MTD Episode 12 - Insurance in Transactions (w/ Kevin McCarron)
Making The Deal: Frameworks For Transactions
Release Date: 03/19/2025
MTD - Episode 17 - Handling employees in the transaction (w/ Paul Talbot of Insperity)
Making The Deal: Frameworks For Transactions
Joe and Shawn are joined by Paul Talbot from Insperity, a comprehensive HR and employee benefits firm. Paul walks us through the ways he and his team support the employee part of a transaction. Developing a communication and execution plan, actioning that plan and having important checkins throughout are the major comonents of a succesful transaction.
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MTD - Episode 16 - Effective Networking
Making The Deal: Frameworks For Transactions
In episode 16 of MTD, Shawn and Joe discuss an important part of deal making: Networking. Whether finding deals to work on or bringing the deal to a close having the network to make that happen is a crucial part of the process. Shawn and Joe discuss how and where they network and also how to be comoftable in a networking scenario. Enjoy
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MTD - Episode 15 - Types of Lenders
Making The Deal: Frameworks For Transactions
Shawn and Joe discuss the variety of lenders a business owner or professional may encounter. The variety of lenders, their appetites and differences in expertise make being informed of what type of capital is out there - an important part of a funding process.
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MTD - Episode 14 - Exit Readiness Planning (w/ Matt Dery)
Making The Deal: Frameworks For Transactions
In Episode 14 of MTD, Joe and Shawn sit down with Matt Dery from the Q5 Experience, an owner readiness firm that not only prepares businesses for an eventual succession plan but also prepares their owners for life after work. The people side can oftentimes be the most difficult and overlooked part of a transaction. We dig into this topic and more in Episode 14 of MTD.
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MTD - Episode 13 - People & Culture (w/ Sam Frank)
Making The Deal: Frameworks For Transactions
Joe & Shawn discuss company culture and best fit with Sam Frank from Harvey Hohauser & Associates. Sam joins MTD to discuss his role in the retained executive search field and its impact on a company's bottom line.
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MTD Episode 12 - Insurance in Transactions (w/ Kevin McCarron)
Making The Deal: Frameworks For Transactions
Joe and Shawn have a sit down with Kevin McCarron, a seasoned insurance professional. This episode touches on several forms of insurance including environmental, Reps & Warranties insurance, key man and more. Tune in for details on insurance's role in transactions.
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MTD - Episode 11 - Value Creation (W/ David Hamilton)
Making The Deal: Frameworks For Transactions
David Hamilton, founder of Kickpoint Ventures, joins Joe and Shawn for an engaging conversation. We take a step back from the mechanics of a transaction in this episode. Joe and Shawn leverage David for guidance on the value creation and the journey before the sale.
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MTD - Episode 10 - Types of Buyers
Making The Deal: Frameworks For Transactions
In this episode, Joe and Shawn discuss the types of buyers a business owner may encounter during a business sale process.
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MTD - Episode 9 - AI in M&A (w/ Kevin Moyer)
Making The Deal: Frameworks For Transactions
Joe and Shawn have a conversation with guest Kevin Moyer from Bennett Thrasher. The discussion centered around AI and its role in the Mergers & Acquisition market.
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Episode 8 - Asset Based Lending (w/ John Klehm)
Making The Deal: Frameworks For Transactions
Joe and Shawn have an in depth conversation on Asset Based lending with John Klehm of Spectrum Commercial Finance. What is ABL, when is it used, along with structuring considerations.
info_outlineJoe and Shawn have a sit down with Kevin McCarron, a seasoned insurance professional. This episode touches on several forms of insurance including environmental, Reps & Warranties insurance, key man and more. Tune in for details on insurance's role in transactions.