South Florida M&A Advisors Podcast

We are a team of highly experienced M&A advisors who specialize in offering bulge bracket like deal advisory services to lower middle-market companies across the United States and globally. Our team of experts have a deep understanding of the M&A process and a proven track record of successfully navigating complex transactions. Our focus is on delivering personalized, tailored solutions to meet the unique needs of each of our clients. Whether you are looking to buy or sell a business, or seeking guidance on a strategic financial decision, we have the expertise to help you achieve your goals. To learn more visit: https://www.southfloridama.com/ contact (954) 646-7651 email: rcohen@southflorida,ma.com

South Florida M&A Advisors Podcast is a business podcast hosted by Russell Cohen, with 17 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Russell Cohen hosts South Florida M&A Advisors Podcast, a business show with 17 episodes published.

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  Episode #17

  EP #17: IT Readiness For Better Deal Outcomes with Matt Kinsey

  Apr 6, 202629 minS1

  <p>Buyers aren’t just buying your EBITDA. They’re buying your risk profile, and IT is a huge part of what makes a deal feel safe or scary. I sit down with Matt Kinsey of IT Fusion to unpack how IT readiness impacts valuation, deal multiples, and transaction certainty in the lower middle market, especially for businesses in the $2M to $20M range. If you’ve ever assumed “we’re too small to be a target,” this conversation will change how you see diligence. <br/><br/>We dig into the IT due diligence surprises that spook buyers fast: weak access contro...

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  Episode #16

  EP #16: How A Trade Business Scaled And Sold

  Mar 3, 202629 minS1

  <p>A family-run plumbing leader just closed a $14M sale—and the real story isn’t the number, it’s the blueprint behind it. We open the hood on how a commercial contractor in South Florida turned disciplined operations, clean financials, and smart deal structure into a win for founders, successors, and their new private equity partner.<br/><br/>We start with the hard truths of valuation. Commercial construction can scale fast but swings hard when projects slip, so buyers discount uncertainty. That’s why this team’s meticulous books, reliable revenue recognition, and documented backlog mattered more than hype. When a wav...

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  Episode #15

  EP #15: The Four-Advisor Blueprint for a Clean, Profitable Exit

  Oct 14, 202528 minS1

  <p>Selling a company isn’t a decision you make on a Monday and close by Friday—it’s a campaign that starts years earlier, with the right team and a clear plan. We unpack a practical, four-advisor framework that helps owners protect hard-won value: a seasoned M&A advisor to run the process, a CPA or fractional CFO to make your numbers PE-ready, an M&A attorney who speaks the language of deals, and a wealth advisor who designs a tax-smart path from illiquid to liquid.<br/><br/>We dive into the realities of private equity diligence and why GAAP a...

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  Episode #14

  EP #14: Navigating the M&A Maze with Attorney Marc Solomon

  Aug 7, 202547 minS1

  <p>The mysterious world of mergers and acquisitions can feel like navigating a labyrinth blindfolded for business owners facing their first exit. This eye-opening conversation with veteran M&A attorney Marc Solomon pulls back the curtain on what really happens when selling your business to sophisticated buyers.<br/><br/>Marc brings a rare perspective most attorneys lack – having personally built, sold, and managed a business before returning to legal practice. "I've been a small business owner, I've been through an exit transaction, I've been a corporate executive, and I've been a business attorney," he explains, allowing him to understand client ob...

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  Episode #13

  EP #13: Finding Serious Buyers: The M&A Strategy

  Jun 29, 202519 minS1

  <p>The mystery of how businesses actually find serious buyers is revealed in this candid exploration of M&A strategy. Forget everything you thought you knew about selling a business - this isn't about listing it online and hoping for inquiries. Russell Cohen pulls back the curtain on the sophisticated methods M&A advisors use to connect sellers with qualified buyers who will pay premium valuations.<br/><br/>Discover the substantial investments advisors make in specialized research platforms - from Private Equity Info to Pitchbook, Source Scrub to Grata - each costing thousands annually but providing crucial access to buyer...

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