Best Apex Business Advisors Podcasts (2024)

1
Best of Episode: Mastering Business Connections using LinkedIn with Jason Terry 18:22

4h ago18:22

18:22

In this insightful episode, Doug invites LinkedIn expert Jason Terry to discuss the transformative power of LinkedIn for businesses. Jason shares his unique journey from IT to sales and how LinkedIn became an essential tool in his success. The episode dives deep into the importance of maintaining a strong LinkedIn presence, the benefits of regular …

1
Fighting Fraud in Workers' Comp: Strategies with Sam King from Apex Investigations 17:14

5d ago17:14

17:14

In this episode, we look into the intricacies of workers comp fraud investigations with Sam King, Vice President of SIU and Program Management at Apex Investigations. Sam brings over a decade of experience in law enforcement and insurance fraud examination. We explore the four key categories of workers comp fraud, investigation options for differen…

1
Know Your Broker: Tina Youngblood 23:33

5d ago23:33

23:33

In this episode, we sit down with Tina Youngblood, a seasoned professional transitioning from a high-stakes corporate M&A background to a brokerage role at Apex. Tina shares her journey through corporate America and the startup world, revealing the challenges and politics that led her to seek a more fulfilling career. Discover the pivotal moment th…

1
Death by a Thousand Paper Cuts: Navigating Perceptions in Business Deals 16:36

12d ago16:36

16:36

In this episode, we dive deep into the intricacies of business negotiations and how minor issues can accumulate, creating significant hurdles. Our hosts share a real-world example of a deal fraught with small but impactful challenges, including software ownership, training commitments, and non-compete clauses. We discuss the importance of perceptio…

1
Unlocking Business Value: The Power of Storytelling with Byron Ginsburg 25:14

19d ago25:14

25:14

Welcome back to the Apex Business Advisors podcast! In this episode, host Andy Cavanaugh and Doug Hubler discuss recent business closings, including a notable deal in the durable medical equipment industry. They explore the complexities of business transactions, landlord challenges, and screening potential buyers. Special guest Byron Ginsburg, an e…

1
Handling a Hardening Market: Insights from Mike McDonough 17:54

22d ago17:54

17:54

In this episode of the Self-Insurance Podcast, hosted by CRMBC, we tackle the intricacies of workers' comp self-insurance with Mike McDonough, the broker principal of McDonough Insurance Services. Drawing from his 30 years of experience, Mike offers a deep dive into the advantages of self-insurance over traditional insurance carriers. Key topics in…

1
Buying a Business: What to expect of your broker and what your broker expects of you 26:59

29d ago26:59

26:59

Welcome to another episode of the Apex Business Advisors podcast! Join hosts Andy Cavanaugh and Doug Huber as they explore managing expectations between business brokers and buyers. They discuss the importance of regular contact, understanding broker roles, and clear communication. Andy and Doug celebrate recent deals, share stories from the broker…

1
The Curious Case of the Unsolicited LOI 26:44

1M ago26:44

26:44

The episode also explores the unsolicited LOI, highlighting red flags and potential scams in brokerage. Andy and Doug dissect the LOI, discussing buyer tactics and the importance of professional intermediaries for protecting sellers. They explain how to qualify serious buyers and ensure smooth business transactions.…

1
Prevention Pays: Safety National's Mark Walls on Worker's Comp and the Cheapest Accident 20:46

1M ago20:46

20:46

In this episode, we discuss the critical role of loss prevention in managing workers' compensation costs. Mark Walls, Vice President of Client Engagement at Safety National, emphasizes that the cheapest accident is the one that never happens. With over 30 years of experience in workers' comp, Mark shares valuable insights on the importance of data,…

1
Selling a Business: The Vital Role of Websites in Business Value and Sales 21:09

2M ago21:09

21:09

In this episode, Andy and Doug talk with Isaac Miranda from TRO Agency about the vital role of website design and video production in business valuation and sales. They discuss the necessity of having a website, the costs involved, and the importance of regular updates and security. The conversation highlights the benefits of SEO and lead generatio…

