THE

$ELL MY BUSINESS

PODCAST

M&A Lawyer And Enterprise Value Creator Nick San Filippo On Proven M&A Strategies For Getting The Best Deal

"I feel like Superman when I come in and I'm able to help entrepreneurs go from paper wealth to liquid wealth." - Nick San Filippo

Nick San Filippo is a partner and member of Lowenstein Sandler’s Transactions and Advisory Group.  Lowenstein is a national, full-service, law firm with over 375 lawyers based in New York City, Palo Alto, New Jersey, Utah, and Washington, D.C. The firm represents leaders in virtually every sector of the global economy. 

Nick has over 25 years of experience working on behalf of high-stakes entrepreneurs and corporate clients. He combines his specialized legal knowledge with strategic thinking, creative solutions, and a deep understanding of the makings and monetization of a successful business. He works side by side with the C suite as both legal and business advisor at every stage of a company’s life cycle, helping clients leverage business opportunities, minimize risk and create a culture focused on maximizing enterprise value. 

By integrating his role as outside general counsel with his extensive M&A experience, Nick is uniquely qualified to guide companies from successful operations to a successful exit.  Nick brings the same passion to client service as he does to his golf and paddle tennis game - he is focused, leaves nothing on the table, and takes every reasonable action to succeed. 

A different type of attorney, Nick dedicates two full days a month to personal and professional growth as a member of both Vistage and Tiger 21.  

A constant learner, Nick regularly places himself in rooms where he can gain a deeper understanding of the mind of the entrepreneur.  These experiences make Nick a true trusted advisor, business, and legal counselor whether he is working on behalf of his clients or on behalf of the Firm as Chair of Lowenstein Sandler’s Strategic Planning Committee or as a member of the Firm’s Executive Board.  

The Sell My Business Podcast is brought to you by Deep Wealth.

The Deep Wealth Experience has you learn the 9-steps of preparation in 90-days. At the end of the 90-days, you have a blueprint for optimizing the value of your business. You also enjoy the certainty that you capture the maximum value.

SHOW NOTES

  • How Nick became an M&A lawyer
  • Why Nick feels like Superman when helping business owners complete a liquidity event
  • Common mistakes most business owners make and what you can do about it
  • How Nick increases enterprise value when serving as general outside counsel
  • How Nick has a deep Rolodex of advisors to help a business owner prepare for a liquidity event
  • The importance of receiving the right types of referrals for advisors
  • Why your current advisors may not be the right ones for your liquidity event
  • How a business owner can prevent a failed deal by preparing years in advance for a liquidity event
  • The importance of an internal due diligence audit before starting a liquidity event
  • How business owners trade their health, time, and money by not preparing in advance
  • Why a liquidity event is like a full-time job if you don't prepare in advance and what you can do about it
  • Why you're at significant risk when you don't have the best M&A lawyer when dealing with sophisticated buyers
  • How you can protect yourself from PE firms and their armies of lawyers
  • The difference between a boutique M&A lawyer and an M&A lawyer from a medium to a large law firm
  • Why trust is the currency in mergers and acquisitions, and how you can earn the trust of your M&A lawyer and buyer
  • What you need to know about a Letter of Intent (LOI) but probably don't
  • Why Nick is available 24/7 during a liquidity event
  • How a talented M&A lawyer keeps manages investment bankers and business owners with the LOI
  • Why an LOI is the most strategic points in the liquidity event process
  • What to look for in an M&A lawyer that is a deal killer versus a deal closer
  • How the Coronavirus has changed liquidity events
  • What the right M&A lawyer will do to protect you from Coronavirus indemnities
  • A range of M&A legal fees when dealing with a medium to a large firm
  • Why you must look at the value for M&A legal fees instead of the price
  • How the right M&A lawyer can often save you as much or more than the legal fees
  • Why nick is an entrepreneurial M&A lawyer who helps increase enterprise value

This podcast is brought to you by Deep Wealth. Are you thinking about a liquidity event? You have one chance to get it right, and you better make it count. The 90-day Deep Wealth Experience gives you the certainty to capture your maximum value. You'll master the 9-steps of preparation we created for our 9-figure exit. 

Click here to book your free call. Learn about the 9-Step Roadmap and how you can capture the maximum value on your liquidity event.

Enjoy the interview!

SELECTED LINKS FOR THIS EPISODE

The Lowenstein Sandler Law Firm

Nick San Filippo on LinkedIn

Nick's email address nsanfilippo[at]lowenstein[dot]com

The Deep Wealth Experience

Book Your FREE Deep Wealth Exit Call

This episode is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.

Who are we, and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer. Two years later, we said "yes" to a 9-figure offer. In the process, we increased the value of our company by 10X.

During our liquidity event journey, we created a 9-step preparation process. It's the quality and depth of your preparation that increases your business value.

After our 9-figure exit, we committed ourselves to level the playing field. The Deep Wealth Experience helps you create a launch plan in 90-days. Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event.

Click here to book your free call. Learn about the 9-Step Roadmap and how you can capture the maximum value on your liquidity event.


This podcast is brought to you by the Deep Wealth Experience. In the world of mergers and acquisitions, 90% of deals fail. Of the successful deals, business owners leave millions of dollars on the deal table.

Who are we and how do we know? We're the 9-figure exit guys. We said "no" to a 7-figure offer based on 3-times, EBITDA. Two years later, we said "yes" to a 9-figure offer based on 13-times EBITDA.  In the process we increased the value of our company 10X.

During our liquidity event journey, we created a 9-step preparation process. It's the quality and depth of your preparation that increases your business value.

After our 9-figure exit we committed ourselves to leveling the playing field. The Deep Wealth Experience helps you create a launch plan in 90-days. Our solution is resilient, relentless, and gets results. Enjoy the certainty that you'll capture the maximum value on your liquidity event.

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