Podcasts about eisneramper

In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Eric Byunn, Co-Founder, and Matt Alfieri, Partner, Centana Growth Partners, a growth equity fund that invests in the future of finance. They discuss the transaction Centana has completed with Beacon Platform. They walk us through the process, along with both the opportunities and challenges faced when it came to the transaction. They also discuss the due diligence process on the deal and more.

In today's Part 1 episode, Dr. Mark Costes welcomes Morgan Hamon, a former Navy F-18 pilot turned CPA, who now dedicates his expertise to helping dental practice owners achieve financial clarity and profitability. Morgan shares his unique journey from landing on aircraft carriers to launching a specialized accounting firm with his father—one that eventually joined EisnerAmper.  Morgan dives deep into the common financial blind spots of dentists, the vital importance of understanding profit margins, and how to identify whether revenue shortfalls or bloated expenses are holding a practice back. Plus, he explains why variable cost control and staff efficiency are critical, and how tax mitigation strategies like S-Corp elections and proper expense categorization can drive long-term success. EPISODE RESOURCES https://www.eisneramper.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with John Kiser, President & CEO of Five States Energy Company, a Dallas-based private investment firm which manages a closed-end fund that invests in small, undervalued oil and natural gas properties in the U.S. John will share his outlook for investing in those properties, including the greatest opportunities, challenges and more.

Bernardo Perez-Villa, Senior Innovations Engagement Partner at Cleveland Clinic Innovations, joins EisnerAmper's TechTalk host Fritz Spencer to explore the organization's pioneering journey in healthcare innovation, strategy, and execution. In this episode, discover how the team at Cleveland Clinic Innovations guides inventors through each stage of the technology transfer process (concept, licensing, startup formation, clinical validation, and scaling). Tune in to learn about their mission to connect inventors with strategic industry partners to create products that revolutionize healthcare and meaningfully improve patients' lives.

To turn disruption into opportunities, get marketers to the table "early and often."Capstone ConversationsBy Jean CaragherFor CPA TrendlinesKristen Lewis, Managing Director of Marketing for EisnerAmper and the 2025 Association for Accounting Marketing (AAM) Marketer of the Year, joins Jean Caragher on Capstone Conversations to share lessons from her marketing leadership, insights on post-pandemic strategy shifts, and her vision for the profession's future. The conversation examines both the tactical and human aspects of CPA firm marketing in an era of rapid change, industry consolidation, and heightened client expectations.Follow Jean Caragher on CPA Trendlines here. | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | Catch Jean Caragher's other show, Gear Up for Growth, here. | And browse all the shows in the CPA Trendlines broadcast network here Lewis reflects on her oft-quoted phrase from a previous Capstone appearance during COVID—“building the car while driving it”—as still being true today. She notes that the firm's post-pandemic agility has become both a strength and a challenge, with the pace of innovation and disruption keeping teams moving at high speed. “We proved to ourselves that we could be nimble and change things on the fly,” she says. “That's exciting, but also exhausting at times.”

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Marlon Sanchez, Founder & CEO, Skyway Pacific Research & Capital Management, a Hong Kong-based manager that invests in Asia Pacific alternative investment strategies. Marlon shares his outlook for his investment strategy, including the greatest opportunities, challenges, how the firm integrates ESG and more.

Dr. Gregory Simpson, Founder and Chief Executive Officer of ThinkNow, joins EisnerAmper's TechTalk host Janina Teoxon to explore his unique journey to becoming a founder and how his startup uses innovative technologies to enhance cognitive performance, mental wellness and disorders of attention including ADHD. In this episode, discover how ThinkNow's patented app, Attenteo, uses a novel therapeutic method to help adults strengthen and stabilize their attention with interactive lessons backed by neuroscience research. Tune in to learn about the startup's mission to empower people everywhere to take control of their attention and mental wellness through accessible solutions that help them live better lives.

