Podcasts about acquisitions

Show highlights include:  -Why focusing only on upfront payouts can leave money on the table.-How growth-minded advisors evaluate leadership, technology, and firm culture.-What truly separates firms that say they help you grow from those that actually do.-Why due diligence matters more than most advisors realize.-The importance of viewing your firm as a long-term partner, not a temporary stop.If you're considering a move - or even thinking about your future trajectory - this episode will challenge you to rethink what success really looks like and how to avoid costly mistakes along the way.Learn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

What happens to everything you've built if you don't plan your exit?Most business owners spend decades perfecting their craft but less than a year planning their exit—a mistake that leads to "seller's regret" for up to 90% of entrepreneurs.In this episode Kevon Saber, Co-Founder of Legacy Outcomes, reveals how intentional exit planning — executed early and with purpose — can protect your business, your legacy, and your family's future.Kevon reveal why the M&A (Mergers and Acquisitions) market is often rigged against mid-sized owners and how a disciplined, team-based approach can protect your life's work for generations to come. Rather than reacting at the last minute like most sellers, he breaks down why legacy transitions often fail and how a disciplined, process-driven approach can dramatically improve outcomes.Legacy Moment: The reality is... my children told me repeatedly, they don't want to do this... I got to have that exit strategy to get out.Key Takeaways:2:30 – Who is Kevon Saber? (From Med-Tech to Legacy Outcomes)6:43 – Defining M&A: Mergers vs. Acquisitions explained.7:29 – Why starting your exit plan late leads to "suffering."9:34 – The startling stats: Why only 19% of businesses actually close.12:08 – The power of an M&A Team vs. a Solo Broker.14:01 – The Legacy Outcomes Framework: Prepare, Create, Attract, Evaluate, Legacy.18:21 – Handling family dynamics and owner objectives.20:50 – What happens when it goes wrong? (A $24M to $7M cautionary tale).22:51 – Kevon's closing advice: Life is a buffet table.Connect with Kevon Saber:Website: https://legacyoutcomes.comLinkedIn: Kevon SaberX (Twitter): @KevonSaberConnect with Corwyn:Contact Number: 843-619-3005Instagram:⁠ https://www.instagram.com/exitstrategiesradioshow/⁠FB Page:⁠ https://www.facebook.com/exitstrategiessc/⁠Youtube:⁠ https://www.youtube.com/channel/UCxoSuynJd5c4qQ_eDXLJaZA⁠Website:⁠ https://www.exitstrategiesradioshow.com⁠Linkedin:⁠ https://www.linkedin.com/in/cmelette/⁠Shoutout to our Sponsor: Country Boy HomesYou served your country with pride. Now it's time someone serves you. At Country Boy Homes, we believe every veteran deserves a safe, beautiful and affordable place to call home.We proudly offer VA loan friendly, manufactured and modular homes built with integrity, quality and your family and mine. Whether you're retiring to the peaceful low country or starting fresh with your family, we're here to build the future you've earned. Give us a call today, 843-574-8979.Country Boy Homes, Built to Honor, Built to Last.

Join Rod Babers and Jeff Howe as they dive into the current state of the Texas offensive lineup and the impact of recent acquisitions from the transfer portal.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this conversation, Stephan Livera and Matt Cole discuss the rapid growth and strategic developments of Strive, a Bitcoin treasury company, particularly following its merger with Semler Scientific. They explore the implications of this merger, the importance of institutional interest in Bitcoin, and the strategies for managing debt and generating yield. The discussion also touches on the competitive landscape of Bitcoin treasury companies, the role of digital credit, and the future outlook for Bitcoin in the context of increasing institutional adoption and market dynamics.Takeaways:

Show highlights include:-The difference between being a practitioner vs. a true business owner.-Why growing too fast can break your systems, operations, and culture.-How to scale without sacrificing your core values.-Why “making the right move” matters more than making the next move.-How to define your ideal client avatar beyond just AUM.-Why more RIAs are exploring M&A - and what's driving the trend.If you're thinking about growth, transitions, acquisitions, or simply want to build a business that still feels like you, this episode is packed with real-world insights you won't want to miss.Learn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

D.O. sits down with Selene Kellam, COO of Lower Mortgage, for an insightful conversation on The Loan Officer Podcast. In this episode, Selene shares her unique journey from starting as a temp in the mortgage industry to becoming the CEO of Thrive Mortgage and now leading at Lower. Loan officer looking for a new place to call home?

Phenom, the leader in applied AI that helps organizations hire faster, develop better, and retain longer, today announced it acquired Included, an AI-native agentic people analytics platform that surfaces actionable insights for faster, smarter workforce decision-making. https://hrtechfeed.com/phenom-acquires-included-ai/ Employers.io has acquired Job-Applications.com with one clear goal: rebuild it for today's job market while keeping what made it useful in the first place.   https://hrtechfeed.com/employers-io-acquires-job-applications-com-to-rebuild-and-modernize-a-trusted-job-search-platform/ A couple of new CEo announcements Oyster®, the global employment solution to employ, pay, and care for distributed teams, today announced the appointment of Hadi Moussa as Chief Executive Officer. Moussa succeeds founder and CEO Tony Jamous, who will move into the new role of Executive Chairman with a focus on long-term vision and strategy. This founder-led transition will accelerate Oyster's growth and its mission to scale global employment equality. It will also strengthen the company's ability to support customers as they navigate AI-driven workforce transformation and expand global teams with confidence. Textio, a leader in building tools that help high-growth companies recruit and coach high-performing teams, today announced that its board has appointed Colleen Gallagher, currently Chief Operating Officer, as the company's next Chief Executive Officer. https://hrtechfeed.com/hr-tech-executive-moves/ The HRIS Manager provides strategic, functional, and technical leadership in the development, implementation, and optimization of HR systems across Henry Crown and Company (HCC), CC Industries (CCI), and portfolio companies under management agreements.  https://hrtechjob.com/jobs/196263282-hris-manager Learn more about your ad choices. Visit megaphone.fm/adchoices

Most investors struggle to raise capital because they misunderstand what they're actually offering.Capital raising is one of the biggest psychological hurdles for aspiring apartment investors, not because the opportunity isn't there, but because the mindset around it is broken. When fear, hesitation, or uncertainty leads the conversation, investors feel it immediately — and deals stall long before the numbers ever matter.If you want to go deeper on these same operator-level conversations, the discussion continues inside the Tribe of Titans multifamily investing community, where we break these topics down live, pressure-test assumptions, and work through real questions in real time. Learn more at thetribeoftitans.com.What You'll Learn:Why viewing capital raising as “asking” creates unnecessary resistanceThe mindset shift that changes how investors respond to youHow confidence influences outcomes more than deal structureThe hidden cost of relying too heavily on friends and family capitalWhat changes when you treat capital raising as a responsibilitySteven's experience highlights a transition many investors must make as they move from smaller deals to larger opportunities — a shift that requires clarity, process, and a fundamentally different way of thinking about investor relationships.About the Guest:Steven Richards is the Director of Acquisitions at Streamline Capital Group, where he focuses on sourcing and executing multifamily investment opportunities in Utah. His background spans asset management, property management, and acquisitions, including experience managing more than 1,250 units across 40+ properties in New York City. Steven brings an operator-focused perspective shaped by hands-on execution and transaction experience. Learn more about him at: https://www.linkedin.com/in/steven-richards-34b74811b/, or https://www.instagram.com/steven.richards.scg/About the Host: Brian Briscoe is an apartment operator and founder of Streamline Capital, focused on acquiring and operating multifamily properties in the greater Salt Lake City metro. He hosts the Diary of an Apartment Investor podcast, where he shares real-world operator insights and decision frameworks for aspiring multifamily investors.If this conversation resonated, there's more happening inside the Tribe of Titans. It's where serious investors move beyond surface-level content and into real discussions that drive action. Visit https://www.thetribeoftitans.com/ to learn more.****Capital Raising Course Starting on January 29****Learn more and register at www.thetribeoftitans.net

