Podcasts about Mergers and acquisitions

I love Delta Air Lines. It's my favorite airline. Please understand that.Now, that said, when I was a kid, their tagline was ‘We love to fly and it shows.'I would see the tagline on TV ads. I would see it on giant posters in the airport.And then I would get on the plane. And even as a kid I could tell…the people working on the airplane, are not the ones that wrote the jingle.So I love this lesson from a podcast guest application – Your brand is only as strong as your frontline experience.To hear the story behind that lesson, along with many more lesson-filled stories, I sat down with Melissa Archer-Wirtz, CEO, Century 21 Circle [https://c21circle.com/].Lessons from the things she madeYour brand is only as strong as your frontline experienceChange management isn't about being right – it's about being clearPeople don't fear change – they fear confusionCulture is built through relationships, not policiesYour integrity is your most valuable assetYou don't have to be the loudest voice in the room to be the most effective leaderDiscussed in this episodeAdvertising and Brands: Details matter, know when to quit, …be nice (podcast episode #27) [https://marketingsherpa.com/article/interview/advertising-and-brands]Marketing: It's not about you, and when you make it about you, you are never going to succeed (podcast episode #53) [https://marketingsherpa.com/article/interview/marketing-not-about-you]Cybersecurity Marketing: You don't need to scare people to sell them security (podcast episode #136) [https://marketingsherpa.com/article/interview/cybersecurity]500 Mangled, Stretchy Rubber Guys: Make sure you have the right marketing partner for your super creative plan – Podcast Episode #3 [https://marketingsherpa.com/article/interview/direct-mail-podcast]Adaptive Leadership: It's never too late to reinvent yourself (podcast episode #90) [https://marketingsherpa.com/article/interview/adaptive]Transform your intellectual property into a revenue engine…in just daysHow I Made It In Marketing is brought to you by MeclabsAI, MarketingSherpa's parent company.In just 21 days, you can pilot your first AI-powered product with MeclabsAI [https://meclabsai.com/]Subscribe for more tactics that turn content into closed businessSubscribe to the MarketingSherpa email newsletter [https://www.marketingsherpa.com/newsletters] to get more insights from your fellow marketers. Sign up for free if you'd like to get more episodes like this one.For more insights, check out...This podcast is not about marketing – it is about the marketer. It draws its inspiration from the Flint McGlaughlin quote, “The key to transformative marketing is a transformed marketer” from the Become a Marketer-Philosopher: Create and optimize high-converting webpages [https://meclabs.com/course/] free digital marketing course.Apply to be a guestIf you would like to apply to be a guest on How I Made It In Marketing, here is the podcast guest application – https://www.marketingsherpa.com/page/podcast-guest-application

Beth Quinlan, Smith + Howard, LIVE from the 2025 GNFCC BOLD Women's Leadership Summit (North Fulton Business Radio, Episode 895) Beth Quinlan of Smith + Howard, co-chair of the BOLD Women Committee at the Greater North Fulton Chamber of Commerce, joined host John Ray live from the 2025 GNFCC BOLD Women's Leadership Summit to share her […] The post Beth Quinlan, Smith + Howard, on Women in Leadership appeared first on Business RadioX ®.

Keywordscybersecurity, product management, career development, market strategy, customer insights, hacking, music, team building, startup life, risk management  SummaryIn this episode of No Password Required, host Jack Clabby and co-host Kayleigh Melton engage in a lively conversation with John Shipp, a product strategist at Rapid7. They explore John's unique journey from a metalhead to a cybersecurity expert, discussing the importance of passion in career development, the intricacies of product management, and the significance of customer insights in shaping cybersecurity solutions. John shares his early experiences in hacking, the influence of music on his life, and the value of building strong teams and company culture. The episode concludes with a fun segment called the Lifestyle Polygraph, where John answers quirky questions about his ideal cyber team and his dream day with Ric Flair.  TakeawaysBeing a metalhead prepares you for the boardroom.You can follow your passion and thrive in your career.Product management involves understanding customer needs and market dynamics.Curiosity is a key driver in the tech field.Great teams are built on strong leadership and culture.Startup life requires a willingness to take risks.Networking and building relationships are crucial in cybersecurity.Understanding your risk appetite is important when considering career moves.Music can be a significant influence on personal and professional life.Mentorship and sharing knowledge are vital for growth in the industry. TitlesFrom Metal to Management: A Cybersecurity JourneyPassion and Profession: Finding Your Path in Cybersecurity Sound bites"You can follow your passion and thrive.""I learned security at scale.""Curiosity drives my passion for tech." Chapters00:00 Introduction to Cybersecurity and Personal Journeys02:49 The Role of Passion in Career Development05:21 Navigating Product Management and Market Strategy08:23 The Evolution of Cybersecurity Skills11:37 The Importance of Customer Insights in Product Development14:35 Early Experiences in Hacking and Cybersecurity17:24 The Influence of Music on Personal and Professional Life20:19 Building Teams and Company Culture23:10 Startup Life and Risk Management26:08 Lifestyle Polygraph: Fun Questions and Insights29:13 Final Thoughts and Connections 

Pest control companies sell for some of the highest multiples of any services businesses - this podcast uncovers why. Patrick Dichter and Clint Fiore interview Casey McDaniel, the co-founder of King Pest Solutions. We discuss Casey's journey of scaling to +$2M within 3 years, what the business might sell for today, and Casey's exit number he'd be happy to 'retire' with. Casey also details the ups and downs of a recent tuck in acquisition and how they think about organic growth vs buying more pest control companies. Casey McDaniel on X: https://x.com/pestctrlguyKing Pest Solutions: https://www.kingpests.com/Eversite - show sponsor & digital marketing: Eversite.com/inspiredClint Fiore & Dealonomy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

