Joseph Associates - Business Broker Podcasting
Joseph Associates International is a business brokerage firm with offices in Chicago, Naperville, Aurora and Westmont, Illinois. We provide intermediary services to individuals, business owners and private equity groups. Our focus is the lower middle market. For business owners, we provide valuation, advisory and intermediary services. We perform retained searches for prospective buyers. Our patent-pending process offers educational seminars, entrepreneurial assessments and coaching as preparation for business searches. By subscribing to our free Podcasts, you'll keep up to date on topics surrounding the purchase or sale of a privately held businesses. You will regularly hear from the most knowledgeable sources in the Midwest on a broad range of topics related to the transfer of business ownership. Past guests include private equity principals, M & A attorneys and other key service providers. Our president and founder is Joe McCaul. He holds an MBA from Case Western Reserve University and the M & A Sources prestigious designation of M & A Master Intermediary.
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18 Episodes of this Podcast:
Acquisition Due Diligence featuring Jeff Mengel, CPA - Partner with Plante Moran
Published: 2009-09-08 04:45:00Jeff Mengel, CPA is a Partner with Plante Moran. The topic is acquisition financial due diligence. This presentation was part of the 2008 JAI How to Buy a Seminar Series hosted at The University of Chicago.
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Mary Los of Fifth Third Bank on acquisition lending for small businesses.
Published: 2009-06-05 13:45:00Mary Los is consistently ranked as one of the top Chicago acquisition bankers for businesses under $3MM is purchase price. This is a presentation she had given as part of the Joseph Associates International How to Buy a Business Seminar hosted by the University of Chicago Booth School of Business' Entrepreneurial Roundtable. The video here is highly compressed and is intended for viewing on mobile devices. The entire program is available in high resolution upon request. Please contact Ken McCaul at Joseph Associates at 312-212-8046 or ken@brokerchicago.com for access.
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Bill Wiersema, a Principal with Miller Cooper, discusses the key components of acquisition due diligence.
Published: 2008-09-10 13:45:00Bill Wiersema is a Miller Cooper Principal, the Director of Costs and Operations Consulting, the Chairman of the Manufacturing and Distribution Industry Group, and a member of the firms audit department. In addition to audit services, Mr. Wiersema assists individuals and business entities with acquisitions, sales, and mergers of privately owned companies. (www.millercooper.com) Relevant Experience Mr. Wiersema has designed cost systems for more than 100 companies throughout the U.S. in dozens of industries including manufacturing, distribution, services, and printing. He has also prepared Fee Studies for local governments. Mr. Wiersema's M&A work includes conducting due diligence procedures, presenting findings to bankers and investors, producing financial projections for business operations, and preparing financing proposals and business plans for banks and investors. Mr. Wiersema's newest book is The Miller Manufacturing, Distribution and Retail Guide, which was published by CCH. In addition, he is the author of Activity Based Management: Today's Powerful New Tool for Controlling Costs and Creating Profits, an industry handbook published by the American Management Association, and Steps to a Successful Service Shop: Essentials of Financial Management. Mr. Wiersema has also conducted dozens of seminars and workshops on cost and management issues, including appearances before the Manufacturing Section of CPA Associates International. Education and Professional Activities Mr. Wiersema has been a contributing editor to Electrical Apparatus since 1994. His articles have also appeared in such recognized industry publications as Journal of Cost Management, Journal of Accountancy, Corporate Controller, and APICS: The Performance Advantage and Insight. He has also been featured in Emerging Practices in Cost Management, a compilation of the most recognized articles in the cost management field, published by Warren, Gorham & Lamont. Most recently, Mr. Wiersema has been elected to the Board of Directors of Midwest Business Brokers & Intermediaries. He is a Phi Beta Kappa graduate in Economics from Northwestern University and before joining Miller Cooper, was a Graduate Fellow in Accounting at the University of Illinois. Mr. Wiersema is a member of the AICPA, the ICPAS, and the American Management Association. He is also certified by the American Production & Inventory Control Society.
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Michael Weis of Patzik, Frank & Samotny discusses the framework of an asset purchase
Published: 2007-08-14 07:45:00Michael Weis of Patzik, Frank & Samotny discusses the framework of an asset purchase agreement utilized in a standard entity purchase or sale of substantially all of the assets transaction. Michael provides an overview of the document, and specifically reviews the customary structure, covenants, representations and warranties, conditions precedent, closing issues, indemnities and other critical terms and conditions of the agreement between purchaser and seller. Michael Weis can be reached at (312) 551-8300 or at mweis@pfs-law.com.
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Ron Wajer of Business Engineering in Northbrook, Illinois discusses applying industrial engineering to M & A decision making in target selection, due diligence and post-merger integration.
