Episodes
Artisans not Analysts with Ryan Ochs
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...
ONWC Chain From Asset Dispositions to True Up
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 + …
Inside the Spring 2025 M&A Source Conference: A Conversation with Jac…
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 ...
Stock Certificates and Ledgers: Reconstructing Ownership
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 episod...
Unpacking Lease Analysis: A Key to Transaction Success
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,...
Top 10 Tax Code Provisions to Leverage in M&A (Part 2)
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 prov...
Top 10 Tax Code Provisions to Leverage in M&A (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...
Fall 2024 Conference Preview
Visit MA Source and Register: https://masource.org/events/conference/ (https://masource.org/events/conference/)Visit Show Notes: https://podcast.masource.org/fal...
Cross Border Accounting with Katrina Nacci
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...
Essential Business Performance Metrics for M&A Advisors
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...
Business Valuations with Shelia Darby
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 ethi…
Beyond Numbers: Unveiling the Tax Puzzle in M&A Transactions with Rom…
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, sh...
2024 M&A Source Member Benefits with Russell Cohen
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…
Anatomy of a Purchase Agreement with Matt Bowles
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...
Working Capital with Ryan Hurst
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.