EPISODE · Mar 6, 2026 · 49 MIN
#139 M&A Deal Insights with Holly Moeini
from Alt Funds Network · host Mike Schroeder, Skyler Steinke, Holli Moeini
Find us online: https://altfunds.io/ Email us with topic ideas: [email protected] Spotify: https://bit.ly/4afXcan Apple Podcast: https://apple.co/4akXAUS 👇 Click Below to be a guest on our video podcast: 👇 https://forms.gle/eUNLxbPj5utv8bar7 Connect with Holli Moeini: LinkedIn: https://www.linkedin.com/in/hollimoeini/ Instagram: https://www.instagram.com/hollimoeini/ Facebook: https://www.facebook.com/holli.moeini/ Timestamps: 00:00 Post Interview Recap 01:55 Meet Holli M&A Advisor 02:37 Holly Career Journey 03:31 Market Stats Wakeup Call 05:05 Common M&A Myths 08:32 Exit Ready Mindset 08:48 Financials That Sell 12:34 Boosting Multiples Drivers 14:38 AI And Profitability 18:58 Fraud In Small Business 22:13 Red Flags And Controls 25:48 Spotting IT Kickbacks 28:10 What Private Equity Wants 31:19 Platform vs Bolt On 33:20 Book Title Backstory 34:27 Avoiding M&A Pitfalls 38:37 Deal Structure Trends 39:29 Earnouts Done Right 46:42 Smarter Buyers Today 48:44 Where to Connect Bigrock by Kevin MacLeod (incompetech.com), Licensed under Creative Commons: By Attribution 4.0 License https://creativecommons.org/licenses/by/4.0/ Disclaimer: Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
What this episode covers
Background: Holli Moeini is a CFO, CPA, and M&A advisor who helps buyers and sellers strengthen their companies, reduce risk, and maximize value at every stage of a deal. Description: Mike Schroeder interviews CPA and M&A advisor Holly Moeini about how buyers and sellers can reduce risk and maximize value in transactions. Holli shares her path from audit to CFO and M&A, citing statistics about small business performance, low sale rates, and private equity capital waiting to be deployed. She outlines common myths, emphasizes being “exit ready” early, and explains why balance sheets, GAAP-based accounting, and normalized EBITDA matter more than tax returns. Holli discusses value drivers like leadership depth, recurring revenue, systems, and profitable growth, and explains how AI can improve efficiency and margins. She also describes frequent fraud in small businesses, red flags, and the importance of controls and vigilance. The episode covers private equity interest areas, typical deal structures (rollover equity, seller notes, earnouts), and the need for experienced advisors to avoid costly mistakes.
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#139 M&A Deal Insights with Holly Moeini
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