In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Kapila Ratnam, Partner with the healthcare fund at NewSpring Capital, a Pennsylvania-based lower middle market private equity firm. She discusses some of the transactions NewSpring has completed in the pharmaceutical space, including Kincell Bio and Aerosafe Global. She walks us through the processes, along with both the opportunities and challenges faced when it came to those transactions. She also discusses the due diligence process on those deals and more.

Trump's One Big Beautiful Bill is being negotiated in the Senate, and how it gets hammered out could have major implications for commercial real estate. The breadth of possible impacts are huge, from the return of bonus depreciation, which could finally make the math work on deals, to qualified business income deductions allowing CRE to write off more debt and a possible ban on state regulations on AI, which could kill local rules on rent-setting software and change the data center map.On this episode, EisnerAmper partner Ryan Sievers broke down what CRE needs to have its eye on to maximize profit and get deals moving in a new tax environment.Register on Bisnow.com to join next Friday's conversation live, or check back here for the conversation after it airs. 

In this episode of Marketing Tips for Doctors, host Dr. Barbara Hales speaks with Morgan Hamon, CPA and partner at EisnerAmper, about the financial health of dental practices and how professionals can gain control over their profitability. With over two decades of experience helping more than 900 dental practices, Morgan shares actionable financial strategies that

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Ryan Coughlin, Founder, Danu Venture Group, a venture capital firm that invests in next generational digital and physical infrastructure for national security. Ryan shares his outlook for investing in the space, including the greatest opportunities, challenges and more.

Keshia Theobald-van Gent, Vice President of BDev Ventures, joins EisnerAmper's TechTalk host Fritz Spencer to explore the strategic role of venture capital in shaping the future of startups. Her investment firm, BDev Ventures, focuses on fast-growing B2B software companies in the U.S. and LATAM, from Seed to Series B. In this episode, discover how the firm drives success beyond capital injection by using its proprietary lead-generation platform, WinDifferent, and providing hands-on mentorship. Tune in to learn about how BDev Ventures is committed to delivering unparalleled value to founders in a systematic way.

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Mark Vitelli, Senior Portfolio Manager, Compass Capital Management, a Minnesota-based asset manager that focuses on equity investing in high-quality growing companies. Mark shares his outlook for the firm's investment strategy, including the greatest opportunities, challenges, how the firm integrates ESG and more.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Nathaniel Rogoff, Co-Founder, Hall Street Ventures, a venture capital fund that invests in high-growth food and beverage companies leveraging the relationships the firm built through Hall Street's 3PL business, a 100+ year old cold storage and logistics hub in Brooklyn.  Nathaniel shares his outlook for investing in the food & beverage space, including the greatest opportunities, challenges and more.    

Kathy Chiu, Co-Founder and General Managing Partner of DeepWork Capital, joins EisnerAmper's TechTalk host Fritz Spencer to discuss how her early-stage venture capital firm is transforming underserved regions by investing in high-potential technology and life sciences startups. In this episode, Kathy shares her fascinating career journey through venture capital, engineering, and consulting. Tune in to learn more about DeepWork's core thesis of supporting pragmatic, gritty founders and discover how this conversation could be the key to your next big decision!

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Richard Lichter, Managing Partner, Causeway Equity Partners, a Florida-based niche investment manager that invests in seasoned primaries. Richard shares his outlook for investing in seasoned primaries, including the greatest opportunities, challenges and more.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with James Francis, Chairman and CEO of Paradigm Asset Management, a pioneer in data-driven equity investing. James shares his outlook for data-driven equity investing, including the greatest opportunities, challenges and more.     

In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Ted Rosen, Partner, M&A and Private Equity, Akerman LLP. Ted shares his outlook for dealmaking for the remainder of this year amid Trump's tariffs. In addition, he discusses best practices for companies contemplating both buy-side and sell-side transactions, including legal considerations, trends in the due diligence process and more.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Wendy Li, Co-Founder and Chief Investment Officer, Ivy Invest, an endowment-style interval fund comprised of alternative and traditional investments, which is available to everyone. Wendy shares her outlook for endowment-style investing, including the greatest opportunities and challenges, her experience being a woman in the industry and more.