1
Effective Claim Management: Insights from Pacific Claims Management's Randy Bugg 16:47

2M ago16:47

16:47

Join us on this episode of the Self-Insurance Podcast, brought to you by CRMBC. CEO Kaya Stanley and Randy Bug, Vice President of Pacific Claims Management, delve into the critical role of third-party administrators (TPAs) in managing claims for self-insured groups. Learn about the importance of effective communication, proactive claims management,…

1
Buying a Business: The Importance of Presenting Yourself in the Digital Age 22:55

2M ago22:55

22:55

Welcome back to the Apex Business Advisors podcast. In this episode, Andy and Doug discuss the nuances of business communication in today's digital world. They delve into the importance of face-to-face meetings and the challenges posed by relying solely on digital communication. Learn about the pitfalls of email miscommunications, the necessity of …

1
Avoiding Double Trouble: Insights from Michael Adreani on Managing Workers' Comp and Civil Claims 14:21

2M ago14:21

14:21

In this episode of The Self-Insurance Podcast, Kaya Stanley talks with Michael Adreani, a principal at Roxborough Pomerantz Nye Adreani Law Firm, about the complexities of handling both workers' comp and civil claims. They discuss how some employees may file both types of claims and the legal intricacies involved. Michael offers practical advice fo…

1
The Value of Hiring Professionals: Insights from Recent Business Transactions 19:54

2M ago19:54

19:54

Welcome back to the Apex Business Advisors Podcast! Join your host, Andy Cavanaugh, and the president of Apex, Doug Hubler, as they delve into the intricacies of recent business transactions and the crucial role of professionals in the process. This episode kicks off with a discussion on successful closings, highlighting strategic moves that benefi…

1
Claiming Control: Insights from Randy Bugg on Self-Insurance Strategies 13:18

2M ago13:18

13:18

In this episode of the CRMBC Self-Insurance Podcast, Kaya Stanley speaks with Randy Bugg, Vice President of Pacific Claims Management, about the critical role of third-party administrators in self-insured groups. They discuss the advantages of having direct control over claims management, the importance of early reporting, and the unique philosophi…

1
Back from the IBBA 25:49

2M ago25:49

25:49

Welcome back to another episode of the Apex Business Advisors Podcast, featuring hosts Andy Cavanaugh and Doug Hubler. Fresh from the International Business Brokers Association (IBBA) conference, our hosts share experiences, humor, and insider stories. This episode highlights the importance of maintaining professional decorum even at industry gathe…

1
Piloting PAGA: Michael Adreani’s Key Advice for Restaurant Owners on Compliance 17:33

3M ago17:33

17:33

In this episode of the Self Insurance Podcast, Kaya Stanley and Michael Adreani examine the challenges posed by the Private Attorneys General Act (PAGA). Adreani explains how PAGA turns minor labor code violations into massive lawsuits, with attorneys often taking the majority of the settlement money. The podcast also discusses a new legislative in…

1
Q&A with The Entrepreneurs Alliance 25:41

3M ago25:41

25:41

In this latest episode of the Apex Business Advisors podcast, host Andy Cavanaugh and Apex president Doug Hubler engage in a lively Q&A session during the Entrepreneurs Alliance event. Packed with candid experiences and persuasive advice for business owners ready to sell, they delve into why they started their podcast, the momentum behind it, and t…

1
Post-Pandemic Pressures: Lisa Nilmeier on Adapting to a Changing Restaurant Landscape 16:44

3M ago16:44

16:44

Join Kaya Stanley and guest Lisa Nilmeier, Chief Administrative Officer and General Counsel for Milano Restaurant Group, as they discuss the challenges and strategies of navigating the restaurant industry post-COVID. Learn how minimum wage changes, PAGA claims, and cybersecurity impact operations and what proactive measures can be taken to ensure r…

1
Live with The Entrepreneurs Alliance 20:56

3M ago20:56

20:56

Welcome to an exciting episode of the Apex Business Advisors Podcast, hosted by Andy Cavanaugh and featuring Apex president, Doug Hubler. Recorded live at an Entrepreneurs Alliance networking event, this special edition explores common but costly mistakes sellers often make from the perspective of experienced business advisors. The hosts discuss er…

