Podcasts about mergers acquisitions

In this episode of Leaders in Medical Billing, host Chanie Gluck sits down with Brian Greenberg, a highly experienced M&A and strategic advisor in the Revenue Cycle Management (RCM) space. With 25+ years of experience and over 150 deals closed, Brian breaks down what makes a medical billing company attractive to buyers, how to increase your company's value, and how to prepare for a successful exit.  Brian shares trends in the Mergers & Acquisitions market in 2025 and how private equity is reshaping the healthcare landscape. You'll learn about what Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) range attracts top buyers and how client concentration and contracts affect your valuation. This episode also delves into how technology can boost your multiple and why specialization in niche markets matters more than ever  If you've ever asked, “What is my medical billing company worth?”—this episode is for you.  Learn more about Greenberg Advisors on their website: https://greenberg-advisors.com/    Sponsored by 4D Global, empowering medical billing companies through offshore staffing, automation, AI and technology.    

Roy Behren notes mergers and acquisitions have fallen off a cliff after first quarter. However, Roy isn't saying that deal activity will continue to slow. He talks about the merger process companies take to explain why there is a current slowdown. He believes the Trump administration remains favorable to acquisitions but has to overcome various headwinds brought to light in recent deals.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Today, we'll acquire something more from Chris Kolquist's over 20 years of experience in the freight industry! Chris explains the importance of operational expertise in evaluating companies, building partnerships over mere capital investment, the necessity for business owners to have clarity on their capital needs, and the value of thorough vetting of potential partners and creative partnership approaches in an overcrowded market!   About Chris Kolquist Throughout his career, senior executive and strategic leader Chris Kolquist has been a catalyst in driving commercial growth, positive financial results, and maximum shareholder value in challenging and hyper-competitive markets. He has built a noteworthy reputation for understanding investments, delivering ROI objectives, managing massive change, and building highly effective cultures. In 2021, Chris launched Koliway LLC, an investment and advisory firm specializing in investments, M&A transactions, board service, and advisory executive logistics work. Chris began his career with Arthur Andersen, where he served as Senior Auditor from 1998 to 2001, conducting audits, M&A transaction support, and financial due diligence for buy-side and sell-side clients. He earned a Bachelor of Arts degree in Accounting from the University of St. Thomas in St. Paul, Minnesota in 1998 and obtained his CPA license in 2001 (now inactive).   Connect with Chris Website: https://koliway.com/  Email: ckolquist@koliway.com  

What is the significance of identifying synergies in Mergers & Acquisitions? In this episode, Jim is joined by Sharon McGuire for an insightful discussion on corporate acquisitions. Drawing from their combined experience, they explore how successful mergers require a strategic and structured approach, treating them as integral processes rather than isolated events. The conversation delves into the meticulous aspects of strategy development, target identification, and diligent execution needed to foster growth and yield substantial returns. Their discussion, enriched by McGuire's background in major industry mergers at a leading oil company, emphasizes how CEOs must proactively seek acquisition opportunities that align with corporate goals while avoiding hasty decisions that could jeopardize leadership and company future. Key Takeaways: →Acquisition is a strategic approach to augment growth rate and yield high returns. → CEOs need to have a clear vision and strategic direction for their acquisitions. → About 80% of acquisitions fail to deliver the intended results due to unrealistic financial projections. → Identifying synergies that justify the merger is crucial for long-term value creation. → Bidding strategy in mergers involves initially bidding high to clear the room and negotiating a lower price later. More from Sharon McGuire Prior to joining The CEO Project as a Member Specialist, Sharon worked for a decade for Chevron Corporation. She held positions in lubricant sales, research, alternate energy, and shareholder services. Sharon interfaces with our members at The CEO Project to support their member experience. LinkedIn: https://www.linkedin.com/in/sharon-mcguire-125bb595/ If you are an experienced CEO looking to grow your company, visit https://www.TheCEOProject.com   You can also reach Jim by email: Jim@TheCEOProject.com   LinkedIn: @theceoproject Instagram: @the_ceoproject Twitter/X: @the_CEO_Project Facebook:  @IncCEOproject

Nosipho Radebe is in conversation with Ntsika Ntsokolo, Equity Analyst at Sasfin WealthSee omnystudio.com/listener for privacy information.

Partnerships are more critical in cannabis than in many other industries. The line between success and failure is razor-thin, and most companies don't have the resources to recover from a failed “marriage.”One of the unique and beautiful challenges of the cannabis industry is the emotional connection founders have with their businesses. Much like a parent's love for a child, founders tend to see only the good, often downplaying potential downsides.The ability to stay grounded, ask the hard questions, and—most importantly—be culturally and mentally prepared to discuss a “marriage” with another group is daunting.When conversations about capital or potential acquisitions arise, it's easy to overvalue a business internally. Founders know the countless hours and effort that went into building it, which can cloud judgment about its true market value.This week we sit down with Tony Schor to discuss:Where partnerships fail.Creative ways cannabis companies are securing capital.Where people are investing in the cannabis industry.Episode HighlightsCannabis Industry Insights (00:01:25)Discussion of cannabis industry legacyImportance of partnerships in industry growthEast Coast vs. West Coast cannabis market dynamicsMergers & Acquisitions Deep Dive (00:02:53)Challenges of cannabis M&A transactionsImportance of cultural fit in partnershipsStrategies for finding the right manufacturing and brand partnershipsCapital and Technology in Cannabis (00:37:47)Technology as the hottest investment area in cannabisChallenges of raising capital in the industryCross-industry interest in cannabis opportunitiesCannabis Hall of Fame (00:47:33)Tony's role as chairmanPlans for a 13,000 sq. ft. immersive exhibit at Planet 13 in Las VegasGoal of destigmatizing cannabis through education and recognition About Tony SchorTony Schor is an accomplished leader and President of Chicago-based Strategic Intro / Investor Awareness, Inc. (Founded in 1994). He is currently offering strategic advisory work and Mergers & Acquisitions opportunities representing both Buyers and Sellers of Cannabis assets in several verticals throughout the country in key markets. He is a highly valued resource to his clients.Tony also represents numerous award-winning cannabis brands, as well as continues to secure partnerships with access to brands, cannabis operational businesses and conditional licenses across the United States in both mature and limited markets. Tony Schor was asked in 2023 to become Chairman of the Cannabis Hall of Fame.Guest Links:https://www.linkedin.com/in/tony-schor-98a4391/ Our LinksBryan Fields on Twitter Kellan Finney on Twitter The Dime on Twitter At Eighth Revolution (8th Rev), we provide services from capital to cannabinoid and everything in between in the cannabinoid industry.8th Revolution Cannabinoid Playbook is an Industry-leading report covering the entire cannabis supply chain The Dime is a top 5% most shared  global podcast The Dime has a New Website. Shhhh its not finished. The Dime is a top 50 Cannabis Podcast Sign up for our playbook here:

The guys discuss some of the recent acquisitions of brands and distilleries, and what the pros and cons to this growing trend are

Could scaling your business every year through acquisitions be your path to success? In this episode, we dive deep with Patrick Rogers, a seasoned entrepreneur and M&A expert, who shares transformative insights on doubling business growth through strategic acquisitions. Learn about the unique strategies that make this the perfect time for acquisitions, the nuances of multiple arbitrage, horizontal and vertical acquisitions, and how to avoid common pitfalls in due diligence. Discover why acquiring synergistic companies can propel exponential growth and how to master the art of mergers and acquisitions. To check out the YouTube (video podcast), visit: https://youtu.be/fSWmGIeZgFY?si=fy6zNy8tEFaQxzIB Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.   Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd If you enjoyed the audio and video quality of this episode, enhance your own productions by signing up through our Descript affiliate link: https://get.descript.com/gaei637mutik Click here to check out our Amazon product of the day (affiliate): https://amzn.to/4fuhmiJ We couldn't do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/support Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to check out our e-courses and bookstore here: https://www.drchrisloomdphd.com/shop Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p For audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1F Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on Threads: https://www.threads.net/@thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow our Blog: https://www.drchrisloomdphd.com/blog Follow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18 Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1 Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphd Subscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233 Subscribe to our email list: https://financial-freedom-for-physicians.ck.page/b4622e816d Thank you to all of our sponsors and advertisers that help support the show! Financial Freedom for Physicians, Copyright 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/christopher-loo/support