As the Birdland Caravan heats up and the Ravens keep the purple drama in the news, we quietly await baseball season and spring training with a long catch-up with our longtime Orioles historian Allen McCallum, who joins Nestor to discuss the offseason acquisitions of Mike Elias, the improvement of Pete Alonso and the pitching that Craig Albernaz will need to compete in a stacked AL East. The post Allen McCallum and Nestor discuss Orioles offseason acquisitions, money and pitching needs of Mike Elias first appeared on Baltimore Positive WNST.

In this episode of the NASP Podcast, Sheila Arquette, President & CEO of NASP, speaks with Simone Colgan Dunlap, National Vice Chair of the Quarles Health and Life Sciences Practice Group, and Amy Cotton Peterson, Partner at Quarles. As more automation solutions become available, its vital specialty pharmacy providers strategically approach acquisition of targets that offer technology and AI assets. This discussion explores effective diligence practices, common pitfalls, and risk mitigation strategies for specialty pharmacies navigating mergers and acquisitions and the rapidly evolving use of artificial intelligence.  

Key Highlights:-How long it really takes to prepare and execute a successful move.-What you can - and can't - say to clients during a transition.-The emotional cost of waiting too long to leave.-Why your assistant should be part of the due diligence process.-Using the transition conversation to grow your book of business.-Legal tips for navigating non-protocol firms.-The value of having a transition project manager on your team.Whether you're planning a move next month or just starting to consider your options, this episode provides actionable insights and firsthand advice from industry veterans who have seen it all.Ready to talk? Reach out to Stacey at Stacey@EliteConsultingPartners.com.Learn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Selling a business is one of the biggest financial decisions an owner will ever make, and the right preparation can shape both the outcome and the next chapter of life. In this episode, Larry Heller, CFP®, CDFA®, speaks with Gregg Schor, CEO of Protegrity Advisors, about what business owners need to understand before entering the mergers and acquisitions process. Gregg shares practical, experience-based insights into how different buyer types approach transactions and how sellers can position themselves well ahead of a sale to improve both financial and non-financial outcomes. Together, they walk through the typical Mergers & Acquisitions timeline and key decision points business owners should be prepared to navigate from early planning through closing. Gregg discusses: The different types of buyers in today's market, including strategic buyers, private equity firms, and family offices How seller goals influence deal structure, timing, and buyer fit The role of cash at closing, earnouts, and rollover equity in a transaction Why the best time to consider selling is often when the business is performing well What preparation really looks like, from financials and contracts to reducing owner dependency How the M&A process typically unfolds, from early planning through closing And more Connect with Gregg Schor: Protegrity Advisors LinkedIn: Gregg Schor gschor@protegrityadvisors.om (631) 285-3172 Connect with Larry Heller:  (631) 248-3600 Schedule a 20-Minute Call Heller Wealth Management LinkedIn: Larry Heller, CFP®, CDFA®, CPA YouTube: Retirement Unlocked with Larry Heller, CFP® About Our Guest: Gregg Schor is the CEO of Protegrity Advisors and has over 25 years of experience managing mergers and acquisitions, corporate development, legal, and human resources for companies of all sizes in a wide range of industries. He has previously held senior management positions at companies that have been acquired by IBM, Microsoft, and EMC, including Deputy and General Counsel, Senior Vice President of Corporate Development, Senior Vice President of Human Resources, and Director of European Operations. As a result, he brings a very unique perspective to Protegrity clients, having been on all sides of M&A transactions and in a variety of roles. Over the years, he has developed an extensive network of national and international relationships with public and private companies, private equity firms, family offices, search funds, and serial entrepreneurs, looking for businesses to acquire. He is on the boards of the Exit Planning Institute and the Alliance of Merger & Acquisition Advisors, and is a member of the Exit Planning Exchange (Long Island Chapters). Gregg received a J.D. from St. John's University School of Law and a Diploma on International and Comparative Law for study in Russia and Poland from the University of San Diego School of Law. He also completed the Mergers and Acquisitions Executive Education Program at the Wharton School of the University of Pennsylvania and the Certificate Program in Family Business Leadership and Governance from Cornell University.

Show Highlights Include:-Why manual data entry remains one of the biggest (and most expensive) time drains in advisory firms.-How CRM integrations with custodians can reduce errors and eliminate redundant work.-Why note-taking and meeting documentation are critical for client experience, continuity, and scale.-How long onboarding timelines quietly delay revenue - and how some firms shrink onboarding from 60 days to 15.-Why operational efficiency directly affects practice valuation and buyer confidence.-The role automation plays in reducing key-person risk and increasing scalability.This episode is a must-listen for advisors who feel busy but not scalable — and for firm owners who want their systems, data, and processes to work for them instead of against them.Learn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Send us a textHow do you buy a self-storage facility when interest rates are climbing and banks are tightening up?In this episode of the Self Storage Investing Podcast, host Joe Downs welcomes Belrose Group's VP of Acquisitions, Jack Pezzino, for a conversation into how they pulled off a real-world self-storage acquisition using seller financing. Together, they break down their purchase of a 60,000+ sq. ft. "pro storage" facility in Wilmington, North Carolina, highlighting how they structured the deal, navigated tough lending conditions, and ultimately created a win-win for both buyer and seller. From interest-only terms to leveraging extra land, they reveal the key negotiation tactics, risks to watch for, and the incredible upside seller financing can offer when done right.  WHAT TO LISTEN FOR:54 How did Belrose use seller financing to acquire M2 Maxi?5:08 Why didn't traditional financing work in this deal?9:05 What really mattered most to the seller, price or cash flow?12:50 How do you create a win-win in seller financing deals?17:48 What are the biggest benefits of custom deal terms?Leave a positive rating for this podcast with one click CONNECT WITH GUEST: JACK PEZZINO, VP OF ACQUISITIONS BELROSE STORAGE GROUPWebsite | LinkedIn JOE DOWNS, CEO BELROSE STORAGE GROUPLinkedIn  | Website | Belrose email | Belrose LinkedInCONNECT WITH USWebsite | You Tube | Facebook | X | LinkedIn | Instagram Follow so you never miss a NEW episode! Leave us an honest rating and review on Apple or Spotify.