1
Buying a Business: Why Scrutiny is Necessary 22:04

3M ago22:04

22:04

In this episode of the Apex Business Advisors Podcast, Andy Cavanaugh and Doug Hubler explore business acquisitions, discussing strategic alignment, qualified buyers, and the importance of professional assistance. They highlight the value of rigorous vetting processes, caution against rushing meetings, and emphasize the significance of NDAs in main…

1
Strategic Safeguards: Placito Miceli from Hub International on Mitigating Risks in Restaurants 10:58

3M ago10:58

10:58

Join Kaya Stanley, CEO of CRMBC, as she interviews Placito Miceli from Hub International on the Self Insurance Podcast. This episode looks into risk prevention strategies, highlighting the importance of maintaining robust employment policies, understanding ADA compliance, and addressing emerging threats like cybersecurity. With insights from the re…

1
Mastering Market Shifts: Alliant's Chad Hoxie on Navigating Self-Insurance in the Restaurant Industry 17:23

3M ago17:23

17:23

Join us on "The Self-Insurance Podcast" as Kaya Stanley, CEO of CRMBC, hosts Chad Hoxie, Executive Vice President at Alliant Insurance Services, for an enlightening discussion on the shifting dynamics of workers' compensation and insurance market trends in California. In this episode, Chad shares his comprehensive experience from various sectors of…

1
The Best of The Apex Business Advisors Podcast: Value Discounters 24:14

3M ago24:14

24:14

We're at the IBBA Conference this week and unable to connect, so we wanted to bring you one of our favorite episodes from the vault. We're talking all about Value Discounters in this episode. We dissect industry trends and real-world scenarios to illustrate how factors like organizational structure and customer concentration can affect your busines…

1
Cultivating Care: Selwyn Yosslowitz on Building an Employee-Centric Culture at Marmalade Cafe 14:49

3M ago14:49

14:49

Join Kaya Stanley, CEO of CRMBC, on the Self Insurance Podcast as she discusses the benefits of self-insurance in the restaurant industry with Selwyn Yosslowitz, founder of Marmalade Cafe and a CRMBC board member. Discover how prioritizing employee welfare and fostering a family-like work culture can significantly reduce workers' compensation claim…

1
The IBBA Conference 23:32

4M ago23:32

23:32

Today's episode of the Apex Business Advisors Podcast is all about Conference Season. Andy and Doug share insights from their past attendance at two major industry events: the International Business Brokers Association (IBBA) conference and the M&A Source Conference as a preview for their upcoming trips to the events. The episode highlights the inv…

1
From Regulation to Reality: Unpacking Self-Insurance with Jon Wroten 19:30

4M ago19:30

19:30

In this episode of the Self-Insurance Podcast, host Kaya Stanley sits down with Jon Wroten, a seasoned expert in self-insurance and Senior Vice President at the PATH Alliance. With a rich background that includes roles such as the former Chief of the Office of Self-Insured Programs for the State of California, John shares his deep insights into the…

1
Selling a Business: Bad Behaving Attorneys 16:45

4M ago16:45

16:45

We share the story of a deal that faced potential derailment due to an attorney's intervention. This highlights the critical role of attorneys in the deal-making process and the importance of careful selection and collaboration with brokers and sellers. We stress the significance of time in deals and discuss pitfalls that arise when attorneys adopt…

1
Catalyzing Collective Control: Ruben Medina on How Group Self-Insurance Transforms Risk Management 21:27

4M ago21:27

21:27

In this insightful episode of the Self-Insurance Podcast, Ruben Medina, a seasoned insurance specialist with over three decades of experience, shares invaluable advice for restaurant owners and brokers navigating the complexities of workers' compensation in California. Medina discusses the substantial benefits of group self-insurance, emphasizing i…

1
Buying a Business: Tell Your Lender Everything... and we mean EVERYTHING 20:41

4M ago20:41

20:41

In this episode of the Apex Business Advisors podcast, Andy and Doug discuss the critical importance of honesty between lenders and borrowers when securing business loans. They examine a recent transaction failure resulting from undisclosed financial issues, highlighting the need for transparency. The episode delves into potential pitfalls in filli…

