This is the audio version of “Quality of Earnings: What Buyers Really Check Before Buying a Business.”

In this episode, Sara Vaziri and Neal Sheth discuss how buyers verify a company’s true financial performance during a sale process. They break down what a Quality of Earnings (QoE) review actually is, why it matters in M&A, what financial mistakes and red flags can lower value, how working capital and accounting issues affect negotiations, and what business owners should do to prepare before going to market.

Key topics:
• quality of earnings
• financial due diligence
• preparing a business for sale
• working capital adjustments
• business valuation risk
• reducing deal surprises
• owner readiness before exit

For the full video conversation, watch on YouTube:
https://youtu.be/-3osadBKUg0

Host:Sara Vaziri, MBA, MSc, CBB, CBIZoom Business Brokers(949) 426-5067
sara.vaziri@zbbcorp.com

M&A Advisor, Award Winning Certified Business Broker, Founder and Office Broker of Zoom Business Brokers, specialized in selling Manufacturing, B2B, Contractor Businesses, Wholesale and 3PL, and Financial Related Businesses in the State of California.
More Information: https://www.linkedin.com/in/saravaziri/

Guest:Neal ShethPrincipal, HCVTNeal is a Principal at HCVT and an expert in Quality of Earnings (QoE) analysis and financial due diligence for mergers and acquisitions. With more than 16 years of experience in both private industry and public accounting, he works with buyers, sellers, and investors to verify the true financial performance of a business during a transaction. As part of HCVT’s M&A advisory practice, he regularly performs Quality of Earnings studies and other financial diligence projects for buy-side and sell-side deals across industries such as healthcare and life sciences, manufacturing, distribution, professional services, and technology.

Contact Neal: Neal.Sheth@hcvt.com | 714-361-7660

#QualityOfEarnings #FinancialDueDiligence #BusinessSalePreparation #MergersAndAcquisitions

This is the audio version of “The Shock After Selling a Business: What Owners Need to Know After Exit.”

In this episode, Sara Vaziri and Jonathan Sherrill discuss what many business owners overlook when preparing for a sale, including how to build a company that can run without the founder, what makes a business more sellable, why reducing owner dependency matters, and the emotional shift that can follow a successful exit.

Key topics:• business exit planning• building a sellable business• reducing owner dependency• life after selling a business• ownership transition• post-exit planning

For the full video conversation, watch on YouTube:https://youtu.be/_O110HR2BHw

Host:Sara Vaziri, MBA, MSc, CBB, CBIZoom Business Brokers(949) 426-5067
sara.vaziri@zbbcorp.com
M&A Advisor, Award Winning Certified Business Broker, Founder and Office Broker of Zoom Business Brokers, specialized in selling Manufacturing, B2B, Contractor Businesses, Wholesale and 3PL, and Financial Related Businesses in the State of California
More Information: https://www.linkedin.com/in/saravaziri/

Guest:Jonathan SherrillFounder, Waypoint | Co-Author, The Extraordinary Exitwaypointfounders.comMore Information: https://www.linkedin.com/in/jcsherrill/

#BusinessExitPlanning #SellableBusiness #OwnershipTransition #BusinessLegacy

This is the audio version of “The Tax Side of Selling a Business: What Owners Need to Know Before Exit.”
In this episode, Sara Vazi and Rex Ours discuss what business owners need to understand before a sale, including asset vs. stock sale, capital gains treatment, double taxation for C corporations, purchase price allocation, and why preparation matters long before exit.
Key topics:
• tax impact of selling a business
• stock sale vs asset sale
• purchase price allocation
• working capital
• pre-sale preparation
For the full video conversation, watch on YouTube:
https://youtu.be/CsqLw6xPFCU

Host:Sara Vaziri, MBA, MSc, CBB, CBIZoom Business Brokers(949)426-5067sara.vaziri@zbbcorp.comM&A Advisor, Award Winning Certified Business Broker, Founder and Office Broker of Zoom Business Brokers, Specialized in Selling Manufacturing, B to B, Contractor Businesses, Wholesale and 3PL and Financial Related Businesses in the State of CaliforniaMore Information: https://www.linkedin.com/in/saravaziri/ Guest:Rex Ours, CPAMilam, Knecht & Warner, LLP(818)550-9991rours@WeAddValue.comPartner in MKWL, CPA & Business ConsultantMore Information: https://www.linkedin.com/in/rexours/

#sellingabusiness #exitplanning #BusinessSaleTaxes #OwnershipTransition