Two blockbuster deals over the holidays quietly marked the real start of the AI agent era, revealing where competition is actually heading in 2026. This episode breaks down why Meta's acquisition of Manus signals a shift toward agents as distribution, not features, and why Nvidia's $20B Groq deal is really about owning the future of inference as workloads fragment and latency becomes decisive. Together, these moves show how the battle is moving from models and benchmarks to agents, infrastructure, and the interfaces people refuse to leave. In the headlines: xAI's massive compute expansion, OpenAI's renewed push on voice and devices, SoftBank's infrastructure spree, Brookfield's AI cloud ambitions, and Claude Code reaching the point of writing all of its own code. Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.kpmg.us/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Blitzy.com - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to build enterprise software in days, not months Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Interested in sponsoring the show? sponsors@aidailybrief.ai

In this week's podcast episode, we'll talk about stacking 2025 and 2026 JetBlue elite perks, how you can use Visa cards you already own to get free international roaming, and we'll predict what's coming to points & miles in 2026.Giant Mailbag(01:09) - "I certainly admire the continued approach to display only the best offer even if it is not the affiliate link, but I may suggest that you consider showing both options for readers. I am happy to support the site and would likely be willing to choose an inferior offer in many cases, should it be beneficial to the site."(04:45) - What to do when Chase Sapphire Reserve® Exclusive Tables removes a restaurant without notice...See a list of Sapphire Reserve® Exclusive Tables here(07:28) - A Sapphire Reserve The Edit credit success story...(11:02) - A 25for25 challenge success storyAwards, Points, and More(16:45) - Visa Signature / Infinite GigSky benefit (Nick's experience)Learn more about the GigSky free eSIM opportunity hereMain Event: Our 2026 points forecast: coupony with a chance of acquisitions(21:31) - New credit cards(37:21) - Card refreshes(55:31) - New transfer opportunities(1:09:35) - Mega promos(1:17:27) - Devaluations(1:25:01) - Misc other(1:32:10) - Guaranteed PredictionsQuestion of the Week(1:33:50) - What's in your digital wallet? Do you keep all of your cards in your digital wallet?Subscribe and FollowVisit https://frequentmiler.com/subscribe/ to get updated on in-depth points and miles content like this, and don't forget to like and follow us on social media.Music Credit – “Ocean Deep” by Annie YoderMentioned in this episode:Check out this month's sponsor and support our showJoin the loyalty program for renters at joinbilt.com/mileshttps://joinbilt.com/miles

What do distributors of wellness products and, say, industrial fasteners have in common? More than you think. While the inventory and customer bases differ, the lessons learned in their respective trenches are universal.  Matthew James, president and CEO of Purity Life Health Products LP in Canada, agrees. He just closed on a major acquisition 13 years in the making and has advice for anyone navigating a complicated integration process. Jason caught up with Matthew to find out how he and his team are managing employee expectations, continuing to foster innovation, and planning for the future. CONNECT WITH JASON LinkedIn CONNECT WITH MATTHEW LinkedIn Purity Life *** For full show notes and services visit: https://www.distributionteam.com Distribution Talk is produced by The Distribution Team, a consulting services firm dedicated to helping wholesale distribution clients remove barriers to profitability, generate wealth, and achieve personal goals.    This episode was edited by The Creative Impostor Studios  Special thanks to our sponsors for this episode: Connected Peers, providing virtual communities for wholesale distributors; and INxSQL Distribution Software, an integrated distribution ERP software designed for the wholesale and distribution industry.

In this episode of Best in Fest, host Leslie LaPage sits down with Alan Green, Head of Sales & Acquisitions at 123 Media, to break down how film distribution actually works — and why most indie filmmakers misunderstand it.With decades of experience spanning 20th Century Fox, Pathé, international sales, and producing, Alan offers a brutally honest look at what sells, what doesn't, and how filmmakers can avoid costly mistakes when trying to monetize their films.In this episode, we cover:

Key highlights from the episode:0:00 – Introduction  4:00 – The emotional toll of moving your practice and why vague deal ranges make it worse  6:45 – Real examples of how inflated promises derail transitions and waste time  9:55 – What advisors should demand up front to ensure accurate pro formas and offers  16:30 – Why working with the right consultant can maximize your deal value and prevent costly mistakes  36:35 – Closing thoughts & contact info  If you're considering a transition, don't let hype or half-truths guide your decision. Learn how to spot red flags, negotiate effectively, and choose a firm that truly supports your business.--Learn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Key topics include:-The core differences between direct affiliation and OSJ / enterprise models.-Why payout percentages don't tell the full financial story.-How scale, support, and service models impact long-term net income.-When outsourcing operations can accelerate growth - and when it doesn't.-How larger teams and solo practitioners should think differently about affiliation.-Why affiliation decisions are business decisions, not just platform decisions.Whether you're considering independence for the first time, reassessing your current setup, or planning your next stage of growth, this episode offers a clear, practical framework to help you evaluate your options and avoid costly mistakes.Learn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Podcast: PrOTect It All (LS 26 · TOP 10% what is this?)Episode: Legacy Tech, AI Hype & Cyber Risk: What IT and OT Leaders Must Get RightPub date: 2025-12-22Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationAI promises transformation - but legacy technology, process gaps, and cyber risk often stand in the way. In this episode of Protect It All, host Aaron Crow sits down with veteran IT and cybersecurity leader Neil D. Morris, who brings over 30 years of experience across aerospace, defense, and energy sectors. Together, they cut through the hype to explore what really matters when modernizing technology and managing cyber risk in complex, real-world environments. Neil shares candid insights on why legacy systems still power critical operations, why replacing them isn't as simple as it sounds, and how organizations can unlock real value from AI without increasing risk. The conversation dives into tech debt, regulation, ROI, and the often-overlooked role of process in successful transformation. You'll learn: Why legacy systems aren't going away anytime soon The hidden risks of chasing AI without strong foundations How to balance security, usability, and business value Why process and governance matter more than tools How IT leaders can communicate cyber and AI value in business terms Where AI creates opportunity - and where it creates new attack paths Whether you're leading digital transformation, managing cyber risk, or advising the business on AI adoption, this episode delivers real talk and practical wisdom from the front lines of IT and OT leadership. Tune in to learn how to modernize responsibly, manage risk intelligently, and separate AI reality from hype only on Protect It All. Key Moments:  00:00 "Legacy Tech in Modern Firms" 06:22 "Technology, Change, and Customer Focus" 09:51 "Challenges in Articulating Cybersecurity Value" 12:27 "Tech Solutions Must Drive Value" 15:43 Sell Ideas Beyond the Code 19:03 "Ransomware Risks in Acquisitions" 24:02 Government, Services, and Compliance Debate 25:35 Balancing AI, Cybersecurity, and Regulation 30:33 BlackBerry's Downfall: Ignored Innovation 32:06 "Evolution and Misuse of AI" 34:45 "Opportunity to Lead Change" 37:52 "AI Without Guidance Backfires" 41:07 "AI: Smart but Context-Lacking" 46:45 "AI Empowering Business Transformation" 50:30 "Effortless Tech-Fueled Imitation" About the guest :  Neil D. Morris is a senior enterprise technology leader with 25+ years of experience in digital transformation, cybersecurity, and AI at scale. He currently serves as Head of IT at Redaptive and previously held CIO roles at Ball Aerospace and Maxar Technologies. Neil is known for guiding organizations through complex modernization efforts while balancing security, risk, and business value. How to connect Neil: https://www.linkedin.com/in/neildmorris/ Connect With Aaron Crow: Website: www.corvosec.com  LinkedIn: https://www.linkedin.com/in/aaronccrow Learn more about PrOTect IT All: Email: info@protectitall.co  Website: https://protectitall.co/  X: https://twitter.com/protectitall  YouTube: https://www.youtube.com/@PrOTectITAll  FaceBook:  https://facebook.com/protectitallpodcast  To be a guest or suggest a guest/episode, please email us at info@protectitall.co Please leave us a review on Apple/Spotify Podcasts: Apple   - https://podcasts.apple.com/us/podcast/protect-it-all/id1727211124 Spotify - https://open.spotify.com/show/1Vvi0euj3rE8xObK0yvYi4The podcast and artwork embedded on this page are from Aaron Crow, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

