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Helping Owners Maximize and Monetize Their Life’s Work

Helping Owners Maximize and Monetize Their Life’s Work

How can M&A advisors help business owners maximize and monetize their life’s work? That’s the mission of M&A advisory and exit planning consulting firm TobinLeff, whose founder David Tobin is here to speak with me in this episode. David will share how his firm builds relationships long before the deal

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How AI Will Take Over M&A Due Diligence

How AI Will Take Over M&A Due Diligence

AI is on everybody’s mind these days… the topic du jour. You’ve no doubt seen how this technology will revolutionize how people live, work, communicate… Really there is no area where AI will not touch – if it doesn’t already. That extends to the world of M&A, specifically the due

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Latest Podcasts

Helping Owners Maximize and Monetize Their Life’s Work

Helping Owners Maximize and Monetize Their Life’s Work

How can M&A advisors help business owners maximize and monetize their life’s work? That’s the mission of M&A advisory and exit planning consulting firm TobinLeff, whose founder David Tobin is here to speak with me in this episode. David will share how his firm builds relationships long before the deal

Listen Now »
Investment banker Bill Snow, is the author of Mergers & Acquisitions for Dummies

M&A for Dummies

What if you had a step-by-step guide to the M&A process? My guest, investment banker Bill Snow, is the author of Mergers & Acquisitions for Dummies, an insider’s handbook about buying and selling companies. In this episode, he’ll share his M&A expertise and give an inside look at the process

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Ken Heuer | How Core Principles Guide Your Thinking

Ken Heuer | How Core Principles Guide Your Thinking

In M&A, having a set of core principles to guide your thinking is essential… Ken Heuer of Kidd & Company is here to share the firm’s 3 core principles and how they make business decisions simple. We also discuss ● What Kidd & Company brings to the table for the

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A Close Look at Deal Drivers for 2023

A Close Look at Deal Drivers for 2023

When looking ahead at 2023, it’s clear there are economic headwinds out there impacting deal-making, including inflation and the threat of recession. Big tech companies are entering a period of austerity, with giants like Google and Microsoft laying off tens of thousands of employees recently. They over-hired during the pandemic,

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Alan Clark- Why this major 2023 prediction is wrong

Alan Clark | Why This Major 2023 Prediction is Wrong

When your small business owner client is in a room full of MBAs, they can feel out of their depths… So how do you keep your client’s emotions in check during a high-stakes sale? Alan Clark is here to share his perspective as a sell-side advisor helping clients exit their

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Clint Tripodi | How to Set a Strategy And Execute It.

Clint Tripodi | How to Set a Strategy And Execute It

As we prepare for the new year, it’s time to set your strategy… “What strategy?,” you might think, “We just need to make more money.” But a business without a strategy is destined for failure. Especially in today’s changing world, where an unexpected crisis could derail your business. And it’s

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Vinay Bachireddy | Helping Owners Embrace Technology

Vinay Bachireddy | Helping Owners Embrace Technology

What does it take to bring technology and data capital to middle-market businesses? In today’s digital world, there’s an enormous opportunity in helping business owners embrace technology… In this episode, I’m joined by Vinay Bachireddy, a managing partner at Weave Growth Partners. Weave Growth Partners is a Silicon Valley firm

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