Mastering M&A: Essential Due Diligence Tips for Family Businesses and Entrepreneurs with John Martin of TreeBank Legal

Highlights from this week’s conversation include:

• John’s Background and Journey to TreeBank Legal (1:04)
• Family Business Dynamics (3:20)
• Values in John's Legal Practice (6:19)
• Lessons from Family Business (9:32)
• Understanding Expectations in Family Businesses (15:31)
• Understanding Legal Exposure (20:35)
• Framework for Conflict Management (22:44)
• Role of an M&A Attorney (26:27)
• Closing Deals Effectively (30:00)
• Prepping for Sale (33:18)
• Understanding Risks in Transactions (37:18)
• Understanding M&A Timing (40:45)
• Value of Due Diligence (44:36)
• Negotiation Dynamics (46:09)
• Types of Due Diligence (52:13)
• Regulatory Compliance Checks (57:57)
• Corporate Governance Overview (1:00:16)
• Key Due Diligence Elements (1:06:11)
• Understanding Buyer Perspectives (1:10:59)
• Closing Remarks and Connecting with John (1:12:09)  

Join Micah Brandenburg, growth partner and exit strategist, as he unpacks the keys to achieving a legendary exit. Drawing on over 20 years of experience scaling companies, Micah shares actionable insights to help entrepreneurs live a life of significance, fund their unique financial goals, and build a legacy that transforms lives. Learn more at www.legendaryexits.com. 

The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.