Sell Side Podcast Por Michael Stanley arte de portada

Sell Side

Sell Side

De: Michael Stanley
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Tune in to the Sell Side podcast for a comprehensive exploration of the business selling journey. Join host Michael Stanley from Keel Point as he engages with business owners, attorneys, wealth advisors, and other experts, offering you an immersive, panoramic perspective on the transaction process.

Michael Stanley
Economía Gestión Gestión y Liderazgo
Episodios
  • Episode 19: Wilbur Ellis - Keel Point
    Oct 2 2025

    In this episode of The Sell Side Podcast, host Michael welcomes Wilbur Ellis, a seasoned investment banker with deep roots in Huntsville. Wilbur shares his journey from speechwriting in Washington, D.C., to law and business school at the University of Virginia, and ultimately into decades of investment banking experience with firms like Morgan Keegan, Dane Rauscher Wessels, RBC Capital Markets, and Stephens.

    Together, Michael and Wilbur explore the unique challenges and opportunities facing family-owned businesses as they prepare for succession or sale. They discuss the differences between working with large public companies versus founder-led businesses, the importance of early planning, and how strategies like succession planning, pre-sale preparation, and understanding the buyer universe can maximize value.

    Wilbur also reflects on memorable deals, lessons learned, and why helping family businesses transition successfully has become his passion. The conversation highlights how their partnership is bringing expanded capabilities to Kill Point, offering family business owners not just transaction expertise but long-term advisory support designed to protect and grow value ahead of an exit.

    If you’re a founder, family business owner, or simply interested in the nuances of middle-market M&A, this episode offers valuable insights into preparing for a successful transition.


    https://www.linkedin.com/in/michael-k-stanley-jr-mba-cexp™-30916131/

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    30 m
  • Episode 18: Sell Side Short on Choosing Your Professional Team
    Sep 11 2025

    On this episode of Sell Side Shorts, we dive into one of the most important – and often overlooked – aspects of selling your business: choosing the right professional team. For many founder-owners, the sale of their company is a once-in-a-lifetime event. While it’s new territory for them, the professionals they bring to the table handle these complex transactions every day.

    We break down the key players every owner should consider:

    • M&A Attorney – to negotiate letters of intent, purchase agreements, and ensure deals get across the finish line.

    • Tax Advisor/CPA – to keep a close eye on the numbers and structure the deal in the most tax-efficient way.

    • Investment Banker – to craft the story, market the business, attract multiple buyers, and drive competitive pricing.

    • Wealth Advisor – to plan for what comes after the sale, ensuring the proceeds are allocated wisely and aligned with the owner’s long-term financial goals.

    Together, these professionals form more than just a checklist – they’re a team. When they know each other and work seamlessly, the process runs smoothly, negotiations are stronger, and the outcome is better for the seller. We also discuss why aligning incentives and fees is critical to making sure everyone is rowing in the same direction.

    Whether you’re just beginning to think about an exit or are already deep into planning, this episode will give you the clarity and confidence to start building your own winning team.

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    3 m
  • Episode 17: Hayden Worsham - Worsham Brothers
    Sep 3 2025

    On this episode of The Sell Side Podcast, host Michael Stanley sits down with Hayden Worsham, fourth-generation leader of Worsham Brothers, a Corinth, Mississippi–based general contractor celebrating 80 years in business. Hayden shares the company’s remarkable origin story—launched in 1945 with $1,500 by three Ole Miss–trained civil engineers fresh from World War II—and how Worsham evolved from highways and bridges to a boutique commercial contractor serving Mississippi, Alabama, Tennessee (with work in Kentucky and Arkansas).


    Hayden traces his own path—from civil engineering and national consulting work to high-growth GC experience in Atlanta—before returning home in 2022 to acquire the firm through a company-first, metrics-driven earn-out. He details the turnaround playbook: doubling down on people, restoring confidence with weekly wins, and modernizing operations with integrated project management and accounting systems so field teams can make real-time decisions on site.


    The conversation tackles resilient culture (decades-long employee tenures), the value of a boutique GC experience, and a disciplined view of growth—prioritizing strategic partners, healthy pace, safety, communication, and doing what you say you’ll do. If you’re interested in succession, buying a family business, or how a mid-market contractor differentiates in the Mid-South, this one’s a masterclass in legacy, leadership, and operational excellence.

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    43 m
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