Episodes

What does capital really look for when evaluating a deal? In this episode of the M&A Source Podcast, host David Dejewski sits down with Ryan Ochs, Founder and Managing Partner of RDP Advisory, to discuss how lenders and investors evaluate midd...

Connect with Us and Access Show Resources: https://snip.ly/mas_interact29 (https://snip.ly/mas_interact29)In this episode, we connect asset dispositions (Form 4797), depreciation timing and Section 179 (Publication 946 / Form 4562 support), operating net working capital (process-first peg method + dollar-for-dollar true-up), and asset allocation reporting (Form 8594 residual method). We focus on building a defensible, repeatable approach that holds up in buyer diligence and reduces friction in LOI and purchase agreement drafting.Topics DiscussedIntroduction and Problem StatementThe episode opens by identifying a common pattern in M&A deals: parties argue about working capital adjustments and purchase price before agreeing on what the numbers actually mean. Simultaneously, seller earnings appear distorted due to equipment sales, asset write-offs, or Section 179 depreciation elections. This creates confusion among buyers, sellers, attorneys, CPAs, and brokers who talk past one another. …

Connect with Us and Access Show Resources: https://snip.ly/mas_interact28 What does it take to design one of the most meaningful gatherings in the M&A industry? In this episode, host David Dejewski sits down with Jaclyn Ring , the 2025 M&A Source Conference Committee Chair, for a behind-the-scenes look at the Spring Conference in Orlando. From headline speakers and tactical sessions to the intangible magic of connection and community, Jaclyn shares her vision, the intentional planning process, a...

Connect with Us and Access Show Resources: https://snip.ly/mas_interact27 In this episode, David introduces a recent M&A deal that was delayed due to issues with stock certificates and ownership records. He sets up the episode topic on the importance of stock certificates in business sales. Overview of Stock Certificates David defines stock certificates, explains their purpose, and outlines the main types (common, preferred, restricted, founders, cancelled). He emphasizes their critical role in ...

Connect With Us and Access Show Resources: https://snip.ly/mas_interact26 Episode Summary: In this episode of the M&A Source Podcast, host Dave Dejewski dives into the critical topic of lease analysis. Whether you’re a buyer, seller, advisor, or lender, understanding the nuances of lease agreements is essential for transaction success. Dave explores why lease analysis matters, the key elements to evaluate, the stakeholders who benefit from the insights, and how a comprehensive review can impact ...

Interact with the show: https://snip.ly/mas_interact25 In this episode of the M&A Source podcast, Dave Dejewski continues a series on essential tax code provisions for mergers and acquisitions, discussing five additional provisions that can significantly impact tax outcomes for buyers, sellers, and their advisors. Topic Discussed The exchange is a podcast discussing 10 tax code provisions that are relevant for mergers and acquisitions (M&A) transactions. It is divided into two parts, with Part 1...

Interact with the show: https://snip.ly/mas_interact24 (https://snip.ly/mas_interact24)The episode discusses 10 key tax code provisions relevant to mergers and acquisitions (M&A) transactions. It is divided into multiple parts, wi...

Visit MA Source and Register: https://masource.org/events/conference/ (https://masource.org/events/conference/)Visit Show Notes: https://podcast.masource.org/fal...

Links:* Visit the Show: https://podcast.masource.org (https://podcast.masource.org)* Become a member or register for a class or event: https://masource.org (https://masource.org)Summary of th...

Interact with the show: https://snip.ly/mas_interact21 Share your origin story In this episode of the M&A Source podcast, Dave Dejewski dives deep into essential business performance metrics that significantly impact business valuation and success. Dave discusses key metrics such as EBITDA, employee activity ratios, and cash flow ratios, providing insights into their importance and how to leverage them for better client guidance. He shares practical examples from client experiences and offers a ...

