Podcasts

In this episode of M&A Masters, I had the pleasure of speaking with Sharon Heaton, founder of sbLiftOff. SbLiftOff specializes in providing advisory services to founder-led businesses and government contracting organizations across the United States, focusing on mergers and acquisitions (M&A) and more. Sharon, also the author of the Forbes bestseller LIFT OFF: 12 Things to Know Before Selling Your Business, shares invaluable insights into the world of M&A, the journey of founder-led businesses, and the essence of preparing for and navigating the sale process. She’ll cover: The future of M&A The emotional aspects of selling a business Her ideal client profile Viewing M&A as a transition to a new chapter And more Mentioned in this episode: https://www.linkedin.com/in/sharonheaton/ https://sbliftoff.com/ Sharon’s book on Amazon Transcript Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority in executive and transactional liability and founder of Rubicon M&A Insurance Services. Now a proud member of the Liberty Company Insurance Broker Network. Welcome to M&A Masters where I speak with the leading experts in mergers and acquisitions, and we’re all about one thing here. That’s a clean exit for owners, founders, and their investors. Today, I’m joined by Sharon Heaton, founder of sbLiftOff. SbLiftOff is a trusted advisor to founder-led businesses and government contracting organizations based throughout the United States, where they provide advisory and related services. Sharon is also the author of a Forbes best seller, LIFT OFF: 12 Things to Know Before Selling Your Business. And Sharon, great to have you here today. The group of not only authors coming on as guests is great, but you lead it with being on the Forbes top list, so congratulations to that, and welcome. Sharon Heaton: Thank you very much, Patrick. It’s a pleasure to be here with you. Patrick: Now, although we’ve met a few

This episode of M&A Masters features Tom Brinegar, the Chief Financial Officer of PEAK Resources, a trailblazing technology and systems integrator based in Denver. Under Tom’s financial stewardship, PEAK Resources recently navigated through a complex and successful acquisition by a strategic buyer. With a rich background in finance and the heart of an entrepreneur, Tom’s journey offers a unique lens on the intricacies of mergers and acquisitions from the perspective of the acquired. Discover how Tom Brinegar and the PEAK Resources team prepared for the acquisition process and why they decided it was the right time to sell. Learn about the strategic selection of a buyer and how cultural fit played a crucial role in sealing the deal. Tom shares his insights on overcoming due diligence challenges and the unexpected hurdles along the way. Understand the pivotal role of reps and warranties insurance in facilitating a smoother transaction, as provided by Rubicon M&A Insurance Services. Gain perspective on the post-acquisition changes and Tom’s personal journey towards finding new horizons after the successful exit of PEAK Resources. To delve deeper into the world of mergers and acquisitions and to gather invaluable insights from Tom Brinegar’s first hand experience, tune into this episode of M&A Masters. Whether you’re contemplating an exit strategy or looking to expand through acquisitions, this conversation sheds light on the critical elements that contribute to a successful deal. Listen now on Spotify, Apple Podcasts, or directly on our website. Mentioned in this episode: https://www.linkedin.com/in/tom-brinegar-3392698/ tbrinegar@peakresources.com Transcript Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority in executive and transactional liability and founder of Rubicon M&A Insurance Services, now a proud member of the Liberty Company Insurance Broker Network. Welcome to M&A Masters where I speak with the leading experts in mergers and acquisitions, and we’re all about one

In this episode, my guest is Tom Zucker, President and Founder of EdgePoint Capital. Cleveland based, EdgePoint Capital’s advisors bring up-market executive transaction knowledge and real-world M&A and business leadership experience, enabling them to guide owners and founders through transactions and attract qualified buyers. Tom will share his M&A insight, including: The importance of timing and preparation His commitment to the lower middle market EdgePoint Capital’s ideal client Value of rep & warranties insurance An M&A forecast for 2024 And more Mentioned in this episode: http://www.edgepoint.com/ https://www.linkedin.com/in/tom-zucker-ab0634/ Transcript Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority in executive and transactional liability and founder of Rubicon M&A Insurance Services, now a proud member of the Liberty Company Insurance Broker Network. Welcome to M&A Masters where I speak with the leading experts in mergers and acquisitions, and we’re all about one thing here. That’s a clean exit for owners, founders and their investors. Today, I’m joined by Tom Zucker, president and founder of EdgePoint Capital. Based just outside of Cleveland, EdgePoint Capital’s advisors bring executive transaction knowledge and real world leadership experience, enabling them to guide owners and founders through transactions and attract qualified buyers. 2023 was a productive year for Edge Point Capital, with 20 successfully closed transactions and being recognized by M&A Advisor for private equity deal of the year in the category of 75 to $100 million size transaction. So, Tom, you’ve had a great year following this, and it’s great to have you here today. Tom Zucker: Patrick, thanks for having me. Patrick: Now Tom, before we get into EdgePoint Capital, let’s start with you. What brought you to this point in your career? Tom: Patrick, thanks for having me on today. I’ve been blessed. I grew up in an entrepreneurial family. My father had a boat