In this week's episode of Business Buying Strategies, Jonathan speaks with Neil — a former accountant who lost his job in early 2020 and built a million-pound business in just five years. Neil shares how he went from doing the odd tax return to running a team of 12, managing 650 clients, and completing three acquisitions in just two years. You'll hear how he turned redundancy into opportunity, overcame the chaos of COVID, and used acquisitions — not marketing — to scale rapidly and strategically.   What You'll Learn in This Episode: How Neil built his business from scratch during lockdown Why acquiring 100 clients in a day beats signing 5 clients a month What he learned from buying a micro business — and what he did differently the next time The behind-the-scenes reality of two back-to-back acquisitions in 2024 How he transformed from overworked solo founder to true business owner with a team and systems The mindset shift that turned Neil into a dealmaker — and future investor   Key Quotes: “I had three or four clients in January 2020. Now, we have 650 and a million-pound turnover.” “You don't have to do this for 30 years to build real value — you just have to start.” “Acquisitions changed everything. I became a business owner, not just a technician.”   Key moments: 00:30 – Intro: Meet Neil, from redundancy to dealmaker 04:00 – Starting a business with two months of savings 07:00 – His first acquisition: a micro business and proof of concept 11:00 – Deal two: 100 clients added in a single day 15:30 – Deal three: A 350-client acquisition and a management overhaul 21:00 – Letting go, building systems, and becoming the owner 26:00 – Dealing with challenges: TUPE, communication, and integration 30:00 – What's next: succession, EOTs, and giving back 34:00 – Final thoughts: De-risking, legacy, and your next chapter   Want to learn how to buy a business like Neil? Download Jonathan's free book: https://dealmakers.co.uk/free-book Or explore our trainings at: https://dealmakers.co.uk   ** Looking for a great acquisition lawyer in the UK? Use mine! ** If you are looking for a lawyer in the UK to help you get the deal over the line, then use my own lawyer, John Andrews. You can phone his office at (0345) 2412494 or email him at johnandrews.deallawyer@jmw.co.uk. Ready to get started? Here's how you can start your business buying journey… Download our free Business Buying Toolkit https://dealmakers.co.uk/business-buying-toolkit Join our Business Acquisition FastTrack programme https://www.dealmakers.co.uk/fast Already bought a business? if you've already bought a business, you should be part of my Inner Circle group where we discuss raising capital, integration management, and exiting. Email Maria on hello@thedealmakersacademy.com for more information.

Send us a textOri Elraviv is a global business turnaround expert who believes success begins with clarity, not chaos. In this eye-opening episode, Ori shares how he's helped six companies realign for sustainable growth by doing the unexpected: slowing down. Drawing from his experience leading multicultural teams and his passion for sports like pickleball and basketball, Ori explains how the fundamentals of team play mirror business transformation. His method isn't about flashy fixes—it's about logic, consistency, and learning to pause, reflect, and then move forward with precision.With stories spanning Israel, China, and the U.S., Ori reveals why “being” matters more than “doing” in leadership, the surprising power of letting go, and how effective leaders use silence and strategy—not force—to build winning cultures. 

In most companies, mergers and acquisitions (M&A) is treated like a finish line. But the truth is, signing the deal is just the start—and if you haven't thought deeply about how two operating systems, cultures, and teams will actually work together, you're already behind. The vast majority of M&A efforts fail to deliver long-term value, not because the deal was bad, but because the integration never really happened. This week, Rodney and Sam unpack why M&A is so alluring, so broken, and so often misunderstood. From boardroom incentives and CEO ego to missing strategy and magical thinking, they dig into what really drives the endless appetite for acquisition—and why the actual design work of merging two organizations is almost always underfunded, under-led, or completely ignored. -------------------------------- Let's work together: ⁠⁠⁠⁠⁠https://www.theready.com/working-together⁠⁠⁠⁠⁠ Get our newsletter: ⁠⁠⁠⁠⁠Sign up here⁠⁠⁠⁠⁠⁠⁠. Follow us: ⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠ -------------------------------- Mentioned references: "reorg ep": AWWTR Ep. 31 "70-75% of M&A fails" Ben Thompson and Stratechery AOL/Time Warner merger Microsoft/Nokia merger "LARPing" "OS work": The Ready's OS Canvas "Midnight Zone and Twilight Zone": The Ready's Depthfinding ecotones "Microsoft innovation" Rob Cross and Organizational Network Analysis (ONA) McChrystal Group mission-based team (MBT): FoHR Miniseries, Episode 1 00:00 Intro + Check-In: What is something you've done recently that seemed like a good idea but has since proven otherwise? 04:01 The Pattern: Companies acquire others for growth, merge goes bad, so have to acquire another 09:54 Big visible activities with very unclear ROI 14:09 Buying innovation because you can't innovate internally 19:15 Destroying all the qualities that made the target company valuable 24:34 Mergers and acquisitions buy CEOs longer tenures 28:19 Our culture celebrates the big swings, not the steady transformation 30:35 Executive attention vanishes once the deal is signed, but that's when the real work starts 38:43 Idea #1 - Let acquired company operate independently for as long as possible 41:35 Idea #2 - Use organizational network analysis to find and utilize your leverage points 44:14 Idea #3 - Spin up a real mission-based team around integration, or due diligence 46:18 Idea #4 - During due diligence, look at more than just the financial spreadsheets 47:08 Wrap up: Leave us a review and share the show with a friend! Sound engineering and design by Taylor Marvin of ⁠⁠⁠⁠⁠⁠⁠⁠Coupe Studios⁠⁠⁠⁠⁠⁠⁠⁠.