Watch Here: https://youtu.be/F2BN0d4dmn0About the Guest(s): Issac Qureshi is the founder and owner of Bauer, a mergers and acquisitions (M&A) firm specializing in e-commerce. With roots in the banking sector, Issac began his career at Royal Bank of Scotland Group. He was the youngest board member and played a key role in significant acquisitions such as Natwest Bank, Citizens Bank, and Bahambro in the Netherlands. Transitioning into entrepreneurial ventures, Issac established several companies in marketing, property investment, and leisure. Today, his focus includes leveraging his extensive M&A expertise to foster growth in the e-commerce sector through strategic acquisitions and brand development.Summary: In this episode of the How2Exit podcast, host Ronald Skelton interviews Issac Qureshi, a mergers and acquisitions expert with a focus on e-commerce. Issac shares insights from his banking and entrepreneurial background, explaining how platforms like Shopify have transformed business operations. He introduces his “four-tweak model” for boosting profitability through traffic, conversion, sales, and cost optimization, offering actionable strategies for scaling e-commerce businesses in today's fast-paced, data-driven market.Key Takeaways:M&A Skills Transferability: The skills acquired in large-scale M&A are highly transferable to acquiring smaller e-commerce businesses, with the main variance being in the volume of documentation.E-Commerce Appeal: E-commerce is appealing due to its real-time data availability, which supports rapid business adjustments compared to traditional models.Four-Tweak Model: By focusing on four key areas (traffic, conversion, sales, and cost reduction), businesses can significantly enhance profitability across sectors.Importance of Branding and Storytelling: The use of effective storytelling and brand positioning can elevate standard products into appealing lifestyle choices.Strategic Affiliate and Collaborative Marketing: Building relationships with affiliates and utilizing social media for peer-to-peer marketing can profoundly impact a business's organic growth and profitability.-------------------------------------------------- Contact Issac onLinkedin: https://www.linkedin.com/in/issac-qureshi/Website: https://bowarr.com/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!-Why IT ExchangeNet?Since 1998, IT ExchangeNet has created $5 billion in value by selling more than 225 IT businesses in 20 countries. IT ExchangeNet works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years IT ExchangeNet has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe IT ExchangeNet M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visit https://www.itexchangenet.com/marketplace-how2exit and complete the contact form.Our partnership with IT ExchangeNet focuses on deals above $5M in value.If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

In this episode of PRCA Fuse, host Farzana Baduel is joined by one of the UK's most renowned mergers and acquisitions specialists, Mark Madsen. With a track record of over 86 successful transactions across the PR, public affairs, and wider marketing communications sectors, Mark offers invaluable insights for agency owners looking to sell their business or plan for future growth. Drawing on his extensive career—ranging from building and selling a diversified services group to executing multi-million-pound deals across Europe and the United States—Mark discusses the key factors that make agencies attractive to potential buyers. From equity and market interest to client expectations and relationship building, he provides a comprehensive look at the strategies that lead to success. His journey from the Grenadier Guards to the world of business fuels his unique approach, where resilience meets a deep understanding of the industry. Whether you're contemplating an exit strategy, evaluating timelines for return on investment, or seeking advice on scaling your agency, this episode is packed with practical guidance for anyone in the marcomms industry. Tune in for a deeper understanding of what makes an agency saleable, and why it's crucial to explore your passions and key drivers to ensure long-term success. Connect with Mark: LinkedIn:⁠ Mark Madsen Website:⁠ Madsen Advisory Limited Follow Farzana on Social Media: Twitter & Instagram:⁠ @FarzanaBaduel⁠ Executive Producer: David Olajide - ⁠david@curzonpr.com⁠ Podcast Manager and Editor: Ikechukwu Mgbenwelu- ⁠ike.mgbenwelu@prca.org.uk⁠ Disclaimer: Views expressed by the guest are their own and not necessarily endorsed by the Fuse podcast.

In this episode of the Financial Freedom Podcast, we sit down with Patrick Rogers, a seasoned entrepreneur and investor, to explore the powerful world of mergers and acquisitions (M&A). Patrick shares his journey from corporate America to entrepreneurship, offering valuable strategies on how business owners can double their revenue each year through inorganic growth. We discuss key acquisition strategies, including multiple arbitrage, horizontal and vertical integration, and the current opportunities in the market with baby boomer retirements. Whether you're a CEO or an aspiring business owner, Patrick's insights on scaling through acquisitions are a game-changer. Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn't do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/support Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to check out our e-courses and bookstore here: https://www.drchrisloomdphd.com/shop Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p For audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1F Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on Threads: https://www.threads.net/@thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow our Blog: https://www.drchrisloomdphd.com/blog Follow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18 Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1 Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphd Subscribe to our email newsletter: ⁠https://financial-freedom-for-physicians.ck.page/b4622e816d⁠ Subscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233 Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/christopher-loo/support

In this insightful episode, we sit down with Marty Fahncke, a seasoned expert in business growth and mergers and acquisitions. Marty shares his proven strategies for doubling your business revenue without selling more products and the importance of succession planning. Learn how to accurately value your business, reduce owner dependency, and prepare for a successful exit strategy. Whether you're looking to scale your business through acquisitions or planning to sell, Marty offers valuable insights tailored for small and medium-sized business owners. Tune in to discover actionable tips on professional business advising, and how to navigate the complexities of mergers and acquisitions. To connect with Marty, visit his website: https://www.westboundroad.com/ Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn't do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/support Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on Threads: https://www.threads.net/@thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18 Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1 Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphd Subscribe to our email newsletter: ⁠https://financial-freedom-for-physicians.ck.page/b4622e816d⁠ Subscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233 Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/christopher-loo/support

On this week's episode, we welcome Mario Nigro, a partner at Stikeman Elliott, to discuss navigating the world of search funds and recent trends in mid-cap M&A.Mario shares his journey to becoming an M&A expert and offers insights into the evolving landscape of mergers and acquisitions, particularly in the Canadian market.He explains the rising popularity of the entrepreneurship-through-acquisition model and highlights the essential traits for aspiring search fund founders.We also explore current trends in mid-market M&A, the impact of rising interest rates, and the significant changes since the 2021-2022 market correction.Mario provides practical tips for sellers preparing for M&A and emphasizes the importance of strategic planning and cultural due diligence for buyers.Finally, Mario shares his outlook on the future of mid-market M&A, the role of technology, and the opportunities available for young entrepreneurs.About Mario Nigro:Mario Nigro is a partner at Stikeman Elliott LLP, where he works in the Mergers & Acquisitions and Private Equity & Venture Capital Groups. His practice includes mergers and acquisitions, private equity, venture capital, and corporate reorganizations. Mario has worked with clients in various industries, including technology, food, retail, and manufacturing. He also hosts the "Views from the Market: Midmarket M&A and Private Equity" podcast.Before Stikeman Elliott, Mario was a partner at Blake, Cassels & Graydon LLP, focusing on corporate and commercial law, mergers and acquisitions, and energy transactions. He also has experience with Ontario Power Generation and served as a policy adviser in the Office of the Ontario Minister of Education.Mario earned law degrees from McGill University, a Master's and a Bachelor's of Education from Western University, and a Bachelor of Arts from the University of Toronto.* (01:13) Mario discusses his journey from kindergarten teacher to M&A expert.* (03:00) Overview of the rise of search funds and differences between traditional and self-funded models.* (04:56) Explanation of the economic structures in search funds.* (07:00) Discussion on how search funds have evolved in Canada.* (12:04) Why investors prefer funded search models and their benefits.* (14:55) Key traits of successful search fund founders.* (19:22) Current trends in mid-market M&A and the role of search funds.* (24:25) Increasing role of technology in M&A and its impact on traditional industries.* (28:40) Impact of rising interest rates on mid-market M&A deals.* (31:20) Common pitfalls for sellers and the importance of preparation.* (35:45) Advice for new CEOs post-acquisition on building strong relationships.* (43:00) Mario's outlook on the future of mid-market M&A in Canada.* (49:00) Tips for managing complex and high-pressure deal negotiations.Mario's Fast Favorites:

In this episode of The Industry Podcast, Team Liquid's Owner and co-CEO, Steve Arhancet joins Tom Daniels to discuss the esports landscape when it comes to team mergers and acquisitions! Alongside talking about Team Liquid's acquisition of STUN.GG, which owns notable Mobile Legends: Bang Bang teams AURA and ECHO, Steve delves into his own merger story between Curse and Liquid. This M&A-focused chat also touches on topics such as creating a global esports organisation, hurdles that teams may face when doing M&A and why so many teams head down the M&A route route. Hosted by Tom Daniels (@TheTomDaniels) ►Site: https://esportsinsider.com/ ►Twitter: https://twitter.com/esportsinsider ►Facebook: https://www.facebook.com/esportsinsider/ ►Instagram: https://www.instagram.com/esportsinsider/ ►LinkedIn: https://www.linkedin.com/company/esportsinsider

