Jeremy Waitzman's guest appearances

Jeremy Waitzman

MoneyForLunch

M&A Unplugged

Henry James

Joe Vitale

Jason Lee

Gary Boomershine

Larry Goins

David Meltzer

Bill Walsh

Mark Divine

Karen Rinaldi

Chris Prefontaine

John Lee Dumas

Tom Hopkins

Laura Gassner Otting

John Keatley

Matt Iseman

OwlTail

Bert Martinez

Jeremy Waitzman is a business attorney and head of the corporate practice group at Sugar Felsenthal Grais &amp; Helsinger. He advises his clients on significant transactions and operational issues in their businesses. Jeremy has substantial experience representing businesses of all types and sizes from inception, guiding them through significant growth, and often through ownership’s exit. His clients include privately-held middle market and emerging growth companies, family offices and funds, investors, C-level executives, boards of directors, family-owned businesses, and entrepreneurs.- Connect with Jeremy Waitzman: SFGH.com- Connect with Bert Martinez:   YouTube |  Twitter  |  InstagramFree Book Dominating Your Mind  |   Click here for More Episodes

Jeremy Waitzman is a business attorney and head of the corporate practice group at Sugar Felsenthal Grais &amp; Helsinger. He advises his clients on significant transactions and operational issues in their businesses. Jeremy has substantial experience representing businesses of all types and sizes from inception, guiding them through significant growth, and often through ownership’s exit. His clients include privately-held middle market and emerging growth companies, family offices and funds, investors, C-level executives, boards of directors, family-owned businesses, and entrepreneurs. - Connect with Jeremy Waitzman: <a href="http://SFGH.com" rel="nofollow" target="_blank">SFGH.com</a> - Connect with Bert Martinez:   YouTube |  Twitter  |  Instagram Free Book Dominating Your Mind  |   Click here for More Episodes

Jeremy Waitzman, Business Lawyer, joins Bert Martinez

In this episode, Domenic and Jeremy Waitzman discuss:   Earn-outs to bridge a gap Rollover equity Representations and warranties Indemnities   Key Takeaways:   Building a specialized and experienced team in mergers and acquisitions will save you time and money  Business terms are just as important as price Understand what you are guaranteeing about your business and possible ramifications of breaching those in the future Be upfront with the buyers from the beginning with how much you want to be involved in the business going forward    "It is important for the seller to think about what things are important to them in the sale." —  Jeremy Waitzman   About Jeremy Waitzman: Jeremy Waitzman advises his clients on significant transactions and operational issues in their businesses. Described by clients as “an essential business advisor” and “a partner in the success of my business,” Jeremy has substantial experience representing businesses of all types and sizes from inception, guiding them through significant growth, and often through ownership’s exit. His clients include privately-held middle market and emerging growth companies, family offices/funds, investors, C-level executives, boards of directors, family-owned businesses and entrepreneurs.   Jeremy counsels clients in the areas of corporate law, mergers &amp; acquisitions, private placements, and general contract law. He represents individuals, closely-held businesses, start-up companies and serves as outside counsel to several large corporations. His work with companies often includes strategies for the creation of enterprise value.   Having trained as a corporate and M&amp;A deal attorney at a large law firm, Jeremy's experience is transactions-intensive and expansive. His work includes business and capital structure, mergers and acquisitions, indemnification, private equity and venture capital, private placements and securities offerings, investor rights and preferences, licensing and subscription agreements, intellectual property protection, customer agreements and T&amp;C’s, joint ventures, distribution and supply, executive employment, management equity and incentive compensation, corporate governance including board and advisory boards, and corporate contracts and agreements including enforcement. Jeremy has been included in various panels and lectured on topics related to corporate law, venture and angel financing and mergers and acquisitions.   Industry sector experience includes software, healthcare, specialty chemicals, mobile, information technology, eCommerce, transportation, insurance, marketing and public relations, construction, auto body, specialty consumer, real estate, manufacturing, distribution, and tech-enabled services.   Prior to law school, Jeremy worked at a Fortune 500 company where he gained invaluable insight into the operations of large businesses.  Please provide a short intro. (This is how we will introduce you to our audience.: Jeremy is a business attorney and head of the corporate practice group at Sugar Felsenthal Grais &amp; Helsinger in the Loop. Jeremy has a broad general business practice, which includes issues related to entity structure and corporate governance, contracts, raising capital, succession planning, and M&amp;A. Jeremy's clients include privately-held middle market and emerging growth companies, family offices/funds, investors, C-level executives, boards of directors, family-owned businesses and entrepreneurs. Jeremy has served as counsel to both buyers and sellers in over 150 M&amp;A transactions during his 15+ years of experience.   Connect with Jeremy Waitzman:  Website: sfgh.com Email: jwaitzman@sfgh.com Phone:(312) 2199   Connect with Domenic Rinaldi:  Sun Acquisitions Website: www.sunacquisitions.com  M&amp;A Unplugged Website: www.maunplugged.com  Email: marketing@sunacquisitions.com    Linkedin:    Domenic Rinaldi: https://www.linkedin.com/in/domenicrinaldi/  Sun Acquisitions: https://www.linkedin.com/company/sun-acquisitions-llc/    Facebook:  Sun Acquisitions: https://www.facebook.com/sunacquisitions/  M&amp;A Unplugged: https://www.facebook.com/MAUnplugged/    Twitter:  @SunAcquisitions https://twitter.com/SunAcquisitions  @M_A_Unplugged https://twitter.com/M_A_Unplugged    Instagram:  @sunacquisitions https://www.instagram.com/sunacquisitions/  @ma_unplugged_podcast https://www.instagram.com/ma_unplugged_podcast/    YouTube:  Sun Acquisitions: https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg    Show notes by Podcastologist: Kim Mavy   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

