Best Private Banking Magazins Podcasts (2024)

1
The Impact of Remote Workforces When Selling Your Business | Nathan Hirsch 38:31

4M ago38:31

38:31

Summary: Nathan Hirsch, a serial entrepreneur, shares his journey of building and selling his company, FreeUp, which utilized remote workforces. He discusses the importance of having clean books and financials, as well as the value of virtual assistants and outsourced labor. Nathan emphasizes the need to hire the right level of talent, whether they…

1
Understanding Your Why in M&A | Meighan Newhouse 40:29

5M ago40:29

40:29

Summary: In this episode, Todd Sullivan interviews Meighan Newhouse, the co-founder and former CEO of Inspirant Group, a management consulting firm that was acquired by 10 Pearls. Meighan shares her journey as an entrepreneur and the decision-making process behind selling her business. She emphasizes the importance of understanding the why and the …

1
Finding the Growth Drivers That Deliver M&A Success | George Sandmann 40:53

7M ago40:53

40:53

George Sandmann shares his thoughts on: Creating business engines that deliver predictable profits, cash flow, and sustainable growth Driving predictable, transferable value and a more lucrative M&A transaction GUEST BIO: George Sandmann is an entrepreneur turned growth advisor. An attorney by training, George is an entrepreneur with almost 30 year…

1
The Top 3 Attributes Of Any Sellable Business | Mike Finger 29:24

7M ago29:24

29:24

Mike Finger highlights the three elements all small business owners should focus on when building a company for a future M&A exit: Are your business results desirable? Will an acquirer see value and opportunity in what you have built? Can a buyer duplicate your results? Can the buyer run the business without you? Can you document your results? Is t…

1
Building Businesses That Can Run Themselves, And Then Selling One From Prison | Chris Wise 32:27

8M ago32:27

32:27

EPISODE 64: THIS WEEK'S GUEST - CHRIS WISE In this episode, Chris talks about: Asking for help when building your company for the future Coaching founders on how to remove themselves from their businesses to create transferable value How taking care of yourself as a founder or business owner can significantly increase productivity and prevent burno…

1
Building (And Selling) Successful eCommerce Brands | Robb Green 34:54

8M ago34:54

34:54

EPISODE 63: THIS WEEK'S GUEST - ROBB GREEN In this episode, Robb talks about: His evaluation criteria for starting eCommerce brands How he decides when it's time to sell a business How he brings his teenage kids into these companies and exposes them to the highs and lows of the life of an entrepreneur GUEST BIO: Robb Green is the owner and visionar…

1
Buying SPORT Magazine & The Indelible Treasures Found Within | Wayne Parrish 31:20

8M ago31:20

31:20

EPISODE 62: THIS WEEK'S GUEST - WAYNE PARRISH In this episode, Wayne talks about: His early beginnings as a student journalist at the University of British Columbia Becoming the CEO of Canada Basketball and his relationship with Jerry Colangelo A history lesson of SPORT Magazine, Sports Illustrated, Sports Insider, and ESPN The Magazine How he purc…

1
M&A Office Hours: How To Build A Proper Succession Plan For Exit | Christine Nicholson 40:53

8M ago40:53

40:53

EPISODE 61: THIS WEEK'S GUEST - CHRISTINE NICHOLSON In this episode, Christine talks about: The three things that every founder needs to focus on when building their business The difference between exit planning and succession planning What a perfect succession plan look like GUEST BIO: Christine Nicholson is a serial entrepreneur with multiple exi…

1
The Biggest Decision Of My Entrepreneurial Journey - To Sell Or Not To Sell | Edin Basic 48:07

9M ago48:07

48:07

EPISODE 60: THIS WEEK'S GUEST - EDIN BASIC In this episode, Edin talks about: The importance of understanding market trends to know when to invest and when to sell Understanding your exit strategy to make the right decisions while you're building your business, and; How to be ready when your ideal buyer comes knocking GUEST BIO: Edin Basic began hi…

1
M&A Office Hours: How Much Is My Business Worth? | Sarah Greifenberger 36:46

9M ago36:46

36:46

EPISODE 59: THIS WEEK'S GUEST - SARAH GREIFENBERGER In this episode, Sarah talks about: The various reasons that a business owner considers a business valuation The difference between fair market value, and valuing a business for sale Becoming an Exitwise Ambassador and referring Fathead.com for sale in October, 2023 GUEST BIO: Sarah has been a Cer…