On this episode of On the Brink with Andi Simon, I had the immense pleasure of speaking with Jessica Fairchild—an extraordinary lawyer, entrepreneur, and advocate for a new kind of workplace culture. Jessica's story is one of continual reinvention, courageous pivots, and an unwavering commitment to values-driven leadership. Jessica is the co-founder and partner at Fairchild and Bair, a Chicago-based law firm built on flexibility, trust, and purpose. As you'll hear in our conversation, her 25-year legal career has not followed a traditional path. And that's exactly what makes her story so compelling. From Accounting Major to M&A Trailblazer Jessica didn't grow up dreaming of being a lawyer. In fact, she studied accounting in college and only considered law school after enjoying a business law class. With no attorneys in her immediate family, this leap was both unexpected and bold. But as she puts it, “I followed my gut.” After cutting her teeth in a large Chicago law firm, she took a big risk—leaving to become general counsel for Chicago's Olympic bid. That three-year detour turned out to be a pivotal moment in her journey. The experience showed her how law could intersect with leadership, creativity, and impact. It also sparked her entrepreneurial spirit. Building a Firm with Flexibility at Its Core Jessica founded her own firm in 2010, without a business plan but with a clear sense of purpose: to build a law practice where she—and others—could bring their authentic selves to work. In 2019, that mission expanded with the merger that formed Fairchild and Bair, alongside like-minded partners. Today, the firm boasts nearly 100 lawyers and a business model that reflects the realities and values of a new generation. What sets Jessica's approach apart? It's the deliberate culture of flexibility and inclusion. Whether accommodating a lawyer working remotely from Madrid or welcoming professionals who've stepped away from the workforce, the firm embraces nonlinear career paths. “We meet people where they are,” Jessica explains. That philosophy has helped them attract top talent from firms where rigid structures no longer fit. If you would like to watch our interview, it is on YouTube: Law as Business, Practice, and Purpose Jessica is as much a business leader as she is a legal expert. She emphasizes that today's law firms must be more than traditional billable-hour machines. They must be responsive to change, open to new technologies (including AI), and built around human-centered leadership. Her firm is exploring how AI can make legal work more efficient—not to replace lawyers, but to empower them. And in a profession where many still define themselves by their titles or roles, Jessica is carving out space for lawyers to live full, multidimensional lives. As she wisely notes, “You've got to find a place where you can be your authentic self.” Key Takeaways Jessica offers two powerful insights for all professionals—not just lawyers: Find a place where you can be your authentic self. If your current environment doesn't support who you are, there are others that will. Think of your career as a journey, not a destination. Jessica's path has included pivots, risks, and new beginnings. That's what made it rich and meaningful. Why This Matters Now This episode couldn't come at a better time. With workplaces in flux, AI reshaping industries, and the next generation demanding purpose and flexibility, Jessica's story provides a blueprint for a new kind of leadership—one that balances innovation with humanity. Tune In & Take Action Enjoyed this episode? Subscribe, share with a colleague, and send us your thoughts atinfo@andisimon.com. Want more stories like this? Check out my books On the Brink, Rethink, and Women Mean Business on Amazon.  

Mark and Katie Fleming from Owner Actions have one of the most interesting business models we've heard from guests. They've taken experience in wealth management and marketing to owning a diverse portfolio of businesses that includes cleaning companies, restaurants, and HVAC. Katie and Mark take % of ownership to help with finding deals, diligence, advising, and post close accounting and marketing. We discuss the challenges and rewards of their unique "for equity" model, the importance of finding the right partners, and how they leverage platforms like TikTok to connect with potential partners.Owner Actions: https://owneractions.com/Owner Action on TikTok:  https://www.tiktok.com/@owneractions Katie Fleming on LinkedIn: https://www.linkedin.com/in/katiemfleming/  Eversite - show sponsor & digital marketing: Eversite.com/inspiredClint Fiore & Dealonmy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

In this week's episode of Business Buying Strategies, Jonathan shares valuable insights from Inner Circle members who have successfully purchased businesses. The episode considers the transformative power of a single acquisition, featuring examples such as Nick's printing business expansion and Jas's recent ventures. Jonathan stresses the importance of validating the business model to ensure sustainable growth. Lessons include the importance of empowering employees, maintaining quality management, and the strategic considerations of business consolidation and rebranding. It's an episode for aspiring business buyers looking to fast-track their success while minimising risks. Key moments 01:05 Inner Circle Success Stories 01:44 The Power of One Acquisition 03:35 Jas's Transformative Acquisition Journey 06:25 Validating the Business Model 15:57 The Importance of Training and Empowering Employees 20:26 Effective Day-to-Day Management 25:57 Consolidation vs. Independence in Acquisitions   ** Looking for a great acquisition lawyer in the UK? Use mine! ** If you are looking for a lawyer in the UK to help you get the deal over the line, then use my own lawyer, John Andrews. You can phone his office at (0345) 2412494 or email him at johnandrews.deallawyer@jmw.co.uk. Ready to get started? Here's how you can start your business buying journey… Download our free Business Buying Toolkit https://dealmakers.co.uk/business-buying-toolkit Join our Business Acquisition FastTrack programme https://www.dealmakers.co.uk/fast Already bought a business? if you've already bought a business, you should be part of my Inner Circle group where we discuss raising capital, integration management, and exiting. Email Maria on hello@thedealmakersacademy.com for more information.

In dieser Folge des CULTiTALK spricht Host Georg Wolfgang mit Mario Schwarz, Vice President People Partnering bei Sportradar, aus Wien. Die beiden tauchen ein in das spannende Feld von Mergers & Acquisitions (M&A) im Kontext eines dynamischen Sport-Tech-Unternehmens. Mario gibt zunächst Einblicke in seinen persönlichen Werdegang, wie er aus der Nähe zum Fußballplatz zufällig im HR gelandet ist und heute für globale Product- und Engineering-Teams verantwortlich zeichnet. Dabei berichtet er anschaulich von seiner Entwicklung von der Lehrzeit bei IBM bis zu seiner aktuellen Position bei Sportradar, einem Unternehmen mit mehr als 4000 Mitarbeitenden weltweit.Im Mittelpunkt des Gesprächs steht die Herausforderung, Unternehmen erfolgreich zu übernehmen, zu integrieren und Wachstum auch durch Akquisitionen zu steuern. Mario beschreibt, wie bei Sportradar gezielt Unternehmen integriert werden, um Know-how, Technologien und Marktzugänge zu erweitern – und warum gerade bei solchen Prozessen kulturelle Aspekte über den Integrationserfolg entscheiden können. Gemeinsam diskutieren Mario und Georg die Bedeutung einer klaren Kommunikation, Empathie und Flexibilität bei der Gestaltung von Integrationsprojekten. Sie erläutern, wie wichtig es ist, nicht nur Strukturen und Prozesse zu harmonisieren, sondern auch den „Spirit“ und kulturelle Assets beider Organisationen zu erhalten und gezielt zusammenzuführen.Anhand konkreter Beispiele schildert Mario, wie Herausforderungen im Change-Prozess aktiv angegangen werden, wie Unterschiede zur Stärke gemacht werden können und welche Rolle das richtige Onboarding, Teamzusammenhalt und das Schaffen von Reflexionsräumen in M&A-Kontexten spielen. Die Episode schließt mit der sportlichen Metapher, dass nachhaltiger Integrationserfolg nur gelingt, wenn alle auf ein gemeinsames Ziel hinarbeiten – ähnlich wie ein Team, das auf dem Platz gemeinsam gewinnen will. Alle Links zu Mario Schwarz:LinkedIn: https://www.linkedin.com/in/mario-schwarz-mba/Unternehmen: http://www.sportradar.com Alle Links zu Georg und dem Culturizer:Georg: https://www.linkedin.com/in/georg-wolfgangCulturizer: https://culturizer.appCULTiTALK: https://cultitalk.de