In this episode, Domenic and Jeremy Waitzman discuss:  <ul> <li>Earn-outs to bridge a gap</li> <li>Rollover equity</li> <li>Representations and warranties</li> <li>Indemnities</li> </ul> Key Takeaways:  <ul> <li>Building a specialized and experienced team in mergers and acquisitions will save you time and money </li> <li>Business terms are just as important as price</li> <li>Understand what you are guaranteeing about your business and possible ramifications of breaching those in the future</li> <li>Be upfront with the buyers from the beginning with how much you want to be involved in the business going forward </li> </ul> "It is important for the seller to think about what things are important to them in the sale." —  Jeremy Waitzman  About Jeremy Waitzman: Jeremy Waitzman advises his clients on significant transactions and operational issues in their businesses. Described by clients as “an essential business advisor” and “a partner in the success of my business,” Jeremy has substantial experience representing businesses of all types and sizes from inception, guiding them through significant growth, and often through ownership’s exit. His clients include privately-held middle market and emerging growth companies, family offices/funds, investors, C-level executives, boards of directors, family-owned businesses and entrepreneurs.   Jeremy counsels clients in the areas of corporate law, mergers &amp; acquisitions, private placements, and general contract law. He represents individuals, closely-held businesses, start-up companies and serves as outside counsel to several large corporations. His work with companies often includes strategies for the creation of enterprise value.   Having trained as a corporate and M&amp;A deal attorney at a large law firm, Jeremy's experience is transactions-intensive and expansive. His work includes business and capital structure, mergers and acquisitions, indemnification, private equity and venture capital, private placements and securities offerings, investor rights and preferences, licensing and subscription agreements, intellectual property protection, customer agreements and T&amp;C’s, joint ventures, distribution and supply, executive employment, management equity and incentive compensation, corporate governance including board and advisory boards, and corporate contracts and agreements including enforcement. Jeremy has been included in various panels and lectured on topics related to corporate law, venture and angel financing and mergers and acquisitions.   Industry sector experience includes software, healthcare, specialty chemicals, mobile, information technology, eCommerce, transportation, insurance, marketing and public relations, construction, auto body, specialty consumer, real estate, manufacturing, distribution, and tech-enabled services.   Prior to law school, Jeremy worked at a Fortune 500 company where he gained invaluable insight into the operations of large businesses.  Please provide a short intro. (This is how we will introduce you to our audience.: Jeremy is a business attorney and head of the corporate practice group at Sugar Felsenthal Grais &amp; Helsinger in the Loop. Jeremy has a broad general business practice, which includes issues related to entity structure and corporate governance, contracts, raising capital, succession planning, and M&amp;A. Jeremy's clients include privately-held middle market and emerging growth companies, family offices/funds, investors, C-level executives, boards of directors, family-owned businesses and entrepreneurs. Jeremy has served as counsel to both buyers and sellers in over 150 M&amp;A transactions during his 15+ years of experience.  Connect with Jeremy Waitzman:  Website: <a href="https://www.sfgh.com/" rel="nofollow" target="_blank">sfgh.com</a> Email: <a href="mailto:jwaitzman@sfgh.com">jwaitzman@sfgh.com</a> Phone:(312) 2199 Connect with Domenic Rinaldi:  Sun Acquisitions Website: <a href="http://www.sunacquisitions.com/" rel="nofollow" target="_blank">www.sunacquisitions.com</a> M&amp;A Unplugged Website: <a href="http://www.maunplugged.com/" rel="nofollow" target="_blank">www.maunplugged.com</a> Email: <a href="mailto:marketing@sunacquisitions.com">marketing@sunacquisitions.com</a> Linkedin:    Domenic Rinaldi: <a href="https://www.linkedin.com/in/domenicrinaldi/" rel="nofollow" target="_blank">https://www.linkedin.com/in/domenicrinaldi/</a> Sun Acquisitions: <a href="https://www.linkedin.com/company/sun-acquisitions-llc/" rel="nofollow" target="_blank">https://www.linkedin.com/company/sun-acquisitions-llc/</a> Facebook:  Sun Acquisitions: <a href="https://www.facebook.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.facebook.com/sunacquisitions/</a> M&amp;A Unplugged: <a href="https://www.facebook.com/MAUnplugged/" rel="nofollow" target="_blank">https://www.facebook.com/MAUnplugged/</a> Twitter:  @SunAcquisitions <a href="https://twitter.com/SunAcquisitions" rel="nofollow" target="_blank">https://twitter.com/SunAcquisitions</a> @M_A_Unplugged <a href="https://twitter.com/M_A_Unplugged" rel="nofollow" target="_blank">https://twitter.com/M_A_Unplugged</a> Instagram:  @sunacquisitions <a href="https://www.instagram.com/sunacquisitions/" rel="nofollow" target="_blank">https://www.instagram.com/sunacquisitions/</a> @ma_unplugged_podcast <a href="https://www.instagram.com/ma_unplugged_podcast/" rel="nofollow" target="_blank">https://www.instagram.com/ma_unplugged_podcast/</a> YouTube:  Sun Acquisitions: <a href="https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg" rel="nofollow" target="_blank">https://www.youtube.com/channel/UCm6H7kkMD6nnXFuHgqx9Ikg</a> Show notes by Podcastologist: Kim Mavy  Audio production by <a href="https://www.turnkeypodcast.com/" rel="nofollow" target="_blank">Turnkey Podcast Productions.</a> You're the expert. Your podcast will prove it.

23. Beyond The Price Of A Sale of a Business with Jeremy Waitzman