Mergers and Acquisitions Unveiled: Strategies for Every Business Size

Mergers and Acquisitions Unveiled: Strategies for Every Business Size

Join Amy as she talks mergers and acquisitions, shedding light on the strategic transactions that drive business growth- and what this means for you as a business owner. Amy explains how M&A is not just for large companies, it’s a powerful tool for small and medium sized businesses when it aligns with their strategic goals and financial capabilities.

Amy shares how you can leverage these strategies to grow and achieve your business goals. She also shares why she believes it’s important for all companies, regardless of size, to carefully assess the potential risks and rewards of M&A and seek professional guidance when pursuing such transactions.

Whether you’re a startup entrepreneur or an established business owner, this video offers valuable insights to help you navigate the world of M&A and propel your company to new heights

Grab the checklist mentioned in the video, How Healthy Is Your Business, here.

Watch the video here!

We are pleased to provide transcripts to our videos to enhance accessibility for our readers.

Amy Roepke 0:00:
Hi, thanks for joining me again. Today I want to talk about M&A, mergers and acquisitions. You may have heard of M&A may have thought of M&A, you may have wondered, What the hell isM&A have to do with me? Well, like to tell you that M&A, or mergers and acquisitions are not just for big businesses. M&A activities often make headlines, you’ve probably heard of big combinations of large companies like Time Warner, or you’ve heard of the Justice Department shutting down a certain golf giants, merger for potential antitrust issues and others.

Amy Roepke 0:48
Large corporations frequently merge or acquire other companies. But what you didn’t know, as an M&A does something, have something to do with you and your business, because it can be conducted by businesses of all sizes, I’d like to call them strategic transactions, which is just as much a mouthful as mergers and acquisitions.

Amy Roepke 0:60
So it’s definitely not shorthand. But when I think about strategic and transaction, see, I can’t even say strategic transactions. When I think about those, I think about my smaller clients, I think about clients that are just starting out clients that are growing their businesses, clients that have maybe reached that stage of growth, where they’re looking at the next 5,10,15 years and wondering what’s next.

Amy Roepke 1:37
And thinking about exit or succession planning, which you really should be thinking about at any stage of your business, even at the beginning. What I like to tell my clients is that depends on a couple of different factors or things that you should know. And when you’re thinking about how or why M&A might have anything to do with your business, so first of all, the size of the company, M&A is relevant for companies of all sizes, and so are strategic transactions.

Amy Roepke 1:51
And let me talk just real quick about what I think is the difference between the two? Again, m&a is usually applied to large companies, mergers, acquisitions, those are the two big words.

“Could you think of your company possibly merging with another company someday?”

Maybe when you get to the X million dollar mark, whatever that X number is for you, is 100 million 50 million, a billion dollars. But you’re probably not there yet. So why would you want to talk about a merger? How about acquisitions? Same idea? Is your company big enough for an acquisition now that could be buying another company could be selling your company?

Amy Roepke 2:51
When I think about acquisitions, and mergers and strategic transactions, it all falls under the same umbrella of what the hell am I going to do with the value that I’ve accumulated in this company? And so I like to talk about it in terms of strategy. What is your strategy for your company, your short term strategy, your long term strategy. And that’s why a strategic transaction makes more sense to me. Think about it however you like. The point is that you think about it.

Amy Roepke 3:20
Think about whether you might want to bring in a partner, or maybe you have a partner that you want to buy out. Maybe you have the need or the want to raise capital, what does that look like? Who would you raise the capital from capital could be dollars, you could be bringing in dollars in exchange for equity, you could be raising dollars in exchange for debt. All of these items fall under the umbrella of mergers and acquisitions, technically speaking, but they all dealing with the strategy of the company, long term and short term. So think about this. Think about the size of your company.

Amy Roepke 4:02
Think about your strategic goals, your financial considerations. And then where is your company in terms of if an outsider was still going to come in and do some diligence on your company? Where is it? Are your files in order? Are all of your contract signed? Do you have contracts? Is your intellectual property protected? What are the issues in your company that you need to address for both your short term and your long term planning? These are the issues that you should be thinking about.

Amy Roepke 4:44
When you’re thinking about what the hell does mergers and acquisitions have to do with me? So check out my website to learn more, you can download my free resource on checking on the health of your business, go to my resources page. You’ll find it there and get to work on the future of your company. Call me if you have questions. I’m happy to talk you through any of the questions or issues that you’re facing and of course happy to work with you when you’re ready to take that next step for the future of your business. Thank you

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