A activity so far in 2023 and what is on the horizon for the rest of the year… and beyond. Some industry reports indicate that due to interest rates and the still-ongoing repercussions from the failure of Silicon
Latest Podcasts

Helping Owners Maximize and Monetize Their Life’s Work
How can M&A advisors help business owners maximize and monetize their life’s work? That’s the mission of M&A advisory and exit planning consulting firm TobinLeff, whose founder David Tobin is here to speak with me in this episode. David will share how his firm builds relationships long before the deal

M&A for Dummies
What if you had a step-by-step guide to the M&A process? My guest, investment banker Bill Snow, is the author of Mergers & Acquisitions for Dummies, an insider’s handbook about buying and selling companies. In this episode, he’ll share his M&A expertise and give an inside look at the process
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How to Take Full Advantage of the Surge in Lower Middle Market Deal-Making
Overall, there has been a slowdown in M&A activity in the past couple of years, post-pandemic. After an all-time high of 42,436 transactions in 2021, valued at more than $5.6T… deal-making tumbled to 41,808 transactions valued at $4.5T in 2022. And so far, with Q2 numbers just in, it looks

Looking Back to Look Forward at the State of M&A Deal-Making
As summer ends, it’s a good time to take stock and review M&A activity so far in 2023 and what is on the horizon for the rest of the year… and beyond. Some industry reports indicate that due to interest rates and the still-ongoing repercussions from the failure of Silicon
How AI Will Take Over M&A Due Diligence
AI is on everybody’s mind these days… the topic du jour. You’ve no doubt seen how this technology will revolutionize how people live, work, communicate… Really there is no area where AI will not touch – if it doesn’t already. That extends to the world of M&A, specifically the due

How TLPE Insurance Made the Perfect Conditions for a Stock Sale
When owners want to sell their company there are two ways they can do it: Sell the assets of the company, including the equipment, product inventory, customers, and the like. In this case, the Seller retains the “shell” of the corporation to either shut down or use in another business.

Helping Owners Maximize and Monetize Their Life’s Work
How can M&A advisors help business owners maximize and monetize their life’s work? That’s the mission of M&A advisory and exit planning consulting firm TobinLeff, whose founder David Tobin is here to speak with me in this episode. David will share how his firm builds relationships long before the deal

Key Person Life Insurance in M&A Transactions
Every team member in a company is important. But some employees are simply essential, especially founders, C-suite executives, anybody with specialized knowledge or experience integral to the smooth running of the company, or someone who brings in a good portion of the revenue. Losing these folks would be hugely damaging

The Importance of Excess Disability Insurance in M&A
There is a rule that prevents the U.S. president and vice president from traveling on the same plane together. The idea being that if the president’s plane crashes, the VP is ready to take the oath of office and immediately take the reins of power with minimal disruption. It’s done

M&A for Dummies
What if you had a step-by-step guide to the M&A process? My guest, investment banker Bill Snow, is the author of Mergers & Acquisitions for Dummies, an insider’s handbook about buying and selling companies. In this episode, he’ll share his M&A expertise and give an inside look at the process