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Advanced Treasury Services to Fuel Growth and Mitigate Fraud with Jamal Hasan

Banking on Your Business

Release Date: 10/05/2023

Elements Of Entrepreneurship - From Idea To Exit - Mike Meyer - Banking On Your Business Podcast show art Elements Of Entrepreneurship - From Idea To Exit - Mike Meyer - Banking On Your Business Podcast

Banking on Your Business

In this episode of "Banking on Your Business," we have a special guest, Mike Meyer, the former owner of Net Search Digital Marketing. Join us as Mike shares his inspiring journey from the inception of his business idea to its successful growth and eventual exit. Discover valuable insights on finding your niche, knowing your numbers, and preparing for a business exit. Don't miss this engaging conversation with Jacob Robertson, presented by Transact Capital. Subscribe now and hit the notification bell for more insightful episodes.

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Business Strategies For Entrepreneurs, From Idea To Exit - Michael Dongieux Banking On Your Business show art Business Strategies For Entrepreneurs, From Idea To Exit - Michael Dongieux Banking On Your Business

Banking on Your Business

Join us for an insightful conversation as Michael, the founder of MCIM, shares his remarkable journey. In this episode, Michael discusses the founding and growth of his successful company, MCIM, and the pivotal decision to explore a potential sale or partnership with a private equity firm. Discover the intricacies of Michael's approach to this process. Michael's vision was not to fully exit his company but to continue his involvement post-transaction and find a private equity partner who truly understood the value and potential of MCIM's groundbreaking product. He shares the key criteria he...

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What is Business Exit Planning? - What is Business Exit Planning? - "Pave The Path" Series - Robbie White - Banking On Your Business

Banking on Your Business

In this episode of "Banking on Your Business with Jacob Robertson," we kick off Season 2 with an exciting topic – maximizing your business exit. We'd like to express our gratitude for the overwhelming support and feedback we received during Season 1. Our first guest in this new season is Robbie White from Virginia Asset Management, who approaches the exit strategy from a financial planning and wealth management perspective. There's so much valuable information in this interview that we couldn't fit it all into a single episode, so we decided to make this the first part of the conversation....

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Starting, Growing and Selling Your Business - Business Strategies For Entrepreneurs - Claire Herring show art Starting, Growing and Selling Your Business - Business Strategies For Entrepreneurs - Claire Herring

Banking on Your Business

Looking for business advice from successful entrepreneurs? Hello everyone, and welcome back to the podcast! We have a fantastic episode today with a special guest, Claire Herring, the founder of Blue Ocean Brain and a former client at Transact Capital. We played a pivotal role in helping her with her successful exit strategy, and she's here to share her incredible journey with us. You won't want to miss this inspiring story! In this episode we dive deep into Claire's entrepreneurial adventure. Claire, originally from Raleigh, North Carolina, has been a Richmond, Virginia resident for 25 years,...

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What's My Business Worth? Business Valuation Insights with Jonathan Brabrand show art What's My Business Worth? Business Valuation Insights with Jonathan Brabrand

Banking on Your Business

Jonathan Brabrand is the author of "The $100 Million Exit" and Managing Director with Transact Capital Securities.  Jonathan helps us with the art and science of valuing a business, understanding the factors that impact its worth, and strategies to maximize your business's value.  Jonathan helps you prepare your business for a successful exit.

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Business Strategies To Reduce Healthcare Expenses with Kassi O'Brien show art Business Strategies To Reduce Healthcare Expenses with Kassi O'Brien

Banking on Your Business

Kassi shares her inspiring journey from South Carolina to Scott Insurance and how her background in cost accounting has equipped her to help businesses manage their health insurance expenses effectively. We explore the reasons behind the impending premium hikes, from healthcare inflation to delayed care, and how they impact mid-market businesses. The key takeaway is that preparation is essential, and working with a consultant like Kassi can help you forecast and plan for these changes well in advance. But it's not all doom and gloom! Kassi unveils innovative solutions for business owners...

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Banking Solutions for Government Contracting Companies with Paul Covill show art Banking Solutions for Government Contracting Companies with Paul Covill

Banking on Your Business

Paul Covill, with Burke and Herbert bank, shares insights into the world of Government Contracting.  Paul discusses the bank's recent expansion into new markets, its transition to NASDAQ, and much more.

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Advanced Treasury Services to Fuel Growth and Mitigate Fraud with Jamal Hasan show art Advanced Treasury Services to Fuel Growth and Mitigate Fraud with Jamal Hasan

Banking on Your Business

Join us for a conversation with Jamal Hasan, a small business banker out of Richmond, VA.

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What You Should Think About Before Selling Your Business with Patrick Morin show art What You Should Think About Before Selling Your Business with Patrick Morin

Banking on Your Business

Patrick Morin, a Partner with Transact Capital Securities, dives into the current M&A landscape and provides invaluable insights for business owners considering or preparing for an exit.  Whether you're a seasoned entrepreneur or just starting out, this episode is packed with practical advice and expert guidance. 

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Working with an LPO for Business Financing with John Neal show art Working with an LPO for Business Financing with John Neal

Banking on Your Business

John Neal, who is spearheading the expansion efforts for Southern Bank in the vibrant Richmond market, provides insights and expert commentary on the current banking landscaping, especially for CEO's and business owners seeking new business loans in today's dynamic environment.  Whether you're a business mogul or an aspiring entrepreneur, this episode is packed with information to help you navigate the world of business loans and financing.

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Join us for a conversation with Jamal Hasan, a small business banker out of Richmond, VA.