Shana Ostrovitz, Executive Director of 1909, talks with EisnerAmper's TechTalk host Fritz Spencer about her nonprofit organization and members-only community's dedication to the sustainable growth and success of early-stage entrepreneurs, creatives, small business owners, and innovators in Palm Beach County, FL. In this episode, learn about the invaluable resources 1909 offers its members, including affordable workspace, business education, mentorship, and events designed to foster connection and support their ventures into the next growth stage. Tune in to explore the nonprofit's mission toward the holistic growth of founders and freelancers dedicated to building a better future for themselves, their community, and the world.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Artemiza Woodgate, CIO & Founding Partner, Integrated Quantitative Investments. Artemiza shares her outlook for quantitative equities investing in global and emerging markets, including the greatest opportunities and challenges, how the firm integrates ESG, her experience being a woman in the industry and more.

Jake Lesnik, Co-Founder and CEO of DM Therapeutics, joins EisnerAmper's TechTalk host Janina Teoxon to discuss how his gene therapy company developed a novel, non-viral platform designed to improve the efficacy, safety, and accessibility of gene therapies for inherited diseases. In this episode, discover how its non-viral Dark Matter DNA™ technology overcomes the limitations of viral vector-based gene therapies by providing long-lasting therapeutic effects and the capacity to deliver larger, more complex genes. Tune in to learn more about the company's mission to turn its breakthrough into new medicines and curative therapies that could expand the range of treatable inherited diseases.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Parker Quillen, CEO & CIO, Contrarian Alpha Management, which manages a short-leaning concentrated equity strategy. Parker shares his outlook for short-leaning concentrated equity investing, including the greatest opportunities, challenges and more.

Joley Michaelson, Founder and CEO of The Sun Company, joins EisnerAmper's TechTalk host Janina Teoxon to discuss how her holistic energy company is developing and supplying renewable energy solutions for infrastructure across industrial, commercial, and residential sectors. In this episode, learn about The Sun Company's innovative offerings including state-of-the-art battery technology, digital twin software for optimal energy system performance, and off-grid renewable power sites. Tune in to explore the renewable energy company's mission to build a future-focused energy ecosystem that prioritizes clean, reliable, and cost-effective power solutions—putting people and the planet first.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with David Rosenblum, Managing Partner & Portfolio Manager, RS Low Beta Opportunity Fund and RS Crypto Income Fund. David shares his outlook for options trading including the greatest opportunities and challenges, and more.

In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Cameron Wood, Director, Northborne Partners, a Minneapolis-based middle market investment banking firm with a specialty in advising on complex sell-side transactions.  Cameron shares his outlook for dealmaking for the remainder of this year. In addition, he  discusses best practices for companies contemplating sell-side transactions, including legal considerations, trends in the due diligence process and more.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Bob Robotti, Founder & CIO of Robotti & Co. and Theo van der Meer, Senior Associate-Asset Management at Robotti & Co. They share their outlook for value investing including the greatest opportunities, challenges and more. They also share their outlook on asset allocation and what investors might be missing.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Jason Torres, Managing Partner, Sana Capital, a health care venture capital firm which invests in overlooked founders. Jason shares his outlook for investing in the space including the greatest opportunities and challenges. He also shares how he integrates ESG and more.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Sal Naro, Chief Investment Officer, Coherence Credit Strategies. Sal shares his outlook for investing in credit, including the greatest opportunities and challenges. He also shares his outlook for the Department of Government Efficiency (DOGE) and more. 