Welcome to this month's episode of the P4A Let's Talk Rare podcast by Partners4Acess. Today, Georgie and Owen are joined by their colleagues Aurelija Luko, the CFO, and Darren Callanan, the Global Digital Lead at Partners4Access. Join them as they discuss the recent job cuts in the pharma and biotech industry and the reasons behind them. Aurelia explains that redundancies are not limited to the pharma industry and are influenced by factors like mergers, expiring patents, and macroeconomic instability. Darren adds that high drug development costs and pricing pressures also contribute to layoffs. However, he suggests that companies can use digital tools to enhance efficiency and innovation to address industry challenges. They also discuss a digital launch platform and a social listening tool created by Partners4Access.  Aurelia highlights that companies are looking to increase shareholder value and reduce costs. Darren adds that thanks to the high cost of drug development and downward pressure on prices, companies are forced to narrow their focus and compete in the same space, leading to layoffs.   The conversation then shifts to discuss the digital launch platform created by Partners for Access. Darren explains that the platform streamlines the access and utilization of launch materials, ensuring that affiliates have access to the most up-to-date and compliant versions. This helps overcome the challenge of inconsistent distribution and saves time for the teams.  Darren also mentions another tool called RarePulse, a social listening platform. This tool collects and analyzes data from social media and other sources to provide insights on key opinion leaders, unmet patient needs, and other relevant topics. He emphasizes that social media listening allows for a broader understanding of patient experiences and can help shape primary research and launch strategies. Aurelija Luko Bio: Aurelija's work at P4A includes overseeing all accounting activities, from managing financial risk to setting budgets. Also, to ensure smooth day-to-day finance operations within the business.​ Aurelija is a Chartered Accountant with 10+ years of experience; she holds an MSc in Financial Economics from the University of Exeter and a BSc in the same field. ​ ​Before P4A, she worked for small start-ups and big listed companies in healthcare, consulting, and property industries. She is a problem solver who can adapt well to new situations and review and improve the internal controls within the organization. Darren Callanan Bio: Darren Callanan is the Global Digital Lead at Partners4Access. He works in a specialist consultancy team to develop digital solutions addressing healthcare delivery barriers. Darren holds a master's degree in Biotechnology and Business Management from the University of Warwick and an honors degree in Physiology from the National University of Ireland, Galway. His expertise includes strong communication and interpersonal skills, supported by a robust scientific background across various therapeutic areas. Previously, he worked at S3 Connected Health. Episode Resources: Aurelija Luko on LinkedIn Darren Callanan on LinkedIn Owen Bryant on LinkedIn Georgina Rack on LinkedIn Partners4Access Website  P4A Let's Talk Rare podcast on Apple Podcasts

Planning and executing mergers, acquisitions, and divestitures can present a business with a big opportunity to explore new markets or technologies, but they also expose the business to a wide range of challenges. Plagued with nuance, it's hard to foresee all potential problems until you start diving into the details of a deal. But that doesn't mean there aren't ways to prepare to ensure everyone involved comes out on the other side with systems, processes, and a culture that's even better than how they started. In this podcast, Jeanne Dion, Vice President of the Value Experience team at SAP Concur, sits down with Oren Geshuri, T&E Practice Leader at Deloitte, and Rick Aviles, M&A Practice Partner at Deloitte, about the keys to a successful merger, acquisition, or divestiture. Together, they explore the intricate details and critical factors that contribute to the success of mergers, acquisitions, and divestitures. From understanding the nuanced differences between these business transitions to emphasizing the importance of culture, communication, and strategic planning, this episode provides valuable insights for businesses looking to navigate the complexities of M&As and divestitures. Hosted on Acast. See acast.com/privacy for more information.

Atlas Berry, founder and general partner at Mission One Capital, delves into funding mission-driven founders who focus on frontier technology solutions to sustainability challenges. Atlas discusses the significance of sustainability to him personally, highlights the specific areas of climate tech his venture capital firm targets, and explores current trends in the industry. He provides deep insights into sustainability opportunities and shares valuable advice for entrepreneurs interested in this sector.In this episode, you'll learn:[1:41] 'Jason Bourne meets banking': The fascinating early career journey of Atlas Berry.[5:22] How corporate development experience paved the way for a venture capital role.[6:33] The inception of Mission One Capital: Identifying software-driven solutions to climate issues.[12:17] Guidance for founders tackling climate and sustainability challenges: Understand the problems in these areas and respecting regulatory constraints.[16:35] The importance of addressing human issues for successful sustainability solutions.[20:22] Emerging trends in climate tech, including energy, mobility, carbon markets, circularity, and environmental management.[26:00] Why timing is crucial in evaluating sustainability-focused investment opportunities.The non-profit organizations that Atlas is passionate about: The Nature ConservancyAbout Atlas BerryAtlas Berry is the founder and general partner at Mission One Capital. He began his career in investment banking at JPMorgan, working in Mergers & Acquisitions across New York, Johannesburg, and London. Notably, Atlas established the venture arm for the Grammy-award-winning rock band Linkin Park, where he led investments in high-profile companies such as Lyft, Robinhood, and Impossible Foods. Additionally, he is a two-time TEDx keynote speaker, has mentored at Techstars and the MIT Startup Accelerator, and has served on the Technology Advisory Boards for New York City and Delta Airlines.About Mission One CapitalMission One Capital is a Silicon Valley-based early-stage venture capital firm specializing in ClimateTech and Equitable Access startups. The firm invests in seed-stage companies dedicated to creating a more sustainable and equitable future. Its portfolio includes innovative companies such as Zevvy, Twice, Helio, Cloverly, CHI, Derapi, UPFRONT, Carbonara, and others.Subscribe to our podcast and stay tuned for our next episode.

Although mergers and acquisitions (M&As) are strategic moves that can propel companies toward greater market share, enhanced capabilities, and increased innovation, one critical aspect often overlooked is cybersecurity. Ensuring robust cybersecurity during the M&A process is paramount, as it safeguards the integrity of both companies involved, protects sensitive data, and mitigates potential risks that could derail the transaction or devalue the acquisition. In this podcast episode, Greg Crowley, Chief Information Security Officer at eSentire, discusses the role of cybersecurity in M&As with Ron Park, Operating Partner & Technology Advisor to PE firms, and Dwayne Smith, SVP, Security and Global CISO of PrismHR. Together, Ron, Dwayne, and Greg discuss the importance of incorporating cybersecurity considerations in the due diligence process, the practical aspects of evaluating a company's security posture, managing risks, and ensuring a smooth post-acquisition integration. Key discussion points include: The various stakeholders involved in M&A processes (e.g., buyers, sellers, and third-party consultants) and key areas to focus on during tech and product diligence, including cybersecurity, organizational structure, and technology processes. The importance of having a standardized playbook for M&A processes and the challenges of dealing with disparate cybersecurity practices across merged entities. The critical need for effective communication with non-technical stakeholders. -- Have a question for us? Reach out: hello@esentire.com --- About Cyber Talks From ransomware attacks to supply chain compromises, eSentire's Cyber Talks podcast will delve into the world of the latest cyber threats that are impacting businesses globally. Join our team of security experts as we speak with C-level executives and security practitioners about the cyber risks affecting their business and how they're addressing these challenges. About eSentire eSentire, Inc., the Authority in Managed Detection and Response (MDR), protects the critical data and applications of 2000+ organizations in 80+ countries, across 35 industries from known and unknown cyber threats by providing Exposure Management, Managed Detection and Response and Incident Response services designed to build an organization's cyber resilience & prevent business disruption. Founded in 2001, eSentire protects the world's most targeted organizations with 65% of its global base recognized as critical infrastructure, vital to economic health and stability. By combining open XDR platform technology, 24/7 threat hunting, and proven security operations leadership, eSentire's award-winning MDR services and team of experts help organizations anticipate, withstand and recover from cyberattacks. For more information, visit ⁠⁠⁠⁠⁠⁠⁠www.esentire.com⁠⁠⁠⁠⁠⁠⁠ and follow ⁠⁠⁠⁠⁠⁠⁠@eSentire⁠⁠⁠⁠⁠⁠⁠.