1
How A Venture Capital Firm Can Influence Your Decision To Sell | Jean Anne Booth 35:50

9M ago35:50

35:50

EPISODE 58: THIS WEEK'S GUEST - JEAN ANNE BOOTH In this episode, Jean Anne talks about: Having multiple strategic investors on your cap table Being prepared for your buyer to change the terms of your exit days before signing Knowing what you should say no to when raising capital or selling your company GUEST BIO: Jean Anne Booth is a serial entrepr…

1
From M&A Lawyer To Escape Room Mogul - Lessons From My $26M Exit | Raleigh Williams 40:52

9M ago40:52

40:52

EPISODE 57: THIS WEEK'S GUEST - RALEIGH WILLIAMS In this episode, Raleigh talks about: Why business owners should trust their intuition when deciding when to sell their companies How to renegotiate business contracts to make them transferable in an acquisition When you're at the goal line, how you should focus on your why you are selling and not qu…

1
Mentorship, Bootstrapping, and Finding Product Market Fit | Andy Pai 42:03

10M ago42:03

42:03

EPISODE 56: THIS WEEK'S GUEST - ANDY PAI In this episode, Andy talks about: His entrepreneurial journey of leaving his job as an investment banker and moving to San Francisco with a dream of building a company with several college friends Managing the expectations and attraction of multiple M&A "off-ramps" along the entrepreneurial journey How he i…

1
M&A Playbook: The Series A Term Sheet That Created An Incredible Exit | Austin Ogilvie 35:19

10M ago35:19

35:19

EPISODE 55: THIS WEEK'S GUEST - AUSTIN OGILVIE In this episode, Austin talks about: Turning a Series A Term Sheet into multiple growth and exit options for the business The value of seeking guidance from seasoned CEOs and professionals who have gone through the M&A process in order to structure the right agreements when it came time to sell his bus…

1
Refugee to Global Entrepreneur - What Lloyed Lobo Learned Building Boast.AI & Traction 1:10:59

10M ago1:10:59

1:10:59

EPISODE 54: THIS WEEK'S GUEST - LLOYED LOBO In this episode, Lloyed shares: His views on how outsourcing the financial role to professionals helps when it's time to sell the business How bootstrapping (vs. Venture Capital) allowed him to sell on his timetable Why building community is a key differentiator and value driver in any business and even m…

1
The Importance of Building Personal Relationships In M&A | Matt Blumberg 54:18

10M ago54:18

54:18

E53: THIS WEEK'S GUEST - MATT BLUMBERG In this episode, Matt talks about how: Creating better personal relationships with acquirers can de-risk M&A transactions To bounce back from a failed M&A transaction Building a company with a work/life balance in mind can lead to a great outcome GUEST BIO: Matt Blumberg, a former management consultant, a vent…

1
Selling A Niche Business and How AI Is Changing M&A | Joe O'Mahoney 38:17

10M ago38:17

38:17

E52: THIS WEEK'S GUEST - PROFESSOR JOE O'MAHONEY In this episode, Joe talks about: How his personal M&A experience helps improve his consultancy for his clients How professional service firms are valued during an M&A transaction What great companies do to prepare for an exit How AI is disrupting the M&A world and what founders and entrepreneurs can…

1
Building At Wharton And Selling To Lyft - An Education in M&A | Kenan Saleh 33:13

11M ago33:13

33:13

E51: THIS WEEK'S GUEST - KENAN SALEH In this episode, Kenan talks about: His decision to sell Halo Cars to Lyft so early in his entrepreneurial journey How mentally and emotionally difficult due diligence is after signing an LOI during M&A His advice for other founders thinking about the M&A process, and how his experience will influence his next v…

1
Selling A Business In A Down Market - Finding Success And Joining Tiny.com | Oliver Low 58:33

11M ago58:33

58:33

E50: THIS WEEK'S GUEST - OLIVER LOW In this episode, Oliver talks about: Finding the right buyer for your startup (private equity, family office, strategic buyer, or holding company) The value of surrounding yourself with M&A expertise when selling your business How selling in the "4th inning" can often lead to better liquidity and professional opt…

1
Online Gaming, UFC, Esports, and VC - Winning The Early Stage Growth Game | Jonah Midanik 41:03

11M ago41:03

41:03

E49: THIS WEEK'S GUEST - JONAH MIDANIK In this episode, Jonah discusses: The value of putting an entrepreneurial win on the board Deciding to step down from the CEO role to prepare his company for its next stage of growth Advice for fellow founders thinking about fundraising and the M&A process GUEST BIO: Jonah has been fortunate to see the startup…

