In this episode, Tyson Ray and I discuss exit planning for business owners, marrying business owners’ sale with their other financial planning. Tyson is a founding partner of FORM and a financial advisor with over 25 years of experience guiding

Business Development and M&A with Dynamic Entrepreneur, Chris Pflueger

Aug 16th, 2023 41m 49s

Forever upholding the Sigma Chi Jordan Standard, Chris Pflueger graduated the University of Florida (Gamma Theta chapter) with a degree in Economics, then earned an MBA at USF in Finance and Management Information Systems.With over 25 years of

Mergers & Acquisitions for Dummies author Bill Snow

Jul 8th, 2023 34m 48s

In this episode, we are joined by Bill Snow, author of Mergers & Acquisitions for Dummies and an experienced M&A professional with over 30 years of professional experience, including almost two decades as an investment banker. We talk about all

Exit Planning with Entrepreneur Mac Lackey

May 23rd, 2023 36m 21s

In this episode we are joined by Mac Lackey to discuss exit planning at every stage of the business life cycle. Mac is an American entrepreneur who has started, scaled and sold six companies (all seven or eight figure exits), most in health & w

Digital Marketing and Building Value with Katie Wagner

May 20th, 2023 25m 46s

In this episode we are joined by Katie Wagner, founder of @KWSMTeam. Katie specializes in branding, messaging, and ongoing marketing execution with the goal of helping clients generate and convert more leads. Her services include content creati

Navigating the M&A Market in 2023 with Kirk Michie

Apr 7th, 2023 31m 11s

Kirk Michie of Candor Advisors provides his expert read on the current state of the M&A market in this uncertain economy with high inflation and interest rates and how it's all impacting mergers & acquisitions. Kirk has over 30 years of experie

Financial Planning for Sellers with Andrew Van Dyke

Dec 19th, 2022 33m 23s

In this episode we are joined by Andrew Van Dyke, a financial advisor with Modern Woodmen in Meridian Idaho. Andrew shares his wisdom from working with business owners to manage their financial assets, both within the business deferred compensa

M&A Accounting with Nancy Rix

Oct 5th, 2022 37m 48s

In this episode we are joined by Nancy Rix, CPA, Partner at ATLAS CPA’s and Advisors who specializes in accounting for mergers & acquisitions. Nancy discusses a variety of issues business owners need to know relating to M&A, tax, and accounting

M&A Investment Banking with Channing Hamlett

Sep 10th, 2022 45m 16s

Today we are joined by M&A investment banker Channing Hamlet with Objective Capital Partners. He serves as an execution leader for the firm’s M&A and Valuation Practice and leads the firm’s Business Services Practice. He brings more than 25 yea

Psychology and M&A with Dr. Shahrzad Nooravi

Aug 2nd, 2022 32m 16s

In this episode we are joined by Dr. Shahrzad Nooravi to discuss the psychology of mergers & acquisitions for businesses, management, employees and owners of the target and acquiring companies in a merger. Her deep experience as a business psyc

Elon Musk and Twitter, a Deal Gone Wrong

Jul 12th, 2022 51m 11s

In this episode, I'm joined by Kirk Michie, founder of Candor Advisors to discuss the unfolding saga of Elon Musk’s failed takeover of Twitter. From April through July 2022: • Musk disclosed his ownership of 9.2% of Twitter shares.• Twitter’s b

Maximize Sale Value with Lamar Rutherford

Jun 17th, 2022 37m 16s

We are joined by M&A Advisor Lamar Rutherford of Excellens Solutions, where brokers transactions and advises owners on planning to sell or exit from their businesses. She has worked with over 100 businesses in a broad range of industries, incl

M&A in Financial Services with Herb Morgan

May 4th, 2022 32m 50s

We're joined by Herb Morgan, the founder of a Registered Investment Advisory firm that was acquired by a major Wall Street Invesment Bank. Herb is the Sr. Managing Director and Chief Investment Officer of Efficient Market Advisor and one of the

Exit Planning with Aaron Puttroff

Mar 30th, 2022 44m 43s

In this episode we are joined by Exit Planner and financial advisor Aaron Putroff to discuss Exit Planning, the holistic approach to designing a business-exit strategy that provides the owner maximum value for their life’s work. It encompasses

The Imposter Syndrome in M&A with Kirk Michie

Feb 24th, 2022 27m 25s

Hosting Kirk Michie, founder of Candor Advisors who has more than 30 years’ experience working with entrepreneurs, closely held business owners, and high net worth families strategic planning to achieve their legacy objectives. In this episode

M&A Investment Banking with Stuart Moss

Sep 4th, 2021 29m 16s

Today we are joined by M&A investment banker Stuart Moss, a managing director with Keystone Capital Markets in San Diego. Keystone is a team of M&A professionals dedicated to providing high level investment banking and strategic advisory servi

Selling to Strategic and Financial Buyers

Jun 10th, 2021 44m 26s

The M&A market is hot in 2021, with strong deal volume and high valuations. Kirk Michie, founder of Candor Advisors, explains the major difference in transactions with strategic buyers and financial buyers--including private equity firms, fami

Human Capital and M&A with Susie Japs

Apr 24th, 2021 28m 1s

In this episode, we are joined by Susie Japs to discuss human capital and talent management in the M&A arena. Susie Japs is the Managing Director of Wejungo, a consulting firm specializing in talent management & recruiting strategies. For almos

Exit Consultant John Ovrom

Mar 23rd, 2021 40m 10s

In this episode I am joined by John Ovrom, founder of Exit Consulting, which provides consulting and brokerage services for businesses and owners to prepare for and execute a sale or similar change in ownership. John is a specialist in creating

M&A Strategic Planning with Kirk Michie

Feb 22nd, 2021 38m 43s

Today, I'm joined by Kirk Michie, founder of Candor Advisors. For more than 30 years, Kirk has worked with entrepreneurs, closely held business owners, and high net worth families to achieve their strategic planning, liquidity, investment, and

Managing the Stress of a Sale with Dr. Jack Singer

Jan 6th, 2021 35m 47s

Don’t let the stress of a sale derail a successful transaction. Dr. Jack Singer teaches us about the root causes of stress and techniques to manage stress. Dr. Jack holds a Ph.D. in Industrial/Organizational Psychology and a Post-Doctorate in C

M&A in the Cannabis Industry with Ken Berke

Oct 9th, 2020 35m 32s

In this episode we are joined by Kenneth Berke, a corporate transactional attorney in Los Angeles with a specialty in cannabis industry. The cannabis industry raises a myriad of unique and evolving legal issues, and cannabis M&A transactions ra

M&A Investment Banking with Tim Malott

Sep 28th, 2020 39m 7s

Today, we are joined by Tim Malott who founded the investment banking firm Shoreline Partners in 1994. Tim is former CPA and holds four securities licenses. Tim represents the owners of privately held companies in sale, merger, acquisition and

SBA Financing for Business Acquisitions with Ryan Smith

Sep 11th, 2020 44m 57s

In this episode, I’m joined by Ryan Smith, a former banker and commercial loan officer who founded ThinkSBA to help entrepreneurs receive the capital they need to acquire or grow their business. Nearly all middle market and Main Street business

Succession Planning with Rod Hatley

Aug 16th, 2020 34m 31s

Rodney (Rod) Hatley is an attorney and the founder of Hatley Law Group APC. Rod provides estate planning and succession planning for business owners and other individuals. He works with teams of professional service providers to protect the as