Mastering M&A: Essential Due Diligence Tips for Family Businesses and Entrepreneurs with John Martin of TreeBank Legal
Update: 2025-02-26
Description
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 )
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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.
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