In this episode, Tim Malott, a seasoned M&A Advisor and Investment Banker, reflects on his journey from CPA and Bank President to Managing Partner of Shoreline Partners. With over 30 years of experience, Tim shares his approach to problem-solving, the nuances of selling privately held companies, and his commitment to creating an unreasonable value for his clients.
He offers insight into the M&A process, the distinctions between business brokers and investment bankers, and the importance of preparation and storytelling in maximizing business value.
Whether you’re a business owner, investor, or simply interested in mergers and acquisitions, this episode provides valuable perspectives on navigating the complexities of the industry.
Stay tuned for actionable tips and expert advice from Tim throughout this entire episode.
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Chapters:
00:00 – Introduction
00:55 – Scott’s Bio
03:42 – Closing Process Overview
07:12 – Landlord Waivers and Negotiations
08:56 – Good vs. Bad Buy-Side Attorneys
11:23 – Uncommon Requests and Scenarios
14:15 – Flexibility of SBA Loan Documents
17:15 – Recent Changes to SOP Manual
20:37 – Process After Commitment Letter
26:10 – Partial Change of Ownership
36:22 – Forgivable Seller Note & Expansion Loans
More ThinkSBA Resources
https://calendly.com/thinksba – Schedule Call
https://g.page/thinksba – Google Business Page & Reviews
https://thinksba.com/faq – Frequently Asked Questions
https://mysbaloanpro.com – My SBA Loan Pro Podcast
http://youtube.com/@thinksba – YouTube Channel
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