Podcasts about mergers

In this episode of Grow a Small Business, host Troy Trewin interviews Penny Burke, Director of WhereTo Research, shares her inspiring journey of growing the company to $12 million in revenue and leading it through a successful merger with a global firm. She highlights the importance of strong people skills, strategic thinking, and staying passionate about business. Penny also reflects on her early days in advertising and how those experiences shaped her leadership style. This episode offers valuable insights into sustainable growth, effective leadership, and staying true to your values in the business world. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Penny Burke, one of the hardest things in growing a small business is managing time, especially balancing business development ("hunting") with project delivery ("cooking and eating"). She explains that in a project-based business, it's challenging to constantly juggle winning new work while also delivering high-quality outcomes. Additionally, she emphasizes that people management — hiring the right team and dealing with performance issues—is another tough but crucial aspect of sustainable growth. What's your favorite business book that has helped you the most? Penny Burke's favorite business book that has helped her the most is "How to Win Friends and Influence People" by Dale Carnegie. She considers it a classic and values its timeless insights on building strong relationships and effective communication—key skills in both leadership and business growth. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Penny Burke does not recommend any specific podcasts or online learning tools to help grow a small business. She mentions that her husband uses such resources more than she does, and she personally prefers listening to music during her downtime instead of engaging with podcasts or similar tools. What tool or resource would you recommend to grow a small business? Penny Burke emphasizes the importance of market mapping as a methodology rather than a specific tool. She recommends identifying where your business can play, where it can win, and where you can build your fame. This market-focused thinking helps small businesses define their niche and develop a strong positioning strategy, which is critical for growth. What advice would you give yourself on day one of starting out in business? Penny Burke's advice to herself on day one of starting out in business is: "Just be good. Don't worry about size. Just whatever it is that you're going to do, do it really, really, really well." This highlights her focus on quality and excellence over rapid growth. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: The only thing I've ever wanted to be is good, and not just good, but great – Penny Burke Success is about working on great projects, attracting great people, and delivering great outcomes." – Penny Burke People like working with good people; don't underestimate the power of being one." – Penny Burke  

In this episode of the Modern Man Podcast, host Ted speaks with Joshua Wilson, a serial entrepreneur and business acquisition strategist. They discuss Joshua's journey from being a real estate addict to successfully acquiring and transforming businessesTakeawaysJoshua Wilson transitioned from real estate to mergers and acquisitions.Being equity-rich but cash-poor can be a challenging situation.Diversification is crucial for financial stability.Taking calculated risks can lead to significant rewards.Mental roadblocks often prevent individuals from pursuing opportunities.Due diligence is essential when acquiring a business.Identifying growth potential in businesses is key to successful acquisitions.Entrepreneurship requires resilience and the ability to learn from failures.Networking and mentorship can provide valuable insights and opportunities.The universe often presents opportunities when you are open to receiving them. Don't do restaurants, just too low margins.Niche down as much as you can.Immediate cash flow from acquisitions is a key advantage.Aligning with investors is crucial for success.There is no such thing as a passive business.Creating multiple income streams is essential for financial freedom.Diversification is necessary to avoid being cash poor.Investing in businesses can yield better returns than real estate.Understanding the operational side of business is vital for success.Parenthood has shaped my perspective on financial independence.Chapters 00:18 - Introduction to the Modern Man Podcast 01:38 - From Real Estate to Mergers and Acquisitions 03:21 - Understanding Equity Rich and Cash Poor 06:20 - The Importance of Diversification in Business 09:08 - Taking Calculated Risks in Entrepreneurship 12:22 - The Journey of an Entrepreneur: Lessons Learned 15:16 - Overcoming Mental Roadblocks and Fear 18:28 - The Role of Due Diligence in Business Acquisition 21:23 - Identifying Profitable Business Opportunities 24:05 - Niche Down for Success 27:18 - Immediate Cash Flow from Acquisitions 30:25 - Investing with Limited Cash 33:31 - The Reality of Business Ownership 38:58 - Creating Multiple Income Streams 40:52 - Long-Term Vision in M&A 42:45 - Life Lessons from ParenthoodWilson's Links Website: https://jwenterprise.co/Instagram: https://www.instagram.com/therealjoshwilsonFacebook: https://www.facebook.com/realjwilson/Free eBook Here: Mastering Self-Development: Strategies of the New Masculine: https://rebrand.ly/m2ebook ⚔️JOIN THE NOBLE KNIGHTS MASTERMIND⚔️https://themodernmanpodcast.com/thenobleknights

Mergers, acquisitions, hostile takeovers...if you've ever watched television lawyers arguing on the big screen, you'll know these terms. For transactional lawyer Stephanie Hurst, these words are part of her daily diction. As an income partner at Mayer Brown, Stephanie has been negotiating cross-border transactions for years. In this episode, she highlights the complexities of structuring deals, the role of an M&A lawyer on a larger expert team, and her development from a junior lawyer into a partner. She also talks about the realities of finding balance as a Biglaw attorney managing matters on tight deadlines. Stephanie is a graduate of the University of Southern California School of Law. This episode is hosted by Katya Valasek.Mentioned in this episode:Access LawHub today!Learn more about Vermont LawLearn more about Rutgers LawLearn more about Rutgers Law

We'd love to hear from you. What are your thoughts and questions?In this episode of Streams to Impact, Dr. Allen Lomax interviews Kelvin Bell, a distinguished toastmaster, investor, and business strategist. They discuss Kelvin's journey into entrepreneurship, key strategies for enhancing business valuation, innovative sales approaches, and effective profit margin strategies. Kelvin shares insights on navigating mergers and acquisitions, the consulting business model, and the importance of exit planning for small business owners. The conversation emphasizes the need for strategic planning and the potential for significant growth through thoughtful business practices.Main Points: Business owners often overlook exit strategies until it's too late.Retaining existing customers is more cost-effective than acquiring new ones.A well-structured management team is crucial for business valuation.Profit margins can be increased by adjusting pricing strategies.Mergers and acquisitions can double business size but require careful planning.Consulting for equity aligns the consultant's success with the business's growth.Standard operating procedures can alleviate the burden on business owners.Exit readiness is essential for maximizing business valuation.Transformational consulting can provide significant ROI for businesses.Quiet reflection can be a powerful tool for introverted entrepreneurs.Main Points: TopValue15.com GrowYourBusinessNow.infohttps://www.instagram.com/drkelvinbell/https://www.linkedin.com/in/kelvin-bell-investor/https://www.facebook.com/kelvin.bell.31945

On today's episode of Power House, Diego sits down with two big names in housing: Varun Krishna, the CEO of Rocket Companies, and Jay Bray, the CEO of Mr. Cooper. They discuss combining powerful brands and redefining what it means to own a home in the U.S. Varun shares how the “Own the Dream” campaign has been a complete marketing revolution for Rocket. He also breaks down the strategy behind acquiring both Redfin and Mr. Cooper, and how they're building a fully integrated experience across the entire homeownership journey. Jay dives into the shared vision that drove the Mr. Cooper deal and discusses how Rocket's AI-driven platforms will transform mortgage servicing and broker partnerships.  Varun and Jay will be joining us on stage this year at The Gathering, alongside Redfin CEO Glenn Kelman. Dont miss out — register here! Here's what you'll learn: Own the Dream is a revolutionary marketing strategy for Rocket. Mergers and acquisitions are key to achieving growth. Homeownership is the core focus of Rocket's strategy. AI will play a significant role in optimizing the mortgage process. The future of servicing is about growth and integration. Related to this episode:⁠ Agenda | 2025 HousingWire: The Gathering BREAKING: Rocket CEO Varun Krishna Returns to The Gathering for Keynote Fireside Chat | HousingWire Rocket Companies to acquire Mr. Cooper in bombshell $9.4B deal | HousingWire Rocket's 'Apple of homeownership' flywheel is getting more complex | HousingWire Varun Krishna shares Rocket's plan to “become the Apple of homeownership” | HousingWire Rocket Companies announces deal to acquire Redfin for $1.75 billion | HousingWire Rocket Companies Mr. Cooper Jay Bray | LinkedIn Varun Krishna| LinkedIn ⁠⁠⁠⁠HousingWire | YouTube⁠⁠⁠⁠ Enjoy the episode! The Power House podcast brings the biggest names in housing to answer hard-hitting questions about industry trends, operational and growth strategy, and leadership. Join HousingWire president Diego Sanchez every Thursday morning for candid conversations with industry leaders to learn how they're differentiating themselves from the competition. Hosted and produced by the HousingWire Content Studio. Learn more about your ad choices. Visit megaphone.fm/adchoices

Overview: In this episode of the SMB Community Podcast, host James Kernan interviews industry guru Rich Freeman of Channelholic. Rich discusses his background in covering the SMB channel and managed services, along with his insights on current industry trends. They delve into the impacts of supply chain uncertainties, AI adoption and its implications for MSPs, and the trend of larger MSPs acquiring smaller ones. Rich shares data on AI's role in business, security implications, and the emerging need for new roles such as 'agent boss.' The conversation also highlights the opportunities and challenges for smaller MSPs in a rapidly evolving market. Listeners are encouraged to subscribe to Rich's newsletter at Channel Holic for more in-depth analysis and updates. --- Chapter Markers: 00:00 Introduction to the SMB Community Podcast 00:26 Interview with Industry Guru Rich Freeman 01:04 Discussing Industry Trends and News 03:07 Strategic Partnerships and Supply Chain Insights 06:33 The Impact of AI on the Industry 14:07 Mergers, Acquisitions, and Market Trends 19:47 Security Implications of AI 23:01 Conclusion and Contact Information --- 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

The prayers of souls in Purgatory, different translations of the Bible, a loving God that can condemn are only some of the topics in today's Open Line Thursday with Fr. Gerald Murray.

