Episode 47
Joel Ankney: Common M&A Process Surprises That Catch People Off Guard
Joel Ankney, an attorney and owner of the Law Office of Joel Ankney, raises several scenarios that surprise his clients about the process and gives his strategies on how he deals with them and earns their trust.
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Andrea Fuelleman: Protecting Your Brand Asset Through Intellectual Property
Andrea Fuelleman, partner at the law firm of Neal, Gerber & Eisenberg, discusses the differences between copyrights, patents, and trademarks, the use of rights and registrations, and the importance of trademark diligence in your M&A transactions.
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Episode 45
Jeff Sands: Corporate Turnaround In These Uncertain Times
Jeff Sands, Managing Director of Dorset Partners LLC, discusses his expertise of corporate turnarounds, the importance of team effort to the process, and the things to consider first as well as the major blocks that go into the life cycle of a turnaround.
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Episode 44
Nathan Hirsch: FreeeUp Yourself – Hiring Virtual Assistants To Do More
Nathan Hirsch, entrepreneur and Co-Founder of OutsourceSchool, discusses what to look for when you’re hiring virtual assistants to ensure a great partnership.
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Episode 43
Anthony Algmin: Leveraging Data For Your M&A Transactions
Anthony Algmin, Founder of Algmin Data Leadership, discusses how data impacts businesses’ mergers and acquisition both from the seller and buyer’s perspective, how data helps a company improve, and how data creates a competitive advantage.
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Episode 42
Steve Migala: Exit Planning – Turning Over The Business
Steve Migala, Shareholder at Lavelle Law, discusses his framework for how business owners should think about a potential succession or exit from their business.
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Episode 40
Roman Basi: Understanding Business Tax Codes
Roman Basi, the President of The Center for Financial, Legal, Tax, & Planning, discusses some of the recent tax changes, including those that fly below the radar for a lot or business owners, and the impact they have on businesses.
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Episode 39
Steve Mize: Business Valuation – What You Need To Know
Steve Mize, a Founding Partner of GCF Valuation, discusses business valuations from a buyer and seller’s perspective, their business valuation process, and how they interact with banks and bank requirements.
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Episode 38
Matt Somma: Impact of Rep Warranty Insurance To Buyers & Sellers
Matt Somma, VP and Transactional Risk Broker for The ABD Team’s M&A Advisory Practice, discusses the ins and outs of rep and warranty insurance and how this type of insurance impacts buyers and sellers.
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Episode 37
Doug Adams: Working with Loan Brokers vs. Banks
Doug Adams, President at Emerson Capital Corp, differentiates the requirements and benefits of working with loan brokers versus working with banks.
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Episode 36
Darren Mize: Maximizing the Value of Your Business
Darren Mize, Principal at one of the premier valuation companies in the US, GCF Valuations, discusses the importance of getting a business valuation, exploring the process that goes with it and the work of GCF and his career.
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Episode 35
Mark Sirkin: The Psychology of Business
Mark Sirkin, Psychologist and Founder of Sirkin Advisors, discusses how he uses psychology to explore the best practices that lead to business success and consulting with business owners about their human capital and succession planning.
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Episode 34
Ken Arlen: Creating A Self-Managing Company And Maximizing Value
Ken Arlen, the founder of Arlen Music Productions, discusses his journey and insights on starting down the path to creating a self-managing company and maximizing the value of your business.
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Episode 33
Joseph Beer: Best Practices for Sellers
Joseph Beer, Vice President of Operations at Sun Acquisitions, discusses the seller’s responsibility during the M&A process and some best practices for sellers that they need to think about before putting their business for sale as it relates to diligence.
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Episode 32
The Three Foundational Components Of Selling A Business
Domenic Rinaldi, Host of M&A Unplugged, discusses the three foundational components that you, as a business owner, must see through to ensure that you are ready to sell your business and do it with success.
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Episode 31
Jay Myers: Realizing Your Dream And Delegating To More Business Dreamers
Jay Myers, Founder of Interactive Solutions, discusses realizing his dreams through a solid business strategy, letting go of his business and moving on, and the importance of recurring revenue streams in a business.
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Episode 30
Dr. Bart Basi: Getting Smart About Your Taxes
Dr. Bart Basi, a taxation expert working with The Center for Financial, Legal & Tax Planning, Inc., discusses how you can get smarter about doing your taxes and the importance of hiring a tax & legal expert.
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Episode 29
Last Episode of 2019
Domenic Rinaldi, Host of M&A Unplugged, conducts a solo episode and thanks the M&A Unplugged audience for their support in 2019, welcomes listener feedback on future show ideas, exciting interviews coming in the new year, and the launch of K2 adviser.
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Episode 28
Jim Oliver: Infinite Banking
Jim Oliver, Founder of CreateTailwind, discusses actual rate of return versus the average rate of return on investments, mastering the infinite banking concept, and life insurance policy rider that generates the borrowing platform.
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Episode 27
Craig Sherwood: Cyber Security Preparedness
Craig Sherwood, Managing Partner of Shambliss Security, discusses how cyber security preparedness can increase value, cyber security due diligence before a M&A deal, and value of best practices in security to increase competitiveness.
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