Mastering M&A: Essential Due Diligence Tips for Family Businesses and Entrepreneurs with John Martin of TreeBank Legal
In this episode of Legendary Exits, Micah welcomes John Martin, an experienced executive and M&A attorney who now serves as President of TreeBank Legal. John shares his journey, highlighting his frustrations with corporate inefficiencies and his background in a family business. He discusses the unique challenges of family-run enterprises and the importance of understanding family dynamics in business. The conversation also delves into the critical role of due diligence in mergers and acquisitions (M&A), emphasizing early preparation to enhance business value and navigate the complexities of the sale process effectively. Don’t miss this conversation.
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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.
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.