From the outside, M&A can seem like a clean transaction – a new parent company, a logo change, a cheerful announcement.But inside? The reality is messier. Integration. Culture clashes. Reporting headaches. And a long list of decisions that determine whether the deal actually works.Dom Hawes has lived both sides. After his own agency was acquired (badly), he went on to build Selbey Anderson – a marketing services group backed by private equity, designed from day one to scale through M&A.In just 30 months, he led the acquisition of 11 agencies, growing the group to £22M in revenue. In this episode, he pulls back the curtain on how that actually happens – and what too many people get wrong.Here's what we dive into:Why leadership – not just profit – is the #1 factor Dom looks for in an acquisitionThe red flags that make him walk away (including founders who say “I'm not a numbers person”)What makes integration hard – and how to avoid derailing moraleThe systems decision Dom regrets – and how it made integration and reporting harder later onHow to be “sale-ready” in today's tougher marketWhether you're looking to sell or simply sharpen up your ops, this one's a must-listen.Additional Resources:Follow Dom Hawes on LinkedIn: https://www.linkedin.com/in/dominichawes/ Check out Selby Anderson: https://selbeyanderson.com/ Follow Harv on LinkedIn: https://www.linkedin.com/in/harvnagra/ Get the key takeaways from the podcast in your inbox. Subscribe to The Handbook: The Operations Newsletter: https://www.scoro.com/podcast/#handbook This podcast is brought to you by Scoro, where you can manage your projects, resources and finances in a single system.

How does HR impact a company's sale price? Lindsay Osmond, former VP of HR and current business optimization expert, discusses the role HR plays in making companies 'sellable'.From employment contract liabilities to cultural red flags that derail deals, Lindsay explains what buyers really look at when they are making a decision. The information she shares can help position you as a strategic business partner in the process.Key takeaways include the specific metrics buyers care about, why people are your only true competitive advantage, and how to navigate the complex post-merger integration process.Find Lindsay at https://www.linkedin.com/in/lindsay-osmond-ba-bmgmt-cphr-a399064/Find Andrea at https://www.linkedin.com/in/andrea-adams1/ or https://thehrhub.ca/

To say mergers and acquisitions present significant risk is an understatement; however, additional vulnerabilities are being exposed as bad actors threaten to exploit privacy and data security leaks during the transition.  Chapters 00:00 Navigating Cybersecurity Risks in Mergers and Acquisitions 02:52 Understanding Data Privacy and Security Concerns 05:37 Assessing Data Retention and Legacy Systems 08:53 Identifying Dormant Liabilities and Hidden Risks 11:40 Integrating Acquired Companies and Vendor Risks 14:40 Website Compliance and Data Privacy Practices

A special 'behind the scenes' episode where we break down how businesses get valued, what it's like to list them for sale, and pointers for sellers to get a deal done. Clint and Patrick discuss the importance of qualifying a business for sale, understanding seller's discretionary earnings (SDE), and determining an appropriate asking price. The conversation also covers the listing process, evaluating offers, and the significance of maintaining strong relationships with potential buyers. We also highlight best practices for sellers, the challenges of the closing process, and the financial implications of legal and broker fees. Eversite - show sponsor & digital marketing: Eversite.com/inspiredClint Fiore & Dealonmy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

In this week's episode of Business Buying Strategies, we are treated to a special Q&A session from the annual Marbella retreat featuring a panel of seasoned members from Jonathan's inner circle group.   These accomplished entrepreneurs, who have collectively acquired dozens of businesses, discuss their experiences and share invaluable tips on acquiring businesses with minimal capital outlay.    The panellists, including Hari, Simon, Tim, Jon, and Ben, dive deep into topics such as the importance of getting started, whether to take a targeted or scattergun approach, managing acquisitions without creating a 'job' for oneself, and the key factors in post-acquisition success.   Additionally, they candidly share lessons learned from their own business failures and discuss strategic exits. The episode offers rich, firsthand insights, practical advice for aspiring deal-makers, and underscores the importance of learning from those who have successfully navigated the business acquisition landscape.   Key moments   00:42 Panel Discussion Introduction 01:11 Hari's Business Journey 01:58 Simon's Acquisition Experience 02:35 Tim's Business Ventures 02:57 Jon's Acquisition Success 03:24 Ben's First Acquisition 04:06 Audience Q&A: Getting Started 06:51 Audience Q&A: Targeted vs. Scattergun Approach 09:18 Audience Q&A: Selecting the Right Business 11:24 Audience Q&A: Post-Acquisition Decisions 14:02 Audience Q&A: Increasing Deal Flow 16:56 Audience Q&A: Personal Growth and Mindset 22:11 Audience Q&A: Handling Failures 25:47 Audience Q&A: Using PR for Deal Flow 28:04 Audience Q&A: Exiting Strategies 31:08 Conclusion and Final Thoughts   ** Looking for a great acquisition lawyer in the UK? Use mine! ** If you are looking for a lawyer in the UK to help you get the deal over the line, then use my own lawyer, John Andrews. You can phone his office at (0345) 2412494 or email him at johnandrews.deallawyer@jmw.co.uk. Ready to get started? Here's how you can start your business buying journey… Download our free Business Buying Toolkit https://dealmakers.co.uk/business-buying-toolkit Join our Business Acquisition FastTrack programme https://www.dealmakers.co.uk/fast Already bought a business? if you've already bought a business, you should be part of my Inner Circle group where we discuss raising capital, integration management, and exiting. Email Maria on hello@thedealmakersacademy.com for more information.