SHOW NOTESIn this episode, Steve and I discussed:How Liaison scaled from a single market to a national presenceLessons learned from acquisitions and building strong company cultureAnd how the Lighting Dojo is empowering integrators to elevate their craftSteve brings passion, experience, and a true builder's mindset to everything he does. Whether you're growing your first team or managing multiple locations, this conversation offers invaluable insights for integrators at every level.So settle in and enjoy my conversation with Steve Weber. Let's get started!To get transcripts, resources of what was mentioned in the show, and more visit: onefirefly.com/au336

How Did H2O Innovation Build a Water Empire Through 18+ Acquisitions (M&A) and What Happens Now Under Private Equity?More #water insights? Get my free mapping of 267 water investors here: https://investors.dww.show

Episode 575 of the Sports Media Podcast with Richard Deitsch features Jon Miller, the President, Acquisitions & Partnership for NBC Sports. Miller previously served as President of Programming for NBC Sports and has been an executive at the company for multiple decades. In this podcast, Miller discusses what being the president of acquisitions and partnerships means for a major sports media content provider; why the bubble has yet to burst for Tier I sports rights; how he was responsible for bringing in Michael Jordan as a special contributor on NBC's NBA coverage; how long Jordan might do it; why cutting NBC's most recent deal with the IOC for $3 billion was worth it for Comcast NBCUniversal; the importance of Peacock for future Olympics; his  negotiations over the years with the Premier League; NBC's interest in a couple of Premier League games one day opening the season in the U.S.; if Miller is worried about the competition for the next round of Premier League rights; why he thinks women's volleyball has massive growth ahead and why rugby should be bigger in the U.S; advice for young people who want in the business and more. You can subscribe to this podcast on Apple Podcasts, Spotify and more.  To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Lawrence Labanowski - VP of Mergers & Acquisitions at TPL Corporation joins the podcast to break down TPL's acquisition strategy, including the 3 large minerals transactions that TPL has press released since August 2024. **Disclaimer: This podcast is meant for informational purposes only and does not constitute investment advice.A big thanks to our 3 Minerals & Royalties Podcast Sponsors:--Tracts: If you are interested in learning more about Tracts title related services and software, then please call 281-892-2096 or visit https://tracts.co/ to learn more.--Riverbend Energy Group: If you are interested in discussing the sale of your Minerals and/or NonOp interests w/ Riverbend, then please visit www.riverbendenergygroup.com for more information--Farmers National Company: For more information on Farmer's land management services, please visit www.fncenergy.com or email energy@farmersnational.com

By Adam Turteltaub Michael Savicki, Senior Vice President and Chief Risk & Compliance Officer at American Express Global Business Travel (Amex GBT), best known as Amex GBT, knows the challenges and opportunities in merger's and acquisitions. The company  recently completed the acquisition of CWT, a global business travel and meetings solutions provider. In this podcast he shares their playbook for effective due diligence, born out of their experience and the heightened regulatory requirements that they face. Among the insight he provides: Integrate your efforts with the business unit's and work cross-functionally Partner with finance and the commercial team Have a solution-oriented “yes and” mindset Be sure the due diligence process focuses on all the risks: legal, regulatory, operational and reputational Perhaps most importantly: think beyond the transaction. Look to what the acquired entity will need post-acquisition. Embrace the technology that will help get you where you want to be, including AI, which can help spot emerging risks sooner, while freeing your team up to do more strategic work.

Most founders treat buying a business like a shortcut. In reality, your first acquisition is old-school marriage. It cannot end in divorce. Seth Deutsch joins me to unpack how to know if you should acquire at all, how to avoid blowing your first deal, and how to build an anti-fragile business that investors actually want.   Most founders think they have a growth problem. In reality, a lot of them have an acquisition problem waiting to happen. In this episode I sit down with Seth Deutsch, deal architect, investor, and operator who has led or advised on more than 70 acquisitions, helped build nine private-equity-backed platforms, and worked on over 2 billion dollars of enterprise growth. We talk about buy vs build, why acquisitions are like merging families, and the mindset you need before you go anywhere near your first deal. Seth breaks down culture, vision, peer-group cashless mergers, and what it means to make a business anti-fragile from an investor's point of view. We get real about customer concentration, deal structure, earnouts, and why buying a company to save a struggling one is like adding fuel to a house that is already on fire. He also opens up about complex PTSD and severe childhood abuse, how he hid it for years while building a high-performance career, and why he now speaks openly so other founders know it was not their fault and it does not have to define them. If you are thinking about buying a business, selling your own, or just want to understand how investors really see your company, this conversation will give you a real-world lens most people never share. __ ► Free resource: 90 Day ROI Playbook — Multiply Your Profits with the Skills No One Trains https://bitnw.academy/roiplaybook   __ Guest: Seth Deutsch Topic(s): Mergers and Acquisitions, private equity, owner operator, small business, investors, leadership, enterprise growth, cashless merger https://www.samsonpartnersgroup.com/   Music Licensing by Audiio License #: 0981896904 #cashlessmerger #business #privateequity  

