- Видео 79
- Просмотров 4 267
Cornerstone International Alliance
США
Добавлен 25 июн 2019
The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.
The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.
With host Nick Olsen, each episode’s ”mastermind” will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.
The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.
With host Nick Olsen, each episode’s ”mastermind” will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.
"Start talking about tax planning" - Episode 69
In this episode of the M&A Mastermind Podcast, host Nick Olsen interviews Joe Strazzeri, a tax attorney and expert in advanced tax planning for business owners. Joe shares his background, the importance of tax planning, and the four motives that drive business owners. He emphasizes the need for early conversations about tax planning, the timing of strategies, and shares real-life success stories of clients who benefited from proper planning. The discussion also covers the role of M&A advisors, and the various brands and programs Joe offers to help advisors and business owners navigate the complexities of tax planning and business transitions.
Tune in now and elevate your understanding of M...
Tune in now and elevate your understanding of M...
Просмотров: 6
Видео
The M&A Mastermind Podcast - Episode 69 - Advanced Tax Planning Overview
Просмотров 22 часа назад
In this episode of the M&A Mastermind Podcast, host Nick Olsen interviews Joe Strazzeri, a tax attorney and expert in advanced tax planning for business owners. Joe shares his background, the importance of tax planning, and the four motives that drive business owners. He emphasizes the need for early conversations about tax planning, the timing of strategies, and shares real-life success storie...
"The intricacies of building and managing referral networks" - Episode 68
Просмотров 4519 часов назад
In this episode of the M&A Mastermind podcast, host Nick Olsen and guest Jim Cumbee discuss the critical role of referral networks in business development. They explore how referrals are often taken for granted, the importance of building relationships and credibility, and the use of content as a tool for connection. Jim shares personal anecdotes that highlight the serendipitous nature of refer...
The M&A Mastermind Podcast - Episode 68 - Creating a Referral Network
Просмотров 719 часов назад
In this episode of the M&A Mastermind podcast, host Nick Olsen and guest Jim Cumbee discuss the critical role of referral networks in business development. They explore how referrals are often taken for granted, the importance of building relationships and credibility, and the use of content as a tool for connection. Jim shares personal anecdotes that highlight the serendipitous nature of refer...
Best of 2024 pt.2 - Episode 67
Просмотров 2914 дней назад
We’re wrapping up 2024 with Part 2 of our year’s best moments from the M&A Mastermind Podcast! This follow-up episode dives even deeper into the insights, strategies, and success stories that defined the year. Join us as we spotlight more of the most impactful conversations with industry leaders, dealmakers, and transition experts. In this episode, you’ll discover: • How to hire the right advis...
Best of 2024 pt.1 - Episode 66
Просмотров 2321 день назад
In this special year-in-review episode of the M&A Mastermind Podcast, we’re bringing you the most powerful, insightful, and game-changing moments from the past year. Whether you’re a seasoned dealmaker, a business owner contemplating a sale, or a professional navigating the M&A landscape, this episode distills the key strategies, expert advice, and actionable takeaways from our top conversation...
"It's professional to use a data room." - Episode 65
Просмотров 2028 дней назад
In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Greg Brinson, CEO of CapLinked, a virtual data room platform. They discuss the evolution and importance of virtual data rooms in M&A transactions, highlighting key features, security measures, and the support provided to clients. Greg emphasizes the need for a sophisticated data room to protect sensitive information and s...
It isn't just about numbers and valuations; it’s about people - Episode 64
Просмотров 33Месяц назад
In this episode of the M&A Mastermind Podcast, host Nick Olsen interviews Shaunna Balady, a member of Cornerstone International Alliance, who specializes in the software industry. Shaunna shares her extensive experience in M&A, emphasizing the importance of operational expertise, philanthropy, and emotional intelligence in transactions. She discusses the evolving landscape of software M&A, the ...
The M&A Mastermind Podcast - Episode 64 - Insights into the software industry
Просмотров 5Месяц назад
In this episode of the M&A Mastermind Podcast, host Nick Olsen interviews Shaunna Balady, a member of Cornerstone International Alliance, who specializes in the software industry. Shaunna shares her extensive experience in M&A, emphasizing the importance of operational expertise, philanthropy, and emotional intelligence in transactions. She discusses the evolving landscape of software M&A, the ...
"Resilience and Action Matter" - Episode 63
Просмотров 67Месяц назад
In this episode of the M&A Mastermind podcast, Adam Kroener, co-founder of Carbliss, shares the journey of creating a successful zero-carb, zero-sugar cocktail brand. From the initial inspiration rooted in a keto lifestyle to the challenges of differentiating in a crowded beverage market, Adam discusses the importance of building a strong team, strategic hiring, and maintaining a company cultur...