Published: 2007-08-08 07:45:00Ron Wajer of Business Engineering in Northbrook, Illinois discusses applying industrial engineering to M & A decision making in target selection, due diligence and post-merger integration. Industrial engineers are able to optimize business processes for efficiency, cost and productivity and quantify the potential savings. Ron reviews prior engagements in such areas as inventory reduction and nationalizing distribution networks. Ron Wajer can be reached at (847) 824-0809 or visit the companys website at www.busnengg.com.
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Tyler Mayoras, a Mars Principal, explains Mars Equities points of differentiation including an appetite for distressed or under-performing businesses.
Published: 2007-01-15 06:45:00Mars Equities, Inc. is a private equity firm that invests their own capital. This enables them to employ a buy & hold strategy not possible with a finite fund life. Tyler Mayoras, a Mars Principal, explains their other points of differentiation including an appetite for distressed or under-performing businesses. The funds current platform investments are: Kitchen Distributors of America, Warner Candy and Brucker Company, a distributor of commercial HVAC equipment.
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Bill Price of Chester Price & Smith Discusses Acquisition Due Diligence.
Published: 2007-01-15 06:30:00Bill Price in an attorney with the law firm of Chester Price & Smith and a professor of high technology and entrepreneurship at the Illinois Institute of Technology. Bill covers a number of different topics relating to the due diligence process and some of the specific items buyers need to be aware of when buying a business. His business law and high technology entrepreneurship classes have taught graduate students in Computer Science, Information Technology, Business, and Law how to Source and negotiate venture and other finance for high technology and biotech deals. Mr. Price has also been the faculty advisor for several award-winning student inter-professional research project teams which did work for the International Engineering Consortium, General Motors, and Motorola on topics including wireless and mobile commerce; voice markup languages; consumer extranets; project communications intranets; data access through wireless devices, and e-business design. He teaches courses in e-commerce and in general business law, including organizational design. Private law clients have included organizations ranging from individual retail store owners to Fortune 50 companies, for business organization, successful legal briefs before the U.S. Supreme Court and other venues, and other negotiations. His defense work has appeared in The National Interest, in El Conquistador, and in various military history venues. He is a member of the board of the Midwest Entrepreneurs Forum, and a member of the Chicago Biotech Network.
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This Podcast focuses on how Intellectual Property can play an important role in the purchase or divestiture of a business.
Published: 2006-12-27 07:30:00Intellectual Property can play an important role in the purchase or divestiture of a business. Proper protection of key ideas or processes can reduce the competitive risk for a new buyer or provide a reliable income stream through licensing. Both of these features are examples of how paying close attention to the IP side of a business can dramatically effect valuation. Joe McCaul, President and founder of Joseph Associates International, discusses the key aspects of IP as it relates to M & A with Steve Evans, an attorney with the firm of McGuire Woods. Mr. Evans is a commercial litigation attorney licensed to practice before the U.S. Patent and Trademark Office. He focuses his practice on the strategic development, enforcement, and defense of patents, copyrights, trademarks, and trade secrets. With approximately 750 lawyers and 15 strategically located offices worldwide, McGuire Woods uses client focused teams to serve public, private, government and nonprofit clients from many industries including automotive, energy resources, health care, technology and transportation. We serve clients using the resources and experiences of attorneys working from eight legal departments and more than 80 areas of practice, thus meeting clients needs from virtually any area of law.
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This Podcasts focuses on how Coface can facilitate a business acquisition and keep the new owner focused on growth
Published: 2006-11-06 16:00:00Coface (www.coface-usa.com) is a world leader in trade-credit information and protection, serving 85,000 clients in 93 countries. In North America, Coface provides: accounts receivable insurance, factoring, commercial collection services and a broad range of risk management tools to facilitate international trade. This Podcasts focuses on how their involvement can facilitate a business acquisition and keep the new owner focused on growth. Mark Larocca of Coface North America, Inc. can be reached at (312) 382-7080 or mark_larocca@coface-usa.com
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Matt Dalton & Rick Fazio of Administaff and Joe McCaul discuss the benefits of making Administaff part of a successful M & A team.
Published: 2006-10-02 19:00:00Administaff, Inc. (NYSE: ASF) is the nation's leading Professional Employer Organization, serving as a full-service human resources department for thousands of small and medium-sized businesses throughout the United States. Administaff is included on Fortune's list of America's Most Admired Companies and the InformationWeek 500 list of leading information technology innovators. Joe McCaul, Owner and founder of Joseph Associates International, Inc., meets with Rick Fazio and Matt Dalton and discusses the role Administaff can play during the business transfer process. Sellers can create value by allowing Administaff to systematize and improve the company's human resources thereby facilitating a smoother transition to the new owner. Business buyers can also benefit by working with Administaff to conduct proper HR due diligence and develop and employment strategy that improves the operation on day one. For more information, please call Matt Dalton at (312) 427-5034 or Ken McCaul at (312) 212-8046
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Copyright info: ℗ & © 2006 JosephAssociates
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