*Previously aired episode* Joe Fairless interviews AI-savvy investors Paul Hopkins, Perry Zheng, Lance Pederson, and Bo Barron to explore how artificial intelligence is reshaping commercial real estate acquisitions. The panel shares practical tools—like Google's Notebook LM, ChatGPT, AI21, and Claude—and strategies for deal analysis, underwriting, parsing PDFs, and even creating custom GPTs to automate offering memorandum reviews. They discuss how AI streamlines market research, transforms spreadsheets into semantic data, and helps underwrite deals more accurately and efficiently, while also acknowledging its limits in replacing human decision-making and deal sourcing relationships. Paul Hopkins COO and Partner ⁠https://cpicapital.ca/⁠ Perry Zheng Founder and CEO ⁠https://www.cashflowportal.com/⁠ Lance Pederson CEO and Co-Founder ⁠https://www.passiveadvantage.com/⁠ Bo Barron CEO ⁠https://barroncommercial.com/ Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Here's a first look from our upcoming podcast with  Jon Miller, the President, Acquisitions & Partnerships for NBC Sports. The full podcast will be out on December 23.  In this preview clip, Miller discusses how he was able to bring in Michael Jordan as a special contributor on NBC's NBA coverage and his longtime relationship with Jordan. You can subscribe to this podcast on Apple Podcasts, Spotify and more.  To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Key topics covered include:-How to match CRM platforms to firm size, growth trajectory, and long-term vision.-Why integration and automation are critical to improving operational efficiency.-The differences in analytics, reporting, and dashboards across Redtail, Wealthbox, and Salesforce.-How clean, connected data enhances client experience and firm value.-Why advisors should “run their business as if they're selling it tomorrow”.This episode offers practical insight for advisors who are evaluating a CRM for the first time, considering a platform change, or simply want to understand how better data strategy can unlock more time, clarity, and growth.Download our whitepaper here: https://jedidatabasesolutions.com/resources/  Learn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Key topics covered include:

In this solo episode of 365 Driven, host Tony Whatley pulls back the curtain on one of the most misunderstood topics in entrepreneurship: private equity, mergers & acquisitions, and what "exits" really look like in the real world. Tony starts with hard data that every founder needs to hear—how many businesses actually survive 5 and 10 years, how few ever sell, and why the "big exit" stories on social media distort expectations. He then breaks down how businesses are valued (including multiples and transaction realities), why the median business sale is far lower than most entrepreneurs assume, and what makes a company truly attractive to buyers. From there, Tony shares his perspective on the private equity business model—why firms sometimes "overpay," how roll-ups work, what changes after an acquisition, and why founders should think carefully about transition timelines once they suddenly have a large payout and a new boss. He also addresses the criticism founders often face when they sell, how to think about exits through the lens of business cycles and personal goals, and why complaining about industry consolidation is never a strategy. If you're building with the hope of one day selling—or you want to understand how to increase your valuation, protect your team, and position yourself for a smart exit—this episode delivers the real talk most entrepreneurs don't get until it's too late. Key highlights: Why exits are rarer than entrepreneurs think   The reality of business survival rates (Year 1, 5, and 10)   How many businesses actually sell—and why the number is so low   The truth about average business sale prices   Public reactions to acquisitions: sellouts vs success   How private equity roll-ups really work   The hidden downside of staying on post-exit   Choosing the right buyer vs the highest multiple   Connect with Tony Whatley: Website: 365driven.com Instagram: @365driven Facebook: 365 Driven

Overview: In this episode of the SMB Community Podcast, hosts James Kernan and Amy Babinchak discuss the top opportunities for Managed Service Providers (MSPs) looking ahead to 2026. They focus on the importance of AI integration, data management, and the need for proper training, as well as compliance and governance issues. They also touch on the ongoing trends in mergers and acquisitions within the MSP industry. Additional topics include leveraging industry awards for marketing and the ongoing debate around cryptocurrency investments. The episode is full of actionable advice for MSPs aiming to stay ahead in a rapidly evolving industry. --- Chapter Markers: 00:00 Introduction and Welcome  02:01 MSP Question of the Week: Top Opportunities for MSPs in 2026 02:53 AI and Data Management 05:42 Compliance and Regulations 08:34 Mergers and Acquisitions 11:15 Training and Readiness for AI 15:57 MSP Titans Event 19:37 Crypto Investments 22:10 Conclusion and Wrap-Up --- New Book Release: I'm proud to announce the release of my new book, The Anthology of Cybersecurity Experts! This collection brings together 15 of the nation's top minds in cybersecurity, sharing real-world solutions to combat today's most pressing threats. Whether you're an MSP, IT leader, or simply passionate about protecting your data, this book is packed with expert advice to help you stay secure and ahead of the curve. Available now on Amazon! https://a.co/d/f2NKASI --- Sponsor Memo: Since 2006, Kernan Consulting has been through over 30 transactions in mergers & acquisitions - and just this past year, we have been involved in six (6). If you are interested in either buying, selling, or valuation information, please reach out. There is alot of activity and you can be a part of it. For more information, reach out at kernanconsulting.com

Show Highlights Include: 00:00 – Introduction & Why These Topics MatterFrank and Stacey explain why this episode focuses on the six themes that got the most traction from advisors in 2025.03:28 – Data as an Asset and Its Impact on ValuationWhy CRM, data quality, and accessibility now play a major role in how buyers evaluate advisory firms.08:10 – Industry Consolidation and the LPL - Commonwealth Ripple EffectHow major M&A deals are reshaping recruiting packages, advisor leverage, and firm competition.13:56 – Staying in the Driver's Seat During AcquisitionsWhy advisors should evaluate whether they would still choose their firm if given a clean slate.17:04 – W-2 Models, Independence, and the “Swimming Upstream” TrendThe rise of independent W-2 structures and why some advisors are moving back toward them.21:51 – Deal Evolution, Multiples, and Private Equity Reality ChecksWhat advisors need to understand about headline multiples, deal structures, and long-term control.31:16 – From Practitioner to EntrepreneurThe mindset shift required to build scalable, enterprise-level advisory businesses.36:37 – Marketing, Video, and the Cost of InactionWhy visibility, authenticity, and decisive action are no longer optional for growth-focused advisors.This episode is a practical, candid look at where the industry is today - and what advisors should be thinking about as they plan their next move.Learn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions:https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors:https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions:https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors:https://jedidatabasesolutions.comListen to more Advisor Talk episodes:https://eliteconsultingpartners.com/podcasts/

Scaling a business is slow and unpredictable. Many entrepreneurs don't make it to year five, and even fewer figure out how to scale.But what if the key to unlocking exponential growth was to multiply your efforts through strategic acquisitions?Tom Shipley is the co-founder of Atlantic Coast Brands, founder of Queen City Media, and co-founder of DealCon, one of the fastest-growing M&A ecosystems for entrepreneurs. Tom has built, scaled, and acquired companies across beauty and skin care brands like Hydroxatone, Amazon FBA, media, and ecommerce, generating well over $1B in revenue over his career.In our conversation, Tom shares how acquisitions saved his company during a crisis, the mindset that helped him rebuild after losing millions in revenue overnight, and the frameworks you can use to turn stagnation into exponential growth—all while designing a life and business with intention and time freedom.In this episode, you'll learn: 1.) How programmatic acquisitions can solve cash flow issues, save struggling companies, and 10x enterprise value faster than organic growth alone.2.) Tom's “Add a Zero” philosophy to think bigger which helps to recruit better talent, attract better capital, and unlock strategic breakthroughs.3.) Why masterminds and peer groups are the ultimate force multiplier for entrepreneurs—and how vulnerability can produce life-changing business insights.Show Notes: LifestyleInvestor.com/269Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Lou Shipley has led multiple startups to breakout growth ($100M+) and major acquisitions to companies like Citrix and Synopsys. He has taught some of the most in-demand sales and GTM courses at HBS and MIT. In this episode, we dig into the core traits behind Unlikely Entrepreneurs — the title of the new book he co-authored — and why unconventional founders so often win through curiosity, ambition, and determination. Lou breaks down “the problem with the problem,” why the sled only moves as fast as the lead dog, and the essential role founders play as keepers of culture. We explore the patterns he's seen across high-growth companies, the misunderstood craft of sales, and what Fortune 500 innovators can learn from Unlikely Entrepreneurs.