1
Agency Founder to Tiger 21 Chair - The Journey To A Destination Leader | Elise Mitchell 51:20

11M ago51:20

51:20

E48: ELISE MITCHELL - 3 TIME FOUNDER & CEO and TIGER 21 CHAIR Today, my guest is Tiger 21 chair and three-time entrepreneur Elise Mitchell, who founded Mitchell Communications Group, which was named a top ten fastest growing PR firm globally. Elise was named PR Week's Public Relations Professional of the Year and a top 50 power player in PR. She's …

1
Building, Buying, and Selling Businesses All Around The World | Sven Milder 31:39

12M ago31:39

31:39

E47: SVEN MILDER - FOUNDER, STARTUP ADVISOR, and M&A EXPERT Today, Todd Sullivan talks to Sven Milder, a serial entrepreneur who has built, purchased and sold multiple companies throughout Europe and Southeast Asia. Sven understands how to raise capital, how to leverage low cost workforces, and how to use technology to improve efficiencies and prof…

1
Bootstrapped Persistence: The Key to Successful M&A | Melissa Kwan 40:32

12M ago40:32

40:32

E46: MELISSA KWAN - 3X BOOTSTRAPPER / CEO OF EWEBINAR Join Todd Sullivan in a conversation with Melissa Kwan, the co-founder and CEO of eWebinar, a top automated webinar platform. Prior to eWebinar, Melissa spent 13 years building three successful companies without venture capital backing. Her last company, Spacio, became the real estate industry's…

1
A Journey Of Self Discovery - Finding Purpose After An Exit | Ryan Vaughn 51:41

12M ago51:41

51:41

E45: Ryan Vaughn - Executive Coach/Founder of Inside Out Leadership Today Todd Sullivan is joined by Ryan Vaughn, the founder of VNN Sports, one of the largest marketing platforms in the U.S. for high school sports. Ryan caught the entrepreneurial bug at an early age when he started selling Pogs to his classmates in the fourth grade. Through the fo…

1
From Startup To Exit In 36 Months | Ryan Landau 34:52

1y ago34:52

34:52

E44: Ryan Landau - Founder/CEO of Purpose Jobs and Startup Community Champion Today Todd Sullivan is joined by a great friend, multi-time founder, and Iron Man Athlete, Ryan Landau. Ryan, along with his brother Andrew, built Chalkfly, a company that helped transform how school and office supplies are purchased online. Launched in 2012, Chalkfly was…

1
13 Exits and a Lifetime of M&A Experience | Craig Dickens 47:46

1y ago47:46

47:46

E43: Craig Dickens - Entrepreneur and CEO of JD Merit Investment Bank Today, Todd Sullivan's guest is Craig Dickens, a serial entrepreneur with thirteen exits, who decided to start an investment bank to help demystify the M&A process and help fellow founders create the exits they deserve. Craig is one of the investment bankers on the Exitwise platf…

1
From College Startup (and Exit) to Social Media Titan | Nick Huber 31:46

1y ago31:46

31:46

42: Today, join Todd Sullivan in his conversation with Nick Huber, a serial entrepreneur who has leveraged his substantial social media audiences to drive incredible value for his businesses and for the entrepreneurs who he advises and invests in with. With a partner, Nick built his first storage service business right out of college, but decided t…

1
Practice Makes Perfect In Soccer and M&A | Mac Lackey 38:43

1y ago38:43

38:43

E41: Join Todd Sullivan and Mac Lackey, a serial entrepreneur who's built and sold six businesses with multiple eight figure exits to NBC Sports and News Corp, just to name a few. Mac has been featured on CNN, The Wall Street Journal, Fast Company, USAToday and The New York Times, and now spends his time working with business owners through his ext…

1
Venture Capital Pitfalls, And The Practical Path To Startup Success | Greg Head 43:52

1y ago43:52

43:52

E40: Join Todd Sullivan and Greg Head, a software and SaaS expert with multiple exits under his belt, as they discuss his background building exceptional businesses, the experiences that shaped his view of Venture Capital as a growth vehicle, and his path to becoming a champion for practical founders everywhere. Greg not only explains how venture c…

1
Pivoting A 3rd Generation Business Into A Private Equity "Platform" | Derek Gaskins 29:53

1y ago29:53

29:53

E39: Today our guest is Derek Gaskins, a good friend and founder of Retail Bloom (now Blue Wheel Media), a full service e-commerce and digital marketing company, which Derek created inside the walls of his family's third generation business, Aleva Stores. Derek grew this business quickly and then separated it from his family's business to sell it t…

