Podcast Episodes
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Episode 72 - 03/12/2025
The Opportunity Zone Advantage in Selling Your Business
Episode 71 - 03/05/2025
Empowering Entrepreneurs to Achieve Financial Freedom
Episode 70 - 02/26/2025
Cut Ties, Not Value: When Selling Your Business is the Best Divorce Move
Episode 69 - 02/19/2025
Playing out Strategic Exits in the Entreprenopoly Game
Episode 68 - 02/12/2025
Generative AI: Key to Social Media Engagement Success
Episode 67 - 02/05/2025
Preserving Distinct Qualities for Business Legacy
Episode 66 - 01/15/2025
Strategic Exit Planning for Future Financial Freedom
Episode 65 - 12/18/2024
The Entrepreneurial Spirit in Business Succession Planning
Episode 64 - 12/11/2024
Collaboration with Advisors: Key to a Smooth Asset Transition
Episode 63 - 12/04/2024
Balancing Emotional and Transactional Needs
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