Ever felt overwhelmed by relentless growth, leadership friction, or the challenge of building teams that actually scale? What if you could gain proven, insider strategies for multiplying operations by 20X while keeping chaos at bay?In this bold episode, Cameron Herold sits down with Harrison Crum, Chief Operating Officer of Ally Waste, to unpack the rarely-told story behind scaling a national waste-services brand—now operating in 40 states, with over 1,500 employees and a mission to dominate a niche few understand.They dig deep on developmental leadership, acquisition integration, ruthless prioritization, and using tech and AI for surprising advantage. If you want to dodge burnout, outpace competitors, and solve execution pain now, don't wait—this conversation reveals real advantages you won't find anywhere else.Timestamped Highlights[00:00] – Harrison spills how sales intelligence and regional structure turn cold prospects into loyal clients[02:31] – Why the “doorstep to dumpster” model wins in multi-family and what luxury tenants secretly value[04:33] – The ugly side of apartment junk and how subscription junk removal flips the profit script[07:03] – Ally Waste's national play: how to dominate fragmented markets and win big contracts[09:29] – Commercial expansion temptations: the real use cases for “waste leveling” in strip malls[13:58] – Navigating hauler relationships, unions, and the anti-mafia garbage wars in New York & New Jersey[16:51] – How 20X growth nearly broke the company—and the relentless focus that turned chaos into margin[21:43] – Acquisitions decoded: finding the right people, fixing culture, and building tech that actually scales[26:04] – Are robots or AI coming for waste? Harrison's thrilling vision for how tech could flip the industry[32:01] – The Ally Way: promoting leaders from within, tough-core values, and intentional developmentAbout the GuestHarrison Crum is the Chief Operating Officer of Ally Waste, a fast-growing, multi-state waste services provider specializing in multifamily and commercial property solutions. With deep experience in Fortune 500 and private sector operations—including past roles at Republic Services and Ford—he's known for scaling Ally's operations by 20X in four years, championing high-retention business models, and building game-changing technology for dirty jobs. Harrison is a seasoned leader in acquisition integration, organizational development, and culture-driven execution.

Is an Acme-Gridley the mink coat of machine tools? A well made product that still does a great job, but nobody wants another one. In 2025? No. Not yet. On today's podcast, Lloyd and I talk about our used machinery business over the last year. We saw one customer drop 20 million for five INDEXs to replace every cam screw machine in their shop. At the same time we sold machines to a multinational automotive supplier who is buying hundreds of Davenport screw machines—many older than me—I'm 45 by the way. ************* Listen on your favorite podcast app using pod.link.     . View the podcast at the bottom of this post or on our YouTube Channel. Follow us on Social and never miss an update! Facebook: https://www.facebook.com/swarfcast Instagram: https://www.instagram.com/swarfcast/ LinkedIn: https://www.linkedin.com/company/todays-machining-world Twitter: https://twitter.com/tmwswarfblog ************* Link to Graff-Pinkert's Acquisitions and Sales promotion! ************* Interview Highlights The Mink Coat Discovery This Thanksgiving, while going through my mother’s closet, my dad found her 40-year-old mink coat in perfect condition. Once worth $10,000, ChatGPT now values it at maybe $250 to a dealer. The discovery sparked an uncomfortable comparison to the cam screw machines in our stock. “Of course, mink means Acmes to me because Acmes helped pay for the mink,” Lloyd reflects. “These are very functional, valuable machines that were running good parts where we bought them and we feel they have value, however… we have to doubt ourselves.” He poses the question that haunts our business: “Let’s say it is 1-5/8” RB-8 Acme. How much money could somebody potentially make on that machine over the course of one year?” He figures $25,000 to $50,000, maybe more with the right job. “We would sell that machine in that price range. Yet we find no buyers. From an economic standpoint, to me that makes no sense.” A Brutal Year The machinery dealing business has been tough this year. While many of our customers’ businesses remained steady, indecision paralyzed buying decisions—particularly around tariffs. “One of the polls I did on LinkedIn asked if indecision because of tariffs caused them to not buy equipment this year.” Fifty percent said that was one reason why they had not bought equipment. And I will never forget this year's deal from hell. ”We bought a machine in Germany, sold it to a company in the United States, and then BOOM—tariff. We went from an amazing deal to… I’m amazed we didn’t lose money.” I hate tariffs for a lot of reasons. This one was extra personal. The $20 Million Paradox The market presents striking contradictions. One of our customers recently got rid of 30 cam screw machines, selling them for “$2,000, $3,000, $4,000, $5,000 a piece,” then spent over $3 million each on INDEX CNC multi-spindles—$20 million total to replace their entire shop floor. “I was shocked,” Lloyd admits. “The question was, are they that much better than a 1” Acme?” I explain the economics: “They make an entirely different kind of part. They make a part that you could make a dollar from where you make 10 cents from an Acme part. Or they’re making $10 on that part, and on the Acme, they were making a quarter.” The new machines can handle medical parts, complex geometries—the kinds of high-margin work that justifies the investment. The Davenport Bet Meanwhile, another customer is betting the opposite way, buying hundreds of Davenports for facilities in Mexico and China. Today's Davenports have a similar design to their original one from 115 years ago. The company is buying so many they’ve ordered Davenport’s entire production capacity for new machines while simultaneously buying used ones. Good ones, bad ones, anything they can find to rebuild. “There are many uses for small parts as bushings or as inserts or pins,” Lloyd explains. “And if you’re catering to a world market… they’re saying to themselves, we want to tremendously expand our capacity because we believe there is a market there and people have abandoned this market.” The China Question Lloyd sees a broader pattern: “The Chinese appear to be able to make good product, not maybe the quality of product being made in the United States or in Europe, but close to it at a fraction of the price.” He worries about Chinese companies producing chips “90 to 95% as good” as NVIDIA’s but selling for 30% less. “They’re able to make an electric car now in China and sell it in the Chinese market for under $10,000, and they’re selling them now in Germany for as low as $16,000.” “In my mind, we’re in a war with China—an economic war.” Gratitude We end where we began—with gratitude. “I get the privilege of working with you,” Lloyd tells me. And I tell him that I have a gratitude list every day in the morning, and he's on it. Readers, listeners out there—In an industry facing profound disruption, all I can say is adapt, keep picking up the phone and stay grateful. Even if you’re selling machines that might be the mink coats of manufacturing. Question: What machines did you purchase or get rid of in 2025?