Send us a textIn this episode, we speak with an expert from an investment bank and management consulting firm that specializes in mergers and acquisitions (M&A), business brokering, and capital raises. With years of experience in technology innovation and professional services, the guest takes us through their background, starting with Accenture, Countrywide Financial, and BofA, before founding their own firm over seven years ago.The discussion focuses on current M&A trends, including the challenges and opportunities in a volatile economy, with a special emphasis on the aging baby boomer generation and the increasing number of small businesses poised for retirement. The speaker also touches on the rise of private equity-held companies and their impact on M&A activity.Additionally, the guest shares insights on how they help family offices navigate both buying and selling, including a recent high-value transaction involving a family-owned business transitioning across generations. This episode is a deep dive into the complexities of M&A and the strategies driving successful deals in uncertain times.

Everyone has a story to tell, share yours with us at drama@preachgaming.com or at https://preachgaming.com/submit-story/00:00 - Intro02:24 - Never Forget20:10 - Merging Never Works----------Gear: https://preachgaming.com/shop/Displate: https://displate.com/preachgaming?art...Twitter: @PreachgamingLive Stream - twitch.tv/preachlfwWebsite: https://preachgaming.com/---------

Dive deep into the world of workplace culture with Kristi Herold, author of 'It Pays to Play' and CEO of a company dedicated to integrating fun into serious business environments. Discover the transformative power of play in enhancing team engagement, productivity, and employee retention. Kristi shares her journey from founding an adult social sports league to navigating mergers and acquisitions and pivoting during the pandemic to foster workplace camaraderie. Don't miss the insights & anecdotes on building a culture where fun and serious business coexist seamlessly. Tune in to transform your workplace culture today!00:00 Introduction to Fun in Business00:18 Meet Kristi Herold: The Fun Advocate01:02 The Journey of Jam: From Sports to Corporate Culture03:02 The Impact of Play on Workplace Culture05:46 Practical Tips for Infusing Fun at Work11:04 The House System: A Unique Approach to Team Building13:57 Mergers and Acquisitions: Lessons Learned15:18 Advice for Entrepreneurs: Organic Growth vs. Acquisitions16:46 Reflections on Entrepreneurial Journey17:41 Lessons from College Pro19:37 Creating a Positive Workplace Culture21:45 Engaging Non-Work Activities22:55 The Power of Recognition and Onboarding23:39 Tailoring Play to Your Organization24:37 Culture Consulting and Team Building27:18 The Impact of Play on Workplace Dynamics29:16 The Humanizing Effect of Play32:34 Final Thoughts and Takeaways

Connect with Early Riders // Connect with OnrampPresented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering the underlying mechanics of the bitcoin protocol, its ongoing development and funding, and real-world applications of the technology.00:00 - China-US Trade Negotiations and Tariffs03:09 - Impact of Treasury Yields on Negotiations06:07 - Bitcoin's Market Dynamics and Predictions08:59 - Bitcoin Treasury Companies: Opportunities and Risks11:49 - Corporate Treasuries and Bitcoin: A New Paradigm17:08 - Mergers and Acquisitions in the Crypto Space20:11 - The Future of Bitcoin Derivatives and ETFs26:50 - Market Sentiment and Institutional Interest29:05 - The Asymmetry of Bitcoin Understanding30:01 - Legislative Challenges and Bitcoin Dominance33:06 - Global Regulatory Landscape and Bitcoin Adoption36:13 - The Value Proposition of Bitcoin vs. Proxy Assets38:58 - Retail Interest and Psychological Barriers42:08 - Building Consumer Applications for Bitcoin44:51 - Emerging Trends in Bitcoin Legislation48:03 - On-Ramping New Users to Bitcoin51:04 - Influencer Impact on Bitcoin PerceptionIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.Links discussed:https://www.occ.gov/news-issuances/news-releases/2025/nr-occ-2025-42.htmlhttps://www.nbcnews.com/politics/congress/senate-vote-advance-crypto-bill-bipartisan-talks-trump-rcna205328https://www.dlnews.com/articles/markets/coinbase-ceo-on-why-the-exchange-didnt-bet-farm-on-bitcoin/https://www.coinbase.com/blog/coinbase-to-acquire-deribit-becoming-the-most-comprehensive-global-crypto-derivatives-platformhttps://www.bis.org/publ/work1265.pdf?utm_mediumKeep up with Michael: X and LinkedInKeep up with Brian: X and LinkedInKeep up with Liam: X and LinkedIn

Thinking about investing in Australia? This episode of Trust and Trade dives into Australia's sweeping new merger control reforms and their impact on foreign investment. Antitrust partner Kirsten Webb and Department of Treasury's (AUS) Annalisa Heger break down the changes, from mandatory filings to faster reviews, and how they interact with existing foreign investment controls. Stay ahead of the curve and learn what these updates mean for global investors! With special guests: Kirsten Webb, Partner, Clayton Utz and Annalisa Heger, Senior Adviser, Department of the Treasury (AUS) Hosted by: Anant Raut

Steve Wargalla | QStrat | Managing Director  What's the difference between going it alone and having a team of experts behind your M&A process?  Join us as we speak with Steve Wargalla, who engaged the WFS platinum sponsor, the Corum Group, to sell his company, QStrat—a provider of quoting and sourcing software for manufacturers and distributors.  In this episode, Steve reflects on his journey from a first, unstructured exit to a second, highly organized sale with Corum. He shares the lessons learned, the value of working with experienced dealmakers, and why he believes most software CEOs don't fully understand the M&A process—until they've been through it.  You'll hear about the importance of preparation, the impact of a structured approach, and what life looks like after stepping away from the business. 

AI is no longer just a buzzword—it's a full-blown business stack. I walk through how AI stacks and agents are transforming everything from recruitment and M&A to content creation and coding. These tools aren't just helping—they're slashing time and costs across the board. If you're not building with AI, you're getting left behind. Timecodes⏰ (00:00) Transforming Business with AI (02:52) The Power of AI Stacks (05:58) AI Agents in Recruitment (08:51) AI in Mergers and Acquisitions (11:51) Leveraging AI for Marketing and Content Creation (14:07) AI Coding and Prototyping Tools How to Connect: IG: / ericosiu X: / ericosiu

Scott Bok is the former board chair of the University of Pennsylvania, longtime CEO of the Mergers and Acquisitions advisory firm Greenhill & Co., and the author of the new book "Surviving Wall Street: A Tale of Triumph, Tragedy, and Timing" which examines his life facing crises on Wall Street and, most recently, his resignation from the Penn Board in December 2023.

Many startups overlook hidden vulnerabilities in their pursuit of innovation. In this episode, George Pappas, SVP of Security at Health Catalyst, discusses how healthcare systems inherit security risks through mergers, poor integrations, and neglected IT. When cyberattacks lead to patient deaths, it's not just a technical issue—it's a leadership failure. This conversation challenges the idea that compliance is enough and offers actionable insights on building a culture of risk ownership from the top down.