This week Randy is joined by JT Tounge of Tounge Associatesto explore the world of mergers and acquisitions. Discover how baby boomer retirements are driving business sales, especially in the energy sector. JT shares insights from his unique journey from West Point to working in M&A alongside his father. This episode is packed with valuable advice for business owners contemplating an exit strategy and offers a fascinating look at the personal stories behind business transitions. Perfect for entrepreneurs and industry professionals seeking practical tips and inspiration. 00:00 Introduction and Welcoming JT 00:13 The Baby Boomer Business Exodus 01:15 Background of Townes Associates 04:03 JT's Energy Industry Experience> 05:44 Consolidation in the Energy Sector 09:38 The M&A Process and Challenges 19:17 Personal Stories and Successes 22:04 JT's Military Background and West Point Experience 30:31 Advice for Entrepreneurs and Final Thoughts EPISODE LINKS Tounge Associates Website: www.toungeassociates.com JT's Instagram: @jt_tounge PODCAST LINKS

Watch Here: https://youtu.be/_vP2-ZqR6REAbout the Guest(s): Dan Taylor is an experienced professional specializing in real estate strategies that set him apart from conventional practices. At the age of 58, he brings a wealth of knowledge in mergers, acquisitions, and business ownership, blending his passion for deal-making with real-life experiences to create a thriving career. Dan has a background in starting from humble beginnings with a donut kiosk business and has since advanced to significant commercial real estate endeavors. His expertise includes rolling up profitable businesses that own real estate, separating and selling the businesses, as well as repurposing declining businesses into lucrative investments. Summary: In this How2Exit Podcast episode, Ronald Skelton discusses mergers, acquisitions, and real estate strategies with Dan Taylor. They explore maximizing value in property investments tied to business acquisitions. Taylor shares his journey from a small kiosk owner to mastering business roll-ups and commercial real estate transformations. He highlights the benefits of acquiring businesses with valuable real estate and emphasizes using various valuation methods to maximize returns.Key Takeaways:Owning businesses with real estate offers the potential for multiple arbitrage, where the property can be valued separately for its potential beyond the current business use.Targeting 65 - 75-year-old business owners can present opportunities with distressed assets or sellers motivated by life events such as retirement or health issues.Utilizing innovative direct mail strategies with a personal touch can significantly increase response rates and open paths to deals that might otherwise be overlooked.Real estate tied to a business should be evaluated for its highest and best use, which can lead to repurposing for more profitable ventures.Dan Taylor stresses the importance of having a long-term vision for investment and structuring deals in a way that benefits both investors and business owners.--------------------------------------------------Contact Dan onLinkedin: https://www.linkedin.com/in/dantaylorattaylorcapital/Website: https://www.taylorcapital.co.uk/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!Have an IT Company doing between $5M and $30M You may Sell?The IT ExchangeNet M&A Marketplace @Ronald Skelton - How2Exit Host has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms and channel partners in the Microsoft, Oracle, ServiceNow and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.https://www.itexchangenet.com/marketplace-how2exitOur partnership with IT ExchangeNet focuses on deals above $5M in value. If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

In this episode of "Women in B2B Marketing," host Jane Serra interviews Erica Morgenstern, CMO at Personify Health, about the intricacies of mergers and acquisitions and the journey of rebranding. Erica shares her accidental entry into marketing and the significance of empathy and communication during organizational changes. She discusses the strategic considerations behind the merger of Virgin Pulse and HealthComp, and the creation of Personify Health's new brand identity. Erica also touches on career growth, advocating for curiosity and the embrace of learning opportunities. Erica walks us through:finding value and growth within organizationsher experience with mergers and acquisitions, including being on both sides of the process and the lessons learnedcreating a new brand post-merger launching the new brand and the timeline for the brand migration and market positioningthe impact of rebranding and the importance of thoughtful and strategic communication with the teamtips for leading teams through mergers, emphasizing the need to lean in and look for opportunities during uncomfortable phasesadvocating for yourself and adding valuethird-party partnerships and the shift from 1-to-1 marketing to a community-based approachthe value of leaning into new experiences and career pathsKey Links:Guest: Erica Morgenstern - https://www.linkedin.com/in/ericamorgenstern/Host: Jane Serra - https://www.linkedin.com/in/janeserra/

Eric Gall was this week's guest on Success Profiles Radio. He is the founder of Edison Business Advisors and has over 25 years in the Mergers & Acquisitions space. He helps people buy and sell businesses, value their businesses, and prepare for an exit. We discussed reasons why people sell their businesses, what is needed in order to properly prepare for the sale, how to value your business correctly, and what sellers actually want in the sale (cash vs terms). In addition, we talked about the biggest mistakes people make when selling their businesses and the importance of not co-mingling business and personal accounts. Finally, we discussed the process of buying a business, how to get funding, and his favorite case studies of successful clients. You can listen and subscribe to the show on Apple podcasts/iTunes. You can also listen at Success Profiles Radio | Live Internet Talk Radio | Best Shows Podcasts (toginet.com)

Arthur Havlicek shares his experiences with navigating through mergers, acquisitions, and affiliations with other chambers and membership organizations. Full show notes are at: chamberchatpodcast.com/episode271 Please support this podcast by supporting our sponsors. Community Matters, Inc. chamberchatpodcast.com/podcast App My Community appmycommunity.com/chamberchat Chamber Nation chambernation.com Yiftee yiftee.com Swypit chamberchatpodcast.com/cc Izzy West, LLC theizzywest.com  

Episode Topic: Welcome to an insightful episode of PayPod. We invent the rapidly evolving world of Open Banking and Financial Management, with Aman Behzad, founder and managing partner at Royal Park Partners. As fintech continues to evolve, Open Banking has emerged as a pivotal force, driving innovation and accessibility in wealth management practices. This episode offers a deep dive into the mechanics of Open Banking, its implications for wealth management, and how it fosters a more inclusive and efficient financial ecosystem. Lessons You'll Learn: This episode is packed with valuable insights on the integration of Open Banking and Financial Management. Listeners will learn about the revolutionary impact of Open Banking on wealth management, including enhanced client experiences, personalized financial advice, and improved accessibility to financial services. Discover how Open Banking is setting new standards for transparency and security in wealth management, and why it represents a significant opportunity for both consumers and financial institutions. From strategic implications to technological advancements, this episode is an essential listen for anyone keen to understand the future of finance. About Our Guest: Aman Behzad, the founder and managing partner at Royal Park Partners, is our esteemed guest, bringing unparalleled expertise in fintech, Open Banking, and Financial Management. With an illustrious career spanning several years, Aman has been at the forefront of financial innovation, advising numerous fintech teams on capital raising, M&A transactions, and growth strategies. His insights into Open Banking and Financial Management are grounded in extensive experience and a deep understanding of the fintech sector. Aman's vision and leadership have positioned Royal Park Partners as a key player in shaping the future of financial services. Topics Covered: This episode covers a broad spectrum of topics related to Open Banking and Financial Management, offering listeners a comprehensive overview of this dynamic field. We explore the regulatory landscape of Open Banking, its impact on traditional and digital-first wealth management firms, and the technological innovations driving change in the industry. Aman Behzad shares his expert perspective on the challenges and opportunities presented by Open Banking in wealth management, including client data management, customized investment solutions, and the role of AI and machine learning in personal finance. Join us as we navigate the complexities of Open Banking and Financial Management, uncovering the strategies that will define the future of financial services. Check out our website-https://www.soarpay.com/

Welcome to The Profit Talk! In this show, we're going to help you explore strategies to help you maximize profits in your business while scaling and creating the lifestyle that you want as an entrepreneur. I am your host, Susanne Mariga! I'm a CPA, a Fractional CFO, and a Certified Profit First Professional Mastery Level providing tax strategies to 7 and 8-figure entrepreneurs. Let's dive into strategies to maximize profits in your business!  In this episode, I interview John Prothro. He is an experienced executive with a background in Mergers and Acquisitions and International Business Leadership.  He is currently the President and CEO of Foot Solutions Inc, which is a global foot wellness retailer that specializes in custom orthotics and advanced footwear. The mission for John and his company is to improve the quality of life for their clients. The company has grown significantly by opening over 80 locations globally.  ✨ Episode Highlights:  - Dive deep into John's journey from mergers and acquisitions expertise to leading Foot Solutions, Inc. - Gain invaluable insights into the challenges and strategies of running a franchise and integrating acquisitions. - Explore the all-important nuances of franchising, from deciphering the Franchise Disclosure Document to niche market trends. - Learn the significance of custom orthotics, healthy footwear, and the steady growth of the foot insole market.  To learn more about John and the services he provides, visit his website at  https://footsolutions.com/   Visit my FREE Facebook Group, The Profit First Masterclass, where I'll be sharing additional exclusive trainings to members of the community.   If you're excited about what's next for your business and upcoming episodes, please head to our itunes page and give us a review! Your support will help me to bring in other amazing expert interviews to share their best tips on how to powerfully grow in your business!  DISCLAIMER: The information contained within these videos is provided for informational purposes only and does not constitute, an accountant-client relationship. While we use reasonable efforts to furnish accurate and up-to-date information, we assume no liability or responsibility for any errors, omissions, or regulatory updates in the content of this video. Any U.S. federal tax advice contained within is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law. 

