Cascade Conversations

Sell-Side Readiness with Eric Green & Patrick Degnan Part 2

Thinking about selling your business someday? In part two of our Cascade Conversations series on Sell-Side Readiness, Cascade Managing Director Eric Green and Patrick Degnan, Attorney at Clark Hill Law, explore how early planning and thoughtful deal structuring can lead to better results at the closing table. They share the advantages of having a clear strategic plan, explain key concepts like rollover equity, and discuss when to start valuations for estate and gifting purposes. Plus, you’ll hear about a practical checklist to help business owners assess their readiness and take proactive steps toward a smoother, more successful exit. Enjoy all our Podcasts [https://cascadeconversationspodcast.buzzsprout.com] | Visit us at Cascade-Partners.com [https://www.cascade-partners.com] | Follow us on LinkedIn [https://www.linkedin.com/company/cascade-partners]

Sell-Side Readiness with Eric Green & Patrick Degnan

In part one of our two-part Cascade Conversations series on Sell-Side Readiness, Cascade Managing Director Eric Green sits down with Patrick Degnan, Attorney at Clark Hill PLC, to unpack what every business owner should know before selling their company. From deciding when to start planning to understanding the key steps in the sale process, Green and Degnan explore how to position your business to maximize value. They dive into the nuances between asset and equity sales, navigating contracts and change-of-control provisions, and the timing for bringing in professional advisors. You’ll also hear how operational improvements can influence valuation and what to look for in a purchase agreement—so you’re never caught off guard. Whether you’re planning a sale soon or just starting to think ahead, this episode offers practical, actionable insights to help you get ready. Enjoy all our Podcasts [https://cascadeconversationspodcast.buzzsprout.com] | Visit us at Cascade-Partners.com [https://www.cascade-partners.com] | Follow us on LinkedIn [https://www.linkedin.com/company/cascade-partners]

EPISODE 1: Forging the Future: Growth, Innovation, and Strategy in the Metal Fabricating Industry

The metal fabricating, machining, and stamping industry is undergoing steady growth and transformation, with global market value expected to exceed $500 billion by 2030. This podcast covers key trends driving M&A activity.  Enjoy all our Podcasts [https://cascadeconversationspodcast.buzzsprout.com] | Visit us at Cascade-Partners.com [https://www.cascade-partners.com] | Follow us on LinkedIn [https://www.linkedin.com/company/cascade-partners]

EPISODE 12: Unlocking M&A Success: Tax Strategies and The Power of Early Planning

In this insightful episode of Cascade Conversations, Eric Green, Managing Director at Cascade Partners, interviews Daniel Soleimani, Tax Practice Lead at Butzel Attorneys and Counselors. Green and Soleimani delve into the essential aspects of pre-transaction M&A tax planning, exploring the assignment of income doctrine and the importance of early preparation for maximizing tax benefits. Soleimani offers expert guidance on structuring deals to reward long-time employees and underscores the critical partnership between bankers and lawyers in achieving successful business transactions. Join the conversation! DISCLAIMER: This content is not, and should not be construed as an offer to sell or a solicitation of an offer to purchase any securities, including the securities mentioned herein, and no such sale or purchase may be made by any person except through a signed subscription agreement and all accompanying documentation. Enjoy all our Podcasts [https://cascadeconversationspodcast.buzzsprout.com] | Visit us at Cascade-Partners.com [https://www.cascade-partners.com] | Follow us on LinkedIn [https://www.linkedin.com/company/cascade-partners]

EPISODE 11: Representations and Warranties

What are representations and warranties, and why are they essential in M&A transactions?  Join Arjun Murthy, Managing Director at Cascade Partners, and special guest Justin Hanna, Partner at Taft Law, for a thought-provoking two-part Cascade Conversation! Part 1: Uncover the critical role of representations and warranties in M&A transactions and learn about their significant impact on corporate deals. Don’t miss this engaging and informative discussion! Enjoy all our Podcasts [https://cascadeconversationspodcast.buzzsprout.com] | Visit us at Cascade-Partners.com [https://www.cascade-partners.com] | Follow us on LinkedIn [https://www.linkedin.com/company/cascade-partners]