"We help firms scale and then sell." - Episode 62
Просмотров 41Месяц назад
In this episode of the M&A Mastermind Podcast, Jonathan Baker discusses his journey in the marketing services industry and the evolution of his firm, Punctuation. He shares insights on the importance of industry focus, the transition from business owner to M&A advisor, and the strategies for helping clients grow and prepare for exit. Jonathan emphasizes the need for business owners to treat the...
"Search funds are a vehicle for investors." - Episode 61
Просмотров 52Месяц назад
In this episode of the M&A Mastermind podcast, Nick Olsen interviews Andrew Hoffman, founder of the Search Fund Coalition. They discuss the concept of search funds, the evolution of acquisition entrepreneurship, and the importance of community support for entrepreneurs. Andrew shares insights on the different types of acquisition entrepreneurs, funding sources, deal structures, and the long-ter...
"Industry Specialization Matters" - Episode 60
Просмотров 602 месяца назад
In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Bryce DeGroot, managing director and partner of an M&A firm specializing in outdoor recreation and lifestyle companies. Bryce shares his journey into the M&A business, the importance of industry specialization, and how it provides a competitive edge. He discusses the significance of relationships in deal origination, the ...
"Power of Predictable Referrals" - Episode 59
Просмотров 452 месяца назад
In this episode of the M&A Mastermind podcast, host Nick Olsen speaks with Mike Garrison, founder of the Strategic Referral Team, about the significance of predictable referrals in the M&A industry. They discuss the challenges faced by M&A advisors in obtaining referrals, the importance of being interesting and authentic in marketing, and how personal passions can enhance business connections. ...
"Events plus perspective equals the outcome." - Episode 58
Просмотров 232 месяца назад
In this episode of the M&A Mastermind podcast, host Nick Olsen interviews Matt LeBris, an entrepreneur and podcaster on a mission to impact a billion lives. They discuss Matt's journey from working with Damon John of Shark Tank to hosting a top-ranked podcast, the importance of overcoming adversity, and the transformative power of gratitude. Matt shares his insights on defining success, living ...
"If you've seen one family office, you've seen one family office." - Episode 57
Просмотров 342 месяца назад
"If you've seen one family office, you've seen one family office." - Episode 57
"You really can't screw it up when you only have one shot." - Episode 56
Просмотров 573 месяца назад
"You really can't screw it up when you only have one shot." - Episode 56
"Boldness is about action." - Episode 55
Просмотров 323 месяца назад
"Boldness is about action." - Episode 55
"Collaboration and People-Centric Approach in Manufacturing M&A" - Episode 54
Просмотров 1423 месяца назад
"Collaboration and People-Centric Approach in Manufacturing M&A" - Episode 54
"Understanding M&A Trends and Data" - Episode 53
Просмотров 493 месяца назад
"Understanding M&A Trends and Data" - Episode 53
"Your goodwill goes home at night" - Episode 52
Просмотров 543 месяца назад
"Your goodwill goes home at night" - Episode 52
"They don't know in this process and we're the experts." - Episode 51
Просмотров 474 месяца назад
"They don't know in this process and we're the experts." - Episode 51
"Focusing on what you do best and hiring experts" - Episode 50
Просмотров 534 месяца назад
"Focusing on what you do best and hiring experts" - Episode 50
"Timing is the key thing in the technology sector regarding M&A." - Episode 49
Просмотров 554 месяца назад
"Timing is the key thing in the technology sector regarding M&A." - Episode 49
"Cash at close, equity rollover, and the dreaded earn out." - Episode 48
Просмотров 664 месяца назад
"Cash at close, equity rollover, and the dreaded earn out." - Episode 48
"Investing in Employees for Long-Term Success" - Episode 46
Просмотров 815 месяцев назад
"Investing in Employees for Long-Term Success" - Episode 46
"Strong Relationships Power Every Deal" - Episode 45
Просмотров 705 месяцев назад
"Strong Relationships Power Every Deal" - Episode 45
"Scaling Begins with the Right Mindset" - Episode 44
Просмотров 575 месяцев назад
"Scaling Begins with the Right Mindset" - Episode 44
"Focus on Their Needs, Not Yours" - Episode 43
Просмотров 655 месяцев назад
"Focus on Their Needs, Not Yours" - Episode 43
1st!
Oooo rare find
Great podcast Nick. Ryan did a great job of explaining the importance of the human capital component of a transaction. I especially like his comments regarding the importance of reducing dependence on the owner which leads to the need for a strong management team. Value is directly correlated to the sustainability of earnings post-closing. The stronger the management team that will stay with the business after closing, the lower the risk which ultimately drives value for the company.
I enjoyed the conversation a good deal. We do a fair amount of buy side, and I enjoyed the discussion about issues we discuss internally all the time. Thank you.
Thanks for having me, Nick!
🌈 'promo sm'
😇 Promo*SM