A wealth manager’s view on business exits.

Letters of Intent in M&A Transactions

In this episode, Sean Berry and Ken Zinghini walk us through letters of intent in M&A transactions. These documents are a key step in many business sales and deals—and understanding how they work can make all the difference. We’ll cover what letters of intent typically include, why they matter, and what both buyers and sellers should keep in mind before moving forward.

A wealth manager’s view on business exits.

In this episode, Ken Zinghini interviews Gail Harris, CERTIFIED FINANCIAL PLANNER and Senior Vice President at Wealthspire Advisors, on the role a seasoned wealth manager can play in advising business-owner clients on an exit transaction, including financial planning, tax planning, portfolio management, and other challenges of selling their business.

Debt Finance in M&A Exit Planning Process

In this episode, Ken Zinghini and his partner from the Martin LLP finance group Scott Hammond discuss the role of debt financing in M&A exit transactions, including typical debt structures, seller notes, and other debt-related issues affecting business sellers.

Litigation and the Exit Planning Process; Interview with Mark Gregory

Learn more from Mark Gregory, Litigation partner at Martin LLP, as he answers questions on various subjects involving the risks and pitfalls associated with exit transactions and how to be best positioned in the event litigation arises in the future.

Earnouts and Rollover Equity

Welcome to episode 5 where we discuss “Earnouts and Rollover Equity.” In this episode, Chris Geotes and Ken Zinghini explore a couple common scenarios in which the seller of a business does not collect all of the purchase price they bargain for at the deal closing. These are so-called “Earn-outs” and “Rollover Equity” investments.