In this episode of Hiring to Firing, hosts Tracey Diamond and Emily Schifter discuss the challenges of integrating employees during and after mergers and acquisitions through the lens of the classic film Pretty Woman. Joined by Tunisia Poole and Destiny Washington of Southwire Company, this conversation covers common employee concerns, legal considerations, and the importance of clear communication when managing workplace transitions. Tune in to discover how to navigate the complexities of mergers and acquisitions with strategic foresight.Troutman Pepper Locke's Labor + Employment Practice Group provides comprehensive thought leadership through various channels. We regularly issue advisories that offer timely insights into the evolving employment law landscape, and maintain the HiringToFiring.Law Blog, a resource spotlighting best practices for employers. Our Hiring to Firing Podcast, hosted by Tracey Diamond and Emily Schifter, delves into pressing labor and employment law topics, drawing unique parallels from pop culture, hit shows, and movies.

David Clark is a Director at ArkMalibu.

Thanks for tuning in to this Friday edition of RealAg Radio, and a very happy Fourth of July to our American friends! On today’s show, host Shaun Haney is joined by Anne Wasko for the Beef Market Update, and then RealAgriculture's Kelvin Heppner and Lyndsey Smith pop on for the Friday Issues Panel. Topics up... Read More

Thanks for tuning in to this Friday edition of RealAg Radio, and a very happy Fourth of July to our American friends! On today’s show, host Shaun Haney is joined by Anne Wasko for the Beef Market Update, and then RealAgriculture's Kelvin Heppner and Lyndsey Smith pop on for the Friday Issues Panel. Topics up... Read More

This week on iGaming Daily, hosts Ted Orme-Claye and Ted Menmuir explore a game-changing merger and acquisition that's making waves across the gaming industry. Greek multinational tech firm Intralot has acquired Bally's Interactive International, the iCasino division of Bally's Corporation. The hosts break down the strategic significance of this move, which marks a major shift for Introlot as it expands from its traditional B2B lottery systems into the competitive B2C iGaming and iCasino space. The episode takes a deep dive into Introlot's ambitious plans for growth, particularly in the US market. With this acquisition, Introlot is positioning itself to deliver cutting-edge iGaming and iCasino solutions to US state lotteries, enhancing their digital competitiveness amid increasing pressure from new operators. The conversation also covers how Gamesys content aligns more naturally with Introlot's digital-first approach compared to Bally's legacy focus on brick-and-mortar operations. This strategic alignment could signal a turning point in how legacy casino companies and tech-driven firms approach digital gaming innovation.Finally, Ted and Ted discuss Bally's motivations for the divestiture, citing mounting debt and recent financial losses as driving forces behind the move. They also look ahead to the future of gaming industry M&A, predicting sustained momentum into 2025 fueled by market saturation, regulatory shifts, and the ongoing digital transformation of the sector. Host: Ted Orme-ClayeGuest: Ted MenmuirProducer: Anaya McDonaldEditor: James RossiGaming Daily is also now on TikTok. Make sure to follow us at iGaming Daily Podcast (@igaming_daily_podcast) | TikTok for bite-size clips from your favourite podcast. Finally, remember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service.

In this episode of The Wize Way Podcast for Accountants and Bookkeepers, Brenton Ward and Jamie Johns unpack the rising trend of private equity firms targeting accounting practices. Discover the five key factors every firm owner should consider before selling. Also, explore the mindset shifts required to lead through growth and why the ability to pause before reacting is a game-changer. So, if you're thinking about selling or want to know what makes your firm attractive to buyers, this one's essential listening.________________ PS: Whenever you're ready… here are the fastest 4 ways we can help you fix and grow your accounting firm: 1. Take the Wize Accountants Scale Scorecard – Find out your potential to scale and the next steps you should follow – Start Your Scorecard 2. Download our famous Wize Freedom Strategy Map for FREE - Find out the 96 projects every firm owner must implement to build a $5M+ firm that can run without them - Download here 2. Need to Hire right now? Book a 1:1 FREE discovery call with our WizeTalent hiring coaches to help find your next team member the Wize Way – Click Here 4. Book a 1:1 Wize Discovery Session – Spend 30mins with our Wize CEO, Jamie Johns, a $7M firm owner who is ready to give you his entire business plan to build a firm that can run without you – Find out more here

Success isn't just surviving chaos—it's building toward your exit.In this episode, I talk with Philip Blackett, founder of Dream Business Makeover and LifeAfter40.com. He's been through the fire—literally rebuilding a cemetery business during COVID while pulling double shifts at Chick-fil-A to make payroll.We talk exit strategy, leadership, and what really works when you've got to grow through chaos.

Insights from an Expert Accountant In this episode of Business Buying Strategies, Jonathan introduces Jeff, an accountant he has worked with for nearly 13 years.  Jeff shares invaluable tax-efficient strategies to help business owners maximise their savings and minimise tax liabilities. Key topics discussed include the benefits of family investment companies, approaches for handling inheritance tax, rewarding key employees using partnerships, using service companies owned by family members, and leveraging pensions for tax benefits. Jeff explains how to structure deals in a way that optimises financial outcomes without risking personal cash, providing practical insights for business owners aiming for smarter financial management. Key moments 00:47 Meet Jeff: The Go-To Accountant 01:27 Tax-Efficient Money Extraction 01:58 Family Investment Companies Explained 04:18 Inheritance Tax Strategies 07:02 Incentivising Key Employees 10:02 Using Service Companies for Tax Efficiency 13:46 Pension Planning Insights 17:31 Ensuring Compliance and Control 23:00 Conclusion and Resources ** Looking for a great acquisition lawyer in the UK? Use mine! ** If you are looking for a lawyer in the UK to help you get the deal over the line, then use my own lawyer, John Andrews. You can phone his office at (0345) 2412494 or email him at johnandrews.deallawyer@jmw.co.uk. Ready to get started? Here's how you can start your business buying journey… Download our free Business Buying Toolkit https://dealmakers.co.uk/business-buying-toolkit Join our Business Acquisition FastTrack programme https://www.dealmakers.co.uk/fast Already bought a business? if you've already bought a business, you should be part of my Inner Circle group where we discuss raising capital, integration management, and exiting. Email Maria on hello@thedealmakersacademy.com for more information.

Jessica Polito is the founder and principal of Turkey Hill Management, an M&A advisor for wealth managers. We sat down with Jessica to discuss how the growing landscape of independent fiduciaries and RIA aggregators is fueling M&A activity in the wealth management space.

