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Podcast Episodes

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Episode 62 - 11/13/2024

The Importance of Emotional Readiness in Business Sales

Episode 60 - 10/30/2024

Maximizing Value Through Timely Decision-Making in Business Sales

Episode 59 - 10/23/2024

Defining Legacy: The Philosophy of Selling Your Business

Episode 58 - 10/16/2024

The Role of Founder Qualities in M&A Decisions

Episode 56 - 10/09/2024

The Fulfillment and Freedom of Pursuing Your Passions

Episode 55 - 09/25/2024

Enhancing Business Visibility through Modern Marketing

Episode 54 - 09/18/2024

Mastering Financial Certainty: A Guide for Business Owners

Episode 52 - 09/04/2024

Stewarding Wealth for Future Generations

Episode 51 - 08/28/2024

Choosing the Right Advisors to Manage the Emotion of Money

Episode 50 - 08/21/2024

Business Transition Burnout Recovery Strategies

Episode 49 - 08/07/2024

Founder of Earnest Investing

Episode 46 - 07/17/2024

Navigating Life and Legacy: Tools for Effective Estate Management

Episode 45 - 07/10/2024

Underutilized Wealth: Redeploying Resources for a Lasting Legacy

Episode 44 - 07/03/2024

Strategic Acquisitions Driving E-commerce Expansion

Episode 43 - 06/26/2024

Humility and Self-Awareness for Successful Business Ownership Transitions

Episode 42 - 06/19/2024

Exit Planning Essentials: A Comprehensive Guide for Business Owners

Episode 41 - 06/12/2024

Strategic Succession Planning: Ensuring a Smooth Transition

Episode 40 - 06/04/2024

Educating Sellers: Building Partnerships for Long-Term Success

Episode 39 - 05/29/2024

Deal-Making: Avoiding Over-Negotiation for Business Success

Episode 38 - 05/22/2024

Holistic Financial Strategies for Small to Mid-Sized Organizations

Episode 37 - 05/15/2024

Navigating Business Transitions with Expert Guidance

Episode 36 - 05/08/2024

Understanding Customers: Shaping Stories for Sales Success

Episode 35 - 05/01/2024

Maximizing Business Value Through Expert Estate

Episode 34 - 04/24/2024

Preventative Legal Measures for Business Financial Stability

Episode 33 - 04/17/2024

Closing Expertise: Navigating Challenges for Successful Transactions

Episode 32 - 04/10/2024

ESOPs: From Rescue Plans to Ownership Transition

Episode 31 - 04/03/2024

Avoiding Pitfalls: Tips for First-Time Buyers in Acquisitions

Episode 30 - 03/27/2024

Private Equity Trends in Lower Middle-Market Businesses

Episode 29 - 03/23/2024

The Future of SBA Financing: Trends and Opportunities

Episode 28 - 03/13/2024

Attracting Multiple Bids: Key to Business Valuation Success

Episode 27 - 03/06/2024

Strategic Growth: Positioning for a Successful Sale Process

Episode 26 - 02/28/2024

Navigating Emotional Challenges of Selling your Life's Work
UBS Review Code: IS2400104

Episode 25 - 02/21/2024

The Collaborative Approach: Advisors' Role in Deal Negotiations

Episode 24 - 02/14/2024

Building Trust and Transforming Lives Through Successful Deals

Episode 23 - 02/07/2024

The Fulfillment and Freedom of Pursuing Your Passions

Episode 21 - 01/24/2024

Blueprints for Growth: Excellence in Business Innovation

Episode 20 - 01/17/2024

The Art of Balancing Wealth and Relationships

Episode 19 - 01/10/2024

Breaking the Ice: Revolutionizing Networking

Episode 17 - 12/27/2023

The Art of Closing: A Legal Expert's Guide

Episode 15 - 12/13/2023

From Startup to Thriving: The Key to Entrepreneurial Resilience

Episode 14 - 12/06/2023

The Art of Merging: Lessons in Self-Reflection and Business Partnerships

Episode 13 - 11/29/2023

The Dumb Tax: Pricey Lessons in Entrepreneurial Pursuits

Episode 12 - 11/22/2023

Dollars and Sense: Maximizing Value Beyond the Bottom Line in Selling a Business

Episode 11 - 11/15/2023

From Founder to Freedom: Path to Selling a Business and Pursuing Adventure

Episode 10 - 11/08/2023

Building the Next Generation of Leaders

Episode 9 - 10/31/2023

Maximizing Business Value and Successful Transitions

Episode 8 - 10/25/2023

Secrets To Selling Your Business

Episode 7 - 10/18/2023

Secrets to Selling Your Business

Episode 6 - 10/12/2023

Positive Outlook for Fourth Quarter M&A Activity

Episode 5 - 10/04/2023

Navigating the Complexities of Entrepreneurship

Episode 4 - 09/26/2023

Keeping the End in Mind: The Art of Building a Saleable Business

Episode 2 - 09/13/2023

Coaching Business Owners: Selling Companies with Confidence

Episode 1 - 09/06/2023

Insights from an Economist Turned M&A Lawyer