Core Skills: 1. Defining Mission, Vision and Values 2. Communicating Values 3. Championing a Vision 4. Motivating 5. Strategy Formulation 6. Strategy Execution 7. Financial Management 8. Mergers & Acquisitions 9. Governance 10. Protecting and Growing your Assets 11. Preserving and Enhancing your Reputation. Do you have any ideas/questions? Share some feedback go to www.savvypodcast.com

To access a FREE collection of resources, go to www.TheMaverickVault.com    As you navigate today's volatile market, understanding the dynamics of long-term, short-term, and mid-term rentals, plus various legislative changes, will be crucial for success. Join Gary Wilson in this episode as he offers a comprehensive view of the real estate investment landscape in 2024.     Key Takeaways From This Episode Changes in the real estate rental market you should be aware of Exit strategies in short-term vs. mid-term vs. long-term rental properties Factors that might affect the US financial landscape of 2024 Practical strategies to overcome fear and propel to new heights     References/Links Mentioned Airbnb Vrbo   About Gary Wilson Gary is the training and product development director and lead coach in The Global Investor Agent Team. At 40, he retired as a Corporate Vice-President of Mergers & Acquisitions in National Banking. In the first 6 months after earning a real estate license, he created 6 figure income, working with Investors, completing over 100 transactions per year consistently every year without a sales team or assistant, with virtually no marketing costs. Gary traded over 3,000 Investment properties in less than 5 years while developing five real estate holding companies and owning more than 250 Rental Units. He became a self-made multi-millionaire by building a real estate enterprise, including a brokerage, property management company, investment, settlement, and appraisal services. Gary is an award winner and was accepted into the Andron Apiphenon Order of Excellence for Real Estate, the author of EIGHT Real Estate investment books, and the Path to Profit System's founder, trainer, and coach. Gary has appeared on OVER 100 national and local media outlets, including CBS, FOX News, NBC, ABC, Business Week, and iTunes.     Connect with Gary Website: Global Investor Agent Team      Are you a passive real estate investor seeking financial freedom? Almost daily, new headlines break on the latest financial market upset. Now is the time to get educated on how to strategically invest in commercial real estate for long-term financial freedom. Grab your copy of “How to Passively Invest in a Changing Economic Environment” Go to…www.MavericksInvest.com    Want to keep up to date on the commercial real estate market, trends, investing tips and know what Neil is buying right now? Connect with him at https://AgentOptional.com/ and be sure to register for his newsletter.    Connect with Neil Timmins on LinkedIn. If there is a topic you want to know more about or a guest that you would like to see on the show, shoot Neil a message on LinkedIn.        About Neil Timmins   Neil is a commercial real estate syndicator, published author, and podcast host.   Neil's entry point into the Real Estate industry came after a few short years in banking. Recognized by the Wall Street Journal as a Top 100 team and the #1 REMAX agent in Iowa by the age of 29, Neil had solidified his role as a force in the industry.   Having completed hundreds of Fix & Flips, Wholesales, Wholetails, Novations, and Owner-Financed deals, Neil longed to quit forfeiting time for dollars. After building a portfolio of single-family rentals to produce passive income, he found the strategy to be anything but passive.   Neil, however, didn't go looking for his first commercial deal, he actually stumbled into it. Since then, he has refined the process of analyzing and buying commercial properties that produce stellar cash flow.   Neil has been involved in over $300,000,000 in real estate transactions. While his holdings in commercial asset classes include apartments, offices, mobile home parks, and self-storage units, his passion is industrial property. Neil now has verticals in residential real estate, multiple commercial asset classes, brokerage, publishing, and this successful podcast.   Neil and his wife, Emily, are the proud parents of three active teenagers. Those who know Neil say he is a competitor by nature, whether for the biggest fish on a deep-sea fishing trip, the best ribs at a barbeque, or playing football back in his day at his alma mater, the University of Nebraska at Omaha as a Maverick. Neil is always up for travel, spending time on the water, and of course, meeting people interested in learning about and investing in commercial properties.   Click here to see video of the podcast.  

Gary Wilson, a retired Corporate Vice-President of Mergers & Acquisitions in National Banking at age 40, is a self-made multi-millionaire in real estate. Within the first 6 months of earning his real estate license, he created a six-figure income working with investors and consistently completed over 100 transactions annually without a sales team or marketing costs. As the author of eight real estate investment books, including "The GIA Book," Gary shares insights on thriving in ever-changing markets. A recognized award winner, he's accepted into the Andron Apiphenon Order of Excellence for Real Estate. Gary, the founder of the Path to Profit System, has coached over 8,000 agents and investors, guiding them to create fortunes in various real estate endeavors   In this episode, we talked to Gary about how real estate can be a gateway to acquire businesses, his insight on setting the deal criteria for investors, what lies ahead in 2024, and much more.   Announcement: You can join the Apartment Investing Mastermind here.   Scaling Businesses;   02:53 Gary's background; 08:07 Real estate as a gateway to acquire businesses; 16:49 An insight on setting the deal criteria; 25:42 What lies ahead in 2024 for investors; 33:36 Round of insights   Announcement: You can check this year's REWBCON event here.   Round of Insights   Apparent Failure: Giving up control of his property management business. Digital Resource: How Money Walks. Most Recommended Book: Global Investor Agent. Daily Habit: Waking up early and exercising, focusing on the vision for the day. #1 Insight for scaling a business: Clearly defining goals with the right words to encourage a fresh mindset, beyond simply working harder to achieve them.   Contact Gary: https://www.myinvestmentservices.com/    Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.  

Tom Heaviland is an accomplished professional in the landscape management industry, holding a Bachelor of Science in Business Management from Bemidji State University. He is certified by the National Association of Landscape Professionals (NALP) as a Landscape Industry Certified Manager (LICM) and Technician (LICT), and has participated in the Trailblazer Program as a Green Industry Consultant. He founded Heaviland Landscape Management in 1985, leading it as Owner and President until its acquisition by BrightView Landscapes in 2019. Under his leadership, the company reached $15 million in annual sales and earned recognition for ethics and industry excellence, including the BBB Torch Award and being named an NALP Landscape Industry Accredited Company. Post-acquisition, Tom worked in Mergers & Acquisitions and New Market Development at BrightView Landscapes from 2021 to 2023. He currently serves as CEO of Verde Property Services, Inc. Dedicated to community service, Tom is a current member of the Board of Directors for Bemidji State University Alumni & Foundation and has held various leadership roles in industry-related associations, including the California Landscape Contractors Association San Diego Chapter and NALP.

Special guest, integration expert Paul Doherty joins Peter and Patrick to share his first-hand experience with mergers and acquisitions, tips for managing employees through the process, and how to foster a cohesive entity upon completion.

Alok Gupta was the guest on this episode of Success Profiles Radio. He is a Founding Managing Partner of Loki Group which is a consulting/advisory firm focused on mergers & acquisitions, divestitures, transformation, and deep data analytics. We talked about the value of hiring fractional executives while you are trying to grow, what he learned from deals he shouldn't have done, discovering opportunities for clients to grow their companies, preparing client companies for funding if they need it, and how to discover what your company is really worth. In addition, we discussed the biggest mistakes people make when they want to sell their business, acquiring companies for the purposes of growth and expansion, and how to know if buying a business is the right move. You can listen and subscribe to the show on Apple Podcasts/iTunes, or you can hear it at Success Profiles Radio | Live Internet Talk Radio | Best Shows Podcasts (toginet.com)

Learn more about growing your team and schedule your call with Gary to discuss how we can help...click here: https://globalinvestoragent.com/expand-your-team At age 40, retired as Corporate Vice-President, Mergers & Acquisitions in National Banking; Completed over 100 transactions per year consistently every year without a sales team or assistant, with virtually no marketing costs; Traded over 5,,000 Investment properties in less than 5 years; Developed five real estate holding companies, owning more than 250 Rental Units; Self-made multi-millionaire by building a real estate enterprise, including: brokerage, rental management, investment services, settlement services, and appraisal services; Award winner and accepted into Andron Apiphenon Order of Excellence for Real Estate; Author of SEVEN Real Estate Investment books: Rental Profits Without The Pain Flipping For Profits Without The Risk Turning Rental Problems into Real Estate Profits Wholesaling For Profits so Everybody Wins Investor Agent, Make More Money Not More Work The Massive Passive Cashflow Method Real Estate Reality, The Truth Behind No Money Down Investing Founder, Trainer and Coach of Path to Profit System, teaching more than 20,000 Agents and Investors and nearly 1,000 speaking engagements. Appeared on OVER 100 national and local media outlets including: CBS, FOX News, NBC, ABC, Business Week, iTunes What You Will Learn: How to start forming a team around yourself? Today is the perfect time for you to start your own team. Whatever you build, don't make it about you. Have a page of profiles for the team members on your team and highlight or showcase them. Put all the listings and sales in your team members' names. Each step to your people,report it, write this down, do it on zoom or streamer wherever you want so you can record it and have it inscribed and then pay pay an education editor. You have developed the skills and talent to be able to help people buy and sell homes. Do not follow the traditional model because you're going to find yourself with a J -O -B. Start on the blogs and the podcast that will help you grow your reputation in your brand exponentially. Every one of your team members should have a website that ties back to your team website and vice versa. If you're going to really be serious about this building and running a team, you have to have the operational platform.   Additional Resources from Gary Wilson: Website: https://www.myinvestmentservices.com/ Email: gary@rewgw.com Phone: 703-957-0415 LinkedIn: https://www.linkedin.com/in/thegarywilson/?fbclid=IwAR1RT3No2ee0l-SKmGwVO5e67e5_N5YSIG2J62by1Hjfsw6m9ElH_nhki8E Twitter: https://twitter.com/myinvestmentsvc Facebook: https://www.facebook.com/realestatewithgarywilson Instagram: https://www.instagram.com/the.garywilson/?fbclid=IwAR2CU5fG6r84BShvCNR8gnQW3cavcTpsHMQNxGoWwUF2NOJVkmXJ550C8-c Tiktok: https://www.tiktok.com/@the.garywilson?fbclid=IwAR2kteyXufhlXGafEzISLP0C7N3l05hj7sV-WeHxousBIKZCqP4OwPdvAZg Learn more: https://bit.ly/m/rewgw Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