1
The Courage To Walk Away From An M&A Deal | Kim Kaupe 46:23

1y ago46:23

46:23

E38: Join Todd Sullivan and Kim Kaupe, Founder of Bright Ideas Only and weekly host of the Coffee With Kim podcast, as they discuss her journey to entrepreneurship and the adventures of creating a number of ultra-successful businesses and media agencies. Kim also dives into the experience of trying to sell one of her business in 2022, and the decis…

1
The Private Equity Playbook and How To Create Generational Wealth | Adam Coffey 51:05

1y ago51:05

51:05

E37: On today's episode of Cashing Out, Todd Sullivan speaks with Adam Coffey, a CEO, Board Member, Best-Selling Author (x2), and Acclaimed International Speaker. Adam is a respected mentor to MBA candidates and a sought-after speaker at UCLA. He brings diverse expertise from commercial and industrial service businesses, alongside being a licensed …

1
An Exit To A Public Company Overshadowed By Family Tragedy | Tyler Hall 52:41

1y ago52:41

52:41

E36: Join Todd Sullivan as he speaks with Tyler Hall, a serial entrepreneur and founder of Drivably, a resource inventory platform for car dealers. Tyler sold his business to a highly strategic public company, ACV, which was the leading digital automotive marketplace for car dealers. This exit was a home run for Tyler and his team, but his stories …

1
M&A Office Hours: What Is Quality of Earnings In Mergers & Acquisitions | Larry Simon 28:15

1y ago28:15

28:15

E35: On today's special episode of The Cashing Out Podcast I'm speaking with Larry Simon, a Certified Public Accountant and partner at Doeren Mayhew, a top accounting firm in North America. Now, instead of our typical format of interviewing a founder who has built and sold a business, we thought we would interview an M&A expert to educate our found…

1
How A Successful M&A Transaction Turned Into A Nightmare, and What He Did Next | Peter Bray 54:02

1y ago54:02

54:02

E34: On today's episode of Cashing Out, we speak to the founder and CEO of Bray & Co - Peter Bray. Peter has held executive roles with some of the largest ad agencies in the world, including Saatchi and Saatchi, where he was CEO of The Brand Shop and WPP, where he was the firm's global head of digital. But early in his career, Peter was a highly su…

1
From Stay-At-Home Mom to Home Health Care Billionaire | April Anthony 1:04:45

1y ago1:04:45

1:04:45

E33: On today's episode of the Cashing Out podcast we are very fortunate to be chatting with April Anthony, currently the founder of the VitalCaring Group, which is her fourth home health care company. April is a home health care and technology entrepreneur with three exits under her belt. She started her career as an accountant, but at the age of …

1
M&A Lessons From A 3x Entrepreneur | A.J. Lawrence 53:33

1y ago53:33

53:33

E32: Join Todd Sullivan as he interviews A.J. Lawrence, a self-proclaimed journeyman entrepreneur with multiple exits under his belt. A.J. sold his first web development business to an ad agency a few years out of college. He then moved into I.T. hardware and sold his Wi-Fi router business to his main hardware supplier. AJ capped it off in 2021 by …

1
Opportunistic M&A, and Building A Business With Family | James "Bud" Petcoff 41:42

1+ y ago41:42

41:42

E31: On today’s episode of the Cashing Out podcast, co-hosts Todd Sullivan and Brian Dukes speak to James “Bud” Petcoff, a prolific entrepreneur and CEO. Bud has more than 35 years of insurance industry experience, including founding North Pointe Insurance Co. in 1986, taking it public in 2005, and facilitating its sale to QBE Holdings Inc. in 2008…

1
From Cell Phone Insurance To Empire Builder | Rob Emery 45:37

1+ y ago45:37

45:37

E30: Today, my guest is Rob Emery, a serial telecom and pet industry entrepreneur with two exits under his belt. Early in his career, Rob started selling cell phones through his own retail outlets. After merging his retail locations with a franchise partner, Rob sold off his retail locations and founded ProtectCELL to focus on selling cell phone pr…

1
Pro Tennis Player Carries On Legacy of Family Entrepreneurship | Paul Sullivan 1:07:11

1+ y ago1:07:11

1:07:11

E29: Today, I want to do something a little different and share a story about an 82 year old serial entrepreneur who is also a professional tennis player. I've known this person my whole life and he helped shape my entire entrepreneurial career with his unwavering encouragement and lifelong words of wisdom when he told me, "No one is ever going to …