In this on-location conversation recorded during RSAC 2025, attorney, investor, and strategic advisor Yair Geva shares a global perspective shaped by years of legal counsel, venture investing, and deal-making across Israel, Europe, and the U.S. Geva offers unique insight into how cybersecurity, AI, and M&A are not only intersecting—but actively reshaping—the tech ecosystem.More than just a legal expert, Geva advises early-stage founders and institutional investors across markets, helping them navigate cultural, legal, and strategic gaps. With over 50 personal investments and a strong focus on cybersecurity in recent institutional activity, his perspective reflects where real momentum is building—and how smart capital is being deployed.AI Acceleration and M&A HesitationAccording to Geva, the accelerating capabilities of AI have created a strange paradox: in some sectors, VCs are hesitant to invest because the pace of change undermines long-term confidence. Yet in cybersecurity, AI is acting as a catalyst, not a caution. Cyber-AI combinations are among the few domains where deals are still moving quickly. He points to recent acquisitions—such as Palo Alto Networks' move on Protect AI—as a sign that strategic consolidation is alive and well, even if overall deal volume remains lighter than expected.Cyber Due Diligence Is Now Table StakesAcross all industries, cybersecurity evaluations have become a non-negotiable part of M&A. Whether acquiring a fashion brand or a software firm, buyers now expect a clear security posture, detailed risk management plans, and full disclosure of any prior breaches. Geva notes that incident response experience, when managed professionally, can actually serve as a confidence builder in the eyes of strategic buyers.From Global Hubs to Human ConnectionsWhile San Francisco remains a major force, Geva sees increasing momentum in New York, London, and Tel Aviv. Yet across all markets, he emphasizes that human relationships—trust, cultural understanding, and cross-border collaboration—ultimately drive deal success more than any legal document or term sheet.With a front-row seat to innovation and a hand in building the bridges that power global tech growth, Yair Geva is helping define the next chapter of cybersecurity, AI, and strategic investment.Listen to the full conversation to hear what's shaping the deals behind tomorrow's cybersecurity innovations.Note: This story contains promotional content. Learn more.Guest: Yair Geva, Attorney and Investor | https://www.linkedin.com/in/yairgeva/ResourcesLearn more and catch more stories from RSA Conference 2025 coverage: https://www.itspmagazine.com/rsac25______________________Keywords:sean martin, marco ciappelli, yair geva, cybersecurity, investment, ai, m&a, venture, resilience, innovation, brand story, brand marketing, marketing podcast, brand story podcast______________________Catch all of our event coverage: https://www.itspmagazine.com/technology-and-cybersecurity-conference-coverageWant to tell your Brand Story Briefing as part of our event coverage? Learn More 

E400– "Inner Voice: A Heartfelt Chat with Dr. Foojan Zeine." In this episode, Dr. Foojan Zeine chats with Pattie Ehasei. Known as "The Duchess of Decorum" by her 1M followers, Pattie Ehsaei has established herself as one of the leading financial experts today. Pattie's TikTok teachings on female equality in the workplace, financial literacy, workplace decorum, and financial independence for women have over 8.1 MILLION likes—answering questions such as "How do I maintain financial independence in a relationship?" "How do I make and keep a budget?" "How do I maintain my power in the workplace?" "How do I ask for a raise?" "How do I navigate male-dominated industries?" These are the types of questions that Pattie provides real and honest answers to, and they keep her fans begging for more. She has spent the last 20 years in a multifaceted career focused on finance. From managing divisions of banking institutions, business development, investment banking, and raising capital from sovereign wealth funds in private equity, Pattie has seen all sides of the industry and has quickly become an authority in this space. A lawyer by trade and currently a Director of Mergers & Acquisitions financing for a major national bank, Pattie is the perfect example of "tough but fair" and believes that success comes from information and empowerment. Pattie's direct approach, peppered with levity and some real takeaways, made her an instant success and a highly sought-after speaker. She has delivered keynote addresses for numerous platforms and organizations, including Create & Cultivate, the Iranian American Women's Foundation, the Women's Investment Summit, the New England Women in Banking & Mortgage Conference, and the University of Denver STEM Program. She's also been a panelist for events that inspire the next generation of women, such as the Meet Me in Malibu Influencer Panel. Pattie's voice can also be seen in print on Forbes.com and MSNBC, where she shares her wisdom as a financial contributor. We will discuss her highly anticipated book, Never Date A Broke Dude. Pattie gives readers practical advice on finance and romance in this book and breaks down exactly why "a man is not a financial plan"! www.pattieehsaei.com # 1 on the 20 Best California Mental Health Podcasts list by FeedSpot. https://podcasts.feedspot.com/california_mental_health_podcasts/  Check out my website: www.FoojanZeine.com, www.AwarenessIntegration.com, www.Foojan.com Summary Dr. and Pattie discussed the importance of financial independence for women in relationships. Pattie emphasized that money determines power dynamics in relationships and that women should have enough financial freedom to support themselves. They also discussed the societal expectations placed on women and the need for women to have the skills and knowledge to re-enter the workforce after raising children. Pattie shared her experience of starting her TikTok channel at 50 and the challenges women face in pursuing new opportunities after a long period of not working. They discussed the importance of having a strategy rather than just hoping for success. Pattie shared her experience of wanting to become financially responsible but relying on hope instead of planning. She emphasized the need for a plan, whether it's related to finances or career development, and the importance of budgeting and acquiring necessary skills. Dr. shared her experience of spending every dollar she made and not having a plan for the future, which led her to invest. Both agreed on the importance of having a plan for personal and financial growth. Pattie discusses the importance of investing for the future and shares her experience dating a financially unstable partner. She emphasizes that investing is simpler than many think, involving just a few steps and consistent contributions. Pattie explains that her book title, "Never Date a Broke Dude," stems from her own experience, which led her into significant debt and emotional distress. She acknowledges her complicity in the situation and highlights how societal pressures can lead people to prioritize relationships over financial stability. Pattie emphasized the importance of economic independence and self-worth in relationships, stating that when one partner feels they have no choice but to stay in a relationship, they may take advantage of the other. Pattie mentions that her book addresses this issue to help women realize their value and empower themselves to seek better treatment in relationships and life. *iTunes (https://itunes.apple.com/us/podcast/i...) *Google Play (https://play.google.com/music/m/Inpl5...) *Stitcher (https://www.stitcher.com/) *YouTube (https://www.youtube.com/DrFoojan) *Facebook (https://www.facebook.com/DrFoojanZeine/) *Instagram (https://www.instagram.com/Dr.FoojanZeine) *Twitter (https://www.twitter.com/DrZeine/) *LinkedIn (https://www.linkedin.com/in/DrFoojanZeine) *Tiktok (https:///www.tiktok.com/dr.foojanzeine)

Send us a textPeter Duffy's message is plain: The pace of mergers will get fatter and it will involve credit unions of all sizes, from the small to the mega institutions. First Tech and DCU may seem an outlier but now there is ENT and Wings and the pace will keep up, says Duffy who now has joined SRM.Will the chaos and uncertainty in Washington DC slow the merger pace? Duffy thinks not, indeed the pace may quicken.That's because, says Duffy, economies of scale are now the Holy Grail of financial institutions.  Bigger is a competitive advantage, he says.He does make one surprise prediction: he believes the number of credit unions deals with banks will decrease.  Listen to hear why (and it doesn't have much to do with ICBA's caterwauling).Listen up.Listen up.Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.com  And like this podcast on whatever service you use to stream it. That matters.  Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto

Nonprofit mergers and acquisitions aren't a sign of weakness—they're a powerful strategy for long-term viability and community impact. In this leading edge conversation, we bring together two sector leaders: Tim Davis, President and Managing Partner of Glick Davis and Associates, and Jeffrey R. Wilcox, CEO and Founder of Interim Executives Academy. Together with host Julia Patrick, they chart a bold roadmap for organizational transformation through strategic partnerships, timely interim leadership, and cultural integration.As Jeffrey begins, “A sustainable nonprofit must first be viable. And to be viable, you must be survivable.” He challenges nonprofits to move beyond survival thinking and embrace strategic collaboration before financial or leadership crises strike. Tim Davis builds on that, offering a real-world example of three regional nonprofits merging their missions to secure larger grants and extend their reach: “Instead of three groups asking for $10,000 each, they made a unified ask for $100,000—and won.”The conversation digs into the uncomfortable truths of nonprofit M&A—ego, fear, and lack of information—but offers actionable strategies. Tim emphasizes that success is cultural, not just financial: “Unless you build the culture between organizations, one side is always unhappy.” Meanwhile, Jeffrey explains the unique power of interim leaders to guide organizations through this kind of transformation: “Interims help people reach the conclusion themselves—it becomes their idea, their ownership.”This episode doesn't just present M&A as a lifeline for nonprofits in distress—it reframes it as a proactive, bold strategy for those who want to own their future. With funding shifts, demographic changes, and leadership transitions accelerating across the sector, Tim and Jeffrey argue that now is the time to build viable, mission-driven collaborations that will withstand what's ahead.Whether you're a board member, CEO, or funder, this conversation will challenge your assumptions and equip you with the mindset and tools to explore mergers—not out of desperation, but from a place of strength. 00:00:00 Welcome and introduction of guests 00:01:50 What is transitional leadership and why it matters 00:03:14 How Glick Davis supports nonprofit mergers and turnarounds 00:04:23 Rethinking sustainability: viability vs survivability 00:06:02 Why nonprofits must start M&A talks sooner 00:08:10 Real example: nonprofits merging for financial literacy impact 00:10:13 Navigating ego and mission in M&A conversations 00:11:35 The interim leader's role in M&A facilitation 00:13:04 Educating stakeholders before merger decisions 00:15:55 Secret sauce of nonprofit M&A: culture building 00:18:27 Knowing when your org is no longer viable 00:22:54 What great interim leaders really do #NonprofitLeadership #StrategicMergers #InterimExecutivesFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

