M&A Talk (Morgan & Westfield) site

M&A Talk (Morgan & Westfield) site

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Podcast hub for M&A Talk episodes and notes.

Why Buyers Are Searching for Your Professional Service Business
PodcastMar 18, 202630 min

Why Buyers Are Searching for Your Professional Service Business

In this episode Jacob Oros interviews Eric Brenner, a seasoned financial advisor who has completed 11‑12 acquisitions of wealth management, tax, and accounting firms. Brenner explains how the market has shifted from a handful of buyers to intense competition, driven...

By M&A Talk (Morgan & Westfield) site
Getting to a $10M Valuation
BlogMar 11, 2026

Getting to a $10M Valuation

To walk away with $10 million after a sale, founders must target a pre‑tax valuation of roughly $15 million to cover capital gains, state taxes and transaction fees. The podcast episode outlines how companies can break through the revenue ceiling by decentralizing...

By M&A Talk (Morgan & Westfield) site
Build a Business That Sells Without You
PodcastMar 4, 202631 min

Build a Business That Sells Without You

In this episode of M&A Talk, host Jacob Oros interviews serial entrepreneur Travis Jameson, who has founded and exited a dozen businesses across tech, e‑commerce, SaaS, and health products. Jameson shares his core lesson for building a sellable company: make...

By M&A Talk (Morgan & Westfield) site
Avoid the Trap of Golden Handcuffs After You Sell
PodcastFeb 23, 202633 min

Avoid the Trap of Golden Handcuffs After You Sell

In this episode, Jacob Oros interviews serial entrepreneur James Gardner about his experience selling a manufacturing business and staying on as part of the acquiring company—a situation he describes as "golden handcuffs." Gardner shares how the post‑sale transition felt restrictive,...

By M&A Talk (Morgan & Westfield) site
M&A Earnouts for VC-Backed Companies
PodcastFeb 9, 202630 min

M&A Earnouts for VC-Backed Companies

In this 30‑minute episode, the hosts break down how earnouts can bridge the valuation gap for VC‑backed companies during M&A transactions, emphasizing the need for solid legal structures rather than verbal promises. They walk listeners through the key clauses that...

By M&A Talk (Morgan & Westfield) site