This is Episode #2 and you’ll hear Host Jordan Rodriguez interview Scott Mashuda, Co-Founder and Managing Director of River’s Edge Alliance Group.. Listen to the audio episode on Apple Podcasts, Spotify, and your other favorite podcast spots – Follow and leave a 5-star review if you’re enjoying the show!
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Show Notes
Learn more about Price Discovery: Money & Mindset
Price Discovery: Money & Mindset Episode #2: Selling Your Business with Scott Mashuda, REAG
M&A is a process - not an event. In this episode, Host Jordan Rodriguez interviews Scott Mashuda, Co-Founder and Managing Director of REAG. They’re a certified and award-winning lower-middle market investment bank who are experts in the sale, acquisition, valuation, dissolution, and consolidation of closely-held companies. Hear how Scott decided to start his own firm, what we can learn from failure, how to make your business attractive to buyers, common misconceptions about M&A, and how to look at the big picture - not just price. This episode covers everything from transferring wealth to entrepreneurship. Here’s a small sample of what you will hear in this episode:
How has the market changed in the past 20 years?
Why do small businesses have a low success rate?
What’s one of the most common misconceptions about M&A?
Should we change the name to something other than exit planning?
Who should be on your M&A team?
What are aspects of selling your business most people don’t focus on enough?
How do you learn about the M&A process?
What market trends are permanent?
Connect with Scott at REAG.com and Jordan at WSWealthManagers.com.
Show Notes
Transferring Wealth with Scott Mashuda, REAG
[0:14] Welcome to Price Discovery: Money & Mindset
[0:41] Connect with Scott at REAG.com and Jordan at WSWealthManagers.com
[2:38] How did Scott get into entrepreneurship?
[5:54] How has the market changed in the past 20 years?
[7:00] COVID-19
[8:52] What market trends are permanent?
[11:22] Why do small businesses have a low success rate?
[13:10] Revenue, EBITDA (Earnings Before Income, Taxes, Depreciation, and Amortization)
[15:42] What’s one of the most common misconceptions about M&A (Mergers & Acquisitions)?
[19:38] Should we change the name to something other than exit planning?
[22:12] Who should be on your M&A team?
[26:25] What are aspects of selling your business most people don’t focus on enough?
[27:52] Down Payment
[32:25] How do you learn about the M&A process?
[35:01] Connect with Scott at REAG.com and Jordan at WSWealthManagers.com
[36:07] Subscribe to Price Discovery: Money & Mindset on your favorite podcast platform and YouTube, and learn more about Jordan at WSWealthManagers.com
[36:15] Price Discovery: Money & Mindset is brought to you by Wernick Spear Wealth Managers and Chagrin Valley Business Strategies. Opinions expressed by Jordan and guests are their own and do not represent investment advice, solicitation, or the like.
What is Price Discovery: Money & Mindset?
Wealth. Business. Personal finance. Each episode, hear thought leaders, business owners, and finance experts share their tales of successful entrepreneurship, innovative financial strategies, and the art of balancing wealth with personal fulfillment. Hosted by Jordan Rodriguez, CFP, CEPA, a seasoned expert in wealth management and business consulting. Presented by Chagrin Valley Business Strategies and Wernick Spear Wealth Managers.
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