What happens after the ink dries on an accounting firm acquisition? Michael Ly and Ashley Rhoden reveal why many buyers overinvest in the purchase but underinvest in the crucial integration phase. Drawing from their hard-won experiences—both successful and unsuccessful—they walk through how to develop a comprehensive 100-day integration plan that begins during due diligence. You'll learn why keeping key employees is the difference between retaining and losing clients, how to effectively communicate changes to minimize disruption, and when to choose between a full roll-up versus platform approach. Whether you're considering an acquisition or have one in progress, this practical roadmap helps you navigate the complexities of merging firms.Chapters(00:51) - Meet the Guests: Michael and Ashley (02:41) - Michael's Integration Experiences (07:16) - Ashley's Integration Insights (09:39) - The Importance of Due Diligence (17:49) - Managing Change and Communication (20:47) - Employee Integration Strategies (23:33) - Key Employees and Leadership Buy-In (24:52) - HR and Payroll Integration (26:18) - Communication Plans and Financial Operations (29:30) - Access to Financial Systems and IT Considerations (34:37) - Communication Strategies (37:54) - Seller Involvement Post-Acquisition (41:33) - Integration Approaches: Full Rollup vs. Platform (47:10) - Conclusion and Final Thoughts Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guests: Michael LyLinkedIn: https://www.linkedin.com/in/michaelly/ Website: https://www.reconciled.com/Ashley RhodenLinkedIn: https://www.linkedin.com/in/ashleyrhodenmba/Website: https://highrock.coConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

With an uncertain economy, more tariffs and the unpredictability of President Donald Trump, are private equity groups still as interested in tire dealerships as they have been in recent years? MTD's Mergers & Acquisitions Columnist Cole Strandberg weighs in on the current state of the market in 2025. He says private equity groups are seeking creative ways to join the tire industry.

Welcome to our review of PR pitches and mergers & acquisitions in the UK PR scene with Andrew Bloch. Here we discuss the biggest pitch wins and mergers & acquisitions that the PR sector has seen in April 2025Andrew is the lead consultant - PR, Social, Content and Influencer at the new business consultancy firm AAR and a partner at PCB Partners, where he advises on buying and selling marketing services agencies.Before we start, two pieces of good news at PRmoment this week. The first is that the programme for PR Masterclass: AI in PR is now complete. The PR Masterclass series are hybrid events so you can attend either in person or virtually. The event is on July 3rd and themes include:How to Integrate AI into your PR WorkflowThe impact of AI on JournalismAI as a content production toolIs LLM optimisation PR's biggest opportunity of our lifetimes?How will AI impact the agency business model?How to build and scaling AI-powered PR toolsThe legal implications of AI in your communicationsThe intersection of PR and AI for in-house communicatorsHow to move from AI experimentation to implementationCheck out the microsite PRMasterclasses.com for all the details including the speaker line-up.The other vital bit of information is that The Creative Moment Awards are now open for entries. You can see all the categories for 2025 at the microsite creativemomentawards.co.The early bird entry deadline is Friday 16th May.Also, thanks so much to the PRmoment Podcast sponsors the PRCA.Here's a summary of what Andrew and PRmoment founder Ben Smith discussed:Here is this month's run down of the biggest PR pitch wins in April 2025:“Brands are hiring for what agencies can do, they are less fussed about who the agency is.”Here is a link to Ben Smith's podcast with W's Warren Johnson that was referred to in the show. Toyota and Lexis GB appointed Hope&Glory - Another big win for the UK consumer independent PR firm, it's a strategy and creative development brief.Heineken UK appointed  Blurred – Oversee corporate social impact strategy.Tik Tok appointed  Ready10 – Consumer PR for TikTok and TikTok Shop amidst security and content moderation concerns.Tesco appointed Pretty Green and Tin Man – New creative agency roster for consumer PR.Russell Hobbs/Remington appointed B The Communications Agency – PR, influencer, and social media for a 3-year contract.Dunelm appointed  Tin Man – Consumer and influencer PR to increase brand awareness.Channel 4 appointed Mischief – Launching TV series, including Handmaid's Tale final series.Plaidis Global appointed The Romans – UK savoury portfolio PR.Aperol appointed Manifest – Global PR and influencer strategy.Trip.com appointed Rooster – UK and European PR for online travel service provider.Heathrow Express appointed Splendid – Retained PR agency following a project on language masterclasses.Mountain Warehouse – Work and Class – Integrated communications account to inform customers globally.Michael Page – Words+Pixels – Consumer and B2B PR to raise the profile of the global recruiter.LNER – Brands2Life/Mischief/One Green Bean – Creative roster for the train operating company.Sky News – Mu

In this special live episode from the M&A Summit in Las Vegas, hosts Brad and Michael team up with the Skytale Group to share essential financial and legal tips for preparing your exit strategy. Discover the five phases of an M&A deal, the impact of reputation on your practice's value, and key considerations for practice owners planning a sale. Whether you're selling soon or years down the road, learn how to build a more profitable business for market.  Watch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto  Stay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn

When it comes to business, the goal isn’t just a big exit—it’s about building something so empowering that staying in or stepping away both feel like exciting options. In this episode, Jaryd Krause is joined by Raleigh Williams, a former Mergers & Acquisitions lawyer turned successful entrepreneur. Raleigh left his law career after just nine months to start an escape room business, which he scaled and sold for eight figures. Now a father of three and husband to a breast cancer survivor, Raleigh now helps entrepreneurs “take chips off the table” and reconnect with the creativity and joy that originally drove them into business. The conversation dives deep into Raleigh’s journey—from walking away from law, to building a multi-million-dollar company, to writing a powerful book that helps founders navigate the emotional rollercoaster of exits and acquisitions. For entrepreneurs wondering whether to sell, grow, or rediscover their passion for their business, this episode is packed with game-changing insights. Learn how to find fulfillment in business, make empowered decisions, and avoid the identity crisis that can follow a big exit. Get ready for a raw, insightful, and inspiring conversation about purpose, growth, and enjoying the journey of entrepreneurship, no matter what stage you’re in. Episode Highlights 03:00 Finding purpose in your work and life 10:00 Combining enjoyment and passion into your business 17:00 Can you truly make a hobby your work? 25:30 The importance of being authentic in both business and personal life. 33:00 How suffering and passion intersect in meaningful work. 41:00 Raleigh's book and finding true fulfillment. 45:00 Where to find Raleigh and his book? Key Takeaways ➥ Purpose isn’t found—it’s created by doing work that energizes you in the present, not some future ideal. ➥ Passion doesn't mean ease. True passion often involves suffering you’re willing to bear because the work feels important. ➥ Hobbies don’t have to become work. It’s okay to keep joy separate from your income stream. ➥ Living an undivided life—being the same person in every setting—leads to deeper fulfillment and less emotional burnout. ➥ A true calling feels like something only you can do, even when it's hard. That’s what gives it meaning. About The Guest Raleigh Williams, a former mergers and acquisitions lawyer, left his career in law to start an escape room business, which he scaled and sold for eight figures. A father of three and husband to a breast cancer survivor, Raleigh now helps entrepreneurs take chips off the table and reconnect to their creative abilities. Connect with Raleigh Williams ➥ https://www.linkedin.com/in/raleigh-williams/ ➥ https://www.amazon.com/Creators-Call-Default-Personal-Purpose/dp/B0DVQNCQ6T Resource Links ➥ Buying Online Businesses Website - https://buyingonlinebusinesses.com ➥ Sell your business to us here - https://buyingonlinebusinesses.com/sell-your-business/ ➥ Download the Due Diligence Framework - https://buyingonlinebusinesses.com/freeresources/➥ Connect with Jaryd here - https://www.linkedin.com/in/jarydkrause ➥ GoDaddy (Website Hosting & Buying Domains) - https://bit.ly/3YiRkWV ➥ Rank Math (Wordpress SEO Plugin) - https://bit.ly/3Acyjf4 ➥ Ezoic (Ad Network) - https://bit.ly/3NuVR5P