Guest: Jhana LiCompany: Spyglass OpsPlatforms:

Dan Pollock, Vice President of Corporate Development/M&A at SAM Companies Dan shares how he built SAM Companies' M&A function from the ground up—executing over 30 deals and transforming M&A into a strategic growth engine. Backed by Peak Rock Capital, SAM Companies focuses on acquiring founder-led geospatial and infrastructure services businesses. Dan dives deep into how he balances disciplined diligence with relationship-first sourcing, how his team integrates small companies into a larger framework, and why culture and seller alignment matter as much as price. Whether you're building out corp dev from scratch or refining your playbook, this conversation offers tactical insight into how to scale M&A the right way. Things you will learn: How to build an in-house M&A engine with a lean corp dev team How to source proprietary deals through trust and local relationships How to structure earnouts and retention payments to align incentives ________________________ Sponsored by DealRoom—where M&A chaos meets its match. Still stuck in spreadsheet hell? DealRoom helps corporate development teams take control—streamlining diligence, syncing integration, and eliminating the back-and-forth.

Brandon Hall is one of the most impressive accounting firm growth stories we've known. He started Hall CPA PLLC in 2015 and has grown it organically to +$14.5M revenue and 150 team members. We discuss what would tempt him to sell the firm, AI impacting margins, if exit multiples in accounting will go up or down, traditional partnership structures in accounting vs PE exits, and more. Brandon Hall on X: https://x.com/bhallcpaHall CPA: https://www.therealestatecpa.com/Eversite - show sponsor & digital marketing: Eversite.com/inspiredClint Fiore & Dealonmy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

In this episode of Business Buying Strategies, Johan Gory, managing director of OnPoint Accounting, offers an in-depth masterclass on financial due diligence.   Johan explains the importance of involving a due diligence expert, common pitfalls that cause buyers to overpay, and techniques such as the 'source of funds' trick to uncover the real financial health of a business.   He also discusses the relevance of goodwill, the challenges and opportunities in buying distressed businesses, and the role of director's loans in business valuation. This episode is a must-listen for anyone serious about buying a business without risking their own cash.   Key moments   00:00 Introduction to Business Buying Strategies 01:29 Meet Johan Gory: Expert in Financial Due Diligence 05:16 The Importance of Financial Due Diligence 08:36 Understanding Financial Terminology and Add-Backs 13:53 Opportunities and Challenges in Buying Distressed Businesses 17:25 Networking for Business Opportunities 22:04 Understanding Director's Loans 23:54 Negotiation Strategies with Director's Loans 26:07 Evaluating Business Owner's Compensation 29:48 The Importance of Cash Flow in Due Diligence 30:57 The Secret Weapon: Source of Funds Report 38:49 Commercial Due Diligence: Beyond the Numbers   ** Looking for a great acquisition lawyer in the UK? Use mine! ** If you are looking for a lawyer in the UK to help you get the deal over the line, then use my own lawyer, John Andrews. You can phone his office at (0345) 2412494 or email him at johnandrews.deallawyer@jmw.co.uk. Ready to get started? Here's how you can start your business buying journey… Download our free Business Buying Toolkit https://dealmakers.co.uk/business-buying-toolkit Join our Business Acquisition FastTrack programme https://www.dealmakers.co.uk/fast Already bought a business? if you've already bought a business, you should be part of my Inner Circle group where we discuss raising capital, integration management, and exiting. Email Maria on hello@thedealmakersacademy.com for more information.

Alex Nelson is an impressive entrepreneur in Iowa who built a wedding venue from scratch to $4M revenue within a few years. He also recently bought a chain of coffee shops then renovated and rebranded. We discuss what each business might sell for today, which one Alex might sell, and his long term goals. It's a great discussion on buy vs build, real estate heavy businesses, and compounding. Alex Nelson on X: https://x.com/WeddingVenueGuyThe Midnight Gem: https://themidnightgem.com/Midnight Coffee: https://www.midnight-coffee.com/Eversite - show sponsor & digital marketing: Eversite.com/inspiredClint Fiore & Dealonmy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

In this engaging conversation, Heather Valeri shares her journey from a military upbringing to becoming a successful business advisor in Charleston, South Carolina. She discusses her early entrepreneurial spirit, her experiences in mergers and acquisitions, and her passion for helping small business owners. Heather emphasizes the importance of client relationships, negotiation skills, and the unique challenges she faces in her advisory role. The conversation also touches on her personal interests and the balance between work and life.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode of Business Buying Strategies, Jonathan talks with John, a long-time acquaintance and experienced professional in mergers and acquisitions.   John shares his journey of acquiring six businesses with a combined annual revenue of 6 million pounds, detailing the various strategies and tactics he employed, including using the cash reserves of the acquired businesses to fund their purchases.   He emphasises the importance of accountability, transparency, and understanding the financial aspects of a business to ensure successful acquisitions. John also highlights the value of a deal fee and the benefits of deferring most of the consideration payments.    Key moments   00:49 Meet John Hood: A Successful Business Buyer 02:36 John's Journey: From Consultancy to Business Ownership 03:08 The Importance of Accountability in Business 04:23 Exploring John's Business Ventures 06:00 Using Business Assets to Fund Acquisitions 09:41 Negotiation Tactics and Strategies 12:20 Case Studies: Successful Business Acquisitions 19:49 The Deal Fee: Paying Yourself First 21:47 Consolidation and Future Plans 24:42 Final Thoughts and Advice     ** Looking for a great acquisition lawyer in the UK? Use mine! ** If you are looking for a lawyer in the UK to help you get the deal over the line, then use my own lawyer, John Andrews. You can phone his office at (0345) 2412494 or email him at johnandrews.deallawyer@jmw.co.uk. Ready to get started? Here's how you can start your business buying journey… Download our free Business Buying Toolkit https://dealmakers.co.uk/business-buying-toolkit Join our Business Acquisition FastTrack programme https://www.dealmakers.co.uk/fast Already bought a business? if you've already bought a business, you should be part of my Inner Circle group where we discuss raising capital, integration management, and exiting. Email Maria on hello@thedealmakersacademy.com for more information.