Kevin Burgoyne, President & CEO of the Florida Venture Forum, joins EisnerAmper's TechTalk host Fritz Spencer to discuss how his support and networking organization creates valuable opportunities for founders and startups seeking capital and services to grow and scale. In this episode, discover how the organization's dynamic in-person and virtual events, major conferences, and meet-ups foster connections between founders and key capital sources and service providers. Tune in to learn how this membership organization plans to build on its 40-year legacy of transformative success in Florida, setting itself apart as a catalyst for growth and fostering venture-backed successes in the state's innovation ecosystem.

Join host Tony Davis as he sits down with Cody Loup, an expert in internal audit and control services, to explore their critical role in healthcare organizations. In this episode, Tony and Cody delve into how these services can enhance operational efficiency, improve compliance, and ultimately improve patient care. Whether you're a healthcare professional, administrator, or simply interested in the inner workings of healthcare systems, this insightful discussion will shed light on the invaluable benefits of robust internal audits and controls. Tune in to discover practical strategies and real-world examples that highlight the transformative impact of these essential services.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Patrice Bonfiglio, President, Sarissa Capital Management, a Connecticut-based activist investment manager that invests in health care. Patrice shares her outlook for activist investing in health care, including the greatest opportunities and challenges, how the firm integrates ESG, her experience being a woman in the industry and more.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Meg Epstein, Founder & CEO of the CA South Development, a woman led commercial real estate firm focused on Nashville and other similar markets throughout the Southeastern U.S. Meg shares her outlook for commercial real estate investing in Nashville and those surrounding markets, including the greatest opportunities and challenges, how the firm integrates ESG, her experience being a woman in the industry and more.

On today's episode, we break down the latest messaging from the Bank of Japan with Paul Jackson, Asia Economy Editor for Bloomberg News in Tokyo. Plus - a discussion on the latest round of tariffs from the Trump Administration with Michele Martin, President of Prosperity, the wealth management arm of EisnerAmper.See omnystudio.com/listener for privacy information.

Soyoung Park, General Partner at 1004 Venture Partners, joins EisnerAmper's TechTalk host Fritz Spencer to explore the landscape of healthy aging investments. Park's firm is a global specialist fund with an investment thesis focused on “healthy aging” throughout life. In this episode, discover how the firm is advancing health and wellness through investments in health tech, age tech, and healthcare infrastructure. Tune in to learn how 1004 Venture Partners' commitment to healthcare innovation is paving the way for a healthier, more vibrant future for all.  

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Tim Newington, Managing Director, Macritchie Group, a niche real estate investment manager in Canada. Tim shares his outlook for niche real estate investing, including the greatest opportunities and challenges, how the firm integrates ESG and more.

Dr. Sanna Gaspard, Founder & CEO of Rubitection Inc., joins EisnerAmper's TechTalk host Fritz Spencer to discuss the future of skin health monitoring applied to the care management for chronic wounds and dermatological conditions. Rubitection is pioneering an easy-to-use, cost-effective device and software solution for caregivers and healthcare professionals to monitor incremental changes in skin health. In this episode, discover how her medical device startup is developing a handheld device and AI care management platform to improve the assessment, detection, monitoring, and care management of skin-related diseases. Tune in to explore their FDA and funding strategy and learn about their mission to become the global standard for skin health monitoring and care management—advancing access, equity, and reliability in patient care.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Grace Sprite, Managing Director of New Land Capital, a New York and Hong Kong-based high growth real estate private equity firm. Grace shares her outlook for real estate private equity investing, including the greatest opportunities and challenges, how the firm integrates ESG, her experience being a woman in the industry and more.

Matt Ellis, Co-Founder and CEO of Measurabl, joins EisnerAmper's TechTalk host Janina Teoxon to discuss how their cutting-edge ESG data platform is revolutionizing sustainability in the real estate industry. In this episode, discover how Measurabl helps organizations leverage their ESG data to enhance asset value and reduce capital costs, leading to more profitable real estate. Tune in to learn how this comprehensive platform empowers businesses to meet sustainability benchmarks, assess climate risks, and capitalize on decarbonization and sustainable finance opportunities—driving responsible growth.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Mark Melchiorre, Managing Partner & CIO, Forza Investment Group, an alternative credit and event-driven opportunities investment manager. Mark shares his outlook for credit markets, including where he sees the greatest opportunities for the future and more.

