Presented by RŌG Health

Eggs 479: Finding the Missing Millions in M&A with Holli Moeini

EPISODE 479 • AUGUST 13, 2026 • 1H 1M

Episode Summary

In this episode of Eggs the Podcast, host Ryan Roghaar speaks with Holli Moeini, a CPA and entrepreneur, about her journey from accounting to becoming an expert in mergers and acquisitions (M&A). Holly shares her insights on the importance of being prepared for business exits, common misconceptions about business valuation, and the role of profitability in determining a business's worth. She emphasizes the need for entrepreneurs to understand working capital and the significance of having a solid leadership team and systems in place to enhance business value. Holli also discusses the challenges faced by small business owners and the importance of community support in entrepreneurship.


Key Takeaways

  • Importance of early exit preparation
  • Myths about business valuation and profitability
  • Role of accounting and financials in valuation
  • De-risking your business for sale
  • The significance of working capital and cash flow
  • Strategic planning for growth and sale readiness
  • The impact of leadership and systems on valuation
  • Effective communication with buyers and employees

Chapters

00:00 Introduction and Holli's background in M&A and entrepreneurship
01:56 Holli's journey from CPA to M&A expert and entrepreneur
04:00 The importance of starting early in exit planning
09:01 Common myths about business valuation and what buyers look for
12:14 The critical role of financials and accounting in valuation
16:01 Understanding working capital and its impact on sale price
20:11 How profitability and balance sheet health affect valuation
25:57 Creative strategies for non-profitable businesses to sell
30:04 The 30-20-10 rule for healthy margins and profitability
34:00 Steps to build a sellable business from scratch
37:01 The importance of leadership, systems, and brand in valuation
42:01 Planning for integration and employee retention post-sale
44:05 The role of earnouts and how to structure them effectively
47:03 Communication and transparency during the sale process
51:58 The significance of planning for a smooth transition
57:02 Final advice for business owners preparing for exit
59:49 Where to connect with Holli and further resources