Perhaps the worst thing a business owner can do ahead of the sale of their company is not be prepared. Not only could that crater the returns the owner was hoping to get for what is often their life's work, it could nuke a sale entirely. Fortunately, attorney James Hipolit has advice for those who've never sold before. In this podcast, the M&A partner with Troutman Pepper Locke covers the basics, from first steps to pre-diligence to common pitfalls, offering advice to get first-time sellers off to a strong start.

Join Junaid, Karen, and Anjali for a special episode of "The Prompt," where they dive into the latest trends in data and analytics. Discover insights into major tech mergers and acquisitions, such as ServiceNow's acquisition of Data.World and Salesforce's partnership with Informatica. Learn about the implications for data governance, vendor lock-in, and AI readiness in today's rapidly evolving market. Are we simply relabeling age-old challenges with new terminology, or are we on the brink of genuine innovation? Get ready for a thought-provoking conversation packed with industry insights.

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

What does it take to move from marketing manager to CMO in the AEC industry? In this episode, we talk with Jennifer Haferbecker, founder of On Your Market Set Go, about the mindset shifts, strategic thinking, and evolving expectations that shape today's marketing leaders. Jennifer shares how marketing teams can support firm growth, influence business decisions, and build internal alignment—especially during times of change. We also explore the rise of the fractional CMO model, the expanding role of marketing in mergers and acquisitions, and the importance of showing up as a strategic partner at every level. Whether you're leading a team or looking to grow into your next role, this conversation offers real guidance for building a meaningful and future-ready career.

Kyle Ewing is the founder of Terraslate, which manufactures and prints waterproof, and rip-proof paper designed to replace traditional lamination. Kyle shares how he scaled the business to over $10M in annual revenue while maintaining 100% ownership and fending off overseas knockoffs. We discuss the business valuation and if he would sell or not. Kyle Ewing on LinkedIn: https://www.linkedin.com/in/kyleewing/Ideas To Empires newsletter: https://www.linkedin.com/newsletters/ideas-to-empires-7295591098423357440/Eversite - show sponsor & digital marketing: Eversite.com/inspiredClint Fiore & Dealonmy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

In this special edition of Business Buying Strategies, Jonathan Jay speaks live from the Deal Makers Retreat in Marbella, Spain, talking about the importance of personal branding when negotiating business deals. He explains how to present yourself to business owners, emphasising the significance of the first impression and maintaining credibility throughout the negotiation process. Jonathan shares practical tips and anecdotes, underlining that knowing the buying process thoroughly and having clarity of intent are crucial for success. Listeners are encouraged to adopt a calm, professional demeanour, control the conversation, and remain curious. The session provides actionable advice on how to address common challenges faced by new business buyers and highlights the importance of being likeable and confident.  Key moments 00:00 Welcome to the Deal Makers Retreat  00:49 The Importance of Personal Branding 01:17 First Impressions Matter 05:09 Building Confidence in Deal-Making 09:29 Establishing Credibility 12:33 Effective Communication Strategies 17:21 Handling Objections and Questions 23:16 Turning the Conversation to the Business 23:41 Overcoming Self-Doubt ** Looking for a great acquisition lawyer in the UK? Use mine! ** If you are looking for a lawyer in the UK to help you get the deal over the line, then use my own lawyer, John Andrews. You can phone his office at (0345) 2412494 or email him at johnandrews.deallawyer@jmw.co.uk. Ready to get started? Here's how you can start your business buying journey… Download our free Business Buying Toolkit https://dealmakers.co.uk/business-buying-toolkit Join our Business Acquisition FastTrack programme https://www.dealmakers.co.uk/fast Already bought a business? if you've already bought a business, you should be part of my Inner Circle group where we discuss raising capital, integration management, and exiting. Email Maria on hello@thedealmakersacademy.com for more information.

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

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

One area of complexity in a buy-side M&A transaction is commercial insurance. Given all the potential liabilities, hidden risks, industry-specific needs and coverage gaps, knowing what to look for during due diligence is critical to maximizing post-deal value. On this episode, Brian Stovsky, senior vice president and practice leader for the Oswald Companies and Unison Risk Advisors Mergers & Acquisitions Practice, and Joe Curtis, vice president and director of benefits for Michigan at Oswald Companies, talk about buyer pre-and post-close M&A due diligence considerations of commercial insurance for risk management. 

In Episode #113 of Geeks of the Valley, we sat down with Rob Hadick, General Partner at Dragonfly, a leading $2.5bn crypto-focused global investment firm. We explore the seismic shifts in the VC ecosystem, from the rise of trade-sale exits to the resilience of certain sub-sectors like Layer 2 protocols and real-world-asset platforms. A focal point of our discussion is Ripple's landmark $1.25 billion acquisition of Hidden Road, where Rob dissects its implications for bridging institutional finance with native-crypto infrastructure. Along the way, Rob shares lessons he's learned underwriting tokenized assets, supporting portfolio companies through volatility, and spotting early signals of talent migration in an increasingly global industry. Whether you're an institutional investor seeking to understand new exit dynamics or a founder navigating the crypto VC landscape, this conversation offers a comprehensive roadmap to the future of digital-asset investing.Since 2017, Dragonfly has been at the forefront of blockchain and crypto innovation with a long-term oriented, technical, and research-driven approach, having been early backers of some of the most influential protocols and companies in the industry, including 1inch, Avalanche, Bitget, Bybit, Compound, DyDx, Ethena, Hidden Road, Matter Labs, Monad, Near, Optimism, Polygon, Ribbon and ZK Sync. Rob focuses on companies and protocols that are innovating at the bleeding edge of centralized and decentralized finance, payments, money, and digital asset infrastructure.Previously, Rob led multi-stage public and private investing into crypto protocols and companies at GoldenTree Asset Management ("GTAM"), a ~$50bn multi-strategy hedge fund. Prior to GTAM, Rob invested in and advised fintech, technology, and crypto companies while at Heritage Partners, Goldman Sachs, and PJT Partners. He holds an MBA from Columbia Business School, where he was co-founder of the Columbia Blockchain Club, and a Bachelor's in Economics and Political Science from Washington University in St. Louis.LinkedIn: https://www.linkedin.com/in/rob-hadickWebsite: https://www.dragonfly.xyz