As discussed on this week's Podcast….Order your copy today! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX At age 40, retired as Corporate Vice-President, Mergers & Acquisitions in National Banking; Completed over 100 transactions per year consistently every year without a sales team or assistant, with virtually no marketing costs; Traded over 5,,000 Investment properties in less than 5 years; Developed five real estate holding companies, owning more than 250 Rental Units; Self-made multi-millionaire by building a real estate enterprise, including: brokerage, rental management, investment services, settlement services, and appraisal services; Award winner and accepted into Andron Apiphenon Order of Excellence for Real Estate; Author of SEVEN Real Estate Investment books: Rental Profits Without The Pain Flipping For Profits Without The Risk Turning Rental Problems into Real Estate Profits Wholesaling For Profits so Everybody Wins Investor Agent, Make More Money Not More Work The Massive Passive Cashflow Method Real Estate Reality, The Truth Behind No Money Down Investing Founder, Trainer and Coach of Path to Profit System, teaching more than 20,000 Agents and Investors and nearly 1,000 speaking engagements. Appeared on OVER 100 national and local media outlets including: CBS, FOX News, NBC, ABC, Business Week, iTunes What You Will Learn: Gary introduces the book, Global Investor Agent. Gary shares his first investment. Who is Mr. DeMeet? When did Gary start investing heavily? When did he get his real estate license? Gary shares when he starts teaching local investors how to invest in the Pittsburgh market. Make yourself scarce and make it urgent when people decide to work with you. The second phase of your business life is starting other businesses What is the 3rd technique for getting new deals? Additional Resources from Gary Wilson: Website: https://www.myinvestmentservices.com/ Email: gary@rewgw.com Phone: 703-957-0415 LinkedIn: https://www.linkedin.com/in/thegarywilson/?fbclid=IwAR1RT3No2ee0l-SKmGwVO5e67e5_N5YSIG2J62by1Hjfsw6m9ElH_nhki8E Twitter: https://twitter.com/myinvestmentsvc Facebook: https://www.facebook.com/realestatewithgarywilson Instagram: https://www.instagram.com/the.garywilson/?fbclid=IwAR2CU5fG6r84BShvCNR8gnQW3cavcTpsHMQNxGoWwUF2NOJVkmXJ550C8-c Tiktok: https://www.tiktok.com/@the.garywilson?fbclid=IwAR2kteyXufhlXGafEzISLP0C7N3l05hj7sV-WeHxousBIKZCqP4OwPdvAZg Learn more: https://bit.ly/m/rewgw Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

As discussed on this week's Podcast....Order your copy today! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX At age 40, retired as Corporate Vice-President, Mergers & Acquisitions in National Banking; Completed over 100 transactions per year consistently every year without a sales team or assistant, with virtually no marketing costs; Traded over 5,,000 Investment properties in less than 5 years; Developed five real estate holding companies, owning more than 250 Rental Units; Self-made multi-millionaire by building a real estate enterprise, including: brokerage, rental management, investment services, settlement services, and appraisal services; Award winner and accepted into Andron Apiphenon Order of Excellence for Real Estate; Author of SEVEN Real Estate Investment books: Rental Profits Without The Pain Flipping For Profits Without The Risk Turning Rental Problems into Real Estate Profits Wholesaling For Profits so Everybody Wins Investor Agent, Make More Money Not More Work The Massive Passive Cashflow Method Real Estate Reality, The Truth Behind No Money Down Investing Founder, Trainer and Coach of Path to Profit System, teaching more than 20,000 Agents and Investors and nearly 1,000 speaking engagements. Appeared on OVER 100 national and local media outlets including: CBS, FOX News, NBC, ABC, Business Week, iTunes What You Will Learn: Gary introduces the book, Global Investor Agent. Gary shares his first investment. Who is Mr. DeMeet? When did Gary start investing heavily? When did he get his real estate license? Gary shares when he starts teaching local investors how to invest in the Pittsburgh market. Make yourself scarce and make it urgent when people decide to work with you. The second phase of your business life is starting other businesses What is the 3rd technique for getting new deals?   Additional Resources from Gary Wilson: Website: https://www.myinvestmentservices.com/ Email: gary@rewgw.com Phone: 703-957-0415 LinkedIn: https://www.linkedin.com/in/thegarywilson/?fbclid=IwAR1RT3No2ee0l-SKmGwVO5e67e5_N5YSIG2J62by1Hjfsw6m9ElH_nhki8E Twitter: https://twitter.com/myinvestmentsvc Facebook: https://www.facebook.com/realestatewithgarywilson Instagram: https://www.instagram.com/the.garywilson/?fbclid=IwAR2CU5fG6r84BShvCNR8gnQW3cavcTpsHMQNxGoWwUF2NOJVkmXJ550C8-c Tiktok: https://www.tiktok.com/@the.garywilson?fbclid=IwAR2kteyXufhlXGafEzISLP0C7N3l05hj7sV-WeHxousBIKZCqP4OwPdvAZg Learn more: https://bit.ly/m/rewgw Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg  

Miriam Warren is a Director at The Fisher Company, which provides international mergers and acquisition services for print and digital publishing media and technology sectors. Her eleven years in academic publishing give her a comprehensive knowledge of a publisher's specific needs, from acquisition and peer review process through print and ebook production. Miriam also served as President of the Board of Directors for PubWest for nearly six years. She joins the Booksmarts Podcast to discuss the process of The Fisher's Company's mergers and acquisitions and gives advice to publishers thinking about selling their company or acquiring an additional one. Learn more about The Fisher Company at www.thefishercompany.com. Email them today for a free consultation!  --- Send in a voice message: https://podcasters.spotify.com/pod/show/booksmarts/message

*A breakdown of strategies that have proven to be successful for attracting and retaining high-net-worth clients.*Why a culture that fosters collaboration is a culture that breeds success.*Effective ways to ask for introductions and how Lincoln Financial Advisors has utilized these tactics to great success.*Overcoming the stigma surrounding financial advisors and fee increases.Frank, Russ, and Dan impart a wealth of knowledge, offering invaluable insights that empower advisors with the tools necessary to elevate their practices to new heights. After you listen to this episode, you'll find yourself well-equipped to navigate and thrive in the dynamic high-net-worth landscape.

Jeremy Harbour is the founder and CEO of Unity Group and a globally renowned expert in Mergers & Acquisitions. Unity Group has over two decades of experience and a remarkable track record completing over 150 successful transactions in 11 countries. Jeremy has honed a unique method called agglomeration. This approach involves skillfully pooling together well-managed small businesses, offering them the advantages of going public without sacrificing their distinct company brand and rich culture. Considering that small businesses individually are to volatile to be attractive to most outside investors, Jeremy focuses on crafting small to medium-sized business portfolios with a more manageable risk profile, aimed at capturing the attention of wealthy investors. In today's episode, Jeremy clears up some of the misconceptions about going public, what it takes to go public, and how you can get involved in buying and selling businesses through the Harbour Club. Resources Shared: Jeremy HarbourHarbour Club USA       Unity Group | LinkedInThryv

Show highlights include:*  The value of cultivating long-term client relationships and the role of M&A services in facilitating successful business transitions.*  The importance of comprehensive planning and M&A expertise in serving high-net-worth clients and business owners while emphasizing the emotional and psychological aspects of business exits.* Exit planning strategies for business owners of all sizes, and how there are a number of different options to choose from.* The thought process behind the fee-based structure that Lincoln Financial Advisors utilizes with their high-net-worth clients.This episode will give you valuable insights into the world of high-net-worth financial advising, where building lasting client relationships and leveraging M&A expertise are the keys to unlocking success. The knowledge that Frank, Russ, and Dan share is priceless so you can walk away from this episode with the tools you need to take your advisory practice to the next level.

