67. The Importance Of Communication In The M&A Process with Justin Breen

M&A Unplugged

#Trading #Business #Domenic Rinaldi #Buyingabusiness #Exitplanning #Investmentbanking #Mergers #Sellingabusiness #Acquisitions #Businessbroker

29:41

Greg Melia emphasizes that empathy and curiosity are the foundation of effective customer experience (CX). He believes that organizations must design systems proactively—through tools like journey mapping and predictive analytics—rather than relying solely on reactive fixes. Melia highlights the importance of understanding customer motivations and aligning internal operations to consistently deliver value across all touchpoints. He also stresses the need for cross-functional collaboration and leadership that models CX priorities. When hiring, Melia looks for individuals who demonstrate storytelling ability, problem-solving, and ownership—key traits for driving cultural transformation. His approach reinforces the idea that sustainable CX excellence requires intentional system design, emotionally intelligent talent, and unified leadership around customer-centric goals. About Greg Melia At the helm of CXPA, my focus revolves around championing the global customer experience profession through strategic communications and community building, honed over five transformative years in leadership. Our organization thrives on CX certification, publications, and community that empower customer experience professionals to excel. Resources Customer Experience Professional Association: https://www.cxpa.org/home https://www.cxpa.org/home Please, hit the follow button: Apple Podcast: http://cxgoalkeeper.com/apple Spotify: http://cxgoalkeeper.com/spotify We’d love to hear your thoughts — leave a comment and share your feedback! Follow Gregorio Uglioni on Linkedin: https://www.linkedin.com/in/gregorio-uglioni/ About Gregorio Uglioni: Transforming Business Into Value Generating Engines - Creating Long-Lasting Impact Leveraging Customer Experience - Host Of The Globally Recognized CX Goalkeeper Podcast “Customer Experience Goals” - Speaker at global events & at podcasts - Judge at International Awards - CX Lecturer for several institutions Listen to more podcasts on The Agile Brand network here: https://agilebrandguide.com/the-agile-brand-podcasts/…

5 years ago 28:33

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Every transaction hangs by the thread of communication. How you get your message across can either make or break a deal. Yet, this important aspect tends to be the most overlooked by many in the M&A industry. That is why in this episode, Domenic Rinaldi invites guest Justin Breen, the CEO of the PR firm, BrEpic Communications LLC, to talk about how you get the communication down the line in a way that positively impacts the entire M&A process. At the heart of it is the importance of knowing your story that captures your message and getting it out there. He gives advice for those who just purchased a new business on how they should approach their PR in terms of their employees, clients, and even with the media.

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108 episodes

67. The Importance Of Communication In The M&A Process with Justin Breen

M&A Unplugged

published 5 years ago

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108 episodes

#Trading #Business #Domenic Rinaldi #Buyingabusiness #Exitplanning #Investmentbanking #Mergers #Sellingabusiness #Acquisitions #Businessbroker

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M&A Unplugged

1
107: Season 1 of M&A Unplugged Coming to an End 4:08

4 years ago4:08

4:08

M&A Unplugged Season 1 is coming to an end. Season 2 will be back after this summer. Visit our website to download our free resources for those wishing to buy or sell a business: https://k2adviser.com/resources/ If you enjoy our content, please remember to subscribe and leave a review. We look forward to seeing you again on the next episode of M&A Unplugged. Until then, please remember that scaling, acquiring or selling a business takes time, preparation and proper knowledge.…

M&A Unplugged

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106: How To Make The Most Out Of M&A Exclusivity 14:39

4 years ago14:39

14:39

M&A exclusivity is one major strategy utilized by many, but some are unaware of how to push its advantages to the limit. Starting a series of topics from his one-on-one client consultations, Domenic Rinaldi shares one conversation focused on exclusivity. He explains how this gives buyers the owners' undivided attention and speeds up the entire purchasing process. Domenic also breaks down the most important tips for sellers in releasing their company from the market to make it exclusive. He discusses why sellers must always believe in karma and never push away exclusive buyers in favor of way better offers. 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…

M&A Unplugged

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105: What Value Drivers Should You Consider During Business Valuation? 26:37