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Tom welcomes back David Kranzler of Investment Research Dynamics to the show. Dave discusses his perspectives on various risks that he sees in the current economic and geopolitical landscape. He expresses concerns about the growing federal debt load in the US and the potential implications of the dollar losing its status as the world's reserve currency. Kranzler also touches upon the geopolitical tensions between major powers like China, Russia, and the US, which he believes could lead to significant consequences for the global financial system if cooler heads don't prevail. On a more positive note, Kranzler emphasizes the potential opportunities in the mining sector, specifically gold and silver miners, as these metals continue to perform well during this economic climate. He highlights several companies that he believes have strong potential for growth. He shares his thoughts on the recent M&A activity in the mining industry and the implications of a potential shift towards a gold-backed currency monetary standard. Throughout the interview, Kranzler offers insights into his investment strategies, discussing the importance of due diligence and staying informed about economic and geopolitical developments while trying to enjoy life despite uncertain times. Time Stamp References:0:00 - Introduction0:58 - Ignoring Current Risks4:32 - U.S. Debt & DOGE7:10 - Trump & China Clash9:50 - Trillion Defense Budget12:08 - Global Dollar Trends14:58 - China T-Bill Holdings17:17 - Trust & Gold Holdings19:13 - Counterparty Risk24:35 - C.B. Secrecy27:56 - Gold Price & GSR31:00 - China Industry & Silver35:43 - Bank Reports & Gold39:12 - Thoughts on Bessent43:53 - A U.S. CBDC Coming?47:28 - Gold & Producers57:14 - Mergers & Acquisitions1:02:15 - Gold/Miner Downside?1:08:04 - Concluding Thoughts Guest Links:Substack: https://miningstockjournal.substack.comTwitter: https://twitter.com/InvResDynamicsWebsite: https://investmentresearchdynamics.comNewsletter: https://investmentresearchdynamics.com/mining-stock-journal David Kranzler spent many years working in various analytic jobs and trading on Wall Street. For nine of those years, he traded junk bonds for Bankers Trust. Dave earned a master's degree in business administration from the University of Chicago, concentrating on accounting and finance. He writes a blog to help people understand and analyze what is going on in our financial system and economy.

Every Wednesday we release our all new “HALO Academy: 2 Minute Financial Drill" by Integrity Square Founder & HALO Talks host, Pete Moore on everything you need to know for financial literacy, unit economics, legal documents used for M&A and capital raises, capital sources you can access, understanding how financings are structured, valuation metrics and parameters, and what you need to know about your own business before engaging in cap raises and/or a potential sale. If you missed our email about this, you can re-read it here: https://mailchi.mp/9567da51c0ce/2025programschedule  ====================================================== RESOURCES  https://www.integritysq.com https://www.halotalks.com https://www.thehaloacademy.com  =================================================== ABOUT YOUR INSTRUCTOR  Pete is the Founder, Managing Partner and Chief Dream Architect at Integrity Square ("ISQ"), a leading boutique financial advisory firm focused on the $4.7T Health, Active Lifestyle, Outdoor ("HALO") sector. Since founding ISQ in 2010, the firm has played an active advisory role in 100+ mergers & acquisitions, private placements and advisory assignments across North America. Pete Moore and his team have also invested in passionate entrepreneurs at HigherDOSE, XTEND, and Promotion Vault. ISQ's media and "live education" properties include HALO Talks, the leading B2B podcast in the sector, Time To Win Again, and the HALO Academy, an Executive Education Bootcamp Series.  Prior to ISQ, Pete was Head of the Active Lifestyle & Wellness Group at Sagent Advisors (2003-2010.) Prior to 2003, Pete was co-founder of FitnessInsite, a SasS sales management platform with 1500+ clients (based in AZ.) At FitnessInsite, Pete invested his personal capital, leveraged his credit cards and learned what it takes to manage a startup. Pete built his business and financial acumen on top of the foundation laid at three critical positions early in his career: Senior Associate at Brockway Moran & Partners, the private equity owner of Gold's Gym International, Inc; worked as an Associate at Donaldson, Lufkin & Jenrette; and an Analyst at Chase Securities. (Now JP Morgan.)  ISQ saw a need for a deeper & more useful level of education in the HALO sector. In response, we launched the HALO Talks podcast, with 500+ completed interviews and over 120,000 downloads. HALO Talks has become a “must listen” for anyone working or investing in the sector. Pete graduated from Emory University (BBA, 1994) and received his MBA from Harvard Business School (1999.) While at HBS, he co-founded IRON PLANET, the leading B2B auction site for used heavy equipment, which was sold to Ritchie Bros for $758 million. His hobbies include: Football, basketball, tennis, podcasting, amateur ventriloquism, pro bono DJ and fitness enthusiast.

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“Each acquisition has its own fingerprints. You kind of think, oh, it's an acquisition. No, it's all different.” - Diane DooleyDiane Dooley, a CHRO and consultant, joined me this week to discuss what HR's role in mergers & acquisitions is, and why HR is so key to that process. We talked about doing the right due diligence before an acquisition, how to merge cultures, and how to navigate the different reactions that employees inevitably have. Diane and I also dove into the psychology of both the buyer and the seller in an M&A transaction, and why the reasons to buy are often not the same as those to sell. Founders often have much more emotions surrounding the transaction, which have to be taken into account to make sure the transition is as smooth as possible for them and their employees.Join me this week on Self-Funded with Spencer to find out what HR's role is in the M&A process!Chapters:00:00:00 HR's Role In M&A: Due Diligence, Culture, and Integration | with Diane Dooley00:08:08 Assessing Cultural Fit in M&A00:15:49 Thorough Due Diligence When Acquiring00:20:52 Impact of Company Culture in Mergers00:25:26 Navigating Integration With Change Management 00:39:17 Leadership Continuity00:41:54 The Importance of Employee Incentives00:46:37 Avoiding Hiring Mistakes01:06:51 Being Proactive In HRKey Links for Social:@SelfFunded on YouTube for video versions of the podcast and much more - https://www.youtube.com/@SelfFundedListen/watch on Spotify - https://open.spotify.com/show/1TjmrMrkIj0qSmlwAIevKA?si=068a389925474f02Listen on Apple Podcasts - https://podcasts.apple.com/us/podcast/self-funded-with-spencer/id1566182286Follow Spencer on LinkedIn - https://www.linkedin.com/in/spencer-smith-self-funded/Follow Spencer on Instagram - https://www.instagram.com/selffundedwithspencer/Key Words: HR, Mergers And Acquisitions, M and A, Mergers, Acquisitons, CHRO, Due Diligence, Culture, Integration, Change Management, Succession, Recruitment, Diane Dooley, spencer smith, podcast, healthcare, health insurance, self funded, self funding, self funded health insurance, self funded insurance#HR #MergersAndAcquisitions #MandA #Mergers #Acquisitons #CHRO #DueDiligence #Culture #Integration #ChangeManagement #Succession #Recruitment #dianedooley #spencersmith #podcast #healthcare #healthinsurance #selffunded #selffunding #selffundedhealthinsurance #selffundedinsurance

“Each acquisition has its own fingerprints. You kind of think, oh, it's an acquisition. No, it's all different.” - Diane DooleyDiane Dooley, a CHRO and consultant, joined me this week to discuss what HR's role in mergers & acquisitions is, and why HR is so key to that process. We talked about doing the right due diligence before an acquisition, how to merge cultures, and how to navigate the different reactions that employees inevitably have. Diane and I also dove into the psychology of both the buyer and the seller in an M&A transaction, and why the reasons to buy are often not the same as those to sell. Founders often have much more emotions surrounding the transaction, which have to be taken into account to make sure the transition is as smooth as possible for them and their employees.Join me this week on Self-Funded with Spencer to find out what HR's role is in the M&A process!Chapters:00:00:00 HR's Role In M&A: Due Diligence, Culture, and Integration | with Diane Dooley00:08:08 Assessing Cultural Fit in M&A00:15:49 Thorough Due Diligence When Acquiring00:20:52 Impact of Company Culture in Mergers00:25:26 Navigating Integration With Change Management 00:39:17 Leadership Continuity00:41:54 The Importance of Employee Incentives00:46:37 Avoiding Hiring Mistakes01:06:51 Being Proactive In HRKey Links for Social:@SelfFunded on YouTube for video versions of the podcast and much more - https://www.youtube.com/@SelfFundedListen/watch on Spotify - https://open.spotify.com/show/1TjmrMrkIj0qSmlwAIevKA?si=068a389925474f02Listen on Apple Podcasts - https://podcasts.apple.com/us/podcast/self-funded-with-spencer/id1566182286Follow Spencer on LinkedIn - https://www.linkedin.com/in/spencer-smith-self-funded/Follow Spencer on Instagram - https://www.instagram.com/selffundedwithspencer/Key Words: HR, Mergers And Acquisitions, M and A, Mergers, Acquisitons, CHRO, Due Diligence, Culture, Integration, Change Management, Succession, Recruitment, Diane Dooley, spencer smith, podcast, healthcare, health insurance, self funded, self funding, self funded health insurance, self funded insurance#HR #MergersAndAcquisitions #MandA #Mergers #Acquisitons #CHRO #DueDiligence #Culture #Integration #ChangeManagement #Succession #Recruitment #dianedooley #spencersmith #podcast #healthcare #healthinsurance #selffunded #selffunding #selffundedhealthinsurance #selffundedinsurance