1
The PAGA Predicament: Strategies to Protect Your Business With Michael Adreani 16:26

4M ago16:26

16:26

Welcome to The Self Insurance Podcast, presented by CRMBC. This episode highlights the critical aspects of self-insurance for California's restaurant industry. This episode interviews Michael Adreani, a seasoned partner at Roxborough, Pomerance, Nye & Adreani, LLP. With a career dedicated to employment law and specializing in navigating workers' co…

1
Buying a Business: Dos and Don'ts for a Productive Buyer Seller Meeting 16:36

4M ago16:36

16:36

Andy and Doug share amusing anecdotes from memorable buyer-seller meetings. From unexpected attire choices to mismatched buyers and sellers, they entertain listeners while offering valuable insights into effective communication, preparation, and broker involvement in successful business deals. This episode is a must-listen if you're in the market t…

1
Insuring Success: Hub International's Mike Der Manouel on Self-Insurance in the Restaurant Industry 19:58

4M ago19:58

19:58

Listen to "The Self-Insurance Podcast" featuring Mike Der Manouel, Regional President of Hub International in Central California. Starting his career at Lloyd's of London, Mike has accumulated years of experience in the insurance industry, focusing on strategies that benefit restaurant owners. In this episode, we discuss the advantages of alternati…

1
Buying a Business: Navigating Business Acquisition in Changing Times 30:06

4M ago30:06

30:06

In this episode of the Apex Business Advisors Podcast, host Andy Cavanaugh and Doug Hubler chat with Jason Moxness, a seasoned expert on Small Business Association (SBA) loans. They discuss recent changes in the SBA landscape and their impact on business acquisitions, covering updates on loan application processes, criteria, and qualifying factors.…

1
Cracking the Code: Creating New Workers' Comp Classifications for Restaurants 15:41

5M ago15:41

15:41

This episode of The Self-Insurance Podcast explores the transformative shifts in workers' compensation for the California restaurant industry. Kaya Stanley, CEO of CRMBC, sits down with WCIRB experts Julia Zhang and Carrie Kosnik to discuss introducing new classification codes designed to more accurately reflect the diverse operations within the re…

1
Selling a Business: Owner's Metrics vs. Manager's Metrics 11:08

5M ago11:08

11:08

Doug and Andy's schedules did not align for them to record this week, so we're using the audio from a brief portion of a webinar that Andy was a presenter on a few weeks ago. His part centered around the concept of Owner's Metrics vs. Manager's Metrics. We hope you enjoy this special edition of the podcast, and we'll be back next week with Andy and…

1
Selling a Business: The Dangers of Add Backs 20:05

5M ago20:05

20:05

On today's episode of the Apex Business Advisors Podcast, Andy and Doug are talking about extreme add backs. These aren't just any add backs, these are the add backs where a seller has pushed it past the line. They also share the example of tax savings versus lost value at sale. Interested in learning how the market would view your business today? …

1
Changing the Menu: Ray Villaman's Self-Insurance Journey with CRMBC 17:45

5M ago17:45

17:45

In this episode of the Self-Insurance Podcast, hosted by Kaya Stanley from the California Restaurant Mutual Benefit Corp (CRMBC), the spotlight is on the benefits of self-insurance for workman's comp within the California restaurant industry. Kaya, alongside guest Ray Villaman, owner of the Tahoe Restaurant Group, delve into the often overlooked as…

1
Learn About The Self-Insurance Podcast with Kaya Stanley 2:04

5M ago2:04

2:04

Gain practical insights for safeguarding your restaurant's financial health and profitability on the Self Insurance Podcast. Hosted by Kaya Stanley, seasoned attorney and CEO of CRMBC, this series features insightful discussions with industry leaders and experienced operators. Learn how to navigate work comp challenges, optimize insurance strategie…