In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Kashyap Shah, Managing Director, Public Pension Capital, a middle market private equity firm started by former General Partners of KKR that specializes in acquisitions and accelerations of high potential service businesses. Kashyap discusses some of the transactions PPC has completed and some of the underlying themes that motivated them. He also discusses some challenges he faced when it came to those transactions and finally, touches upon how automation and AI are expected to impact the space over the next decade plus.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Aron Dantzig, Managing Partner, Capital IP, a specialty credit firm focused exclusively on investments in technology and technology-enabled businesses. Aron shares his outlook for investing in those areas including the greatest opportunities, challenges and more. He also shares how the firm integrates ESG, DEI and more.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Richard Lashley, Principal, PL Capital, a hedge fund that invests in bank stocks. Rich shares his outlook for the banking industry and bank stocks, including the greatest opportunities, challenges, trends and more.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Tucker Scott, Founding Partner, Bergen Park Capital Management, which manages a small and mid-cap international equities fund. Tucker who spent over 20 years at Franklin Templeton,  shares his outlook for investing in small and mid-cap international equities, including the greatest opportunities, challenges and more.

Dr. Rik Mehta, Co-Founder of Lactiga, joins EisnerAmper's TechTalk host Fritz Spencer to discuss how his biotech startup is pioneering the development of the first mucosal antibodies to treat the unmet medical needs of immunodeficient patients. In this episode, discover how Lactiga is unlocking the full therapeutic value of human milk to create this next generation of anti-infectives. Tune in to learn more about the startup's mission to give immunodeficient patients a new line of defense against pathogens, significantly improving their quality of life and offering hope for a healthier future.

In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Bryan Wagner, Partner, Private Equity, Creation Investments Capital Management, a global impact investment manager focused on financial services investments and growth and buyout opportunities in emerging markets. Bryan discusses some of the transactions Creation has completed, including Vastu Housing Finance and DD360. He walks us through the processes, along with both the opportunities and challenges faced when it came to those transactions. He also discusses the due diligence process on those deals and more.

Jon Chu, AI Strategist and Founder of Revolv, joins EisnerAmper's TechTalk host Janina Teoxon to discuss how Agentic AI is unlocking the potential of underrepresented founders and reshaping business models for resiliency. Revolv puts inclusivity at the forefront, supported by a multigenerational community that empowers entrepreneurs to succeed. In this episode, discover how Revolv is investing in people, partnerships, and technology to help startups overcome challenges and bridge the gap between talent and opportunity. Don't miss this insightful conversation about transforming innovative ideas into scalable ventures.

In this episode of EisnerAmper's Engaging Alternative Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Rishi Sadarangani, Founder & Chief Investment Officer, R/Evolution Gate, a New York-based asset manager focused on innovation-based stock picking. Rishi shares his outlook for innovation-based stock picking, including the greatest opportunities and challenges, along with how the firm integrates ESG/DEI and more.

In this episode of EisnerAmper's Private Equity Dealbook, Elana Margulies-Snyderman, Director, Publications, speaks with Michael Braverman, the new national leader of EisnerAmper's Transaction Advisory Services Group. Mike shares his outlook for dealmaking in 2025 on the heels of the recent results of the U.S. Presidential Election. In addition, he discusses best practices for companies contemplating buy-side and sell-side transactions, trends in the due diligence process, pieces of advice for clients to protect themselves from a potential dispute post-transaction and more.

In this episode of Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Ryan Pannell, CEO & Chair of Kaiju Worldwide, an ecosystem of technology research companies that specialize in predictive AI-based financial products including private funds. Ryan shares his outlook for predictive AI investing including the greatest opportunities and challenges. He also shares his views on ESG investment decisions and more.