Brett and Casey McManus bought an old motel in Killington, Vermont a year ago. They've shared all the highs and lows on Instagram such as fixing their own HVAC, doing bathroom remodels, and increasing revenue. We discuss how much the value has gone up in just a year and if they'd sell or not. We also cover another hotel they're trying to acquire and their tech startup for independent hospitality operators, Inndependent Stays. Innvestors on Instagram: https://www.instagram.com/innvestors/?hl=enApres Inn: https://apresinnkillington.com/Patrick Dichter & Appletree: https://appletreebusiness.com/Clint Fiore & Dealonomy: https://www.dealonomy.com/

In this episode of the Revenue Builders Podcast, hosts John McMahon and John Kaplan are joined by Tony Marino, a senior advisor and executive coach with a storied career as CHRO for major global companies like Fiserv. The discussion revolves around the critical aspects of corporate leadership, the parallels between athletics and business, and the importance of maintaining physical and mental well-being for optimal performance. Marino introduces the concept of 'five-tool players' in a corporate context, emphasizing the need for well-rounded leaders proficient in six key areas: financial and business acumen, client focus, people and team leadership, risk and controls, operational excellence, and innovation. The episode also covers practical strategies for establishing priorities, key lessons from transformative sales effectiveness initiatives, and the impact of habits and routines on leadership success.ADDITIONAL RESOURCESLearn more about Anthony Marino:https://www.linkedin.com/in/anthony-s-marino-94a6476/Read Force Management's Guide to Embedding AI In Your B2B Sales Organization: https://hubs.li/Q03ldrzD0Download the CRO Strategy Checklist: https://hubs.li/Q03f8LmX0Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xHERE ARE SOME KEY SECTIONS TO CHECK OUT[00:01:59] Corporate Athlete: Balancing Leadership and Well-being[00:04:13] Transferable Lessons from Athletics to Business[00:06:31] The Importance of Physical and Mental Health for Leaders[00:09:56] Setting and Achieving Goals: The 6% Club[00:12:34] Prioritizing and Managing Time Effectively[00:28:11] Real-life Examples and Practical Advice[00:33:54] The Importance of Operating Rhythm in Corporations[00:35:43] Predictable Management Routines for Leaders[00:38:18] Understanding the Concept of Five Tool Players[00:40:17] Six Key Traits of Successful Leaders[00:47:49] The Role of Feedback and Coachability[00:51:07] Identifying Team Archetypes[00:59:36] The Impact of Sales Effectiveness on Company SuccessHIGHLIGHT QUOTES"The greatest leaders are well-rounded, like five tool players.""If you don't take care of yourself, you lose perspective.""The best leaders I've ever met are self-aware.""Every leader should evaluate all the activities on their desk regularly to ensure they are adding value.""Sales productivity should be the number one metric for any company."

Confused between raising capital or selling your company? Discover how recapitalization offers a powerful growth option—allowing you to raise funds, gain liquidity, and bring on a strategic partner without giving up control. In this video, we break down how recapitalization works, why it's increasingly popular with private equity firms, and how it can drive growth, solve internal challenges, and position your company for a second, more lucrative exit. Featuring real-world case studies, we show how founders successfully leveraged recap deals to scale their business, cash out partially, and align with the right investors. Learn how Corum's proven process helps tech CEOs navigate recapitalization for optimal outcomes.   takeaways Evaluations don't create value, the process does. A global buyer search process is essential for maximizing value. Recapitalization allows founders to cash out while retaining equity. Private equity can provide operational expertise and growth opportunities. The Corum process can significantly improve sale outcomes. M&A activity is highly international, with diverse buyer universes. Valuations in tech sectors are rising, indicating strong market interest. Educational events are crucial for staying updated on M&A trends. Recapitalization can help companies scale without losing control. The Tech M&A Masterclass offers practical knowledge for navigating M&A.   00:00 Introduction to Tech M&A Podcast 01:43 CEO Desk: Insights on Valuation and Process 04:29 Upcoming M&A Educational Events 07:11 Tech M&A Market Research Report Overview 20:24 Leveraging Recapitalizations for Company Value Special Report 27:39 Conclusion and Upcoming Events

Selling your business is more than a financial transaction—it's an emotional journey. Our latest podcast explores the critical balance between emotion and logic in mergers and acquisitions, offering insights for IT services business owners. Key Takeaways:Understand the deep emotional attachment founders have to their businessesRecognize how emotions can impact deal negotiations and valuationLearn strategies to stay level-headed during the M&A processDiscover the importance of professional advisors in managing emotional challengesWhether you're considering selling or acquiring a company, emotional intelligence is your greatest asset. Our experts provide practical guidance to help you navigate the complex world of business transactions with confidence and clarity. Want to transform your M&A experience? Listen to our full podcast and gain expert insights into successful business transitions or reach out to schedule a no obligation introduction call: info@revenuerocket.com Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.

This week Pacey's somehow got her hands on a captain's armband, Goosey is celebrating Leeds being back in the Premier League, they chat all things Champions League and look ahead to the wrapping up of the domestic season. To get in touch with Big Kick Energy please follow us on Instagram @bigkickenergypod or drop us an email on bigkickpod@gmail.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Regrets in M&A deals New Livestream guest- Fractional CFO Dustin Williamson I'm happy to have Dustin join me on a live broadcast. He has years of experience in the world of business in finance roles. Tune in and as we'll be discussing regrets that often creep up in mergers and acquisitions and we'll also talk a bit about planning for deals in cyclical industries given his experience in the Oil & Gas sector. This is a ‘must see event' for anyone who foresees a deal in their future as there will be lessons for everyone in this conversation. Find Dustin on Linkedin here: https://www.linkedin.com/in/dustinwilliamson/ Dustin's recent blog post on regrets in M&A: https://vcfo.com/blog/mergers-acquisitions-warning-signs

Ever wondered how a guy goes from owning struggling gyms to cashing out for millions and dominating the M&A game? Enter Gil Valerio—a hustler who took a crisis, flipped it into a marketing empire, and sold BIG! Now, he's on a mission to help digital agencies scale, exit, and cash out like the pros. But it wasn't all smooth sailing—hacked accounts, cease-and-desist letters, and the brutal lessons of business almost took him down. In this episode, we break it all down: how to turn your business into a sellable asset, why most agency owners are leaving money on the table, and how you can position yourself for a multimillion-dollar payday. If you're in business and not thinking about your exit strategy, you're already behind. Let's go!