Podcast
Transcripts
Team, Time, and Tenure: The Liquidity Event Decision Framework for Business Owners.
This transcript captures a panel discussion on “Team, Time, and Tenure: The Liquidity Event Decision Framework for Business Owners.” It covers key insights on M&A transactions, valuation, and exit strategies.
Liquidity Event Lessons - Nick Rosado
In this episode of Liquidity Event Lessons, tax attorney Nick Rosado discusses best practices for selling a business, tax strategies, and the importance of due diligence to avoid costly mistakes during and after the sale process.
Liquidity Event Lessons - Shawn Flynn
In this episode of Liquidity Event Lessons, Mike and Ryan Ross interview investment banker Shawn Flynn about his role in mergers and acquisitions. Sean shares insights on building effective deal teams, increasing business value before a sale, and navigating complex transactions. He emphasizes the importance of early preparation and collaboration with advisors.
Liquidity Event Lessons - Tony Kim
This document is a transcript of a podcast episode from “Liquidity Event Lessons,” featuring Tony Kim, a tax law expert. The discussion includes tax planning for high net-worth individuals, IRS audit red flags, and differences between tax accountants and tax attorneys.
Liquidity Event Lessons - Mike Morales
The document is a transcript of the podcast episode “Liquidity Event Lessons” featuring Mike Morales, a tax principal. The discussion centers on preparing for business exits, common mistakes, the importance of tax planning, and the role of advisors.
Liquidity Event Lessons - Adam Coffey
The document is a transcript of a podcast episode from “Liquidity Event Lessons” featuring Adam Coffey. The discussion covers Coffey’s career, insights on private equity, strategies for business growth, and the importance of preparing for business exits.
Liquidity Event Lessons - Matt Cohen
This document is a podcast transcript of “Liquidity Event Lessons,” featuring Matt Cohen, a commercial business broker. The discussion covers the intricacies of selling businesses, trends in private equity, valuation factors, deal terms, and the importance of having the right advisors during transactions.
Liquidity Event Lessons - Andrea Starrett
This document is a transcript of a podcast episode titled “Liquidity Event Lessons,” featuring an interview with Andrea Starrett, an estate and trust attorney. The discussion covers essential considerations for business owners regarding estate planning, tax strategies, and family dynamics during liquidity events.