 Michael Belluomini, Senior Vice President, Mergers and Acquisitions, Carson Group Kison sits down with Michael Belluomini to unpack how Carson Group scaled its M&A strategy—shifting from internal partner investments to sourcing proprietary external deals at volume. Michael shares tactical insights into managing concurrent transactions, building a sourcing engine, and executing with precision.    Things You'll Learn: The differences between Buyer-Led and Seller-Led M&A—and when to use each How Carson Group built a scalable sourcing engine across multiple deal channels Strategies for managing 3–5 concurrent deals without burning out internal teams Why culture fit and trust are non-negotiables in M&A success Episode Chapters [00:01:00] Michael's background in M&A and move to Carson Group [00:05:30] Building equity partnerships with independent advisors [00:07:00] Carson's first external acquisition and shift to full ownership deals [00:08:30] Sourcing strategies: banker-led vs. proprietary sourcing [00:10:30] Key differences between internal and external M&A transactions [00:12:00] The case for buyer-led M&A: process control and long-term outcomes [00:17:30] How Carson builds proprietary pipeline using data, outreach, and coaching [00:20:00] Structuring outreach and qualifying prospective sellers [00:22:30] Building trust in the process and winning deals beyond valuation [00:31:00] Integration strategy and Carson's one-stage close model [00:35:00] Managing 14 deals in one year with a lean team and specialized roles [00:37:00] Why Carson adopted DealRoom to streamline pipeline and diligence [00:41:00] How to reduce seller fatigue and coach through diligence [00:44:00] Culture fit as a non-negotiable deal criterion [00:50:00] The craziest thing Michael's seen in a deal [00:52:00] What sellers do after exiting—and why finding your “next” matters

Brent Anderson had the opportunity to help lead the largest dental group on their M&A team buying offices all over the United States, now having been a part of over 300 practice transitions throughout his career. Brent enjoys the relationship aspect of truly understanding what's important to his clients and building a lifetime friendship with the people he helps navigate through exploring all the different transition options that are in the market. As Brent feels it's important to have representation to make sure you make the right choice in your decision with your future partners as you typically will only have one chance at doing this with your dental practice. With Brent's experience on the buy-side and his passion for truly wanting to do what's best for his clients, this will be a winning receipt for his future success for his clients. & A graduate of the University of Pittsburgh, School of Dental Medicine, Dr. McMahon enjoys one of the largest cosmetic dental practices in Western Pennsylvania. She is accredited by the American Academy of Cosmetic Dentistry, and an invited Fellow of the prestigious American Society for Dental Aesthetics and a Fellow of the Academy of General Dentistry. An author and internationally recognized lecturer, Dr. McMahon has devoted her professional career to the pursuit of advanced technologies in cosmetic and minimally invasive dentistry. She is a past clinical instructor in Prosthodontics and Operative Dentistry at the University of Pittsburgh. She has been the Director of New Product Evaluation and a Speaker for Catapult Education. She frequently lectures across the United States on minimally invasive dentistry and conservative cosmetic dentistry for teenagers and young adults. She had been honored as a Top Dentist over 20 times. She has also been voted by her peers as a Top Pittsburgh Dentist every year for over two decades.  Along with dentistry, Dr. McMahon developed and is an active partner in Bakn restaurants in Pittsburgh. Bakn, chef driven, funky brunch-all-day restaurants have been featured on The Food Network and Travel Channel. Very Active in charity work and fundraising, she is a founding board member of Music for MS. Music for MS, Roots Music Festival, is a daylong, family friendly, live music festival held annually at Hartwood Acres. Dr. McMahon lives and raised her three children in Pittsburgh.

Dr. John Hillen, a distinguished CEO of a publicly traded company and former US Assistant Secretary of State, shares his insights on strategic leadership that you won't want to miss. With his latest book, "The Strategy Dialogues," Dr. Hillen demystifies the art of strategy through engaging conversations, making it approachable for everyone. As we unpack the attributes that differentiate a visionary leader from the rest, Dr. Hillen sheds light on how strategic thinkers see opportunities in challenges and prioritize long-term goals over immediate tasks. We highlight the crucial balance between strategic thinking and planning, providing actionable recommendations for senior executives to weave a strategic mindset into their daily practices, and avoid the common trap of letting meeting schedules drive decision-making.We also examine how organizations can leverage strategic thinking to gain a competitive edge in rapidly changing landscapes. By aligning with emerging trends and staying true to their strengths, businesses can not only survive but thrive amidst digital transformation. Empathy, communication, and understanding AI's role are presented aspivotal elements in leading change effectively. Most importantly, we emphasize that strategic thinking is not an exclusive privilege of big corporations; it's a vital tool for organizations of all sizes aiming to succeed in today's dynamic world.What You'll Learn- Attributes of visionary leaders and how they transform challenges into opportunities.- Balancing strategic thinking with effective project management for organizational growth.- Leveraging empathy, communication, and AI in leading change.- Practical strategies for aligning with emerging trends and gaining a competitive edge.Podcast Timestamps(00:00) – What Does Strategy Actually Mean?(13:21) – The Qualities and Practices of Strategic Leaders(24:15) – The Balance Between Strategy and Execution(41:22) – Using Strategy for Competitive Advantage and Differentiation(52:20) – Strategy in the Digital EraKEYWORDSPositive Leadership, Strategic Leadership, Strategy, Visionary Leader, Strategic Thinker, Strategic Planning, Digital Transformation, Empathy, A.I., Competitive Advantage, Leading with Innovation, Mergers and Acquisitions, Effective Change Management, Adapting to Technology, CEO Success

How are mergers and acquisitions reshaping the pet care industry? In this episode, we welcome back Carmen Rustenbeck of IBPSA to discuss the rise of corporate buyouts, the impact on small pet businesses, and the challenges of maintaining a personal touch in an evolving market. They explore industry regulations, including Ollie's Law in Massachusetts and the new Veterinary Professional Associate role in Colorado, and what they mean for pet professionals. Carmen also highlights the growing influence of Gen Z pet owners and their unique preferences, from pet insurance to reptile Main topics: Mergers and acquisitions in pet care – How big corporations are buying out independent businesses. Impact of industry regulations – Discussing Ollie's Law and the Veterinary Professional Associate role. Trends among Gen Z pet owners – Increased interest in pet insurance, fresh food, and exotic pets. Collaboration between pet businesses – Why pet sitters, boarding facilities, and veterinarians should work together. Technology advancements in pet care – AI, software, and new pet care innovations shaping the industry. Main Takeaway: “If we want to stay small business and keep the personal touch, we need to be proactive in collaborating and defining best practices before regulations force our hand.” – Carmen Rustenbeck Mergers and acquisitions are reshaping pet sitting, dog walking, and boarding facilities as big corporations enter the space. What does this mean for small business owners? How can pet sitters stay competitive while maintaining a personal touch?

Many business owners overlook a powerful strategy hiding in plain sight—using their marketing budget to fuel acquisitions and build a portfolio of successful businesses. In this episode of the Buying Online Businesses podcast, host Jaryd Krause speaks with Marty Fahncke, a seasoned marketer with over 30 years of experience in business growth and scaling. With more than two decades in mergers and acquisitions, Marty has helped businesses reach over a billion dollars in revenue and has executed more than $450 million in M&A transactions. This conversation delves into the key aspects of acquiring and selling online businesses, including: ✔️ The types and sizes of businesses that are ideal for acquisition✔️ Common mistakes sellers make and how to avoid them✔️ Strategies for bolting on businesses to an existing brand✔️ The process of identifying, acquiring, and financing the right business✔️ The "leaky bucket" problem and how businesses can save thousands of dollars per month For anyone looking to scale through acquisitions and make smarter investment decisions in the online business space, this episode is for you. Tune in to discover how to leverage acquisitions for long-term growth. Episode Highlights 02:40 Marty’s journey as an M&A Advisor 11:30 A good relationship is sometimes the key! 18:00 How to build a growth strategy? 25:00 What’s the timeframe in selling a business? 33:20 Not all businesses are sellable 38:00 Reputation is everything! Key Takeaways ➥ Buying a business with proven revenue is often a safer bet than scaling through paid advertising, which requires time, testing, and investment with no guaranteed success. ➥ U.S. buyers can leverage SBA loans to acquire businesses with minimal upfront capital, while international buyers often rely on self-funding or revenue-based financing from third-party lenders. ➥Strengthen your core business before acquiring—acquisition is not a fix for internal issues. About The Guest Meet Marty M. Fahncke (pronounced Fawn-Key), a seasoned world-class Marketer with over 30 years of experience in growing & scaling businesses, and over 20 years of experience in Mergers and Acquisitions. In that time, Marty has helped businesses scale to over $1 Billion in revenue and executed over $450 million in Mergers and Acquisitions transactions. Connect with Marty M. Fahncke ➥ https://www.WestboundRoad.com Resource Links ➥ Buying Online Businesses Website - https://buyingonlinebusinesses.com ➥ Sell your business to us here - https://buyingonlinebusinesses.com/sell-your-business/ ➥ Download the Due Diligence Framework - https://buyingonlinebusinesses.com/freeresources/➥ Connect with Jaryd here - https://www.linkedin.com/in/jarydkrause