Visit us at https://podcast.masource.org (https://podcast.masource.org)In this episode, Shelia Darby, Managing Director of Bizworth, discusses the importance of accurate business valuations in M&A transactions, the different valuation methodologies, challenges in valuations, best practices and ethical considerations, and the value of partnering with valuation professionals.Resources Discussed in this Episode* Aswath Damodaran resources on valuation and corporate finance: https://pages.stern.nyu.edu/~adamodar/ (https://pages.stern.nyu.edu/~adamodar/)* Business Reference Guide: https://businessreferenceguide.com/ (https://businessreferenceguide.com/)* Vertical IQ: https://verticaliq.com/ (https://verticaliq.com/)* Deal Stats: https://www.bvresources.com/products/dealstats (https://www.bvresources.com/products/dealstats)* Biz Comps: https://bizcomps.com/ (https://bizcomps.com/)* ValueSource: https://www.valusource.com/ (https://www.valusource.com/)* Peer Comps: https://peercomps.gvalue.c…

In this tax-season special episode of the M&A Source Podcast, we delve into the fascinating world of taxes within the mergers and acquisitions space. Our guest, Roman Basi, a seasoned attorney, CPA, and real estate broker, shares invaluable insights into the complexities of taxes affecting M&A transactions. From capital gains adjustments to international tax policies, Roman's expertise sheds light on the myriad ways taxes influence the outcome of business deals. Roman's journey, from his early d...

In this short community update, hear from Kathlene Thiel, our 2024 Conference Chair as she explains our agenda and what you can expect from this Spring conference.

Visit the show notes at https://podcast.masource.org (https://podcast.masource.org)Visit M&A Source at https://masource.org (https://masource.org)In today's episode of the M&A Source Podcast, we discuss the myriad benefits that M&A Source offers to its members with Russell Cohen, an M&A advisor and board member for M&A Source. Russel is also the chairman for the membership benefits committee.Russell and David cover a wide range of topics, from exclusive discounts on essential services like insurance and data room solutions to access to valuable tools that are crucial for any successful M&A advisor. Russell shares his personal experiences and success stories, highlighting how these benefits have positively impacted his professional journey.We also touch on the importance of the M and A Source community in fostering connections and sharing knowledge within the M&A world.Whether you're an experienced advisor or just starting, this episode is a treasure trove of information on how being a…

Welcome to our latest episode of the M&A Source Podcast. In this episode, we dive deep into the world of Purchase Agreements with our esteemed guest, Matt Bowles, an attorney at Hogan Lovells. Here's what you'll discover in this insightful discussion:I...

In this episode of the M&A Source Podcast, host Dave Dejewski is joined by Ryan Hurst, an expert in financial consulting, to discuss the complexities and significance of working capital in mergers and acquisitions.

Scott Mashuda, a founding Partner of River’s Edge Alliance Group and M&A Source’s Chairman-elect, discusses his background and what he’s excited about for M&A Source in 2023.

Rich Jones (Zabel Companies) and Bob McCormack (Murphy McCormack Capital Advisors) Discuss Building Trust between Entrepreneurs and Equity Partners

Lamar Stanley of Lead Capital Partners chats with Joel Redmond and Kalimah White of Key Private Bank about techniques that they use in their business advisory practice to help business owners reduce tax exposure in transactions.

Lamar Stanley of Lead Capital Partners chats with John Wahl of Live Oak Bank about what makes Live Oak different and how they structure lower middle market deals. In the interview they discuss the history of Live Oak, and John’s work in SBA lending, combination financing, and many other structures.

Meet the Chairman of M&A Source 2022, Jeff Swiggett

John Dalton talks about the differences between running a business to own it vs running a business to sell.

Sara Burden, the President and Owner of Walden Businesses, a Atlanta based investment bank, discusses her background and the course that she is teaching at M&A Source\'s Fall Conference: The Subtle Art of Educating a Seller

Rick Marchese, the founder of Lares Loreno Private Capital, a corporate finance firm based in Singapore, discusses the course that he taught at M&A Source\'s virtual Fall Conference: Sell-side Modeling