EP #4: Mastering Networking Capital in M&A: Insights from a $100 Million Deal with Russell Cohen

South Florida M&A Advisors Podcast

Unlock the mystery behind working capital in M&A deals with Russell Cohen and me, your co-host Jeremy Wolf, as we dissect our colossal $100 million roofing company transaction. Grasp the concept that often spells the difference between a successful sale and a deal gone awry. In our latest podcast episode, Russell, an M&A maestro, breaks down the fundamentals of working capital in a way that's accessible to all. From explaining the calculations on a business's balance sheet to emphasizing the crucial timing for assessing it, we leave no stone unturned. This is not just a recount of our biggest deal to date; it's a masterclass in ensuring your financials are robust and 'PE ready' for that major sale.
Ever wondered why some business owners walk away from a deal feeling victorious while others are left scratching their heads? The answer often lies in the nuances of working capital. Join us as we shed light on strategies for managing this key aspect and why it's imperative to have seasoned advisors, like CPAs or fractional CFOs, in your corner. With Russell's expertise, we explore how growth trends affect financial health assessments and how this knowledge can lead to a smoother journey to the closing table. Get ready to be equipped with valuable insights that could significantly influence the payout of your next big deal.