4 years ago26:37

26:37

Although many businesses out there are similar in many ways, each one has value drivers unique to them. These significant factors dictate the overall framework of a business, and looking at them much closely will help a lot during valuations. Domenic Rinaldi highlights one of his most downloaded episodes that discusses the most common value drivers to consider. He explains how they hugely contribute to closing M&A transactions. From people management to complex finance and infrastructure programs, Domenic delves into the most important aspects every buyer must take note of. 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…

M&A Unplugged

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104: Understanding Bank Financing For Owners And Buyers Of Businesses Affected By The Pandemic 25:28

4 years ago25:28

25:28

It’s no secret that a lot of industries were severely impacted by the pandemic. But how exactly did it affect bank financing for owners and buyers of businesses? Domenic Rinaldi shares some handy information for people who are interested in purchasing and selling their business. He explains the need to understand how banks view these deals and the different issues that come with them. Banks are being cautious and are looking at a good track record, monthly financial plans, and comparison between the current and pre-COVID situation. Not only do businesses need improvement, but they also need to be stabilized before banks accept a deal. 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…

M&A Unplugged

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103: Why Employee Integration Is A Critical Aspect Of M&A with Jennifer Fondrevay 38:25

4 years ago38:25

38:25

Employee integration is such a critical aspect of any M&A transaction that it’s a wonder why most entrepreneurs spend too little time planning for and executing this element. As a result, they often end up trying to catch up with it during the due diligence phase, which is quite a bit late to say the least. When is the right time to start thinking about employee integration? What essential considerations do you have to take in its execution? Domenic Rinaldi goes deeper into this topic with Jennifer Fondrevay , an expert in the human capital aspect of M&A transactions. Join in and learn as Jennifer shares key insights on the most overlooked aspects of integrating people, some of the best practices for handling employees and teams, and how COVID has simultaneously changed the game yet highlighted the evergreen principles of human capital. 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…

M&A Unplugged

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102. How To Avoid And Mitigate Successor Liabilities with Dino Armiros 34:14

4 years ago34:14

34:14

It is never a bad idea to acquire a thriving business. But sometimes, buyers find themselves in a bit of a pickle because of successor liabilities. Dissecting this topic with Domenic Rinaldi is Dino Armiros from the law firm Saul Ewing Arnstein & Lehr . Together, they discuss the most common sorts of successor liabilities every buyer should be aware of. They delve into the red flags to be determined while the final act asset purchase agreements are getting drafted. Dino also explores the responsibilities of the seller by talking about how they can mitigate their liabilities, making them desirable assets in the eyes of potential buyers. 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…

M&A Unplugged

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101: Social Media Due Diligence: Gauging The Value And Potential Of A Business’ Digital Assets With John Vuong 32:50

4 years ago32:50

32:50

These days, social media presence is in itself an asset. That is why it should be included in your due diligence when you’re sizing up a company you’re trying to purchase. If you’re a business owner, it is one thing that you have to consider if you want to take your company’s valuation a notch or two higher. However this aspect of due diligence doesn’t get nearly enough attention, especially considering the fact that digital will only grow in importance in the future. Recognizing this gap in the knowledge of most buyers and business owners, Domenic Rinaldi discusses this topic on the show with John Vuong , the owner of Canada-based Local SEO Search, Inc . Tune in as John discusses at a high level the components of digital presence that buyers need to pay attention to prior to closing an acquisition deal. 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…

M&A Unplugged

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100: Celebrating M&A Unplugged's First Hundred Episodes 21:45

4 years ago21:45

21:45

After hours of engaging discussions and interesting guests, M&A Unplugged now marks its 100th episode! Besides hitting this momentous achievement, the show is also being downloaded in more than 50 countries and one of top ten M&A shows worldwide. To celebrate their first hundred episodes, Domenic Rinaldi looks back with gratitude to everyone he has worked and collaborated with to make the podcast show possible and successful. He also brings some of his previous guests who share their anniversary greetings as well as their number one advice in closing M&A transactions. 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…

M&A Unplugged

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99: Patrick Stroth: Mitigating Post-Closing Risks Through The Rep And Warranty Insurance 38:55