Marty Fahncke was this week's guest on Success Profiles Radio. He is a world-class marketer with over 30 years of experience building and scaling businesses, and over 20 years in Mergers & Acquisitions. He has helped businesses scale to over $1 billion in revenue and has executed over $450 million in Mergers & Acquisitions transactions. We discussed the biggest investment he should have made but didn't, how to double business revenue without selling more "stuff", how to know whether or not to sell your business, and how to position it to sell for top dollar. In addition, we also talked about how to increase the value of your business before selling it, and how to know what it is currently worth. We also talked about buying versus starting a business and why your chance to succeed is 12x that of starting from scratch, what stops people from buying a business, and how he has over 230 funding strategies available that can be utilized without tapping into your own reserves. You can subscribe on Apple podcasts/iTunes, or you can listen at Success Profiles Radio | Live Internet Talk Radio | Best Shows Podcasts (toginet.com)

Positioning your business to be sellable should always be the gal, even if you have no plans to sell. In today's episode we discuss what makes a business appealing to a buyer, and thus more valuable, along with the common mistakes and pitfalls business owners make on their journey to exiting their business. We also cover mergers vs. acquisitions and when you should be considering all of these options.   Arthur Petropoulos founded Hill View Partners in 2016 after a successful tenure on Wall Street as an Investment Banker, Private Equity Investor, and Head of Mergers & Acquisitions and Corporate Development for a high growth Operating Company. Of note, Arthur served as the Co-Head of the Internal Private Equity group at Cantor Fitzgerald / BGC Partners, and was the Director of Corporate Development for a diversified Business Services Company.   Website: http://www.hillviewps.com LinkedIn: https://www.linkedin.com/in/arthur-petropoulos   What you'll hear in this episode: [4:46] Arthur discusses the seasons of a business owner. [6:13] When is the best time to connect with an investment banker? [7:39] What makes a business attractive to a buyer? [17:22] Making things in your business replicable and adaptable. [20:16] What are some other exit strategies besides selling your business or closing it down? [27:48] Who are the best people to assemble on your team of advisors as resources for exit strategy?     If you like this episode, check out: The Benefits of Business Continuity Planning with Jim Erben Building Your Money Machine with Mel Abraham Building a Successful Continuity Plan with Julee Yokoyama   Want to learn more so you can earn more? Business Financial Quickstarter: https://www.keepwhatyouearn.com/bfq Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

Arthur Petropoulos spent nearly a decade on Wall Street, with involvement in investment banking, private equity, and serving as the head of corporate development, strategy, and M&A for a diversified B2B services company.Now, Arthur provides M&A, Business Exit, and Capital Advisory Services for Middle Market companies (up to $10 million in EBITDA) through his firm, Hill View Partners.This conversation covers the role of obsession in business, how to prepare your operations for a successful exit, why so many people want to be investment bankers, the durability of cashflow in the world of AI and consolidation, the role outside capital can play in accelerating growth, the value of building goodwill, and much more.Check out Hill View Partners:→ Website: hillviewps.com → LinkedIn: linkedin.com/company/hillviewpartnersConnect with Arthur:→ LinkedIn: linkedin.com/in/arthur-petropoulos→ YouTube: youtube.com/@HillViewPartners Follow The Show on Social Media:→ Twitter: https://twitter.com/LouisKyleShow → Instagram: https://www.instagram.com/louiskyleshow/ → LinkedIn: https://www.linkedin.com/company/65567567/ Connect with Louis and Kyle:→ Read Louis' Newsletter: https://louisshulman.substack.com/ → Louis' Twitter: https://twitter.com/LouisShulman → Kyle's Twitter: https://twitter.com/_kylebishop → Louis LinkedIn: https://www.linkedin.com/in/louisshulman/ → Kyle's LinkedIn: https://www.linkedin.com/in/kyle-bishop-7b790050/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit louisshulman.substack.com

In this insightful podcast episode, Roger Knecht engages in a compelling conversation with Larry Harding, the Founder & CEO of HSP Group, a seasoned expert in global expansion and international operations. Throughout the episode, Larry shares his wealth of knowledge, offering valuable guidance to accounting professionals and business owners looking to navigate the complexities of international expansion. Larry kicks off the discussion by highlighting the immense opportunity that global expansion presents for accounting professionals. He underscores the critical role accountants can play in guiding their clients through the intricacies of international business expansion by asking the right questions and providing informed advice. Next, Larry delves into the essential questions accountants should ask clients who are contemplating international expansion. These questions include timing, location, the nature of the business opportunity, planned activities, banking solutions, future expansion prospects, and criteria for success. These inquiries serve as a foundation for a strategic and well-informed approach to global expansion. The conversation shifts to key considerations that businesses must take into account when expanding internationally. Larry emphasizes the necessity of legal representation in establishing business entities and highlights the importance of understanding tax requirements, setting clear timelines and budgets, and determining when to expect a return on investment (ROI). Larry underscores the significant value that accounting professionals bring to the table during the global expansion process. He emphasizes that accountants can provide substantial assistance to clients by asking insightful questions, offering guidance, and helping navigate the challenges inherent in international initiatives. Larry and Roger also explore the challenges of managing expatriate employees working in foreign countries, touching on topics like work visas, income tax, and social tax liabilities. Larry emphasizes the need for accountants to be well-prepared to address these complexities when supporting clients in their international expansion efforts. The episode concludes with Larry highlighting the significance of the global economy and the abundant opportunities it offers for small businesses. He encourages accounting professionals to help their clients make well-informed decisions as they venture into international markets, reinforcing the pivotal role accountants can play in clients' global expansion initiatives. This episode is your passport to a comprehensive and riveting guide on global expansion and international operations. Larry Harding's expertise and the thought-provoking questions he shares are not just tools but keys to unlocking the vast potential of global business. Tune in to position yourself as an essential partner in your clients' extraordinary global expansion journeys.   Your Host: Roger Knecht, president of Universal Accounting Center Guest Name: Larry Harding Experienced CEO, CFO, CPA and Entrepreneur, Founder & CEO of HSP Group, Inc. He focuses on the provision of software and consulting solutions for businesses dealing with the challenges of global expansion and international operations. Areas of expertise include International Business, Finance, Accounting, Consulting, Mergers & Acquisitions, Corporate Development, Venture Capital, Private Equity, and Executive Leadership.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “in the BLACK, nine principles to make your business profitable” – e-book “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – the how-to-guide e-book for accounting professionals   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

This week Ivy Slater, host of Her Success Story, chats with her guest, Maurissa Bell. The two talk about the private equity market, and how Clairvest builds strategically significant businesses and helps them to scale. In this episode, we discuss: What drove her into the Mergers & Acquisitions space What Clairvest does to build strategically significant businesses, and how they support them in their growth How her journey brought her into a private equity company How her affinity for problem solving has expanded her knowledge base and assisted her in structuring businesses to help them scale Why does partnering with private equity companies get such a bad wrap How many jobs Clairvest has created, and the proven profitability that they offer to  businesses Why there is such benefit for businesses in having financial partners What the golden resource is, and the importance of consistently expanding it Why a business should “date” its investors Maurissa joined Clairvest in 2022 and is involved in all areas of the investment process. Prior to joining, Maurissa was an executive at George Weston Limited, Canada's largest food and drug retailer, REIT and provider of financial services. Maurissa also held various roles in investment and corporate banking where she assisted companies achieving their growth objectives through mergers and acquisitions, as well as debt and equity financing. Maurissa is a Chartered Accountant (CPA, CA) and holds a Bachelor of Management and Organizational Studies, with a specialization in Finance from the University of Western Ontario. Website: https://www.clairvest.com/ Linkedin: https://www.linkedin.com/in/maurissa-bell-cpa-ca-1a706214 Instagram: www.instagram.com/mlbell