Why has Acquired — seemingly against all odds — “worked”? It's a puzzling question: episodes are four hours long, they come out infrequently, and they usually don't have guests or video. Hardly the standard-issue playbook for podcasting success! And yet well over a million smart, curious and exceedingly busy humans share their (your!) valuable time with us every month. Why? This is the exact paradox that has been rolling around in the head of Michael Lewis (yes, that Michael Lewis) since he found the show earlier this year.So we asked Michael to be our guest "interlocutor" and share what he thinks is going on here, while we share ten lessons we've stolen (graciously) from companies we've studied and brought into Acquired itself. He takes us through the entire Acquired journey: how we started, why we've never hired anyone or raised money, how we pick episodes, what our business model actually is, why we focus on quality and enjoyment over maximizing enterprise value, and ultimately why we're all — you, him, us — kindred spirits together. Oh, and just for fun, we recorded this episode where another special journey began — the garage where Google was founded.Thank you for an incredible decade together… here's to the next one!Thank-yous:First, to Google for loaning us the garage. The sawhorse table desk, PC and CRT monitor on display in the background were all Google originals courtesy of the Google Founders Collection at the Computer History Museum. So cool!Second, to our friends at Shep Films for helping us seriously up our game on production quality this episode!Sponsors:Many thanks to our fantastic Fall ‘25 Season partners:J.P. Morgan Payments (you can watch our full show with them at AWS re:Invent here!)WorkOSSentryShopifyOur Favorite Michael Lewis Books:Home GameMoneyballLiar's PokerThe Blind SideThe Undoing Project (as referenced by Michael in the beginning, about Daniel Kahneman and Amos Tversky)Carve Outs:Books: The Name of the Wind by Patrick RothfussScience, the Endless Frontier by Vannevar BushLast Man Standing: The Ascent of Jamie Dimon and JPMorgan Chase by Duff McDonaldThe Art of Spending Money by Morgan HouselEmperors of Chocolate by Joel Glenn BrennerMorris Chang's AutobiographyPodcasts: Against the RulesRevisionist HistorySmartLessThe DailyThe Bill Simmons PodcastGraham Duncan on Invest Like the BestGlue GuysVideo: Jay KellyThe RehearsalDoug DeMuroTiresF1 The MovieAndorFalloutSeveranceSiloVideo Games: Sea of StarsKirby and the Forgotten LandProducts: ARTEZA Rollerball Pen 0.7mm FineRotring 800 Mechanical PencilFujifilm X100VIUniqlo Socks!On Running ShoesRimowa LuggageParenting: Guided Access on iPadToy StorySlumberPodBluey Experience in NYCMore Acquired:Get email updates and vote on future episodes!Join the SlackSubscribe to ACQ2Check out the latest swag in the ACQ Merch Store!‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

Show highlights include:-Why client experience and technology will be the primary differentiators for advisors in 2026.-What a true CRM “health check” looks like and why clean data is the foundation of everything.-How workflow automation and AI note-takers are reducing friction and reclaiming advisor time.-The tradeoffs between all-in-one platforms and best-of-breed technology stacks.-Why personalization at scale is becoming essential for modern advisory firms.-How firms should think about cybersecurity, compliance, and regulatory readiness.-The metrics and insights advisors should be tracking to better understand growth, profitability, and client value.Brian and Sue make one thing clear: firms that treat technology as a strategic asset - not just a collection of tools - will be best positioned to grow, compete, and serve clients more effectively in 2026 and beyond.Download our whitepaper here:https://jedidatabasesolutions.com/resources/Articles discussed today include:https://www.deloitte.com/us/en/insights/industry/financial-services/financial-services-industry-outlooks/investment-management-industry-outlook.htmlhttps://finance.yahoo.com/news/customer-satisfaction-individual-annuities-strained-120000029.htmlhttps://www.investmentnews.com/fintech/summit-financial-massmutual-boost-advisor-appeal-with-growth-focused-tech/261873Learn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions:https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors:https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions:https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors:https://jedidatabasesolutions.comListen to more Advisor Talk episodes:https://eliteconsultingpartners.com/podcasts/

In this episode, we bring Logan Fulmer back for his third round, and we go straight into what he does best, distressed property acquisition, without the hype. Logan breaks it down through three real stories, a five figure deal, a six figure deal, and a seven figure deal, and he starts with a reality check, price does not mean simple. Some “small” deals are a nightmare, and some big deals get solved fast once you know what you are looking at.You will hear how he actually finds opportunities, spotting price gaps, checking taxes, pulling deed records, and following the paper trail until the truth shows up. From a title mess tied to a marriage and an abandoned spouse, to an industrial tract with a $400,000 tax bill, to an estate deal that turned into hard litigation, Logan keeps coming back to one edge, a framework for solving problems. Ask why, keep digging, map the chain, read the documents, and do not panic when it looks ugly.If you want a smarter way to think about distressed deals, risk, and real operations, this conversation will help. It is a clear look at how deals move from lead to close, what skills matter most, and why the people who win are not the loudest, they are the ones who stay steady and finish the work.===Key Topics:-Distressed property acquisition frameworks-Five, six, and seven figure deal realities-Finding deals through public records and price gaps-Solving title, tax, and legal problems-Building calm decision making under pressure===Unlock the real estate secrets that can turn throwaway leads into $50K–$100K+ profits! Join the Distressed Property Acquisition Summit 2026 — a full-day, hands-on training with Logan Fullmer and expert investors. Get your ticket now!Click here: https://event.dpasummit.com/2026-322395?am_id=MM===

Together, they explore practical decision points advisors should consider:• The real implications of the $100M AUM threshold and the trade-offs between state and SEC registration• When it may make sense to stay with an independent broker-dealer - especially if more than 20% of your revenue is still commission-based• Why some RIAs are now “breaking away again” and rolling into larger platforms or supported-independence models• The emotional and operational realities of dropping a Series 7, and how that can change your flexibility with media, branding, and marketingChuck also opens up about Sovereign's “three doors” approach - including “Sovereign as a Service” - and how advisors can use incubation-style models to learn the RIA world before fully standing up their own firm. Frank underscores a central theme: there's no universally “right” answer, only informed vs. uninformed decisions.Resources:Chuck's LinkedIn: www.linkedin.com/in/charlesfailla  Chuck's Websites: www.sovereignadvisorsolutions.com | www.goria.com  Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

In this episode, Shakil Prasla details his riveting journey from scraping together personal loans to make his first big bet, to seeing multi-million-dollar failures and ultimate success. Shakil Prasla candidly discusses his transition from e-commerce to acquiring over 30 businesses, managing a diverse portfolio of gas stations, convenience stores, and real estate. Learn how he built a system around optimizing efficiency, minimizing risk, and the importance of finding the right people for the right roles. This insightful conversation also touches on overcoming massive financial setbacks, the emotional toll of failure, and the importance of family and mental health. Discover the strategies that led to Shakil Prasla's recovery and ultimate success, as well as how he finds meaning and excitement in his entrepreneurial pursuits.   00:00 The Big Bet: From $200 to $10 Million 00:13 The Rise and Fall of a Glove Empire 00:54 Luxury Cars and Lifestyle 01:15 From Poverty to Prosperity: Shakil Prasla's Journey 02:33 Building a Business Empire 03:56 Secrets to Managing Multiple Businesses 05:57 The Real Estate Strategy 07:36 E-commerce Success Stories 10:56 The Challenge Coin Success 30:22 The Gloves Gamble: A Cautionary Tale 45:30 Cashflow Issues and Acquisitions 46:44 Overcoming Setbacks and Staying Positive 49:27 The Drive for Relevance and Success 51:32 Evaluating Goals and Motivations 53:50 Lessons from Failures and Successes 56:08 The Importance of Time and Freedom 57:32 Strategies for Buying Businesses 01:03:34 The Role of People in Business Success 01:09:00 Maintaining and Growing Businesses 01:14:56 Finding Meaning Beyond Financial Success 01:19:38 Reflections and Future Plans    