4 years ago38:55

38:55

M&A deals don't just end after the acquisition. In fact, inherent to it are post-closing risks that buyers and sellers will have to face. Are there stones left unturned during the due diligence process? What monetary holdback and liability will arise? Domenic Rinaldi's guest for this episode, Patrick Stroth , has been the go-to person for many buyers and sellers looking for their way out of these risks. As the founder of Rubicon Insurance Services, LLC , he has been a pioneer in applying what is called rep and warranty insurance (RWI) to lower middle-market M&A transactions so that all parties can achieve a clean transition. Together with Domenic, he explains to us what this insurance is all about, what are involved with it, how the underwriting process goes, how much will be spent, and how to introduce this concept to potential deal negotiations. Follow along to this conversation to find the peace of mind you need post-closing. 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…

M&A Unplugged

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98: Best Practices For A Successful First Meeting With A Business Owner 31:20

4 years ago31:20

31:20

Knowing how to prepare for and conduct an initial meeting with a business owner drastically increases your chances of having a successful first meeting. First meetings are crucial when building any business relationship. When you come into the meeting fully prepared, you'll easily build rapport and gain the trust of the business owner. In this episode, Domenic Rinaldi provides a best practices overview on how to have a successful first meeting with an owner and why this is critically important to get a deal done. You'll learn how to properly introduce yourself, what preparations you need to make, and what important questions you need to ask in that first meeting. 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…

M&A Unplugged

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97: What You Need To Know About SBA Loans with Doug Adams 36:08

4 years ago36:08

36:08

Do you want to be knowledgeable and prepared when you decide to exit your own business? Having an in-depth look at Small Business Acquisition Loans (SBA) will come in handy when that day arises. Today’s guest is Douglas Adams , the principal and president of Emerson Capital Corp , which provides financial solutions in business acquisition loans. In this episode, Douglas discusses with Domenic Rinaldi the qualification, costs, and debt structure of SBA. If you want to have great intel so you can better understand the assumptions that banks and buyers make with SBA, then this episode is 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…

M&A Unplugged

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96: How To Narrow Down Your Search Criteria For A Business Acquisition with Tim Lahey 42:28

4 years ago42:28

42:28

Casting a wide net over the marketplace gives you a lot of choices when it comes to business acquisitions. But without proper search criteria, having many options may result in more challenging decision-making. Tim Lahey joins Domenic Rinaldi to share how he narrowed his business acquisition choices to just a few industries, allowing him to acquire the custom integration company, Homerun Technology. He also talks about the strategies he followed to ensure a smooth transition with its past owners and existing employees, how he used an SBA loan to finance this transaction, and how they closed the deal even with the COVID-19 virtual setting. Tim also explores the many ups and downs of business acquisitions, underlining the importance of having a thick skin. 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…

M&A Unplugged

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95. Getting Around Tax Consequences In M&A Transactions with Ed Castellani 25:58

4 years ago25:58

25:58

Many people who get into the world of merging and acquisition pay little to no attention to various tax consequences and how to optimize them. Despite the different experiences between sellers and buyers, how can we bridge the gap here? Joining Domenic Rinaldi to delve into this matter is CPA and attorney, Ed Castellani . Together, they talk about the right way to approach a seller demanding stock transaction with no optimal tax outcome, the specifics of the letter of intent, the buckets of allocation, and how sellers can overall minimize their tax burden. Ed also dives deep into the world of C Corp, particularly on how they can be utilized to defer tax. 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…

M&A Unplugged

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94: How To Break Through The Business Growth Plateau With Brett Trainor 33:13

4 years ago33:13

33:13

Did you know that 90% of all businesses never exceed $1 million in sales? That is a huge number of companies and solopreneurs basically just plateauing in their business growth after capping a certain threshold value. If you’re an existing owner of a business or someone who is contemplating to acquire one and grow it, you may want to take some time for this one. Join in as Domenic Rinaldi talks to a return guest, Brett Trainor , an expert in helping companies that have plateaued break through that barrier and achieve substantial growth. Listen as they discuss Brett’s template for analyzing a company's growth barriers, strategies for growth, and how to implement those strategies without making bad investments that won't provide a return. For more comprehensive guidance, download our due diligence best practices guide and checklist, as well as, additional free resources on our website at www.k2adviser.com/resources .…

M&A Unplugged

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93. How To Avoid The Number One Pitfall In Transactions 12:36

4 years ago12:36