Show Notes What insights does a top M&A attorney have to share about buying and selling businesses? Spending nearly three decades in California’s dynamic business environment, my guest, attorney Addison Adams, has become known as California’s go-to voice on mergers and acquisitions. In this episode, he’ll share his M&A expertise, including: M&A in California Non-Compete Agreements Bulk Sale Law Reps & Warranties Insurance Predictions for Next Year And more Mentioned in this episode: https://www.linkedin.com/in/addisonadams/ https://www.adamscorporatelaw.com/ Transcript Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority in executive and transactional liability and founder of Rubicon M&A Insurance Services, now a proud member of the Liberty Company Insurance Broker Network. Welcome to M&A Masters where I speak with the leading experts in mergers and acquisitions, and we’re all about one thing here. That’s a clean exit for owners, founders and their investors. Today, I’m joined by Addison Adams of Adams Corporate Law. Spending nearly three decades in the California dynamic business environment, Addison has become California’s go to voice on mergers and acquisitions. So it’s a real pleasure to have you here today. Addison, welcome to the show. Addison Adams: Patrick, thank you so much. It’s a real privilege and an honor for me to be on your podcast. Really enjoyed getting to know you the last few months and appreciating your expertise in insurance services. And I’m happy to talk to your listeners and see if there’s any value I can provide in terms of some of the latest trends and the tips and tricks about buying or selling a business in California. Patrick: Well, before we get into the magical land that is California these days, let’s start with you. What brought you to this point in your career? Addison: You know, for me, I suppose every young person that goes to school and

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 and meets clients wherever they are in the M&A journey. He’ll also cover M&A in the professional services and marketing sector, his ideal client profile, and more. Mentioned in this episode: https://tobinleff.com Transcript Patrick Stroth:  Hello there. I’m Patrick Stroth, trusted authority in executive and transactional liability and founder of Rubicon M&A Insurance Services, now a proud member of the Liberty Company Insurance Broker Network. Welcome to M&A Masters where I speak with leading experts in mergers and acquisitions. And we’re all about one thing here. That’s a clean exit for owners, founders and their investors. Today I’m joined by David Tobin of TobinLeff, based in Pittsburgh. TobinLeff is an M&A Advisory and Exit Planning consulting firm that helps business owners maximize and monetize their life’s work, which puts us David, in direct alignment. So welcome to the podcast today. David Tobin:  Patrick, thank you for having me. Patrick:  Now, before we get into TobinLeff, what you guys are bringing, because you do address a real niche here. Let’s start with you. What brought you to this point in your career? David:  I appreciate you sharing that, like many of your listeners and you, we’ve had our journeys. I grew up in an advertising family. I started founded marketing agencies. One of the more niche our specialty, which you will appreciate was prospecting for financial advisors and insurance professionals who wanted to be in front of business owners on a favorable basis. My crew, I, we came up with the

In the case of an unexpected death or disability, a business can face hardship and significant economic consequences… But in this episode, we’re covering two essential products that can mitigate this risk: key person life insurance and excess disability insurance. Here to speak with me is Lynne Rosenberg, President of Innovative Solutions, which provides broad market access to leading carriers of annuities, life, disability, and long term care insurance. She’ll cover what businesses need to know about these products and how they can protect your employees, clients, and business. Mentioned in this episode: pstroth@rubiconins.com https://rubiconins.com Transcript Patrick Stroth: Hello there. I’m Patrick Stroth, trusted authority in executive and transactional liability and founder of Rubicon M&A Insurance Services, now a proud member of the Liberty Company Insurance Broker Network. Welcome to M&A Masters where I speak with leading experts in mergers and acquisitions. And we’re all about one thing here. That’s a clean exit for owners, founders and their investors. Today, I’m joined by my colleague, Lynne Rosenberg, president of Innovative Solutions. Innovative Solutions provides broad market access to leading carriers of annuities, life, disability, and long-term care insurance. As with Rubicon, Innovative Solutions is also a proud member of the Liberty Company Insurance Broker Network. I asked Lynne to join me today to talk about a couple of areas that we haven’t talked about in the past, and that’s key person life insurance, as well as something that’s new out there for emphasis that we want to spend some time on. And that is excess disability insurance. So Lynne, welcome to the show. I appreciate you joining me today. Lynne Rosenberg: Thank you, Patrick. It’s a pleasure. I look forward to talking with you and all of your clients. Patrick: Well, Lynne, before we get into talk about these topics.