The M&A Source Podcast

By M&A Source

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Category: Entrepreneurship

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Episodes: 44

Description

If you work in the business of buying, growing, or selling businesses, this is the podcast for you! Welcome to the M&A Source Podcast, a podcast brought to you by M&A Source, a non-profit professional organization that provides training and education for small to mid-size business mergers and acquisitions intermediaries. In each episode of the podcast, we will interview leaders in the M&A world to discuss education opportunities provided by M&A Source, trends in M&A Markets, and useful insights provided by the experts that use them. Learn more about the podcast and the organization at M&A Source's website: www.masource.org. LEGAL DISCLAIMER: This resource is intended for educational purposes only and does not constitute legal, financial, or tax advice. The information provided herein should not be relied upon for any specific business or financial decision without first consulting appropriate professional counsel. Readers are encouraged to seek advice from qualified attorneys, accountants, or other professionals to address their unique circumstances. Neither the authors nor the publisher assumes any responsibility for actions taken based on the information provided in this resource.

Episode Date
Artisans not Analysts with Ryan Ochs
Mar 09, 2026
ONWC Chain From Asset Dispositions to True Up
Dec 19, 2025
Inside the Spring 2025 M&A Source Conference: A Conversation with Jaclyn Ring
May 12, 2025
Stock Certificates and Ledgers: Reconstructing Ownership
Mar 22, 2025
Unpacking Lease Analysis: A Key to Transaction Success
Jan 22, 2025
Top 10 Tax Code Provisions to Leverage in M&A (Part 2)
Nov 04, 2024
Top 10 Tax Code Provisions to Leverage in M&A (Part 1)
Oct 20, 2024
Fall 2024 Conference Preview
Oct 11, 2024
Cross Border Accounting with Katrina Nacci
Aug 27, 2024
Essential Business Performance Metrics for M&A Advisors
Jun 27, 2024
Business Valuations with Shelia Darby
May 08, 2024
Beyond Numbers: Unveiling the Tax Puzzle in M&A Transactions with Roman Basi
Mar 28, 2024
Spring 2024 Conference Overview
Mar 11, 2024
2024 M&A Source Member Benefits with Russell Cohen
Jan 15, 2024
Anatomy of a Purchase Agreement with Matt Bowles
Oct 16, 2023
Working Capital with Ryan Hurst
Jul 13, 2023
Meet the Chairman: Scott Mashuda and M&A Source in 2023
Jan 20, 2023
Rich Jones (Zabel Companies) and Bob McCormack (Murphy McCormack Capital Advisors) Discuss Building Trust between Entrepreneurs and Equity Partners
Sep 21, 2022
Key Private Bank - Strategies for Tax Efficient Business Transitions with Joel Redmond and Kalimah White.
Aug 29, 2022
Live Oak Bank: Financing and Structure for Lower Middle Market Deals with John Wahl.
Aug 03, 2022
Meet the Chairman: Jeff Swiggett and M&A Source in 2022
Nov 29, 2021
John Dalton: Run to Own = Run to Sell
Nov 12, 2021
Meet the Instructor: Sara Burden and the Subtle Art of Educating a Seller
Oct 11, 2021
Rick Marchese: Sell-side Modeling to Maximize Value
Mar 15, 2021
Rich Mowrey: How to Use Business Valuations to Close Better Deals
Mar 01, 2021
Bill Loftis:  Helping Sellers Identify the Most Suitable Buyer and Transaction Structure
Jan 18, 2021
Jim Afinowich: Managing an M&A Auction in the Lower Middle Market
Jan 11, 2021
John Howe: Building a Sustainable M&A Practice
Jan 05, 2021
Monty Walker: Corporate Tax Returns and Hidden Key Points For M&A Advisory Firms
Jun 22, 2020
Alex Mazer: Turnaround Situations
May 13, 2020
Bob Wegbreit: Transaction Data During Downturns
Apr 25, 2020
Trailer
Apr 14, 2020