1
How A Hulk Hogan Lawsuit Launched A Career in M&A | Greg Lopez 50:16

1+ y ago50:16

50:16

E28: On today's episode of the Cashing Out podcast we speak to Greg Lopez, a very experienced operator and entrepreneur with a deep financial and accounting background. Greg’s superpower is clearly his financial expertise - so, you'll hear his warnings for CEOs who need to better manage businesses around cash flow instead of the P&L. We discuss how…

1
Selling Garden Fresh Salsa to Campbell's Soup, and Trying To Buy It Back | John Latella 39:50

1+ y ago39:50

39:50

E27: On today's episode of the Cashing Out podcast we have a good friend and entrepreneur, John Latella. John is the former owner and CEO of the family-owned iconic food brand Garden Fresh Gourmet, which John and his partners sold to The Campbell Soup Company in 2015 for $231 million. John and Todd talk about how he acquired Basha Hummus and El Mat…

1
What It's Like To Sell To Apple | Joe Meyer 44:44

1+ y ago44:44

44:44

E26: On today's episode of the Cashing Out podcast we have a very experienced operator and entrepreneur Joe Meyer. Joe has built several large business units within larger companies like Upper Deck, PWC and eBay. And he's founded and sold multiple companies to corporate behemoths like AOL and Apple. Joe attributes much of his success to his unwaver…

1
My 9-Figure Exit to Autotrader | Matt Watson 42:06

1+ y ago42:06

42:06

E25: On today's episode, we have tech expert, entrepreneur and founder of three successful tech companies, Matt Watson. As a technical and product-focused founder, Matt has a unique talent for balancing technology and business goals and knows what it takes to sell his business when the time is right. Matt built the largest automotive focused CRM pl…

1
College Athlete Turned Entrepreneur - Growing & Exiting All Star Driving School | Brent Wall 42:51

1+ y ago42:51

42:51

E24: On Episode 24 of the Cashing Out Podcast we have a great guest, fellow college athlete and former owner of All Star Driver Education, Brent Wall. In 2007, Brent bought All-Star Driver Education from his father because they had very different views on how to grow the business. And Brent was tired of working for the family business without havin…

1
Creating MaxPreps Sports Media Juggernaut, and Selling It To CBS | Andy Beal 45:07

1+ y ago45:07

45:07

E23: On Episode 23 of the Cashing Out podcast, we have a special guest, good friend, and founder of MaxPreps, Andy Beal. In 2002, Andy launched MaxPreps which became one of America's top sports media properties, and it was the pre-eminent online source for high school schedules, scores, statistics, and video highlights. In 2007, Andy made the decis…

1
Unexpected Lessons From Selling To Capital One | Sandeep Sood 39:07

1+ y ago39:07

39:07

E22: Today I have a special guest, serial entrepreneur, and CEO Sandeep Sood. Sandeep started his career as a designer and application developer for a variety of companies, before launching his first business, Monsoon, a high-end software development agency to the Fortune 500. After a 13 year journey, in 2015, Sandeep sold his business to Capital O…

1
M&A Lessons Of An Accidental Entrepreneur | Shannon Wilburn 53:09

1+ y ago53:09

53:09

E21: Today, I have a fantastic guest, Shannon Wilburn, who was co-founder, CEO and today is a board member of the franchise sensation, Just Between Friends. Shannon started her career as a fifth grade elementary school teacher, but as a pastor's wife in need of more income, she pivoted into the life of entrepreneurship. In 1997, Shannon and her co-…

1
DealRoom and M&A Science, Founder and CEO | Kison Patel 33:35

1+ y ago33:35

33:35

E20: Today, my guest is a very experienced and well-known M&A professional and entrepreneur, Kison Patel. Kison entered the M&A world as a sell side M&A advisor representing commercial banks and hotel chains. Over the years, with hundreds of transactions under his belt, Kison realized that many business acquirers lacked efficient technology to mana…

1
Exit Path: How To Win The Startup Endgame | Touraj Parang 44:12

1+ y ago44:12

44:12

E19: Today I have a special guest, Touraj Parang, who has not only founded and sold three venture backed startups, but he's also led eight transformational acquisitions as a corporate development buyer at GoDaddy. Touraj has been a Silicon Valley M&A attorney, a venture investor, an entrepreneurial mentor, and today is the president of Serve Roboti…

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Private Banking Magazins Podcasts

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