1
Know Your Broker: Tom Bailey 15:11

5M ago15:11

15:11

Doug and Andy are joined by one of our newest brokers, Tom Bailey. Hear how Tom's background as an engineer and entrepreneur led him to Apex and what he plans on accomplishing while he is here. Welcome aboard, Tom! Want a sample of the businesses we've sold? Check out the Sold page on our website, then get in touch for a Free Consultation.…

1
Selling a Business: Exclusive Listing with Chuck Campbell 15:50

5M ago15:50

15:50

Andy and Doug are joined by Chuck Campbell today to discuss a recent deal that Chuck just closed. The deal had a lot of wrinkles that Chuck expertly navigated. You'll hear about the challenges presented by the Exclusive Listing Process, Buyers that had separate legal representation, dealing with a small town business, and how those were overcome. W…

1
The List 12:18

6M ago12:18

12:18

Andy and Doug discuss the four things that will land a Buyer, Seller, or Team Member on the DNWW (Do Not Work With) List. They discuss deal killers, NDA breakers, liars, and process breakers. Interested in learning if your business is sell ready? Take the survey to find out.By Apex Business Advisor Podcast

1
Buying a Business: The Dangers of a DIY Offer to Purchase 18:10

6M ago18:10

18:10

On today's Apex Business Advisors podcast episode, Andy and Doug discuss a recent Offer to Purchase they received. The buyer took the Apex form and made some "adjustments." The discussions revolve around how the buyer inadvertently waived their right to exclusivity, Apex's ability to provide financial information to a lender, and the seller's requi…

1
Buying a Business: The Time and Place for "Creative Financing" 15:01

6M ago15:01

15:01

On today's episode of the Apex Business Advisors podcast, Doug talks about the Apex Awards Banquet, Andy shares a story about a buyer looking for Creative Financing in a hyper-competitive market, and they unveil the latest tools to help Sellers understand the value of their business. If you want to learn how "Sell Ready" your business is, take the …

1
Selling a Business: How Real Estate Impacts the Deal 13:29

6M ago13:29

13:29

On today's episode of the Apex Business Advisors Podcast, Andy and Doug are joined by Dan Loiacano to discuss how real estate can impact the ability to sell a business. The discussion topics include the highest and best use of the property, which may not necessarily be the business built and residing on the property. They further discuss the curren…

1
Effective Communication when Buying or Selling a Business 14:28

7M ago14:28

14:28

Listen to today's episode of the Apex Business podcast where Andy and Doug discuss the one key thing that can keep a deal together or cause it to fall apart - communication. Interested in learning how the market would view your business? Take a free assessment of your business and get a custom sellability score.…

1
Selling a Business: The Three Things A Business Owner Must Align 20:07

7M ago20:07

20:07

On this Apex Business Advisors Podcast episode, Andy and Doug discuss the importance of aligning Sellability between the Business, Owner, and Financial needs. Interested in learning how the market would view your business? Take a free assessment of your business and get a custom sellability score.By Apex Business Advisor Podcast

1
The Apex Team 21:53

7M ago21:53

21:53

For our 100th episode, we wanted to bring in the team at Apex to hear what they're grateful for, their favorite clients, and what they're looking forward to in 2024. Thank you for a great 100 episodes. We're excited to bring the next 100. Ready to start the conversation? Get in touch for a FREE consultation. The best way to learn about us is at our…

1
Buying a Business: What Can I Afford 13:27

7M ago13:27

13:27

Andy and Doug discuss the amount of capital a buyer needs to bring to the table to make a deal work. They'll discuss the criteria that mean a deal fits, including the Owner's Salary needs, Debt Service, Operating Capital, and Taxes. Ready to start the conversation? Get in touch for a FREE consultation. The best way to learn about us is at our websi…

1
Selling a Business: Succession Planning isn’t just when you need to sell the business... 12:52

7M ago12:52

12:52

Andy and Doug were recently part of a deal where the owner suddenly passed away, and the family and estate were left with quite a mess to deal with. Today, they discuss that while an exit may not be imminent, having a succession plan is something that is necessary and warranted at all lifecycles of a business. Ready to start the conversation? Get i…

Podcasts Worth a Listen

Apex Business Advisors Podcasts

Podcasts Worth a Listen

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