On today's episode, we are joined by Bill Snow, Author of Mergers & Acquisitions for Dummies and an experienced M&A professional with over 30 years of professional experience, including almost two decades as an investment banker. We discuss his journey in the world of mergers and acquisitions (M&A), how to properly plan for a deal and avoid the most-likely pitfalls. Plus we discuss more from his book, Mergers & Acquisitions for Dummies including why acquisitions fail and what are some of the lurking problems for sellers. This episode is filled with a lot of learning for entrepreneurs, leaders and anyone who thinks they might be buying or selling a business one day. You don't want to miss this episode. Now on #TheKaraGoldinShow. Enjoying this episode of #TheKaraGoldinShow? Let me know by clicking on the links below and sending me a quick shout-out on social. Or reach out to me at karagoldin@gmail.com https://www.linkedin.com/in/karagoldin/ https://www.instagram.com/karagoldin/ https://twitter.com/karagoldin https://www.facebook.com/KaraGoldin/ https://www.tiktok.com/@KaraGoldin https://www.youtube.com/c/KaraGoldin https://www.threads.net/@karagoldin Check out our website to view this episode's show notes: https://karagoldin.com/podcast/435 To learn more about Bill Snow and Mergers and Acquisitions for Dummies: https://www.twitter.com/bill_snow https://www.linkedin.com/in/billsnow/ https://www.billsnow.com/ https://www.amazon.com/Mergers-Acquisitions-Dummies-Business-Personal/

Why is systemizing your business crucial for long-term success? How can you revolutionize your brand's growth trajectory?  In this episode, we speak with Yoni Kozminski, founder and CEO of Escala, MultiplyMii & South Col. Yoni specializes in helping eCommerce businesses, aggregators, and agencies systemize their operations for scaling, recruitment, and brand growth towards an exit. With over a decade of experience in eCommerce and Amazon FBA, Yoni shares his expertise on scaling businesses for long-term success, recruitment strategies, and how to focus on brand growth. If you're an eCommerce business owner, aggregator, or agency looking to scale and grow your brand, this episode is for you. Yoni's insights on systemizing your business for scale, recruiting top talent, and building a brand that's primed for exit will help you take your business to the next level.  [00:00 - 05:18] Exploring Business Growth, Scaling, Mergers & Acquisitions, and E-Commerce[05:19 - 10:42] How One Entrepreneur Risked It All for a Potential Equity Play[10:43 - 15:54] A Journey of Failure to Business Maturity[15:55 - 22:54] Building a Trust Relationship with Business Partners[22:55 - 25:05] Wrapping Up!  Want to connect with Yoni? Follow him on LinkedIn. Head to Escala to unlock the next level of business growth and performance!  Key Quotes:  "It's all about the relationships that you foster with people. And if you only get one thing right, it's that." -  Yoni Kozminski  "It's about building something of value, finding people who can build of value and then allowing them a runway to go be themselves and be successful in what they do as best as possible." - Neil Twa  “Find a way to build a mutually beneficial arrangement with people, and if you can start with that, your vision can be significantly larger than if you are the one who's always the bottleneck.” - Yoni Kozminski  Let's get connected!  You can find me on LinkedIn, Instagram, Facebook & Youtube. Head to Voltage Digital Marketing to boost your brand and sales exposure!  If you liked the show, please LEAVE A 5-Star REVIEW, like, and subscribe through your favorite streaming platform!

Arthur Petropoulos is the Founder and Managing Partner at Hill View Partners, and our guest on this very special episode of Sweat Equity   Chapters/Timestamp Jumps by Otter.ai - Otter referral link https://otter.ai/referrals/AVPIT85N    Introducing Arthur Petropolis, managing partner at Hill View partners. 2:58 What advice would you give your 13 year old self? 7:27 Power business agent. 12:07 There's a lot of emotional attachment in these deals. 15:10 Do you find yourself as a pseudo psychologist navigating through these situations? 18:46 Saturation of attention spans in the AI era. 23:14 Why do you like working in this small business environment? 27:41 Are we in the era of corporate consolidation in banking? 31:59     Arthur Petropoulos founded Hill View Partners in 2016 after a successful tenure on Wall Street as an Investment Banker, Private Equity Investor, and Head of Mergers & Acquisitions and Corporate Development for a high growth Operating Company. Of note, Arthur served as the Co-Head of the Internal Private Equity group at Cantor Fitzgerald / BGC Partners, and was the Director of Corporate Development for a diversified Business Services Company.   Arthur works hand in hand with all clients, and has led numerous successful transactions in our sole focus area of Selling/Exiting and Securing Capital/Financing for Privately Held Family, Entrepreneur, and Small Investment Group owned Businesses generating $400k to $4 Million of EBITDA spanning from Software to Diversified Business Services to Distribution/Manufacturing, and all industries in between. Arthur is keenly aware of the challenges and potential pain in undertaking the Sale or Capitalization of a Business, and is dedicated to serving as the go to resource and subject matter expert for clients seeking to optimize their outcomes in an impactful and expedient manner.   Arthur is a Rhode Island native, having earned his undergraduate Business Degree from Providence College and his Juris Doctorate with a focus of Corporate Transactions and Finance from Roger Williams University School of Law.     Arthur Petropoulos' calls-to-action http://www.hillviewps.com   Episode sponsored by SQUARESPACE website builder https://squarespacecircleus.pxf.io/sweatequity by CALL RAIL call tracking https://bit.ly/sweatequitycallrail by BIGLY SALES - CRM + Email, SMS, Phone marketing https://biglysales.com/?via=law by LINKEDIN PREMIUM - 2 months free! https://bit.ly/sweatequity-linkedin-premium ---   Sweat Equity

In today's episode of Don't Take No For An Answer, hosts Lynda Bennett and Eric Jesse are joined by Marita Makinen, Partner and Chair of Lowenstein's Mergers & Acquisitions group and Co-chair of its Transactions & Advisory Group, to talk about the intersection of the M&A transactions, private equity deals, and the reps and warranty policies that insure them. The trio explore current instabilities in the market with respect to deal flow, valuation issues, and emerging risks. The partners also discuss current hot topics in due diligence, why RWI has become standard for deals of all sizes, and when and where deal flow will stabilize before the end of the year.  Speakers: Lynda A. Bennett, Partner and Chair, Insurance RecoveryEric Jesse, Partner, Insurance RecoveryMarita A. Makinen, Partner, Chair, Mergers & Acquisitions, Co-chair, Transactions & Advisory Group

Arthur Petropoulos, the Managing Partner at Hill View Partners, is a renowned expert in the field of Mergers & Acquisitions and Capital Advisory services. Founded in 2016 and based in Providence, Rhode Island, Hill View Partners specializes in assisting privately held family businesses, entrepreneurs, and small investment groups. With a focus on companies generating between $400,000 to $4,000,000 in EBITDA (or Pre-Tax Cash Flow), we offer comprehensive solutions to help businesses sell or exit their company, as well as find and source capital for various strategic purposes such as growth, acquisitions, partial monetization, and more. Backed by over $1 Billion+ of transaction experience, Hill View Partners brings a wealth of expertise and wisdom to every client engagement. Our team excels at effectively communicating the unique value proposition of our clients to the broader M&A and Capital Markets. We pride ourselves on delivering outstanding results with optimal values and terms, while minimizing distraction and providing unparalleled responsiveness and expediency. Whether it's securing traditional bank financing or exploring more creative funding sources, Hill View Partners is dedicated to helping businesses achieve their goals. We understand the complexities of the market and leverage our extensive network and industry knowledge to navigate the landscape with precision. Trust Hill View Partners to be your strategic partner in M&A and Capital Advisory services. Contact us today to discuss how we can assist you in maximizing the value and success of your business endeavors.   Arthurs Links LinkedIn: https://www.linkedin.com/in/arthur-petropoulos/ Website: https://www.hillviewps.com/

David Tobin is the Founder and Managing Partner of TobinLeff, where they help clients convert business value into family wealth.  David is a serial entrepreneur who has founded, grown, and sold four companies. David has worked with over 100 businesses to build value, retain key employees, and achieve profitable exits. TobinLeff is an M&A advisory and exit planning firm that assists business owners in maximizing enterprise value and converting it into personal wealth. They offer consulting services to prepare companies for transactions, M&A services for acquisitions and sales to strategic buyers and private equity groups, and exit planning services such as management buy-out plans. In this episode, Aaron and David talk about how these mergers and acquisition transactions occur, who the important parties are, what the most important terms are as a part of these deals, and a whole lot more. David Tobin's Challenge; Do vision planning, and make sure you have a mission that truly ties to this vision.  Connect with David Tobin Linkedin Website If you liked this interview, check out our episode on How to Sell a Midsize Digital Agency w/ Amanda Dixon (Barney) Underwritten by Piper Creative Piper Creative makes creating podcasts, vlogs, and videos easy.  How? Click here and Learn more. We work with Fortune 500s, medium-sized companies, and entrepreneurs. Follow Piper as we grow YouTubeSubscribe on iTunes | Stitcher | Overcast | Spotify

For the corporate engagement of Elon Musk and Twitter, the road to the chapel has been unusually rocky. So how are these deals supposed to go, anyway?