In today's episode, we connect with Kison Patel, the Founder and CEO of DealRoom, a project management software for complex financial transactions. With more than a decade of experience as a mergers and acquisitions advisor, Kison developed DealRoom after experiencing various profound, industry-wide inefficiencies first-hand.  Kison is on a mission to bring better process solutions to an industry with growing market pressures, transaction values and competition. How does he achieve this? Through developing technology, educational content, specialized training, and more… Click play to uncover: The types of companies that can benefit from strategic M&A planning. The factors that go into identifying executable business targets.  How to model and value a business efficiently and effectively. The overall process of business integration. The strategic drivers that push companies to acquire others.  Want to find out how to stay relevant amidst the rapidly evolving technological landscape? Why do so many promising transactions fail due to poor diligence and integration processes? Join the conversation now to learn more about this complex and fascinating topic! Discover more about Kison and his current projects, including podcasts featuring M&A experts, by visiting his website. You can also find his latest book, Agile M&A: Proven Techniques to Close Deals Faster and Maximize Value, available on Amazon. Episode also available on Apple Podcasts: http://apple.co/30PvU9C

Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.In today's episode, we explain what could happen to home prices if we keep tariffs on our largest trading partners. Plus, Robbie sits down with TrustEngine's Dave Savage to discuss the evolution of the industry since he entered more than three decades ago, how he's driven to make an impact, and more tidbits from one of the most recognizable names in mortgage that you won't want to miss. And we conclude with a look at what is on the minds of capital markets folks this week in the face of volatility.Thank you to BeSmartee, which is transforming mortgage lending with Bright Connect, its native mobile app designed to boost loan officer productivity, speed up referrals, and simplify the borrower experience.

In this episode, we're diving into what's really happening in M&A, how MSP owners can build meaningful high-value business businesses and what's unfolding on the front lines of cybersecurity and AI. Stay tuned for an insightful conversation that could redefine your growth strategy. >>> Here are 4 ways we can help you reach your revenue goals faster...#1 Unlock the full potential of your marketing engine. We'll provide you and your team with the direction, insights, and tools necessary to excel in the complex landscape of modern marketing. - Marketing Advisor On Call#2 Discover the marketing strategies & tactics that will guide your next quarter and unlock explosive growth in 90 minutes. - Quick-Start Marketing Strategy Game Plan#3 Discover a tailor-made strategy for unprecedented growth to transform your marketing in 30 days. - Unlock Your Growth Opportunities#4 If you need guidance on the most effective direction for your marketing, then schedule a call with us today! - Get Your Free Discovery Call Now

Mergers & Acquisitions (M&A) shape the corporate landscape, but what makes a deal successful? In this episode of Corporate Finance Explained, we break down the M&A lifecycle, from valuation and financial modeling to financing strategies and post-merger integration.Through real-world case studies—including Disney's acquisition of 21st Century Fox and Microsoft's acquisition of Activision Blizzard—we explore how financial professionals analyze synergies, assess risks, and drive corporate growth through strategic investments. Learn how FP&A teams play a critical role in the integration process and how data-driven insights can make or break an M&A deal.

Mergers are exciting… until the real work begins. I had an incredible conversation with Jonathan Gardner on this podcast episode. This is something we don't talk about enough…(We spend so much time focusing on closing the deal)…But we're not REALLY talking about what happens after—the post-merger integration that can make or break the entire deal.When you… Align teams and company cultures seamlessly… Avoid the costly integration mistakes most businesses make… Ensure a smooth transition for customers, employees, and operations… And actually unlock the full value of your deal… That's when a merger becomes a real success story.Otherwise? You're leaving millions on the table.Don't make that mistake. Tune in to this game-changing episode now. • • •FOR MORE ON THIS EPISODE:https://www.coreykupfer.com/blog/jonathangardner• • •FOR MORE ON JONATHAN GARDNER:http://www.linkedin.com/in/j-gardner-buy-and-sell-with-confidencehttp://www.jgardnergroup.comFOR MORE ON COREY KUPFERhttps://www.linkedin.com/in/coreykupfer/http://coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast.Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

In this episode, we feature a thought-provoking conversation with Michael Frankel, the founder and managing partner of Trajectory Capital. With decades of experience in corporate development, innovation strategy, and corporate ventures, Michael has held C-level roles at prominent companies like Deloitte, Lexis Nexis Group, GE Capital, and VeriSign. Having participated in over 110 deals throughout his career, he brings valuable insights to the table. They dive into the world of Mergers and Acquisitions (M&A), exploring why it can serve as a strategic "cheat code" for scaling businesses. However, as Frankel emphasizes, M&A isn't a one-size-fits-all solution. The discussion covers how business owners can evaluate whether acquisitions are the right growth strategy and what considerations are essential for success. Michael shares useful tips on: Developing a clear acquisition strategy that aligns with business goals Identifying suitable targets, whether for products, technology, talent, or market expansion Financing acquisitions while effectively managing risks Recognizing the critical role an M&A advisor plays in minimizing risks and maximizing ROI If you're thinking about growing your business through acquisitions or want to know how M&A can build wealth, this episode is packed with practical advice. Michael’s experience offers valuable guidance to help you make smart choices. Tune in and find out how M&A could be the key to your business growth. Episode Highlights 02:50 Michael’s background as “CFO” 11:00 How to grow a business through acquisition? 20:30 How do you get the capital for your business? 29:00 You need M&A to execute the transaction! 38:30 Be better at what you do by repeating it 43:30 Where to find Michael? Key Takeaways ➥ Decisions should be data-driven. Analyze sales, marketing, and operational data to identify what’s working and where improvements can be made. ➥ Before acquiring, compare the benefits of building a solution in-house versus buying an existing business. ➥ A strategic CFO can turn financial data into actionable insights that drive growth and optimize operations. ➥Advisors offer expert insights and reduce risks, ensuring you make informed decisions. About The Guest Michael Frankel is the Founder and Managing Partner of Trajectory Capital. He has held C-level executive roles (corporate development, strategy/innovation, CFO, COO) at large and small growth companies. He is a Corporate Development, Innovation, Strategy, and Corporate Venture leader who has driven aggressive growth/expansion at global technology, information services, and professional services companies including Deloitte, LexisNexis Group, IRI, GE Capita,l and VeriSign. Michael has a track record of executing growth strategies using acquisitions, ecosystems,s and corporate venture investments (over 110 deals across his career). Connect with Michael Frankel ➥ https://michaelfrankel.com/ ➥ https://www.linkedin.com/in/frankelmichael/ Resource Links ➥ Buying Online Businesses Website - https://buyingonlinebusinesses.com ➥ Sell your business to us here - https://buyingonlinebusinesses.com/sell-your-business/ ➥ Download the Due Diligence Framework - https://buyingonlinebusinesses.com/freeresources/➥ Connect with Jaryd here - https://www.linkedin.com/in/jarydkrause ➥ Site Ground (Website Hosting) - https://bit.ly/3JBEC1u ➥ Surfer SEO (SEO tool for content writing) - https://bit.ly/3WWMKjM ➥ Convert Kit (Email Software Provider) - https://bit.ly/3o10Xgx

In this episode of WealthTalk, we're joined by Donnie Maclean, the founder of Eat Balanced, a company committed to creating healthier pizzas that don't compromise on taste—developed in collaboration with a professor of nutrition. Donnie takes us through his entrepreneurial journey, highlighting the challenges of building a food brand from scratch, getting into supermarkets, and the even harder task of staying on the shelves.He shares his philosophy of "health by stealth", aiming to improve nutrition without forcing radical changes in consumer habits. Throughout the conversation, Donnie speaks openly about the emotional roller coaster of business ownership, the importance of accountability, and the lessons he's learned from years in the industry. His story is one of resilience, innovation, and the constant pursuit of improvement.The episode also explores Donnie's transition into the world of business acquisitions and sales, as he discusses the flawed nature of the current system and the emotional toll it can take on business owners. His new venture, Sell to Retire, is focused on supporting entrepreneurs who are ready to exit, by bridging the gap between sellers and buyers with empathy and understanding. Donnie reflects on the essential role of trust and communication in business relationships and shares his belief that financial independence is achievable with the right planning, especially as retirement approaches.This episode is a must-listen for anyone passionate about entrepreneurship, nutrition, business growth, or preparing for a successful business exit.Tune in now to hear Donnie's incredible journey and gain valuable insights that could transform your own business path.Resources Mentioned In This Episode: >> Donnie Maclean [LinkedIn]>> Health by Stealth [Website]>> Take the quiz to see if your business is ready to sellNext Steps On Your Wealth Building Journey: >> Join the WealthBuilders Facebook Community >> Schedule a 1:1 call with one of our team >> Become a member of WealthBuilders  If you have been enjoying listening to WealthTalk - Please Leave Us A Review! 