In this episode, Ryan Deiss shares his insights on the impact of AI on business and marketing. He discusses the uncertainty surrounding the future, the shift in consumer behavior towards AI-driven results, and the steps his companies are taking to adapt. Ryan elaborates on the strategic pivot at Digital Marketer, transitioning from traditional training to leveraging AI tools trained on proprietary IP. He also provides practical advice on how businesses can audit and implement AI to improve efficiency and drive growth. Whether you're an entrepreneur, marketer, or business owner, this episode is a must-watch to understand the transformative potential of AI in today's market. 00:00 Uncertainty in the Age of AI 00:38 Exploring Ryan Deiss' Marketing Empire 01:25 Navigating Market Conditions and Deal Strategies 05:19 Reviving Businesses: The Process 12:08 The Role of AI in Business Optimization 19:32 AI's Impact on the Information and Coaching Industry 25:59 AI Integration in Business Operations 32:35 Future of Work: AI and Human Roles 36:40 AI's Influence on Business Valuations 39:21 Implementing AI in Portfolio Companies 41:36 AI Integration in the Workplace 42:26 Challenges and Fears of AI Adoption 43:23 AI as a Competitive Advantage 43:59 AI in Marketing and Acquisitions 44:45 The Future of AI in Business 48:26 Implementing AI for Efficiency 55:55 The Rise of AI Agents 01:03:50 AI's Impact on Employment and Economy 01:08:05 Digital Marketer's AI Pivot 01:17:47 Final Thoughts and Reflections

Show highlights include:-AI note-takers and why 2025 is shaping up to be “the year of the note taker”.-How advisors are using automation to reclaim time and improve meeting quality.-Why organic growth is becoming a top priority for billion-dollar RIAs.-The true indicators that it's time to outgrow an entry-level CRM.-How disconnected systems create hidden cost drains inside every firm.-Why Salesforce is becoming the long-term “holy grail” for growth-minded advisors.-The KPIs most advisors aren't tracking - but should.Brian and Sue make one thing clear: the firms winning today are the ones treating CRM as the engine of the entire business - the system where data, insights, efficiency, and client experience all come together.Download our whitepaper here: https://jedidatabasesolutions.com/resources/ Articles discussed today include:  https://www.deloitte.com/us/en/insights/industry/financial-services/financial-services-industry-outlooks/investment-management-industry-outlook.htmlhttps://finance.yahoo.com/news/customer-satisfaction-individual-annuities-strained-120000029.html?https://www.investmentnews.com/fintech/summit-financial-massmutual-boost-advisor-appeal-with-growth-focused-tech/261873?Learn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Bending Spoons is the acquisition machine of the tech world. They have acquired the likes of Evernote, Vimeo, Eventbrite, Streamyard and more. However, they never open their gates to the secrets behind Evernote's product machine. Today that changes with Federico Simionato joining 20Product. Fede has been a Product Lead at Bending Spoons for 8 years where he has led product teams at Evernote, WeTransfer and more.   AGENDA: 03:02 From Dentist Games to $11BN Bending Spoons 04:54 Advice for Aspiring Product Managers 05:38 Building a Coveted Brand at Bending Spoons 07:43 Evaluating and Testing New Product Ideas 13:35 How Evernote has Mastered User Retention 25:24 The Impact of AI on Product Design and Prototyping 31:19 How Bending Spoons Does Product Launches and Lessons Learned 33:27 How Every Product Team Should Do Monthly Updates to Users 36:38 Recording and Transparency in Updates 38:06 Lessons from Failed Product Launches 45:14 Structuring Teams and Acquisitions 47:12 Monetization Strategies and Push Notifications 57:21 Quick Fire Round: Insights and Reflections  

Frank and Jon unpack:• Why today's competitive landscape means growth-motivated buyers must approach deals differently.• The three core reasons advisors pursue acquisitions - and which ones actually lead to long-term success.• How leverage, bank financing, and EBITDA-based lending really work in practice.• Why “fixer-upper” books may offer the strongest ROI.• How elite buyers win deals by understanding the emotional side of selling a practice.• The art of creating a safe landing place for sellers, their teams, and their clients.• Why phased buyouts and seller glide paths often create better retention and better economics for everyone.Jon also shares numbers, structures, and stories that demystify the math behind buying a practice - and the mindset required to scale from practitioner to true enterprise builder.If you're a buyer, seller, or advisor considering M&A in any form, this episode is a blueprint you can't afford to miss.Resources:Jon Kuttin's LinkedIn: www.linkedin.com/in/jonathankuttin  Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

Key Highlights from the Episode:0:00 – Introduction0:44 – Future-proofing your CRM and architecting for scalability2:23 – Why most CRMs fail when firms grow5:08 – AI in CRMs: more than just dashboards10:34 – Inside “Elite Genie” and how it supports advisors11:48 – Why your CRM is really a data warehouse14:05 – Integration-first architecture for efficiency and scale25:19 – Data hygiene: the foundation of advisor valuations33:15 – Overcoming skepticism around AI adoption38:08 – A roadmap to future-proofing your tech stackResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

Coca-Cola is… sugar water. And somehow it's also America, Christmas, summertime, friendship and happiness. Today we tell the story of how The Coca-Cola Company amazingly transmogrified a beverage into emotion in all of our collective psyches, and ALSO built one of the most incredible scale economy businesses of all-time. And oh yeah, there's also cocaine, WW2, Mad Men, Warren Buffett, James Dean, Bill Cosby, Michael Jackson, Michael Ovitz, Steve Jobs, Bill Gates, McDonald's and Monsanto. So cozy up to the fire with your favorite images of Santa Claus and Polar Bears and enjoy an ice-cold episode of Acquired — always delicious, always refreshing.Sponsors:Many thanks to our fantastic Fall ‘25 Season partners:J.P. Morgan PaymentsWorkOSShopifySentry — Link to ACQ Cassette Players, use code “audiophile”Links:Sign up for email updates and vote on future episodes!The Hilltop ad / Mad Men finalePepsi Challenge commercialsPepsi's Michael Jackson commercialsCoke's Bill Cosby commercialsTwo liter bottles inflatingWorldly Partners' Multi-Decade Coca-Cola StudyFor God, Country, and Coca-ColaSecret FormulaAll episode sourcesCarve Outs:SkiErgSuper Smash Bros. UltimateClaudeNike Vomero PlusHermanos GutiérrezMore Acquired:Get email updates and vote on future episodes!Join the SlackSubscribe to ACQ2Check out the latest swag in the ACQ Merch Store!‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.