Ep. 42 of 'It's All About the Team' brings you Laurie Brlas – a Youngstown State legend who went from mom of two to #1 CPA in the WORLD! Join host Jim Tressel as Laurie spills the secrets behind her meteoric rise: acing global exams, climbing the corporate ladder to CFO of giants like Newmont Mining, and mastering the art of teamwork. How did she juggle family, study, and success? What's the ONE lesson she swears by? Hit play to find out – and discover why greatness starts with a team! Don't forget to like, subscribe, and share your favorite takeaway in the comments below!00:00:00 - Intro: Meet a Youngstown State Legend 00:01:25 - #1 CPA in the World – How She Did It 00:03:43 - Kids as Teammates: The Chore List Story 00:07:33 - Team Lesson #1: Open Your Mind 00:09:19 - Self-Awareness: The Leadership Key 00:11:31 - Belief That Fuels Success 00:13:33 - Mergers & Communication Chaos 00:23:10 - From Hater to Best Friend 00:30:01 - Laurie's Ohio Elevator Pitch 00:40:12 - Three Words to Win as a Team

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Kevin Kirchheimer (https://www.ameripriseadvisors.com/kevin.w.kirchheimer/) is a Private Wealth Advisor at Jon L Myers and Associates, a financial advisory practice of Ameriprise Financial Services, LLC. With 17 years of experience, he specializes in retirement planning strategies, investments, cash flow management, insurance, and estate planning. Recognized by Forbes as a Best-in-State Next-Generation Wealth Advisor (2019, 2022-2024), Kevin has also contributed to his firm's inclusion in the Forbes Best-in-State Wealth Management Teams list (2023-2025). He is a member of the Financial Advisor IQ Leadership Council.In this episode, Chris and Kevin discuss:1. Surviving the Feast and Famine Cycle of Mergers & Acquisitions2. Developing An Interest In Finance Early In Life3. Building Referral Networks4. How Financial Advisors Can Keep Their M&A Pipeline FullLinkedIn: https://www.linkedin.com/in/kevin-kirchheimer-crpc%E2%84%A2-a0a2ab3b/ Website: https://www.ameripriseadvisors.com/kevin.w.kirchheimer/Book: https://www.amazon.com/Millionaires-Confidence-Cure-Process-Financial/dp/B0DR61RGMQ Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram:  https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes:  https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. 

Charli has Jim Aubrey on for a brief chat about what is going on in his side of the industry.  Connect with Jim on LinkedIn and see what you can learn!Join us at EPIC, November 5th and 6th at San Jacinto College in Pasadena, TXFind us @EmpoweringPumps on Facebook, LinkedIn,  Instagram and Twitter and using the hashtag #EmpoweringIndustryPodcast or via email podcast@empoweringpumps.com   

SHOW NOTESIn this episode, we discuss:Azione's evolution and how it's redefining what a buying group should be.Mergers & acquisitions in the CI space—what they mean for business owners.The power of community and education in helping integrators grow and scale.Patrick's passion for innovation and building strong industry relationships makes this a must-listen. So, sit back and enjoy my conversation with Patrick McCarthy. Let's get started!To get transcripts, resources of what was mentioned in the show, and more visit: onefirefly.com/au298 About One FireflyOne Firefly, LLC is an award-winning marketing agency that caters to technology professionals in the custom integration, security and solar energy markets. One Firefly is headquartered in Davie, Florida with staff located throughout North America and has been operating since 2007.

A Deep Dive into HR Consulting and OutsourcingIn this episode, we spoke with Jim Cichanski, founder and CEO of Flex HR, about the evolving landscape of HR consulting and outsourcing. Jim shared his extensive experience in the industry, highlighting how Flex HR has grown over the past 25 years to become the largest HR consulting and outsourcing firm in the Southeast. Flex HR provides a comprehensive range of services, including employee onboarding, payroll management, and compliance oversight, helping businesses navigate the complexities of HR as they scale. Jim emphasized that professional HR support becomes essential as startups grow, enabling leaders to focus on core operations while ensuring compliance and employee satisfaction.Jim also discussed the increasing impact of technology and AI in the HR space. While automation can streamline processes like payroll and benefits management, he stressed the importance of maintaining a human touch in HR interactions to build trust and engagement. Flex HR serves companies with 50 to 500 employees, offering tailored solutions for both small and larger organizations. With a team of 50 consultants across the country, Flex HR is committed to mentoring and supporting HR professionals, ensuring businesses develop strong HR practices and maintain compliance with evolving regulations.As the episode concludes, Jim highlights the value of trust and transparency in leadership, underscoring the importance of clear communication and consistent follow-through. Flex HR also offers webinars, training sessions, and other resources to empower HR professionals and business leaders. For those interested in enhancing their HR functions and fostering a positive work environment, Flex HR provides the expertise and tools needed to ensure long-term success.About Jim Cichanski:Jim, the Founder and CHRO for Flex HR has 50+ years' experience in human resources, holding senior level positions in companies that were privately held, pre-IPO, foreign owned, joint venture, Fortune 50 and one labeled the “fastest growing F1000 in America.” He has a solid background in high tech, manufacturing, services and management.His background in human resources includes organizational process evaluation and improvement, labor laws, integration of businesses, cost reduction, organizational development, and all functional areas of human resources. These include but are not limited to Benefits, Compensation, Staffing, Diversity, ERISA, DOL Compliance, Immigration, Learning & Development, Stock Administration, Executive Compensation, Employee Relations, and over 350 Mergers & Acquisitions. Jim's experience includes operational HR management knowledge globally in 32 countries and has transitioned companies from 30 to 67,000 employees worldwide. Companies he has worked for include Unisys, Novell, Premiere Technologies and PaySys International. Jim is a certified Six Sigma Green Belt.Jim also spent 27 years in the Army National Guard achieving the rank of Colonel, was inducted into the Officer Candidate School Hall of Fame, and received numerous awards including the Legion of Merit. Jim holds a BA in Applied Behavioral Sciences, is a graduate of the Department of Defense Equal Opportunity Institute, has served on the board of HealthSource of Georgia, recently served on the Board of Directors for HomeStretch and was an inside board member of 17 companies. He is an active member of many HR professional organizations.Flex HR has been named one of the “Top 25 Most Promising HR Outsourcing Service Providers” in Outsourcing Gazette Magazine in October 2015. In September 2008, 2012 and 2013 INC Magazine recognized Flex HR as an Inc 5000 “Fastest GrowingAbout Flex HR:Flex HR is co-located in the...

Episode 84.  M&A is an ever evolving world that we can always keep learning from. It's a world based on relationships, but technology is creeping in more and more leaving lots to discuss with two M&A junkies.In this episode of the Lifetime at Work podcast, host and M&A advisor himself Greg Martin interviews Kison Patel, founder and CEO of the M&A software tool, DealRoom, and host of the podcast M&A Science. Patel shares his journey from working as an M&A advisor to transitioning into technology. They discuss the inception of DealRoom and the challenges faced in its early days, the trends and future of the M&A industry, and the benefits of integrating software tools in M&A processes. The conversation also touches on Patel's philosophies on entrepreneurship, the importance of customer feedback, and the strategic use of AI in improving efficiency. This episode provides valuable insights for M&A professionals, entrepreneurs, and anyone interested in the intersection of technology and business.00:00 Introduction to Lifetime at Work Podcast00:23 Meet Kison Patel: M&A Expert and Entrepreneur01:08 Kison's Journey from M&A Advisor to Tech Founder02:06 The Birth and Growth of Deal Room03:47 Challenges and Lessons in Entrepreneurship06:47 The Role of Technology in M&A12:41 Insights from M&A Science Podcast and Agile M&A Book22:08 Balancing Multiple Roles and Continuous Learning28:41 Advice for Aspiring Professionals and Entrepreneurs38:27 Final Thoughts and Closing Remarks